General Information

In the Teliqon Autodialer software personal dashboard, you, as an administrator, can perform all the same operations as project managers.

The capabilities of managers are described in the following documents, corresponding to the respective pages of the personal dashboard:

• Login
• Dashboard
• Campaigns
• Leads
• Agents
• Managers
• Settings

The key difference between the manager’s and administrator’s personal dashboards lies in three pages:

• Dashboard
• Managers
• Settings

Let’s take a closer look at the additional capabilities available to project administrators.

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Dashboard

In this section, under the Active Agents tab, unlike project managers, project administrators do not have access to the Spy and Whisper options.

To access these options, you need to log in using project manager credentials in Teliqon Autodialer Software.

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Managers Section

In this section, in addition to the functions described in the Managers document, admins can:, project administrators have access to several additional features, such as:

1. Add a new manager to the system;
2. Edit a manager’s account;
3. Remove a manager from the system.

+ Add Manager Button

When you click the button to add managers to the system, the following pop-up window will appear:

In the pop-up window, you need to enter the manager’s name, email address, and password. You can either create a password manually or click the Generate Password button to have the system generate one for you.

Additionally, you must select one of the available options for the manager’s interaction with the system:

• Display all phone numbers to the manager;
• Hide phone numbers from the manager (fully or partially, configured in Settings).

Once you have completed the fields, click Create Manager to finalize the creation, or click the X icon to cancel the changes.

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Edit Manager

Clicking the Edit icon in the manager’s row opens the following window:

In this window, you can modify any of the three fields (Email, User Name, Password) by typing directly, or change the phone number visibility setting for the manager using the checkbox.

• To save your changes, click Save
• To cancel the changes, click Cancel
• After saving, the updates will be reflected in the Managers List table

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Delete Manager

Clicking the Delete icon in the manager’s row opens the following window:

You must confirm the action by clicking Delete, or cancel it by selecting Cancel or clicking the close icon X.

Once the manager is deleted from the system, they will no longer be able to log in using the email address and password associated with their account.

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Settings Section

In this section, project administrators have access to one additional settings option, in addition to the features described in the Settings document:

This option is represented by the Hide Phone (Managers) setting, which is responsible for masking phone numbers for managers when they access their personal dashboard. This setting is typically configured once during the initial system setup and is not displayed elsewhere.

When this option is enabled, either part of the phone number or the entire number will be masked for managers during their interaction with the system. Additionally, after selecting the masking type, an extra input field labeled Amount will appear, allowing administrators to specify the number of digits in the phone number that should be hidden.