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Using Talkdesk Guardian Users

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You can start exploring all the Talkdesk Guardian™ functionalities, such as “Cases”, by following these steps:

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1. Log in to your Talkdesk account as Admin.

2. Click on My Apps [1].

3. On the pop-up screen, select Guardian [2].

A new window will appear, and you will be redirected to Guardian’s “Overview”.

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4. Choose Users [3].

On the “Users” page you will be briefed on specific information on the agents: who may be the riskier, what are their roles, and their ring groups, among other information.

You will see the following information:

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1. In the top left corner, you can see the total number of users [1] in the account.

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2. The first column displays the name of the users [2], in chronological order.

Tip: You can invert this order by clicking on Name.

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3. Secondly, you can see the Role [3] of each user. Like in the Name column, entries are ordered chronologically, but you can rearrange them by selecting Role.

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4. In this tab, you can see the “Ring groups” [4] related to the users.

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5. Created at [5] shows the exact date (day, month, year, and time) when the agent’s account was created.

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6. User activation [6] shows the user’s account current status.

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7. Status [7] allows you to know the user status.

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8. To get more specific information, you can use the search bar, in the top right side.

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9. By clicking on the “Table options” icon, in the top right corner, you have the option to select how many items you want to see per page.

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10. With a click on a specific user’s name, a pop-up window appears with more details.

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