Configuring Administrator Portal Settings in Attendant Console for Dialogue Cloud
Certain settings and parameters need to be set for Attendant Console for Dialogue Cloud to perform required tasks.
Prerequisites
-
Attendant Console for Dialogue Cloud must have been correctly set up according to the procedure described in Installation of Attendant Console for Dialogue Cloud.
To configure admin portal settings, do the following:
- Make sure that the Attendant Console is open with the desired user listed.
- Select Admin portal from the User settings menu open the Attendant Settings and select Admin Portal.
The Admin Portal window will appear:
The Admin Portal contains 5 different panes, each of which contain various parameters that you can configure, such as:
- Mail: Allows you to conifgure a custom SMTP servers, Office 365 accounts, assign Server ports, etc. to be used by Attendant Console.
- Mail Templates: Allows you to create, modify and delete mail templates.
- Connectors: Allows you to specify user authentication and consent parameters for the Dynamics CRM Customer Relationship Management, or CRM, is (usually) a software-based, data management method to deal with interactions with customers and potential customers. Widget.
- User privileges: Allows you to specify operator specific access rights to the Admin Portal, Preferences menu, personal and group contacts, and widgets.
- Contact Sources: Allows you to create, modify and delete other Contact Source lists (like Excel or csv files stored on your OneDrive or SharePoint).