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Last modified by admin on 2022/04/24 04:58

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[4] Assignee Pool

Last modified by admin on 2023/09/18 17:23
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, ensuring task completion. How to create an Assignee pool? Step 1: Open Process Designer tab -> Click Assignee Pool tab -> Click Create New (As the picture below): Step 2: Then a form will show up for you to fill: No Column /Label Description Type Maximum Is Mandatory? 1 Name Enter the name of Agent pool
Location
[1] Process Design
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to create an Assignee pool?** **Step 1**: Open **Process Designer **tab -> Click **Assignee Pool** tab
/Label|=Description|=Type|=Maximum|=Is Mandatory? |1|Name|Enter the name of Agent pool|String|55|Yes |2

Assign Users

Last modified by LongVA on 2023/06/30 13:51
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Assign user You can assign users and set their permissions by following below steps: Step 1: In Manage Access, select Users tab​ Step 2: Select Assign User ​ Step 3: In the opened popup, select
in the Users list of the Manage Access tab. Edit user You can edit custom permissions by selecting Action
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== **Assign user** == You can assign users and set their permissions by following below steps: Step 1: In **Manage Access**, select** Users** tab​ [[image:image-20230630134940-1.png]] Step 2
**. The newly added users are displayed in the **Users** list of the **Manage Access** tab. == **Edit user

Assign Agents

Last modified by LongVA on 2023/06/30 13:40
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Assign Agents You can assign agents and set their permissions by following the below steps: Step 1: In Manage Access, select Agents tab​ Step 2: Click Assign Agents ​ Step 3: In the opened
are displayed in the Agents list of the Manage Access tab. Edit Agents You can edit the custom permissions
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== **Assign Agents** == You can assign agents and set their permissions by following the below steps: Step 1: In **Manage Access**, select** Agents** tab​ [[image:image-20230630133429-2.png]] Step
 **Save**. The newly added agents are displayed in the **Agents** list of the **Manage Access** tab

[5] Update Field

Last modified by admin on 2023/06/30 13:15
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Step 1: Start by selecting the Entity to which you want to edit field. On Field tab, click on the three dots icon located next to the Field that you want to update Step 2: Make the necessary changes Step 3:  Click [Save] button to save modifications
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(% class="box infomessage" %) ((( **Step 1: **Start by selecting the Entity to which you want to edit field. On Field tab, click on the three dots icon located next to the Field that you want to update ))) [[image:image-20230630131504-1.png]] (% class="box infomessage" %) ((( **Step 2: **Make

[6] Token

Last modified by admin on 2023/07/04 16:32
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Token page allows you simply create a new token to access the API without sending account and password to the third party. From the dash board, you click Administration tab, then choose Token tab. Once clicking, the list of created tokens will be shown. No Column /Label Description 1 Action
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Token page allows you simply create a new token to access the API without sending account and password to the third party. From the dash board, you click Administration tab, then choose Token tab
]] |=No|=Column /Label|=(% style="width: 803px;" %)Description |1|Action|(% style="width:803px" %)Available

[2] Manage tasks in a process

Last modified by admin on 2023/07/10 10:05
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will be shown up. 1. All Task When users choose All Task tab, the screen is displayed as the below picture:  In All Task page, user can view the following information: Order. Field Description 1 Action Actions
Monitoring menu S2: Choose Task in Process tab In here, user can view 3 subtabs as below: Tab Description
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up. === (% style="color:#000000" %)**1. All Task**(%%) === When users choose **All Task **tab
in Process **tab In here, user can view 3 subtabs as below: |**Tab**|**Description** |All Task|List
**page, user can view the following information: |**Order.**|**Field**|**Description** |1|Action

Export Manually

Last modified by admin on 2022/10/21 14:40
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Staff can get the result of documents in akaBot Vision by exporting them. After documents are confirmed, a staff can export results. In this article, we will show how to export documents Step 1: Go to "Confirmed" tab Step 2: Choose documents that need to be exported then click "Export" icon Step 3
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Staff can get the result of documents in akaBot Vision by exporting them. After documents are confirmed, a staff can export results. In this article, we will show how to export documents (% class="box infomessage" %) ((( **Step 1**: Go to "Confirmed" tab ))) [[image:image-20221021140511-1.png]] (% class="box

[2] Activation

Last modified by admin on 2023/09/06 10:14
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Step 1: After a successful login, the system will prompt you to upload a license file for activation. Please download this file from the licensing email you received earlier and proceed
to the Users tab.
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**Step 1**: After a successful login, the system will prompt you to **upload** a **license file** for activation. Please **download** this file from the **licensing email** you received earlier and proceed
>>https://docs.akabot.com/bin/view/akaBot%20Insight/%5B2%5D%20Administration/%5B1%5D%20Users/]] tab.

[2] Report

Last modified by admin on 2023/07/04 16:11
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the Report page, click on the Report tab in the left menu. a. Report for Agent Users can view Agent Report by going to Report tab > Select Agent tab. No Column Description 1 Agent Name The name of the Agent
at the top of the page. No Column /Label Description Type Maximum Input Requirement 1 Start Date From
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**. To access the **Report** page, click on the **Report** tab in the left menu. == **a. Report for Agent** == Users can view Agent Report by going to **Report** tab > Select **Agent** tab. [[image:image-20221101161308-7.png]] |=No|=Column|=Description |1|Agent Name|The name of the Agent which activities

[1] Task

Last modified by admin on 2023/07/04 14:44
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. To access the Task page, you click the Task tab in the left menu. After clicking, the system shows the Task page listing all existed tasks as below: No Column Description 1 Actions/View Depending
the Workflow tab > Select the Workflow > Select the Task tab and select the task item. From the Agent
Title
[1] Task
Location
[1] Task
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with troubleshooting faulted tasks. To access the Task page, you click the Task tab in the left menu. After clicking
]] |=No|=Column|=Description |1|Actions/View|Depending on the status of the task, the system will allow you
the **Workflow** tab > Select the **Workflow** > Select the **Task** tab and select the task item. [[image:image
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Created by admin on 2022/04/17 14:38