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| - | ====== 账号管理 ====== | + | ====== Account management ====== |
| - | 账号是系统用户的基本单位,通过设定不同的账号类型和角色,可以定义出不同的权限类型。 | + | Account is the basic unit of system user, and we can define different authorization type by setting different account type and role. |
| - | + | On the left list, Account and authorization --> Account management, we can see the list of accounts which already exist in the system. | |
| - | + | ||
| - | 左侧列表 账户和权限管理-->帐号管理,进入帐号管理界面,这里可以看到系统内已经存在的账户列表。 | + | |
| {{:en:module_manual:user:account_page.jpg?768|Account Page}} | {{:en:module_manual:user:account_page.jpg?768|Account Page}} | ||
| - | =====添加账号===== | + | =====Add user===== |
| - | 点击【添加】按钮,打开添加账户的页面: | + | Click Add and open the account add page. |
| {{:en:module_manual:user:account_add.jpg?768|Add Account}} | {{:en:module_manual:user:account_add.jpg?768|Add Account}} | ||
| - | ====必填项目==== | + | ====Mandatory fields==== |
| - | * **用户名:**可由字母,数字,汉字,下划线,@任意组合而成,用作登录的用户名以及在系统中名称显示,同一个团队下的用户名不可重复,不能用系统管理员用户名作为自己的用户名; | + | * **Username:**the name consists of letters, numbers,chinese characters, underline, and @. And the name is used as login name and the name shown in the system, and cannot be repeated. You cannot use the system administrator user as the name here. |
| - | * **密 码:**设置登录系统时所使用的密码; | + | * **Password:** Set the login password. |
| - | * **帐 号:**添加帐号时由系统自动生成的一串数字,不可更改,用于标识你在系统中的身份; | + | * **Account code:**Automatically generated by the system, and not changeable, to identify you in the system; |
| - | * **姓:**坐席姓氏; | + | * **Last name:**The last name of the agent; |
| - | * **电子邮箱:**填写一个可以联系到你的电子邮箱,系统相关的业务信息会发送到此邮箱; | + | * **Email:** Enter one of your emails, and the related business information will be sent to this email address. |
| - | * **额度限制:**允许帐号超支的限额; | + | * **Credit limit:**the limit ot overrun; |
| - | * **状 态:**设置帐号是否可用; | + | * **Status:**whether to enable this account; |
| - | * **强制录音:**是否对该帐号强制录音,系统默认不可用; | + | * **Monitor force:**Whether to record this account, disabled by default. |
| - | * **付费方式:**可选无限制,后付费或预付费。 | + | * **Limit Type:** No limit, Prepaid, Postpaid |
| - | * 每个账户都会有一定的资金用于通话,当期资金不够时,是否可以继续通话,就要看本字段的设置情况。 | + | * Each account has a certain amount of money to call, when the money is used up, whether the account can continue making calls depends on this field. |
| - | * 无限制,对账户的使用情况没有任何限制。 | + | * No limit, |
| - | * 后付费,当账户资金不够时,允许其继续使用,但受额度字段规定的金额限制。 | + | * Post pay,when the money runs out, allows the account to continue calling, but cannot exceed the limit. |
| - | * 预付费,当账户资金不够时,不能继续通话,即必须预存话费。 | + | * Prepay,the account cannot make calls when the money runs out. You need to pay first. |
| - | * **导出时间限制:**当执行导出任务时,该账户是否收到系统中设定的导出时间的限制。 | + | * **ExportTime Limit:**When excute the export task, whether this account is limited by the time the system set. |
| - | * **账户类型:**有系统管理员,团队管理员,普通用户可选; | + | * **Purview:**System admin, team admin or user. |
| - | * 系统管理员,默认得到系统管理员的角色,可以管理整个系统和系统下所有用户,这是最高级别的类型。 | + | * System admin, the highest level, can manage the whole system and all users. |
| - | * 团队管理员,默认得到团队管理员的角色,可以管理某个团队下所有的用户。 | + | * Team admin,can manage the whole team. |
| - | * 用户: 需自行为其选择角色和所在团队。 | + | * User: has to choose its role and team it belongs to. |
| - | * **角 色:**给帐号赋予一个角色后,他将拥有该角色下的所有可用权限。 | + | * **Role:** give the account a role, and he will pocess all the permission of this role. |
| - | ====选填项目==== | + | ====Optional fields==== |
| - | * **名:**坐席的名字 | + | * **First name:** the first name of the agent |
| - | * **额度限制:**当系统付费方式选择了后付款或者预付款时,需要在此处填写对该账户的额度限制。 | + | * **Credit limit:**After choose afterpay or prepay, you need to enter the limit to overrun. |
| - | * **团 队:**把当前帐号加入到你选择的团队,仅当账户类型是团队管理员或者用户时启用。 | + | * **Team:**Add this account to the team you choose, and only enable this when it is used by team adnimistrator or users. |
| - | * **组管理员:**一个团队下可以有多个账号组,此项可以设置帐号担当小组的管理员,仅当账户类型是用户时需要设定。 | + | * **Account group admin:**there can be many account groups under a team, and here we can set this account as the administrator of this group. Only when the account type is user is necessary. |
| - | ====高级资料==== | + | ====Advanced==== |
| - | * **拨入费用:**当我们为坐席设定了[[zh:模块使用说明:呼入费率]]时,该字段将显示累计产生的呼入费用。 | + | * **Inbound credit:**When we set[[:en:module_manual:rate:agentrates]] for agents, this field shows the add-up inbound calls rate generated. |
| - | * **头 像:**可以上传一张该坐席的照片; | + | * **Picture:**upload a photo of this agent. |
| - | * **话 费:**此帐号累计电话费用总和; | + | * **Credit:**the add-up phone bill of this account; |
| - | * **成 本:**此帐号在本系统的成本费用; | + | * **Cost:** the cost of this account generated in the system |
| - | 点击 【保存按钮】 就可以成功添加这条信息了,这时会出现为该账号添加分机向导,见截图 | + | {{:en:module_manual:user:user-advanced.png?768|User Advanced}} |
| + | |||
| + | Click save to add this message, and the page for adding a device for this account shows up, | ||
| {{:en:module_manual:user:account_created_device.jpg?768|Add Device}} | {{:en:module_manual:user:account_created_device.jpg?768|Add Device}} | ||
| | | ||
| - | 根据你的需求,可以现在就为该账号添加分机。 | + | Now we can add devices for this account (details in the next chapter) |
| - | + | ||
| - | 添加分机我们留到下章去详述,在此先略过。 | + | |
| - | + | ||
| - | 帐号添加完毕后 如果选择继续 添加分机并添加成功 返回帐号页面列表显示 将会在系统上部出现一个黄色提示条,要求重载 | + | |
| + | When the account is added, and if you choose to continue adding, and a yellow banner shows and requires a reload. | ||
| {{:en:module_manual:user:account_device_reload.jpg?768|Reload}} | {{:en:module_manual:user:account_device_reload.jpg?768|Reload}} | ||
| - | 点击黄色提示条,系统返回信息,提示重载成功,黄色条消失,如下图: | + | Click the banner, and the system shows reload succeeded. The banner disappears and give the information: |
| {{:en:module_manual:user:account_device_reload_success.jpg|Reload Success}} | {{:en:module_manual:user:account_device_reload_success.jpg|Reload Success}} | ||
| + | =====Edit account===== | ||
| - | =====编辑账号===== | + | According to the frequency of use, we have 3 wizard button for account type user: view device, add device, and config device. And other account types do not have them. |
| - | 根据使用频率为帐号类型是用户的,增设了3个向导按钮(查看分机,添加分机,配置坐席),其它用户类型,无此按钮。 | + | **View device:** |
| - | **查看分机:**点击后弹出一个界面 | + | |
| {{:en:module_manual:user:account_view_device.jpg|View Device}} | {{:en:module_manual:user:account_view_device.jpg|View Device}} | ||
| - | 此界面会逻列出该帐号下所有分机简要信息,点击 查看详情 页面会转到PBX管理-->设备管理,同时帮你把该信息的编辑界面打开,相当于在设备管理页面对目标分机进行编辑功能。 | + | This page requires all device brief information under this account. Click View detail, the page will turn to PBX->device, and edit page of this message will be opened. It is like editing the device in the device management page. |
| - | **添加分机:**等同于在PBX管理-->设备管理中点击【添加】按钮,用此帐号进行添加分机。 | + | **Add Device:** same as click Add in PBX-> Device and add devices to this account. |
| {{:en:module_manual:user:account_adddevice.jpg|Add Device}} | {{:en:module_manual:user:account_adddevice.jpg|Add Device}} | ||
| - | **配置坐席:**等同于在 账户和权限管理-->坐席管理中点击【添加】按钮,用此帐号进行添加坐席。 | + | **Config Device:** Same as click Add in Account and Permission -> Agent Management and add devices to this account. |
| | | ||
| {{:en:module_manual:user:account_onfig_agent.jpg|Config Agent}} | {{:en:module_manual:user:account_onfig_agent.jpg|Config Agent}} | ||
| - | 表格区域列出该帐号下所有坐席简要信息,可以对其进行删除操作。 | + | In the table there is brief information of all agents, you can delete it here. |
| - | **编辑黑名单:**点击黑名单按钮,弹出黑名单设置界面 | + | **Black list:** open the black list edit page |
| {{:en:module_manual:user:account_blacklist.jpg|Blacklist}} | {{:en:module_manual:user:account_blacklist.jpg|Blacklist}} | ||
| - | 填写号码后,点击【添加到黑名单】按钮,就会出现在其下方的表格中,所有被设置黑名单的号码,将不能拨入到此帐号。 | + | Entering the number, and click Add Blacklist, and the number will be shown below. All the numbers in the black list cannot call into this account. |
| - | **编辑白名单:**点击此按钮,弹出白名单设置界面 | + | **White list:** open the white list edit page |
| | | ||
| {{:en:module_manual:user:account_whitelist.jpg|Whitelist}} | {{:en:module_manual:user:account_whitelist.jpg|Whitelist}} | ||
| - | 填写号码后,点击【添加到白名单】按钮,就会出现在其下方的表格中,一旦您设置了白名单,那么除白名单外的号码将不能拨入到此帐号。 | + | Entering the number, and click Add Whitelist, and the number will be shown below. Once you set the white list, all the numbers not in the white list cannot call into this account. |