Log In to the URL https://admin.convoso.com/login using your Admin credentials.
From the Dashboard, click on “Account” and select “Users” from the drop down.
In Show Users Section, click on the ”Action Button”, then select ”Settings” in the drop down.
In the User settings page, click on ”Agent Interface Options” tab.
Click on “Select Agent ACL” and select your desired existing settings. You may also click on “Create Profile” if you want to create a new custom profile.
When using an existing "Agent ACL”, you may press the “Edit Profile” button to edit the User Agent Interface Options.
Here are the settings found on User Agent Interface Options.
Allow Altering Lead Data: Agent can alter lead information.
Allow Calling DNC: Agent can manually call leads that are already in the DNC list.
Allow Hot Keys: Agent can use hotkeys.
Allow Manual Calls: Agent can do manual calls.
Allow Altering Phone Numbers: Agent can update or change lead’s phone number.
Allow Agent to choose CID: Agent can choose what CID to use when calling out.
Recording: Set how the system will record calls of the agent.
Allow Agent To Choose List: Agent can select which list to use when creating a new lead.
Default List Access Level: Set which list agent can have access to.
Default List for New Leads: Set which list to use when agent is creating a new lead.
Skip Leads in Preview Dial: Agent’s capability to skip lead when in preview dialing.
Allow Switching Campaigns: Allow the agent to switch Campaigns
Show Create Lead Button: Show the Create Lead button in the CRM.
Allow Redisposition: Agent can update or change disposition of lead without calling it.
Allow Agent Listen To Recording: Allow Agent Listen To Recording
Allow Creating Leads With DNC Number: Agent can create a new lead using a phone number that is already in the DNC list.
Allow Agent Re-Disposition Calls: Allow Agent Re-Disposition Calls
Setting Sources: Disposition, Form, Predefined Number
Mask Phone Number: Mask all phone numbers from Agent Interface.
Allow Search By Lead ID Only: Allow Agent to search by Lead ID only
Hide Advanced Filters: Hide Advanced Filters
Hide Call History: Hide Call History Tab
Agent API Enable: the Agent API.
Manual Caller ID: Caller ID for manual calls.
Allow Transfer Calls To Agent: Allow transfer calls to Agent
Go back to Select Agent ACL and click “Save” button to save the updated settings of the User Agent Interface Options.
Go down to the bottom part of the page and click Apply Changes button.