Supervisor Access Overview

Article author
Learning Center Mekari
  • Updated

In the use of the Chat Panel, Admin is one of the accesses used in accessing the chat panel with the following conditions:

  1. Open your Omnichannel Account. Then enter the Username and Password. Then click "login".

  2. You will be directed to the main Omnichannel page.

    Supervisor can access Dashboard, InboxCampaign, ContactsChatbotReport, Package Usage, Channel Integration dan Settings.

  3. Under the conditions, Supervisor can also access Agent's online/offline status and room history in the inbox form.
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  4. On the Channel Integrations Webchat menu, Supervisors can open one of the Widget names to see the Widget display that has been previously set by the Admin role. Click "Actions" then select "Set up widget" to see the details.

    - Here is the Widget display that will be seen:

    - In this case, the Supervisor role cannot make edits. All editing activities can only be done by the Admin role.

  5. On the Facebook Channel Integrations page, the Supervisor can only see a list of Facebook pages that have been integrated or not integrated. In this case, the Supervisor role cannot add new integrations or disconnect existing integrations, this activity can only be done by the Admin role.
  6. On the Instagram Channel Integrations page, the Supervisor can reactivate an Instagram account that has been disconnected by clicking "Reconnect" or deactivate the account by clicking "Disconnect". In this case, the Supervisor role cannot add new integrations, this activity can only be done by the Admin role.

  7. On the Channel Integrations Email Menu, the Supervisor can open the details of the registered email information and make edits to the Outbox Server (SMTP) section. However, adding new integrations to the Email Account can only be done by the Admin role. Click on one of the emails, then the system will open the Email Account Information form.

    - Here is the Outbox Server (SMTP) display that you can edit:

    - On the Outbox Server (SMTP), you can edit the Email Address, Password, Provider, or check the toggle 'Custom Provider Manually' if you want to customize the Provider manually. The following display will then appear if you activate the toggle. Please fill in the columns below.

  8. On the Telegram Channel Integrations menu, Supervisors can see a list of registered Telegram accounts and Telegram channel settings by clicking "Settings". Only the Admin role has the ability to modify Telegram channel settings and add new integrations.

    Here is a display of the settings for one of the Telegram accounts that can be seen by the Supervisor role.

  9. On the Channel Integrations X (Twitter) menu, Supervisors can see the X (Twitter) account that is integrated with Qontak. Only users with the Admin role can add new integrations to Twitter.
  10. On the Line Channel Integrations menu, Supervisors can see the registered Line accounts and Line channel settings by clicking "Settings". Adding new integrations and editing Settings for Line Messenger can only be done by the Admin role.

    The following is a display of the settings for one of the Line accounts that can be viewed by the Supervisor role.

  11. In the Qontak CRM Channel Integrations menu, Supervisors can see a list of registered Qontak CRM accounts. Adding new integrations or disconnecting existing integrations for CRM can only be done by the Admin role.
  12. Supervisors can access the following submenus from the Settings menu.

That is the explanation regarding the access that can be done by the Supervisor. Learn about the access that can be done by the Admin here.