Description
User management will allow the managing user to updates users as desired.
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 attributes are to be changed.
After clicking on the user number a summary will be displayed showing the user keywords, email, duty and the rest of the user profile components
For those filed containing 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 requires a confirmation from the managing user.
Once this action is completed the user will no longer be available and to retrieve 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 the reason for deactivation and confirmation for the action.
If the user about to be deactivated still has a 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 into three different sections, user information, permissions and finally a review - confirmation section.
In order to access de modification flow, the user will click on MODIFICATION and after that, the following 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 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 determine 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 perform within a certain module, as explained above, they work in conjunction with duties.
QUEUE ACCESS: This section controls the queues (other from the agent´s home city) that will be accessible.
In regards to the steps to be followed, as seen on the screenshot, KIU CLICK has a user-friendly way to allow management for any of the above 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-populate 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
In the above image, you can see how the duty code 1 (electronic accounts) has been removed.
For the opposite operation, the user should click on the “ADD” button and a contextual menu with options will be shown :
Those shown in green are those already present in the user profile and those in grey are those that could be added by clicking on the applicable box
Once the operation has been completed, the managing user can either choose to advance in the process (and save the changes), moving to the next subsection (in this case CONFIRMATION) or if “BACK” is selected it will be redirected to the PERMISSIONS subsection in which the other section of the profile can be modified.
Keywords.
This section behaves the same as duties, meaning that removal or addition are triggered by “X” or “ADD” button
For addition and as seen in keywords the system will show a menu indicating those keywords that the user already has and also the missing ones , along with a brief description
Additionally and due to the keywords variety, the system will enable some extra options that allow searching for a specific keyword by typing it or view only those selected or unselected keywords.
Access Queues
Queues work the same way as duties and keyword, meaning that they can be removed by clicking on the “X“ icon or added by clicking on ADD
In the case of the additional action, the user will be prompted to input the home city for the new queue as well as the queue number
After the city and queue have been added, the “+“ should be clicked storing the information and also allowing a new city - queue input if needed or else allowing the user to go BACK or NEXT as required.
Confirmation.
This is the last subsection of the modification flow, in this screen the user will have the chance to review the user before submitting changes, the navigational keys allow to IGNORE, CONFIRM or go BACK to the previous subsection as required.
