How to set up an outbound caller user on Calltracks

This process is for setting up an outbound caller user on Calltracks.  

NB: this process should only be followed for setting up users who do not already have Calltracks user profiles.

Go to: Settings ----> Users ----> New User

Complete the "first name" and "last name" fields.  However, instead of completing "email address" field please click on the "Set up login name" button.  A new screen will appear and you will need to create the login name with the initial of first name and the full last name, as one word. For example for John Smith, the login name should be “jsmith”.

For the following fields, please use these options:

"Assigned Role": Nologin/callcentre

"Send a self sign up email" leave unchecked.

On the righthand section of the screen, select the department of the dealership they work for.

Then click the "Create" button in the top righthand corner. 

Once the user has been set up, the profile should look like the screenshot below.

Screenshot_2020-10-02_at_11.47.29.png

Pin numbers will need to be created for each of these "nologin users", and are created by Super Admins. Please check this article for more information.

PLEASE NOTE IF YOU ARE MOVING A USER WITH AN EXISTING SETUP PLEASE FOLLOW THESE STEPS

Moving a user with an existing outbound setup

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