Note
Italicized terms represent clickable icons on the specific screen being discussed.
Select Your Name from the Top User List - Note: If you do not see your name in the Top User list, proceed to
the(B) Access Additional Recent Users
section below.
- (A) Top User list List - Find and click your name. Once selected, your name will become colored colorized and moved furthest left, indicating you are now the selected user.
Access
Additionalthe Recent
UsersUser List - Note: If you don't see your name in Recent list, proceed to (D) Access All Location Users.
- (B) User dropdown- Click the dropdown to access additional user lists.
- (C) Recent - The system defaults to showing the 10 most recent users. Find and click your name from this list. Once clicked, your name will become colored colorized and appear furthest left in the (A) Top User listList, indicating you are now the selected user.
Access the All Location
UsersUser List - Note: If you do not see your name
on thein this list of users, please reach out to CallPotential support to be added.
(D) ALL - Click to access a the list of all employees assigned to this location. Names are listed alphabetically by first name. Find and click your name. Once clicked, your name will become colored colorized and appear furthest left in the (A) Top User listList, indicating you are now the selected user.
(E) Search - Manually type your name to search filter the full list and easily find your name.
