Adding a New User in eDialer
This tutorial covers how to add a User in the eDialer system. To allow agents to log in to eDialer, you must first create a user account for them. You will need administrator access to complete these steps.
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From the Administration Dashboard, navigate to Users and click Add a New User.
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Enter your desired user number and password.
NOTE: User IDs should be at least 3 to 8 characters in length. Avoid using zero as the first character of your user ID.
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The Full Name field can be any name or identifier for the agent. This information is visible in the real-time report, which is useful when monitoring agents live. The full name also appears in the call report when you download the day’s call data.
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For User Level, use the following guidelines:
- Fronter / blended agent — Level 1
- Closer / second-tier agent — Level 2
- Administrator access — Level 8–9
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Choose a User Group from the dropdown options. If this field is left blank, the user will not be able to log in to the agent screen.
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You can leave the Phone User and Phone Password fields blank, then click Submit.
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After clicking Submit, you will see additional user options become available.
NOTE: For an agent with User Level 1 access, the remaining settings can be left at their defaults.
Need help setting up your eDialer system? Call our support team at 866-273-4639 or reach our sales team at 1 (800) 233-0234.