How to add a new employee
Table of Contents
1. Log in to the WebAPP
In order to create a new employee, you will first have to log into the WebAPP. You can access the WebAPP at http://app.callpotential.com
2. People & Places Tab
After logging in, you will want to select the People & Places tab, and then the Employees sub-tab. This will take you to your employee list.
3. New Employee
To create an entirely new employee, simply click the "New Employee" button. This will take you to a blank card you can fill out with your employees information.
4. Fill out the Card
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) that the employee will be working at.
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.
Use the employee first initial, last name and then @company-email-signature. For example - jsmith@abcstorage.com
Note: By default, the newly created employee will be under the role "employee", which has the most limited rights. There are a few different roles you can use to provide the employee with the appropriate amount of rights:
a. Manager - this role is typically assigned for District or Regional Managers. This role will be able to create new employees, and have additional rights to grading. In order to create them, just click the "manager" tab on the "Role Assignment" box, and add the locations that the manager will manage.
b. Administrator - this role will have full access to the WebAPP, including the advanced dashboard. Keep in mind, if you set these users rights as an administrator, they will have the same rights as you do!
c. Agent - this role is for the Call Center Module. The employee will log in and be directed to the Agent Dashboard (see call center guide)
d. Evaluator - this role will have the ability to grade calls and make changes to the gradesheets, but will not have access to daily operations or the advanced dashboard
5. Save
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. 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" 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 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. The training environment can be accessed using the Google Chrome browser and navigating to training.callpotential.com.