3Dolphins
5.2 EN
5.2 EN
  • Get Started
  • Pre-Requisite
  • FAQ User
    • User Management
      • What should I do if the user still has an active session?
      • What should I do if the user is locked?
    • Ticket Management
      • What should I do if the customer ticket cannot enter the assigned tab?
    • Bot Settings
      • What should I do if the bot doesn’t respond?
      • What should I do if the bot doesn’t respond as expected?
    • Data Settings
      • Which App Server, Web Server, and Database are used by Chatbot 3Dolphins SRM?
      • When Chatbot is running on Linux. What process does UP / RUNNING signify that the app is running?
      • If the process experiences an abnormal stop (fall) and cannot be increased again in the normal way.
      • How to monitor 3rd party service?
      • On performance monitoring. Can it be monitored and does it have a dashboard?
      • What needs to be backup?
      • How do backup Solr? Is there a menu from apps to do backups?
      • What Backup cycle is used? Full or incremental?
      • What data is stored on the server?
      • Housekeeping data procedures and technical guidelines. Is there a menu from Apps?
      • How to convert milliseconds API fields to Apache Solr Date format using Microsoft Excel
  • Task Management
    • Task Management
      • Task Feature
      • Create Task
      • Edit Task
      • Detail Task Feature
  • Administration
    • User Privilege
      • User Role and Permission Level
      • Grant and Revoke Module Access
      • Create New Privilege
      • Remove Privilege
    • User Management
      • Group
      • Line of Business
      • User
      • Blocked
      • Active
      • Upload
      • Dual Control
      • Team Collaboration Chat
    • System Setting
      • Ticket Configuration
        • Number of Ticket History
        • Reply Signature
        • Enable Watermark on Attachment
        • Operator Allow Ticket Redistribute
        • Pop-Up Chat On Idle
        • Severity Required Before Closed
        • Auto Send Feedback
        • Claim Ticket Count
        • Enable Reopen Ticket
        • Enable Block Contact
        • Group Ticket Distribution
        • Traffic Minimal Turn
        • Last Agent Saved in Memory
        • Default Transfer Type
        • Default Sorting Mode
        • Enable Batch Close Ticket
        • Webchat Queue All Channel
        • Word Sensor on Live Agent Message
        • Ticket Claim Mode
        • Auto Greeting
        • Ask Feedback Message
        • Image URL Link and Font Color for Feedback Link
        • Feedback Appreciate Message
        • Number of Live Chat History
        • Walk in SLA Time (in Second)
        • Closure Types
      • User Configuration
      • Bot Configuration
      • Contact Configuration
      • Lead Configuration
      • Deal Configuration
      • Company Configuration
      • Custom Submenu Configuration
    • Data Settings
      • Create New Collection
        • Add Fields in Collection
        • Purge Data Collection
      • Remove Collection
      • Archive Collection
    • Public Holiday
      • Create New Holiday
      • Edit an Existing Public Holiday
      • Delete an Existing Public Holiday
    • Co-Browsing
      • Add Co-Browsing Menu
      • How to Use Co-Browsing
  • Integration
    • Channel Connector
      • Telegram Bot
        • Create Telegram Bot
        • Create New Telegram Bot Channel
        • Create New Rule
        • Attach Bot
        • Start Chat
      • Email Inbox
        • Create New Channel Email Inbox
        • How to Setup Outlook Email
        • Gmail Settings
        • Yahoo Settings
        • Create New Rule
        • Reply Email
        • Forward Email
      • Live Chat
        • Create New Live Chat Channel
        • How to Connect Client to Live Chat Channel
        • Create New Rule
        • Live Chat Message
        • Live Chat Capabilities
        • Include Livechat to your Website / Mobile (Webview)
          • Website
          • Mobile (Android Webview)
          • Mobile (IOS Webview)
        • Live Chat SDK React Native
        • Live Chat SDK Kotlin
        • Live Chat SDK Swift
      • Telegram Account
        • Create a New Telegram Account
        • Create a New Channel of Telegram Account
        • Create New Rule
        • Attach Bot
      • Twitter
        • Create Twitter Account
        • Twitter Developers
        • Create New Twitter Channel
        • Create New Rule
        • Result of Create New Twitter Channel
        • Best Practice Twitter
          • Customer
          • Agent (Operator) or Supervisor
      • Facebook
        • Facebook Developers
        • Verify Your Business
        • How to Create Facebook App
          • Change Additional Information About the App
          • How to Add Facebook Login Platform to Your Facebook App
          • Permission And Feature
        • Create New Page on Facebook
        • Create New Facebook Channel
        • How to Add Messenger Platform to Your Facebook App
        • How to Add Webhooks Platform to Your Facebook App
        • Create New Rule
        • Mechanism for using BOT in Facebook Messenger
        • How to Add an Email from My Facebook Account
        • Best Practice Facebook
          • BOT
          • Customer
          • Agent (Operator) and Supervisor
        • Facebook Gateway
      • WhatsApp Business API
        • How to Set Up Whatsapp Business API
        • Create New Whatsapp Channel
        • Create New Rule
        • Result Create New Whatsapp Business Channel
      • Instagram Bussiness
        • Facebook Developers
        • Verify Your Business
        • How to Create Facebook App
          • Change Additional Information About the App
          • How to Add Facebook Login Platform to Your Facebook App
          • Permission And Feature
        • Create New Page on Facebook
        • Create New Instagram Business Account
        • Create New Instagram Business Channel
        • How to Add Webhooks Platform to Your Facebook App
        • How to Add Instagram Platform to Your Facebook App
        • Create New Rule
        • Result of Create New Instagram Business Channel
        • Best Practice Instagram
        • Instagram Gateway
      • Line Account
        • Create New Line Official Account
        • Create Line Developer
        • Create New Line Account Channel
        • Create New Rule
        • Attach Bot
        • Result of Create New Line Account Channel
      • Skype
        • Create Bot With Microsoft Bot Framework and Microsoft Azure
        • Create New Skype Channel
        • Create New Skype Account
        • Create New Rule
        • Result of Create New Skype Channel
      • App Follow
        • Create a New Channel of App Follow
        • Create New Rule
        • How to Create Ticket on App Follow
      • YouTube
        • Create New Channel on YouTube
        • How to Create YouTube API Credentials
        • Create New Channel of YouTube
        • Create New Rule
        • Result Create New Youtube Channel
      • Smartcall
        • Create New Channel Smartcall
        • Add Telephony Credentials
        • Create New Rule
        • Result of Create New Smartcall Channel
      • Webex
        • Create Webex Account
        • Create New Webex Bot
        • Create New Webex Channel
        • Create New Rule
        • Attach Bot
        • Result of Create New Webex Channel
    • Live Chat Designer
      • New Design
        • Style
        • Live Chat Connection
        • On Boarding Form
        • Livechat Label
        • Messaging Setting
        • Display Settings
        • Widget Settings
        • Member Mode
        • Queue
        • Error Message
        • Voice and Speech
        • Campaign
        • Service Hour
        • On Boarding Email Form
        • Input Validation
        • Generate Script
      • View Script Widget
      • Edit Widget
      • Remove Widget
    • Third-Party Integration
  • Employee
    • Operator Shift
      • Add New Shift
      • Edit Shift
      • Assign Operator Shift
      • Operator Shift Change Availability
      • Delete Shift
    • Shift Mapping
      • Upload Agent’s Attendance
      • Edit an Existing Shift
      • Delete Shift
      • Filter Shift
    • Operator Target
      • Add Multiple Target
      • Add Operators Target (Independent Target)
    • Group KPI
      • Create New Group KPI
      • Add New Group KPI
        • Edit Group KPI
        • Filter Group KPI
        • Delete Group KPI
      • Filter and Search Group KPI Module
    • Announcement
      • Create New Announcement
      • Edit Announcement
      • Remove Announcements
  • Marketing
    • Public Post
      • Create New Public Post
        • Upload File
        • Schedule, Post, and Draft
      • Filter and Search Public Post
    • Notification
      • Create Notification
        • Account & Recipients
        • Message
        • Send or Schedule
      • Filter and Search Notification
      • Edit and Delete Notification
      • Quality Rating Notification
    • Template
      • Request Template
        • Authentication Template
          • Code delivery
          • Message Content
        • Marketing & Utility Template
          • Header Template
          • Body Template
          • Footer Template
          • Buttons Template
      • Filter and Search Template
      • Delete Template
    • Audience
      • Create New Audience
      • Edit and Delete Existing Audience
      • Import Audience
      • Create New Audience Group
      • Edit and Delete Existing Audience Group
      • Search Feature
      • WhatsApp Validation
    • Maker Checker
      • Public Post Maker
      • Public Post Checker
      • Notification Maker
      • Notification Checker
  • Sales Activity
    • Lead
      • Create New Lead
      • Import Lead
      • Detail Lead
        • Contact Info
        • Company Info
        • Transfer Lead Ownership
        • Note
        • Task
      • Filter and Search Lead
      • Lead Automation
        • Automation Component
        • Create Automation
        • Duplicate and Delete Automation
      • Convert Lead to Deal or Archive Lead
      • Unarchive Lead
      • Delete Lead
    • Deal
      • Create New Deal
      • Detail Deal
        • Add Product on Deal
        • Contact Info
        • Company Info
        • Transfer Deal Ownership
        • Note
        • Task
        • Add On-Site Visit
        • Add Expenses
      • Transfer Deal to Another Pipeline
      • Pipeline
        • Add New Pipeline
        • Edit Pipeline
        • Delete Pipeline
      • Filter, Sort, and Search Deal
      • Advanced Setting
      • Closed Deal to Won or Lost Deal
      • Delete Deal
    • Contact
      • Create New Contact
      • Detail Contact
        • Switch and Unlink Companies
        • Add Deal
        • Set Contact as VIP
        • Block and Unblock Contact
        • Merge Contact
        • Note
        • Task
      • Delete Contact
    • Company
      • Create New Company
      • Detail Company
      • Search Company and Configuration Table
      • Delete Company
    • Product
      • Create New Product
      • Detail Product
        • Open Deals
        • Stock and Restock Product
        • Transfer Product Ownership
        • Note
        • Filter and Search Product
      • Configuration Table
      • Delete Product
  • Customer Service
    • Introduction
    • Customer Support
      • Monitoring Dashboard Agent
      • Monitoring Dashboard Supervisor
      • Search in Dashboard
      • Change Status Agent
      • Reply Ticket
      • Send File or Attachment
        • Send File
        • Send Library
        • Send Form
        • Chat History
        • Send FAQ
        • Video Conference Call
      • Watermark
      • Ticket Activity
        • Add Customer Case
        • Add Task based on Ticket
        • Customer Identify
      • Ticket Priority
      • Ticket Notification
      • Filter Ticket
      • Team Member
      • Escalated Ticket
      • Transferred Ticket
      • Reassign Ticket
      • Takeover Ticket
      • Closed Ticket
      • Share Ticket Link
      • View Chat History
      • Merge and Unmerge Ticket
      • Merge Contact
      • Merge Contact Suggestion
      • Blocked Ticket
      • Reopen Ticket
      • Canned Message
      • How to Find FAQ
      • How to Export Ticket
      • How to Create Outbound Email
      • How to Create Offline Ticket
      • View Assignment Rule
      • How to Make Outbound Whatsapp Message
    • Customer Contact
      • Create New Contact
      • Download Contact
      • Edit Contact
      • Case Timeline
      • Ticket History
      • Merge Contact
      • Merge Contact Suggestion
      • Send Email Message
      • Blocked Contact
      • Remove Contact
    • Ticket Automation
      • Automation Component
      • Tag, Severity, Priority and Process Flow
      • On Idle Trigger Ticket
      • Auto Greeting with Time Based Response
      • Bypass Ticket Distribution for High Profile Customer
    • Agent Automation
      • Create New Agent Automation
      • Automation Component
      • On Aux Changes Trigger Agent
      • On Agent Idle Trigger
    • Unit Management
      • Create New Unit
      • Unit Transfer Ticket
      • Edit Existing Unit
      • Delete Existing Unit
    • Rule Management
      • Add New Rule
        • Add Team Members
        • Add Rule Criteria
      • Configuration Rule
        • SLA Settings
        • Assignment
        • Service Hour
      • Clone Rule
      • Remove Rule
      • Filter Rule
      • Reload Rule
      • Traffic Distribution
        • Set Ratio Rule
        • Traffic Wallboard
      • Max Assignment
    • Form Management
      • Form Records
        • Filter Form Records
        • Download Form Records
      • Form Builder
        • Create New Form Builder
          • Settings
          • Generate Link
        • Edit Form Builder
        • Remove Form Builder
    • Paragraph Classifier
      • Add New Classifier Module
      • Add Classifier
      • Classifier Setting
      • Add Tags to Chat Tickets
      • Add Tags to Customer Contact
      • Edit Classifier
      • Remove Classifier
    • Email Template
      • New Email Template
      • Edit Email Template
      • Remove Email Template
      • Email Signature
      • Auto-Reply
    • Auxiliary Mapping
      • Create New Agent Status
      • Edit an Existing Agent Status
      • Remove Agent Status
    • Teaser Management
      • Create New Teaser
      • Active and Inactive Teaser
      • Preview Teaser
      • Edit Teaser
      • Delete Teaser
      • Search Teaser
  • Quality Assurance
    • Performance Rating
      • Add Appraisal Report
      • Upload Appraisal Report
      • Transfer Appraisal Report
      • Change Appraisal Report
      • Filter Ticket
    • Customer Feedback
    • Feedback Template
      • Create New Feedback Question
        • Agent Rating Survey
        • NPS Survey
      • Attach Feedback Template
      • Activate and Deactivate Feedback Template
      • Edit Feedback Template
      • Delete Feedback Template
    • Rating Criteria
      • Add New Template Criteria
      • Add Criteria
      • Active and Inactive Template
      • Duplicate Template Criteria
      • Delete Template Criteria
  • Bot Settings
    • Bot Manager
      • Create New Bot
        • Attach Dialog
        • Attach FAQ
        • Channel Deployment
        • Timeout Message
        • Unrecognized Setting
        • Fallback Message
        • 3Dolphins Think Integration
        • Bot Option Configuration
        • Bot Assistant
        • Bot Contextual
        • Bot Language
      • Bot Profile Settings
      • General Synonym
      • Evaluate BOT
        • Create Validation Script
        • Validate the Script
        • Upload Script Validation
      • Automatic Detection Language
    • Process Flows
      • Component of Workflow
        • Webhook
        • Execute Command
        • HTTP Request
        • MVEL Function
        • Execute Workflow
        • Timer Interval
        • Send Message
        • Send Email
        • Show Growl
        • Connector Setting
      • Integration
      • List of Workflow
      • Edit Workflow
        • Merge Request Workflow
      • Remove Workflow
      • Workflow Log
    • Dialog Flows
      • Create New Dialog
        • Intention and Entity
        • Prompt Response
          • New Line & InLine
          • Quick Reply
          • Media
          • Catalog
          • WhatsApp Flows
        • Integration
        • Configuration
        • Build Dialog Model
        • Test the Dialog on Bot Emulator
      • Export Dialog Flows
      • Search and Filter Dialog
      • Switch Dialog
      • Bot Macro Commands
    • FAQ Knowledge
      • Create New FAQ Knowledge
      • Upload FAQ Knowledge
      • Export FAQ Knowledge
      • FAQ Knowledge Contextual
      • Edit Knowledge
      • Clone Knowledge
      • Remove Knowledge
      • Search Knowledge
      • Filter Knowledge
      • Macro Knowledge
    • FAQ Suggestion
      • Mechanism of Using FAQ Suggestion
    • Digital Library
      • Create New Digital Library
        • Send Card
        • Send Option
        • Send Image
        • Send Document
        • Send Video
        • Send Audio
      • Edit Digital Library
      • Remove Digital Library
    • Page Builder
      • Add New Page
        • New Page Feature
      • Edit Page Builder
      • Generate Link Page
      • Download Raw Data of Pages as JSON Format
      • Remove Page Builder
    • Payment Library
      • Add New Payment
      • Edit Payment Library
      • Delete Payment Library
    • Think Paragraph
      • Add Document (Article)
      • Edit Document (Article)
      • Ask Question Article
      • Delete Document (Article)
      • Think Paragraph Configuration
    • Maker Checker
      • Process Flow Maker
      • Process Flow Checker
  • Analytic
    • Live Agent
      • Conversation History
        • Filter Conversation History
        • Download Conversation History
      • Appraisal Report
        • Filter Appraisal Report
        • Download Appraisal Report
      • Channel Interaction
        • Filter Channel Interaction
        • Download Channel Interaction
      • Channel Group SLA
        • Filter Channel Group SLA
        • Download Channel Group SLA
      • Live Agent SLA
        • Filter Live Agent SLA
        • Download Live Agent SLA
      • Live Agent Performance
        • Filter Live Agent Performance
        • Download Live Agent Performance
      • Live Agent Productivity
        • Filter Live Agent Productivity
        • Download Live Agent Productivity
      • Live Agent Rating
        • Filter Live Agent Rating
        • Download Live Agent Rating
      • Customer Rating
        • Filter Customer Rating
        • Download Customer Rating
      • Visitors Volume
        • Filter Visitors Volume
        • Download Visitors Volume
      • Bot Visitor Volume
        • Filter Bot Visitor Volume
        • Download Bot Visitor Volume
      • Conversation Audit
        • Filter Conversation Audit
        • Download Conversation Audit
      • User Access Audit
        • Filter User Access Audit
        • Download User Access Audit
      • User AUX Audit
        • Filter User AUX Audit
        • Download User AUX Audit
      • Net Promotor Score
        • Filter Net Promotor Score
        • Download Net Promotor Score
      • Analytic Setting
      • Create New Service Analytic
    • Virtual Agent
      • Bot Overview
        • Intent Data
        • Intent Score
        • Download All Intents
        • Filter Bot Overview
      • Bot Engagement
        • Download Bot Engagement
        • Filter Bot Engagement
      • Business Service
        • Filter Business Service
      • Intents Fallback
        • Download Intents Fallback
        • Filter Intents Fallback
      • User Transaction
        • Filter User Transaction
      • Bot Satisfaction
        • Download Bot Satisfaction
    • Employee
      • Operator Target
        • Filter Operator Target
        • Download Operator Target
      • Group KPI Report
        • Filter Group KPI Report
        • Download Group KPI Report
      • Attendance Report
        • Filter Attendance Report
        • Download Attendance Report
      • Task Report
        • Filter Task Report
        • Download Task Report
    • Sales
      • Deal Progress
        • Filter Deal Progress
        • Download Deal Progress
      • Deal Conversion
        • Filter Deal Conversion
        • Download Deal Conversion
      • Deal Overdue
        • Filter Deal Overdue
        • Download Deal Overdue
      • Deal Won
        • Filter Deal Won
        • Download Deal Won
      • Deal Lost
        • Filter Deal Lost
        • Download Deal Lost
    • WhatsApp
      • Filter Whatsapp Usage
      • Download Whatsapp Usage
    • Wallboard
      • Wallboard Channel
      • Wallboard Agent
      • Wallboard Classifier
      • Wallboard Configuration
  • API
    • Service API
      • Ping API
      • Get Token
      • Auxiliary Mapping
      • Channel Connector API
      • Support Chart API
      • Contact API
      • File Upload Service
      • Form API
      • Location API
      • Marketing API
        • WhatsApp Broadcast
        • Line Broadcast
      • Profile API
      • Push Notification API
      • Report API
      • Ticket File Media API
      • Operator API
      • Ticket API
      • Supervisor API
      • Users API
      • Email Outbound API
      • Task API
    • Bot API
      • Get Token
      • Get Bot Response
      • Get Bot by Bot Id and Get list of Bots
      • Get Bot Deployment Channel by Bot Id
      • Get Bot FAQ Modules by Bot Id
      • Get Bot Dialogs by Bot Id
      • Post Bot Responses by Bot Id and User Message
      • NLP API
      • Think Paragraph API
    • Sales API
      • Get Token
      • Company API
      • Product API
      • Pipeline API
      • Deal API
      • Notes API
      • Lead API
  • SLA Guidelines
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On this page
  • How to Create New User
  • How to Edit Existing User
  • How to Remove User
  • How to Search User

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  1. Administration
  2. User Management

User

PreviousLine of BusinessNextBlocked

Last updated 3 years ago

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User tab on the 3Dolphins SRM is a collection of users that have been added manually or via file upload to get access to the 3Dolphins apps. Administrator can specify the privileges and groups of each user. In this section, you will learn about users and how you add users to your 3Dolphins apps and edit or delete users from 3Dolphins apps.

A user is anyone who logs in to 3Dolphins apps. Users are employees at your company, such as Supervisors, Customer Support, Trainer, and Quality Assurance who need access to the 3Dolphins apps. The user account identifies the user, and the user account settings determine what features the user can access.

To view and manage the users in 3Dolphins apps, select Administration menu > User Management > User tab. The user list shows all the users that can access to 3Dolphins apps. From the list, you can add new users, edit a user’s details, delete users.

How to Create New User

Before people on your team can sign in and use the 3Dolphins SRM, they need a user account. You may choose to add users one at a time or several at a time by using an upload file. In this section, we will learn how to add user accounts by adding them one at a time. When adding a new user, the administrator can determine the privileges and groups of each user.

In the upper right corner, click the '+Create New User' button. Then, you will see a blank form to add a new user. Enter the information required like identity number, email, first name, nickname, etc. Click the 'next' button to move and proceed to the next tab.

Component Explanation:

Field Name
Description

Identity Number

Required. User’s identity number.

Email

Required. Enter the user’s email address. This is the address that 3Dolphins uses to log in on 3Dolphins apps, send email notifications based on triggers and password resets.

First Name

Required. This is the first name that the 3Dolphins application will display to represent the User.

Last Name

This is the last name that the 3Dolphins application will display to represent the User.

Nick Name

Required. This is the nickname of the user used in the user’s profile.

Picture Link

Sets link of user’s profile picture.

Language

Sets the user’s language.

Group

Assign the user’s to groups.

Room Chat

Room chat for the conference call.

Room Name

Room name for the conference call.

Max. Queue

The concurrent max assignment sets a cap on the number of chats your agent will receive at once.

Tag is Mandatory

Tick this checkbox to allow tags ticket is mandatory. It’s means if users will close the ticket, users will be requested to add tagging ticket.

Case is mandatory

Tick this checkbox to allow case ticket is mandatory. It’s means if users will close the ticket, users will be requested to add customer case to the ticket.

Dashboard

Sets the user’s role dashboard.

Privilege

Decide on the agent’s role (Administrators / Supervisors / Operator / Trainer/ Quality Assurance).

Allow to See All Group Report

This field is used to set reports on analytics that can be accessed by the user.

Allow to Merge Contact

Tick this checkbox to allow merge contact. User who does not have the privilege to merge contact will not be able to merge contact and will not receive merge contact suggestion from the app.

Allow to search all ticket

Tick this checkbox to allow search of all tickets. It means Users can search all tickets, even though the ticket is in a different group.

After you have finished entering all information of the user, click the 'save' button or you can exit and cancel the process of adding a new user by clicking the 'closed' button on the pop-up form.

For example, click the 'save' button. Then, if a new user is successfully created, you will see a successful notification. If you want to be sure, you can do a user search.

Now you’ve learned how to add users to 3Dolphins apps, to keep your data safe by configuring what your users can access, you can grand and revoke access modules in the Administration menu > User Privilege. For more detailed information, please refer to the User Privilege document.

How to Edit Existing User

To change user details such as a user's profile, role, or contact information, you can edit the user account. Select the users from the list and click on the 'Edit' icon.

For example, on the form of edit user, edit the contact information and click the 'save' button. If the user data update is successful, you will see a success notification pop-up. However, if you want to cancel editing the user account, you can exit the process at any time by clicking the close window, so that any changes made will not be saved.

How to Remove User

Sometimes, you might need to delete a user account. Maybe because the user moved to another division or company.

Select the user and click the 'Delete' button. Then, you will be prompted to confirm the remove request, click ‘Yes‘ to remove the user or you can click ‘No‘ to return to the list user’s page.

How to Search User

This feature allows you to search for user accounts, maybe when you want to edit user contact information, delete users, or even ensure that the user is still or has been registered.

Enter a name in the search field and press the enter button, then you will see a name suggestion, as shown below.

Select the name of the suggestion and you will see the user account you are referring to as shown below.

User Tab
Create New User
Search User
Edit User
Remove User
Name Suggestion
Search Result