Get out of the process without saving details/preferences.
Admin staff members are intended to assist the main admin in performing certain administrative tasks. E.g. adding client accounts but without the ability to delete them, collaborating with gateways to get the client’s sender IDs approved, monitoring the reports, and other tasks. What the admin wants these staff members to access and perform is controlled through the staff roles, which is a prerequisite of adding a staff member. Therefore let's begin with the Staff Roles first.
Staff roles with an integrated access control list would help the admin to setup staff groups that later will be used to add admin staff accounts. Here is how you setup admin staff roles?
Admin Main Navigation -> Setup -> Staff Management -> Staff Roles
When you land on this page from the main navigation, you will see the table in which you can see all staff roles added to the system so far. However, if no staff was added, you will see the columns of the table empty. Therefore first add a staff role to see the table populated. Click Add a Role towards the right corner of the table's title bar to start the process of adding a staff role by providing the following details.
Role Name (Mandatory)
Put forward an appropriate name for the staff role in this field. A descriptive name according to the tasks that staff members in certain staff roles will perform would help the admin to later add user accounts in it, i.e. Account Managers. The field label is marked with an asterisk which shows that the field is mandatory to fill in order to complete the process.
Access Control List (ACL)
On the right side of your screen, you will see a list of all possible administrative tasks that can be performed to manage the workflow of the application. Tasks are well arranged as per the sequence of the admin navigational elements. To the specific tasks that you want to allow the users in the particular staff role to perform, tick the checkboxes along with the tasks listed under Admin Role Permissions. And to restrict the users of this staff role to access particular areas or perform specific features, keep the checkboxes unchecked.
Within SMSPlus, you have been offered a couple of options to save any process or to cancel it. This behavior repeats several places across the application, therefore, you may observe the repeating content in several help articles for these options. Here are these options.
Save & Exit
Clicking on this option will save the details/preferences, and get you out of the process you were at. The following message will appear on your screen upon saving the contact details successfully.
The record has successfully been saved.
Save & Add Another
This option will save the current details/preference, and will automatically reopen the same page/process with fresh fields/preferences to continue the process with a new entry.
Cancel
Get out of the process without saving details/preferences.
All staff roles that you have added are available for view in the View Staff Roles table. Here is the information you are provided through the table with regard to the staff roles/groups.
Serial Number
Serial number is the set pattern that every table across the application follows. It shows the serial number of records in the table.
Role Name
Staff role name that was provided while adding a staff role.
Actions
Edit | Click to edit one of the existing staff roles. Edit Staff Role page will help to edit the role name as well as updating the access and permission levels. |
Delete | Click to delete the staff role from the list; this will result in moving a specific role to the trash. The cron job runs and empties the trash bin on the set interval to permanently delete the records. |
When you have one or more staff roles lined up, click Staff Members to add a new staff member account. Staff members will later use their accounts separately from the admin and would independently perform the administrative tasks allowed by the main admin.
Main Navigation -> Setup -> Staff Management -> Staff Members
Like the staff roles, view staff member is the page you land after clicking staff members. If you don't have a staff member added in the system yet, the table will appear empty. Let's first add one by providing the following information.
Add Staff Member
Same like the way you added a staff role by clicking the button that appears towards the right corner of the View Staff Role table, here in this case you would click Add Staff Member button exactly on the same position. Here is the information you need to fill in for adding a new staff member.
Select Staff Role
Select one of the existing staff roles to make the staff member part of it. Admin roles provide admin the ability to offer a controlled access to the staff members. Staff member account will only be able to perform the task that the respective staff role allows it to perform.
Name
Name of the staff member you are about to add, or may the name of the role that he/she is going to perform, i.e. Account Manager, etc.
Email
The email that the admin staff member will later use to log into the account, and will also be used in case of forgetting password requests.
Password
The password that the staff member will use to access the account.
Time Zone
Select the time zone appropriate for the staff member account
Geographic Information
This consists of three fields, City, State, and Zip. All three of the fields are optional to fill.
Status
The dropdown offers two values to select one appropriate.
Active- Marked as active will give the admin user the ability to log into the account and start performing the administrative tasks straightaway.
Inactive- Inactive staff member accounts will not be able to access their accounts.
SMSPlus comes with a bunch of utility-based widgets visible on the admin side dashboard. These widgets are related to the clients’ sending activity, quick updates about the utilization of resources, helping to draw an analysis of some important stats, and sending gateways activity. Now some of these widgets may carry such information that the admin wouldn’t want to share with the staff members, for that purpose, the admin is given the ability to select the widget that he wants a specific staff member to view, or not to select the ones that he doesn’t want to share with the staff members.
Select an appropriate option.
Save & Exit
Clicking on this option will save the details/preferences, and get you out of the process you were at. The following message will appear on your screen upon saving the contact details successfully.
The record has successfully been saved.
Save & Add Another
This option will save the current details/preference, and will automatically reopen the same page/process with fresh fields/preferences to continue the process with a new entry.
Cancel
Get out of the process without saving details/preferences.
You can view a list of all existing staff members, some important information about every staff member, and an ability to perform a couple of actions to manage the staff member accounts. Staff members are aimed to perform the administrative actions as per the permission levels of the Staff Roles they are assigned to.
S/N
Serial number of staff member accounts in the table
Name
Name of the staff member that was added while creating the staff member account.
Role Name
Every staff member account
Email
Email address that the staff member uses to log into the account and perform administrative tasks
Time Zone
Time zone that was selected while adding the staff member account.
Status
If some particular staff member account shows its status as “Active” that means the staff member is actively managing the account, has the ability to log into the account, and performs all administrative tasks.
Inactive staff members’ status shows that these members can’t access their accounts and perform any of the administrative tasks.
Edit | Click to edit and update preferences and earlier provided details of a particular staff member account. |
Delete | Click to move specific staff member account to the trash. After the set interval of cron, the system will empty the trash to permanently delete the record from the trash. |