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Customer Service Management

Last updated: 2024-04-01 14:35:19
    Enterprises can control the authority range of roles and flexibility manage their staff through role permission management.

    Creating a Role

    1. Go to the Cloud Contact Center management console, and choose Agent Management > Role Permission Management in the left navigation bar to go to the role permission management page. Click Create new role in the top left corner of the page.
    
    
    
    2. Set a name for the new role.
    
    
    
    3. Select the members to be granted new permissions.
    
    
    
    4. Select the permission range for this role.
    Select the visibility range of this role on the management panel. You can set the skill group scope for modules such as data analysis, service records, real-time monitoring, etc. (For example, after selecting Data Analysis > Telephone Customer Service, the scope of the skill group is set to A, so the role can only see A skill group data in the Data Analytics > Telephone Agent module.) After making selections, click Save.
    

    Changing a Role

    After the new role is created, other agent roles can be set to the newly created role on the agent management page.
    1. Select the agent whose role needs to be changed and click Edit.
    
    
    
    2. Select the appropriate role for the agent.
    
    
    
    
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