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How to assign a dashboard catalog to a user

Estimated reading time: 1 min

Introduction

This article describes the processes for assigning a dashboard catalog to a user in the Users and Teams section of the Premier Contact Point administration module.

Background

Dashboards allow user and queue activity to be monitored in real time. The dashboard editor is used to configure what information is visible on the dashboard and the way the dashboard will display the information. Once a dashboard has been created it needs to be assigned to a catalog so that users can view it. Once a catalog has been created it needs to be assigned to a user.

How to assign a dashboard catalog to a user

  1. Select Users and Teams from the Administration menu panel.
  2. Select the relevant user from the list and then click edit.
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  3. Select Dashboard from the Users and Teams menu panel, then enable either the Agent or Supervisor dashboard and use the radio buttons to select either the Group, Team or Personal catalog.
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There are three catalog options available

  • Group catalog – the user will have access to the dashboard catalog assign to the default group.
  • Team catalog – the user will have access to the dashboard catalog assigned to the team they are part of.
  • Personal catalog – the user will have access to a personal catalog, when selected user the drop-down menu to select the preferred catalog.
Supervisor and Administration users generally have access to both Agent and Supervisor dashboards allowing configuration of both catalogs.

 

 

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