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| en:module_manual:user:account_group [2013/06/20 06:14] – created shixb | en:module_manual:user:account_group [2013/12/10 11:50] (current) – shangy | ||
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| ===== Account Groups ===== | ===== Account Groups ===== | ||
| - | On the leftmenu,左侧列表 账户和权限管理-->帐号组管理,可以看到下图所示页面 | + | On the left menu,Account and authorization |
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| - | =====添加账号组===== | + | =====Add account groups===== |
| - | 帐号组是用来协助 费率管理-->坐席呼入费率管理的,把一些政策相同的帐号,归结成一个组,然后对这样的一个组进行统一计费,便于管理大量帐号极其他们下边的坐席费率。 | + | Account groups are for helping Rate->Agent rate to manage the rate. We put accounts with the same policy into a group, and bill them altogether. |
| + | Click Add and the page pops up. | ||
| - | 点击【添加】按钮,弹出添加帐号组界面 | ||
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| - | ====必填项目==== | + | ====Mandatory Fields==== |
| - | * **帐号组名称:**任意填写,用于管理者识别帐号组; | + | * **Name:** to identity the group; |
| - | * **团 队:**设置帐号组所属团队,只有该团队下的帐号,才能添加进此组; | + | * **Team:**Set which team this account belongs to, and only the accounts under this team can be added into the group; |
| - | * **帐 号:**点击此按钮,弹出帐号选择界面 | + | * **Account:**Click this botton to open the select page. |
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| - | <note tip>左侧列表里放着可加入到此帐号组的帐号,右侧列表里的帐号是帐号组内已有的帐号。 | + | <note tip>Accounts can be added are on the left, and accounts already in the group are on the right. |
| - | 在帐号名称前打勾,代表选中此帐号。然后左移或者右移将此帐号挪出此组或加入此组。 | + | Tick the accounts you would like to add/remove, and drag them leftwords or rightwords. |
| - | 按图中所示,按红线流程是将帐号加入组中,蓝线反之。 | + | As shown in the picture, the red process is add to the group, and blue one is to remove the accounts from the group. |
| - | 挪动完成后,点击【保存】按钮。</ | + | And click save to save the result.</ |
| - | ====可选项目==== | + | ====Optionary fields==== |
| - | * **外呼路由:**选择此账号组是否需要对应一个外乎路由。 | + | * **Outbound route:**Choose whether this group need a outbound route. |
| - | * **对象:** | + | * **Memo:**to add memo about this group. |
| - | * **中继\中继组:** | + | |
| - | * **说 明:**用于填写对帐号组的说明,以防止日后忘记建立此组的目的。 | + | |
| - | 数据填写完毕后,保存,一个新的帐号组就创建完毕了。 | + | Save and a new account group has been set up. |
| - | =====编辑账号组===== | + | =====Edit account group===== |
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| - | 在帐号组页面中,双击一条帐号组信息,即可对其进行编辑修改。 | + | |
| + | In the edit account page, double click a piece of account group information and edit it. | ||
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| - | 显示信息呈黑色字体的代表可以编辑,灰色字体的不可以编辑。 | + | Fields in black are editable, and fields in grey can not be edited. |
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| - | 点击编辑帐号按钮和添加时操作一样,都是为了向组内增加或移除帐号。 | + | |
| + | "Edit account" | ||