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