Category: Configuration

Users

Users

“User ” in the “Configuration” section is used by customer service representatives. Customer service representatives enter the names of their operators to support their customers in this field. If customers want help with anything, they will contact the operator who is active and does not have a job from the operators written here. Here you can create, edit, and delete users. You can read the article below for more information ??.

User Management

You can view your operators in user management and specify their role in the Edit button that appears when the page is scrolled to the right. In user roles, you can set user roles for your operators. In the menu item management section, you can view and change the menu management of the site. You can make any changes in the Edit and delete sections next to user names. You can also filter from the filter section.

Role Management

You can define roles for your users from the role management section. When determining your users or when you want to make adjustments to their roles, you can add these tags from the roles section and assign the role you want. Here we set it as admin, supervisor and agent to be an example for you. As can be seen from the example, when you design a user as supervisor, they will have more privileges. You can also make any changes you want.

You can also view the roles you have specified in the role elements section. When you click on the roles (such as admin, supervisor, agent) that you have created in the elements section of this role, you will see what privileges they have.

Menu Items Management

From the menu items section, you can determine and display which parts of the menu these users can access rather than their authorizations. I clicked on the admin to indicate in the example here, and here it is clearly visible which tabs he can access in the menu. You can define the authorizations of your users from here as you wish, add new authorizations or delete the existing ones.

Operator Group

From the operator group section, you can create groups that are specific to your operators.

Add New to Users

If you click the ”Add New” button, you will see this screen. If you enter name, surname, e-mail, status, dynamic password, operator, roles, work channles, operator group, phone number, Profile Picture and title information in the add new section, your templates will be ready. You can install it into the system by pressing the “reoland” key to save the changes. when the process of adding a new Massage Templates is complete, you will see the “process started” in the upper-right corner of the main screen. It’s Ready!

Edit to Users

You can use the “edit” option in the message column to edit your user. You will receive a warning to save changes on the home screen because you have added a new user. You can install it into the system by pressing the “reoland” key to save the changes. when the process of adding a new Massage Templates is complete, you will see the “process started” in the upper-right corner of the main screen. It’s Ready!

Delete to Users

You can use the “delete” option to delete your user. When the deletion is complete, you will see the Delete Successful statement in the upper-right corner of the Home screen. It’s Ready!

That’s it!

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Channels

Channels

“Channels” in the “Configuration” section are templates used by customer service representatives. Channels related to different areas can be opened by customer relationship representatives. in this way, operators can provide an easier flow of services in here. For example, a “general channel” for general topics can be opened, and a “technical channel” for technical topics. Here you can create, edit, and delete topic management. Also, you can open multiple channels and use them all at the same time. You can read the article below for more information ??.

Add New to Channel

If you click the ”Add New” button, you will see this screen. Please choose first to create your channel with ortusdesk, facebook and whatsApp support after than, if you enter channel name, channel type, social media token, social media ID, social media endpoint information in the add new section, your channel will be ready.

Channel Name

The Channel name is the area where the name of your channel is located.

Channel Type

The channel type is the area where your channel type is written. You do not have permission to change this field. Your channel type is ortus desk, which has existed since the beginning.

Social Media Token

It is a service token that will be used when going to a social media token.

Social Media ID

The social media ID field is for you to enter your social media password.

Social Media EndPoint

Social media is the endpoint information.

When you press this button, you’ll see exactly the image of the one above. In the section with the Ortus logo, your customers contact you directly through this system. You can see what kind of screen they will display from the screenshots we have shown in our previous articles. Don’t forget to check our other articles too!

You can enter your Facebook page by clicking on the Facebook logo. In this way, you will also provide support services to your customers who will come from Facebook. Again, all messages written on this platform will be sent to our Ortus system and you will be performing your service through this system.

In the WhatsApp section, we can say that your customers will contact you through the WhatsApp application. While your customers are communicating with you using this application on their mobile phones, you -operators- will also be replying through this system.

You can create a new channel here by entering your channel’s name, social media accounts and more. You can also specify the type of channel.

This channel will not appear directly when you add a new channel. In order to see the new channel added, you must navigate to the users menu in the settings section. You can select a new channel from the working channel column by selecting the edit option located above the profile you are using here.

Edit To Channel

You can use the “Edit” option in the text column to edit the channel. The channel you edit will change in the desired direction. When editing is complete, you will see the update successful statement in the upper-right corner of the Home screen. It’ s Ready!

When you used the Edit option, the channel named “commercial” in the first picture was changed to “general”. you can do this by following the update step. In order to save the updated channel name change, you must log out of the ortus desk page and enter it again.

Delete to Channel

You can use the “Delete” option in the channel column to delete channel. When the deletion is complete, you will see the Delete successful statement in the upper-right corner of the Home screen. It’ s Ready

That’s it!

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