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After the blank employee card loads, you will want to fill out the card with the employees information. This will include the employee's first name, last name, phone number, and a unique email address that they will log in with. Additionally, you will want to select the location(s) or queue(s) for agents, that the employee will be working at. Admin are automatically given access to all locations.
IMPORTANT NOTE - The email address entered here is used for login purposes. All employees must have a unique email/login ID. DO NOT use the location email address for the employee email. If employees do not have a unique company email address, you can simply create a mock email address that will be used for login purposes only.
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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! NOTE: Make sure to hit
6. Set Password
After saving the employee, you will want to go back in and create their password. Find the employee name in the list and click the blue "edit" to go back into the employee record to set the password, so that the employee can log back in to the webappbutton 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 desired password here and click 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. Be The training environment can be accessed using the Google Chrome browser and navigating to training.callpotential.com.