How to edit the Original amount of an Asset after confirming

How to change depreciation period after confirming an asset

How to fix an asset that is not depreciating

How to edit the acquisition date once asset capture is confirmed?

Create a Request for Quotation

Confirm a Purchase Order

Creating a Receipt

Capturing a Vendor Bill

Create a Request for Quotation - Foreign

Confirm a Purchase Order - Foreign

Creating a Receipt - Foreign

Capture a Vendor Bill - Foreign

Capturing Landed Costs - Supplier commission

Capturing Landed Costs and Bills- Cargo / Trade Finance

Receive an Order

Capture an Order and print Sales Picking Slips

Picking from Picking Slips and Out of Stock Report

Create an Invoice and Print Delivery Note

Validate picking for Sales Orders - Out of Stock report

Sales Order 'Stock Order Form' Import

Cancelling a Sales Order Not Delivered

Sales Order Delivered and Not Invoiced

Cancel a Sales Order delivered and fully invoiced

Schedule a Physical Return

Capture a Physical Return and Print a Returns Checking Slip

Validate a Physical Return

Create a Distributor Credit note

Capture a Virtual Return and Print a Returns Checking Slip

Validate a Virtual Return

Issue a Distributor Credit note and Re-Invoice

Create a Return to Supplier

Validate a Return to Supplier

Create a Vendor Credit Note

Create a Return to Supplier (Manual)

Validate a Return to Supplier (Manual)

Create a Vendor Credit Note (Manual)

Capturing and Validate an Internal Breakage

Capture a Distributor Breakage (Replacements) and Print a Return Checking Slip

Validating a Distributor Breakage - Replacement

Capture a Distributor Breakage and Print a Returns Checking Slip

Validate a Distributor Breakage (Credit Note)

Create a Distributor Breakage Credit note

Create a Stock Take on Odoo

Capturing a Short Delivery and Creating a Credit Note

Process a Sales Correction

Create a Product

Amend/Update a Product

Archiving a Product

Create Bill of Materials for Kits

Create a Bill of Materials for Manufacture this product

Creating a Manufacturing Order

Unbuilding a Manufacturing Order

Attendance Register - Odoo

Installing Odoo as an application

Two Factor Authentication Set Up

Automated Signature

How to Register a Guest on BBB - Guest Wi-Fi

Dot Matrix printing - How to and Troubleshooting

How to Log a Support Ticket in Odoo

How to Log a New Feature request Ticket in Odoo

Sales Force Member Promotion

Sales Force Member Demotion

Create and print pay-in sheets pack

Capturing pay-in sheets

Capturing Pay-In Sheets Distributor Summaries

Create a Consultant

How to activate inactive sales force member

Inbound VoIP Calling

Outbound VoIP Calling

Sales Force Member Blacklisting

Sales Force Member Suspension

Move a Consultant

Sales Force Member Information Editing

Registration and Login Process for PaySpace

PaySpace Application Navigation

How to purchse data, voice, SMS and check the balance on BBB Connect HelpDoc

How to port/transfer your current SIM card number to BBB Connect SIM card

How to Recharge BBB Connect SIM card

How to set up sales force meetings campaign

Making Inbound and Outbound calls for contacts 'Potential Leads'

How to create a user

How to make a sales force meeting call

How to set up extensions

How to configure sales force meetings

How to set up dispositions

How to set up a recruiting campaign

How to set up call teams

How to call the Leads and Recruits

Capture and Submit a Campaign

Review a Campaign

Introduction
Responsible Team
Navigation
Process

All Applications
Contact Centre

TaskFlow

How to create a user

How to create a user

Updated 6 months ago by Thandi Lebeta

Introduction
Responsible Team
Navigation
Process

Introduction

After TaskFlow is installed on a user's computer, the manager or team leader needs to create a profile for them in the system. Once created, the user will have the ability to receive inbound calls, make outbound calls, and be included in campaigns.

Responsible Team

ICT/TaskFlow
Contact Centre Manager
Contact Centre Team Leader

Navigate to your TaskFlow dashboard and click on this application: Settings

Navigate as follows to get to the correct screen:

TaskFlow/Settings

Once the contact centre manager or team leader clicks 'Settings' she will be logged into the system and lands on a screen that looks like this:

Process

Click [Create], and you will see the screen below:
Enter the name, surname and email address of the user as shown in the diagram above.

On Access Rights:

Select 'User' from the 'Campaign' dropdown.
Select 'Agent' from the 'Voice' dropdown.
Select 'User' from the 'Status' dropdown.
Select 'User: All Documents' from the 'Sales' dropdown.

On Preferences

Go to :
1. Localization: add the 'BBB Agent Code' (this is the Landbot/Rethalina agent code).
2. VoIP Configuration: select 'Search More' from the 'Extension' dropdown, you will the screen below:
  1. Click [Create].
  2. Enter the 'Extension' number you will like to assign to a user.
  3. Enter the 'Extension' number on 'Secret'.
  4. Click [Save].
  5. Select 'Voice' from the 'Team' dropdown.
After creating a user, she/he will be able to be receive inbound calls, make outbound calls and can also be added on 'Campaigns'.

To edit the User:

Select the 'User' from the list and you will see the screen as shown below:
Click [Edit].
Edit any information that needs to be edited on 'Application Accesses'.
To change the user's password:
1. Click on [Action].
2. Select 'Change Password' on the dropdown.
3. Enter the new User's password as shown on the screen below:
4. Click [Change Password].
To remove the user:
1. Click on [Active] button as shown below:
Click [Save].
To log out, go to your profile on the far top right.
On the dropdown, click [Log out].

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