This article will show you how to create a new administrator login, and how to create an admin group. Admins are typically employees that help manage your contact center system. They typically can range from monitoring your agents, uploading data to your system and creating/delete campaigns and other tasks that are handled within the Admin interface. Admin logins are separate from Agent logins. Admin logins do not incur any fees - you may have as many admin logins as you wish.
First, navigate to Admin utilities > Ytel management
There are two tab options at the top left: Group and User. In the User section we will be able to add or modify an admin.
Click "Add Admin" at the top right to create new admin, or click the modify button to modify a current admin login.
Next, you can update the user name, update the password, make their account Active or Inactive, and select the group shift (admin group) they will be associated with. Before being able to select custom group shifts, the admin group will need to be created.
On the Group tab we will be able to set system wide and individual permissions for the admin. Navigate to the cog wheel on the right, or click "Add User Group" at the top right to create a new admin group.
The top section of this menu is the System wide permissions. You have four different types of permissions to set: Create, View, Update, and Delete.
You will check enable / disable Create, View, Update, and Delete on the components you want the admins to have access to / not have access to.
If you are looking to set more detailed permissions, you can navigate to the bottom of the menu and enable / disable individual components here.
Important things to keep in mind:
Only users part of the "Super Admin" group will have access to the "User Management" section and be able to create new admins
Assigning an admin login to the "Super Admin" group will grant them full access to the YCC system
For security purposes, we recommend and strongly encourage each each admin using the YCC system to have their own login. The sharing of an admin account is not recommended.