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

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[4] Webhook

Last modified by admin on 2023/07/04 16:29
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selecting the Webhook tab, the system displays the following page. No Column Description 1 Action
Is Mandatory? Input Requirement 1 URL Enter the url of the system that you want to give rights to subscribe
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selecting the **Webhook** tab, the system displays the following page. [[image:image-20221101165929-27.png]] |=No|=Column|=Description |1|Action|Available actions to manage the Webhook. Includes: Edit: allows users
|=Is Mandatory?|=Input Requirement |1|URL|Enter the url of the system that you want to give rights to subscribe

[3] Organization Unit

Last modified by admin on 2023/07/04 16:28
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on the Administration tab in the left menu, then click Organization Unit tab. All previously created OU shall
Description Type Maximum Is Mandatory ? Input Requirement 1 Name Enter the custom name of the OU you want
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on the Administration tab in the left menu, then click Organization Unit tab. All previously created OU shall
]] |=No|=Column /Label|=Description|=Type|=Maximum|=Is Mandatory ?|=Input Requirement |1|**Name**|Enter

[2] Role Management

Last modified by admin on 2023/07/04 16:25
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: No Resource 1 ADMIN RESOURCE 2 ENVIRONMENT RESOURCE 3 ROBOT RESOURCE 4 PACKAGE RESOURCE 5 WORKFLOW RESOURCE 6
’ information. After selecting the Role Management tab, the system displays the following page: No Column Description 1 Action Available actions to manage the User. Includes: Edit: allows users to view the details
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below: |=No|=Resource |1|ADMIN RESOURCE |2|ENVIRONMENT RESOURCE |3|ROBOT RESOURCE |4|PACKAGE
to add or delete, as well as update roles’ information. After selecting the **Role Management** tab
|1|Action|Available actions to manage the User. Includes: Edit: allows users to view the details

[1] User Management

Last modified by admin on 2023/07/04 16:21
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’ information. After selecting the User management tab, the system displays the following page: No Column Description 1 Action Available actions to manage the User. Includes: Edit: allows users to view the details
Description Type Maximum Is Mandatory? Input Requirement 1 Login Enter the username used to log
Title
[1] User Management
Location
[1] User Management
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’ information. After selecting the **User management** tab, the system displays the following page: [[image:image-20221101163259-10.png]] |=No|=Column|=Description |1|Action|Available actions to manage
|=Description|=Type|=Maximum|=Is Mandatory?|=Input Requirement |1|Login|Enter the username used to log

[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] Productivity

Last modified by admin on 2023/07/04 16:07
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Monitoring tab from the main menu. After clicking, you immediately see the view by week of all Agents' activities. No Button Description 1 Today Back to the Today's activities view 2 Forward/Backward Move
Title
[1] Productivity
Location
[1] Productivity
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Agent's activities on a Calendar. [[image:image-20221101151901-1.png]] == **a. View Agents' activities.** == To view Agent's activities, please click Monitoring tab from the main menu. After
.png]] |=No|=Button|=Description |1|Today|Back to the Today's activities view |2|Forward/Backward

[5] Queue

Last modified by admin on 2023/07/04 15:48
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click Queue tab in the left menu. After clicking, the system opens Queue Listing Page where all the Queues are located. No Column Description 1 Action Available actions to manage the Queue. Includes
Description 1 Name The name of the queue. 2 Description The description of the queue. 3 In progress The item
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. To access the **Queue** page, you click **Queue** tab in the left menu. After clicking, the system opens
]] |=No|=Column|=Description |1|Action|Available actions to manage the Queue. Includes: Edit: allows you to edit
of the queue as below: [[image:image-20221101110211-10.png]] |=No|=Column|=Description |1|Name|The name

[3] Agent Pool

Last modified by admin on 2023/07/04 15:32
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the workflow so that we can make the best use of Agents. a. Create an Agent Pool Step 1: Create a Workflow that the Agents in the "pool" will have to execute: Open Automation tab -> Click Workflow tab -> Create new
Resources tab -> Click Agent Pool tab -> Click Create New (As the picture below): Then a form will show
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the workflow so that we can make the best use of Agents. == **a. Create an Agent Pool** == Step 1: Create a Workflow that the Agents in the "pool" will have to execute: Open **Automation **tab -> Click** Workflow** tab -> **Create new** workflow -> Fill the form with **exact Agent Group** you've created

[1] Agent

Last modified by admin on 2023/07/04 15:22
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No Agent Settings Tab No Column /Label Description Type Maximum Is Mandatory? Input Requirement 1 Console
), you cannot edit the Username, Machine, or Type. To access the Agent page, click “Agent” tab
. No Column/Label Description 1 Action Available actions to manage the Agent. Includes: Edit: allows you
Title
[1] Agent
Location
[1] Agent
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tab in the left menu. After clicking, the system shows the Agent page listing all existed Agents as below. [[image:image-20221031154319-2.png]] |=No|=Column/Label|=Description |1|**Action
by clicking the** eye** button. [[image:image-20221031154549-3.png]] |=No|=Column/Label|=Description |1

[3] Schedule

Last modified by admin on 2023/07/04 15:00
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, enabled, or disabled. To access the Schedule page, click the Schedule tab in the left menu. After clicking
. No Column Description 1 Action Options off all actions that can be performed on the schedule. This includes
Requirement 1 Search box Enter any keyword related to the schedule you want to search String No limit 5
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can be further edited, enabled, or disabled. To access the Schedule page, click the Schedule tab
have created previously. [[image:image-20221028105802-35.png]] |=No|=Column|=Description |1
|=Description|=Type|=Maximum|=Input Requirement |1|Search box|Enter any keyword related to the schedule you
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Created by admin on 2022/04/17 14:38