Managing operators

Each department can consist of one or several operators. Every operator is assigned to one department. In the 'Departments' section of the System settings you can edit operators' personal information, such as name, login and password, change their department, enable or disable to receive voice calls and assign permissions to access Sales-n-Stats components, such as zones or reports.

Adding an operator

To add a new operator right-click on the necessary department name and select New operator from the popup menu. In the tab that opens edit the operator's data: enter the operator's name, login and password and select the department he belongs to. You can change these settings at any time later. Select the 'Can receive voice calls' check box to enable the operator to use VoIP to talk to the visitors.

Adjusting settings for a new operator

You can also set permissions for a specific operator. The operator's permissions have priority over the department permissions. For example, if access to all zones is enabled for the department, but access to Catalog zone is disabled for the operator, the operator permissions will be applied. If no permissions are set for a specific operator, the system applies the department permissions. For more information on permissions see Managing departments -> Setting permissions section.

Editing operator profile

To edit operator profile click on the necessary operator name in the tree menu, edit the information in the right side of the window and click Save.

Removing operator

To remove an operator right-click on the necessary operator name in the tree menu, select Remove from the popup menu and click Save at the bottom of the operator profile tab. You can confirm your decision in the popup dialog that appears after that or cancel the operation.

Creating another administrator account

The one and only administrator account is created during Sales-n-Stats installation. It is possible later to create one or more operator accounts, granting them all the permissions including the permission to manage operator accounts and system settings. These accounts will differ from the one original administrator account only by the inability to modify the permissions or delete the administrator account.