As a system admin, you can enable dashboard access, set permissions, and configure data views to ensure managers can set up Personal Dashboards and users can view them in the Web Phone.

Table Of Contents

User Management - Users

• Go to contactportal.app ****
• Customer Settings → User Management → Users

User Details - Supervisor Access Type

• Under Details: Enable Reports Supervisor Access Type or Higher (Enable for Call Center Manager)

User Permissions - Configure Personal Dashboard

• Under Permissions
• Allow personal dashboard configuration
• Enable for Manager

Clients - Add Personal Dashboard to Users Web Phone

• Under Clients:
  • Allow personal dashboard on web phone and portal
  • Enable for Agents & Manager

Workspace - Set User Level of Access

• Under Workspaces:
  • Change the level of access the user should have for each workspace
  • Enable for Agents & Manager
  • Click Save.

Create or Edit Client Profile

Access Client Profile

• Navigate to → Settings → User Management →Client Profiles

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Add/Edit Client Profile (Phone Apps)

1. Either add a new profile or edit an existing one.
2. Navigate to the Analytics section and enable
   • Show personal dashboard tiles
   • Show unreturned call grid display
   • Show the queue grid