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Once you have finished filling out the employee card and assigning the appropriate locations that the employee will be working at, you just click the "Save" button located below the blue "Roll Assignment" box. Your new employee has now been created!
6.
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Set Password
After After saving the employee, you must will want to go back in and create their password. Find the employee name in the list and click the blue "edit" button to the far right of their name. As you can see in the image above, there is now an empty field for Password. Enter the preferred desired password here and saveclick the Save button below.
Please note that site level employees will not need a password to access CallPotential. A login/password is only needed to access the WebApp (Management Dashboard) or to login as a call center agent.
7. Training
Once the new employee has been entered into CallPotential, you are going to want to request they be registered for online training. This can be done by either 1. Chatting in with support by using the Click to Chat option in the lower right corner of the screen or 2. Emailing support@callpotential.com with the name of the employee's needing to be added to training. We will utilize the same Login as on their employee profile and provide the password back to you. The training environment can be accessed using the Google Chrome browser and navigating to training.callpotential.com.