Uses Functional User Manual: Practical Guide for Sales Ops and Finance

Uses Functional User Manual

Users




Users Listing




User Creation






Step 1: Click the Action button 
Step 2: Select Add New to open the user creation form 



Step 3: Fill all the details as per fields and click on save button

Edit User




Step 1: Click on edit icon




Step 2:  Change any details as you want to update click on save


Change Status of User



Click on status drop down icon system will display options select status as you want Active-> In Active OR In Active-> Active












Import User(s)




Step 1: Click the Action button      
Step 7: Select Import User(s)




Step 3: Click the Download Blank CSV Template
Step 4: Upload your XLSX file containing the user's data
Step 5: Click the Upload





Step 6: Click here to view Ignored User(s) and Successful Uploaded User(s) List 












Support User

Click on support user system will redirect to support user section




Add




Step 1: Click on Action button

Step 2: Click on Add New button





When you select option Hours, then enter No. of Hours and click save.
Notes
Notes: System should not allow to enter more than 168 hours




When you select option Days, then enter No. of Days and click save.

NotesNotes: System should not allow to enter more than 7 Days




After add support user system will disable add new button (not allow to add more than 1)

Edit




Step 1: Click on Edit icon


Step 2: Select Period option as you want 
Step 3: Enter Days OR Hours as you selected option
Step 4: Click on Save button



Delete


Step 1: Click the Delete icon next to the support user 
Step 2: Confirm by clicking OK to delete, or cancel to abort the action



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