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Last modified by admin on 2022/04/24 04:58
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[4] Assignee Pool
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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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