Once results from the “LIST“ view are returned , and the desired user profile is located it can be modified by clicking on the user number whose atributtes are to be changed.
After clicking on the user number a summary will be display showing the user keywords, email , duty and the rest of the user profile components
For those filed contaning multiple information a dropdown menu will be enabled to visualize full information
Actions.
Once on the user´s summary view quick action buttons will be shown allowing to perform quick actions.
Deletion.
Once the desired user profile has been retrieved , and by the quick action button , it can be deleted. This operation only requieres a confirmation from the managing user .
Once this action is completed the user will no longer be available and to retreive it , in the user list view , the option “DELETED” will need to be selected.
Deactivation.
This action can be only applied to an active user. Once the managing user clicks on the deactivation button , same as with deletion , a pop up box will be shown requesting reason for deactviation and confirmation for the action.
If the user about to be deactivated still has sales report opened , the system will prompt a pop up message.
In case the managing user has the capability to close third party sales reports , such action will be enabled directly from the above report.
Modification.
This option will allow the modification of several user profile aspects.
The user modification process can be split in three different sections , user inormation , permissions and finally a review - confirmation section.
In order to access de modification flow , the user will click on MODIFICATION and after that the follwing screen will be shown .
Information
As stated above , the modification flow will walk the managing user through several steps , being the “INFORMATION“ step the landing one.
In the above screen name , last name , access email , RES Email , inactive time , among others. In order to change any of the above fields just input new text and after that hit NEXT.
Permissions
The second screen for a modification will be the permissions screen , this screen will contain three subsections that can be modified , those sections will be
DUTIES : Duties are identified by numbers and they are in the range from 1 to 8. Duties determe the system modules in which the user will be able to work and in conjunction with the keywords will determine whether or not certain actions can be performed.
KEYWORDS : Keywords control the set of actions that an agent will be able to perfome within a certain module , as explained above , they work in conjunction with duties.
QUEUE ACESS : This section controlls the queues (other from the agent´s home city) that will be accesible.
In regards of the steps to be followed , as seen on the screenshot , KIU CLICK has an user friendly way to allow management for any of the abvoe categories.
If any duty , queue , or keyword is to be removed , it will be enough just clicking on the “X” next to the desired component.
If addition is needed , it is enough just to click on add, by doing so , the system will pop up a contextual menu in which will pre popule duties and keywords and a brief explanation for them and in the case of queues, a box for the home city for the queue and the queue number will be shown.
Below some screenshots
