Dashboard

This section instructs in setting up Dashboard, which gives users a realtime view to agents and interactions.

As an administrator, you need to configure user rights for Dashboard users.

  1. Go to System Configurator > User and Role Management > User Groups.

  2. Create supervisor or team leader user groups according to the instructions in the System Configurator document but do not add any role to the group.

    You can also add rights directly to a user but for easier rights and user management, we recommend to add rights via user groups.

    Note:

    Make sure the users have user settings template defined.

  3. In the User Rights assignment block, add the following rights and then save and close.

    Object Type

    Access Level

    Directory Group

    View

    Presence Profile

    View

    Queue/Queue Group

    • View

    • Manage contact history

    • Statistics summary

    • Statistics details

    Skill

    View

    User/User Group

    • View

    • Modify

    • Manage presence

    • Manage contact history

    • Statistics summary

    • Statistics details

    • Log on agents to queue/log off agents from queue

Supported Browsers and Platforms

On workstations with Windows operating system, the application can be used with Chrome, Edge, Opera, and Firefox. For macOS, only Chrome is supported. We recommend using the latest version of the browser.