Settings

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Available in VPC

You can configure various admin console settings, such as organization management, organization group management, and user management.

You can configure the following settings:

Manage organization

You can manage client or partner organizations.

Manage organization interface

The Manage organization interface includes the following components:

clovacarecall-organization-mgmt-screen_ko

Component Description
① Menu name Current menu name.
② Number of items Number of items displayed on the list.
③ Basic features Manage organization features.
  • [Add organization]: Click to go to the Add an organization page.
  • [Delete organization]: Click to Delete an organization.
  • [View options]: Click to select the number of rows to be displayed on the list.
  • [Detailed search]: Click to filter the list using the search option you selected.
  • [Download]: Click to download the list as an Excel file.
④ List View the list of all registered organizations.
  • Organization name: Organization name you selected during creation.
  • Recipient name: Organization name entered at creation.
  • Organization classification: Organization classification selected at creation.
  • Organization type: Organization type selected at creation.
  • Client classification: Client classification selected at creation.
  • Address: Organization address entered at creation.
  • Representative name: Contracting organization’s representative name entered at creation.
  • Representative phone number: Contracting organization’s representative phone number entered at creation.
  • Telecom company: Contracting organization’s telecom company name.
  • Product type: Contracting organization’s product type.
    • Contract needed: Status where no contract information exists.
    • Contract ended: Status where recent contract's end date has passed.
    • Contract scheduled: Status where information about the next contract is available after the current one has ended.
    • Product type name: Contracted status.
  • Registration date and time: Creation date and time of the organization.
  • Subscription status: Sign-up status of the contracting organization.
⑤ Additional features Hover to Edit an organization or Delete an organization.

Add an organization

To add an organization:

  1. Access the admin console (see Access admin console).
  2. Click the Settings > Manage organization menu.
  3. Click [Add organization].
  4. On the Add organization page, enter the basic information of the organization.
    • Organization name: Enter an organization name within 30 characters.
    • Organization classification: Select the organization classification.
    • Organization type: Select the organization type.
    • Client classification: Select the client classification.
      • Enabled when Client is selected for the organization classification.
    • Address: Select the organization’s default address and enter the detailed address.
    • Control organization integration: Select whether a control organization is integrated.
      • Enabled when Contracting organization is selected for the organization type.
    • Registered organization: Select the contracting organization of the executing organization.
      • Enabled when Executing organization is selected for the organization type.
  5. When you select Contracting organization, enter the primary information of the organization.
    • Representative name: Enter representative’s name within 20 characters.
    • Main phone number (optional): Enter the main phone number.
    • Business registration number: Enter the business registration number.
  6. Click [Save].
    • A new organization is added.

Edit an organization

To edit an organization:

  1. Access the admin console (see Access admin console).
  2. Click the Settings > Manage organization menu.
  3. From the list, click i-clovacarecall-more on the organization you want to edit, and click [Edit].
  4. On the Edit organization page, edit the organization information.
  5. Click [Save].
    • The organization information is edited.

Delete an organization

Note

You cannot delete any organization related to other information (users, campaigns, or outgoing numbers). Delete the related information first, then delete the number.

To delete an organization:

  1. Access the admin console (see Access admin console).
  2. Click the Settings > Manage organization menu.
  3. From the list, click i-clovacarecall-more on the organization you want to delete, and click [Delete].
  4. When the Delete organization popup appears, read the notification and click [Delete].
    • The organization is deleted from the list.

Manage an organization group

You can manage the hierarchy of the client organization.

Manage an organization group interface

The Manage organization group interface includes the following components:

clovacarecall-organization-group-mgmt-screen_ko

Component Description
① Menu name Current menu name.
② Number of items Number of items displayed on the list.
③ Basic features Manage organization group features.
④ List View the list of all registered organization groups.
  • Organization group name: Organization group name selected at creation.
  • Registered organization name: Contracting organization name selected at creation.
  • Number of organizations: Number of organizations selected at creation.
  • Registration date and time: Creation date and time of the organization group.
⑤ Additional features Hover to Edit an organization group or Delete an organization group.

Add an organization group

To add an organization group:

  1. Access the admin console (see Access admin console).
  2. Click the Settings > Manage organization group menu.
  3. Click [Add organization group].
  4. On the Add organization group page, enter the organization group information.
    • Organization group name: Enter an organization group name within 30 characters.
    • Organization group description (optional): Enter the description for the organization group within 30 characters.
    • Add organization: Select the contracting organization.
      • The highest-level organization can only select Contracting organization.
      • Users in the higher-level organization can access data from the lower-level organizations.
      • You can only add organizations that are not included in organization groups.
  5. Click [Save].
    • A new organization group is added.

Edit an organization group

To edit an organization group:

  1. Access the admin console (see Access admin console).
  2. Click the Settings > Manage organization group menu.
  3. From the list, click i-clovacarecall-more on the organization group to edit, and click [Edit].
  4. On the Edit organization page, edit the organization group information.
  5. Click [Save].
    • The organization group information is edited.

Delete an organization group

To delete an organization group:

  1. Access the admin console (see Access admin console).
  2. Click the Settings > Manage organization group menu.
  3. From the list, click i-clovacarecall-more on the organization group to delete, and click [Delete].
  4. When the Delete organization group popup appears, read the notification and click [Delete].
    • The organization group is deleted from the list.

Manage user

You can manage admin console users.

Manage user interface

The Manage user interface includes the following components:

clovacarecall-user-mgmt-screen_ko

Component Description
① Menu name Current menu name.
② Number of items Number of items displayed on the list.
③ Basic features Manage user features.
  • [Add user]: Click to go to the Add user page.
  • [Delete user]: Click to Delete user.
  • [View options]: Click to select the number of rows to be displayed on the list.
  • [Detailed search]: Click to filter the list using the search option you selected.
  • [Select organization]: Click to filter the list using the organization you selected.
    • This feature is only available to some users.
④ List View the list of all registered users.
  • Organization name: Organization name you selected during creation.
  • User name: User name entered at creation.
  • Email address: User’s email address entered at creation.
  • Mobile phone number: User’s mobile phone number entered at creation.
  • Task: User’s task entered at creation.
  • Registration date and time: Creation date and time of the user.
  • Last access date and time: User’s last access date and time.
  • Subscription status: User’s subscription status.
⑤ Additional features Hover to Edit user or Delete user.

Add user

To add a user:

  1. Access the admin console (see Access admin console).
  2. Click the Settings > Manage user menu.
  3. Click [Add user].
  4. On the Add user page, enter the user information.
    • User name: Enter a user name within 20 characters.
    • Email address: Enter the user’s email address.
    • Mobile phone number: Enter the user’s mobile phone number.
    • Organization: Select the user’s organization.
    • Task (optional): Enter the user’s task.
  5. Click [Save].
    • A new user is added.

Edit user

To edit a user:

  1. Access the admin console (see Access admin console).
  2. Click the Settings > Manage organization group menu.
  3. From the list, click i-clovacarecall-more on the user to edit, and click [Edit].
  4. On the Edit user page, edit the user information.
    • For more information about the editable items, see Add user.
    • When you click [Password], the user’s password is reset and a temporary password is sent to the email address.
  5. Click [Save].
    • The user information is edited.

Delete user

To delete a user:

  1. Access the admin console (see Access admin console).
  2. Click the Settings > Manage user menu.
  3. From the list, click i-clovacarecall-more on the user to delete, and click [Delete].
  4. When the Delete user popup appears, read the notification and click [Delete].
    • The user is deleted from the list.

Manage outgoing number

You can manage organization’s outgoing numbers.

Manage outgoing number interface

The Manage outgoing number interface includes the following components:

clovacarecall-caller-number-mgmt-screen_ko

Component Description
① Menu name Current menu name.
② Number of items Number of items displayed on the list.
③ Basic features Manage outgoing number features.
  • [Add outgoing number]: Click to go to the Add outgoing number page.
  • [Delete outgoing number]: Click to Delete outgoing number.
  • [View options]: Click to select the number of rows to be displayed on the list.
  • [Detailed search]: Click to filter the list using the search option you selected.
  • [Select organization]: Click to filter the list using the organization you selected.
    • This feature is only available to some users.
  • [Download]: Click to download the list as an Excel file.
④ List View the list of all registered outgoing numbers.
  • Organization name: Organization name you selected during creation.
  • Billing number: Billing number entered at creation.
  • Outgoing number: Outgoing number entered at creation.
  • Lettering text: Lettering text entered at creation.
  • Number of organizations: Number of organizations using the outgoing number.
  • Number of schedules: Number of schedules using the outgoing number.
  • Registration date and time: Creation date of the outgoing number.
  • Last call date and time: Last call date and time of the outgoing number.
⑤ Additional features Hover to Edit outgoing number or Delete outgoing number.

Add outgoing number

To add an outgoing number:

  1. Access the admin console (see Access admin console).
  2. Click the Settings > Manage outgoing number menu.
  3. Click [Add outgoing number].
  4. On the Add outgoing number page, enter the information of the outgoing number.
    • Registered organization: Select the registered organization for the outgoing number.
    • Billing number: Enter the billing number.
    • Outgoing number: Select the input method for the outgoing number.
      • Manual input: Enter the outgoing number and lettering text and click [Add].
      • Bulk input: Click [Upload file] and upload the Excel file.
      • Consecutive input: Enter the outgoing number and the last 4 digits, then click [Add].
  5. Click [Save].
    • A new outgoing number is added.

Edit outgoing number

To edit an outgoing number:

  1. Access the admin console (see Access admin console).
  2. Click the Settings > Manage outgoing number menu.
  3. From the list, click i-clovacarecall-more on the outgoing number you want to edit, and click [Edit].
  4. On the Edit outgoing number page, edit the outgoing number.
  5. Click [Save].
    • The outgoing number is edited.

Delete outgoing number

Note

You cannot delete any outgoing number related to other information (schedules or campaigns). Delete the related information first, then delete the number.

To delete an outgoing number:

  1. Access the admin console (see Access admin console).
  2. Click the Settings > Manage outgoing number menu.
  3. From the list, click i-clovacarecall-more on the outgoing number you want to delete, and click [Delete].
  4. When the Delete outgoing number popup appears, read the notification and click [Delete].
    • The outgoing number is deleted from the list.
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