Download Web Panel User Manual

Table of Contents
Dashboard.......................................................................................................................................6
Employee........................................................................................................................................8
Actions on Employees...............................................................................................................9
Edit........................................................................................................................................10
Employee customer mapping................................................................................................10
Employee List Mapping........................................................................................................10
Reset Password......................................................................................................................10
Disable/Enable Employees...................................................................................................10
Employee Territory mapping................................................................................................10
Notifications Settings...........................................................................................................10
Manage Employee Cha........................................................................................................10
Device details.......................................................................................................................11
Resend SMS.........................................................................................................................11
Delete web panel account.....................................................................................................11
Create Employee ...................................................................................................................... 11
Employee Groups ..................................................................................................................... 16
Permission Set .......................................................................................................................... 17
Organizational Chart ................................................................................................................ 18
Device Event Logs ................................................................................................................... 19
Import Employee Status ........................................................................................................... 19
Import Customer Mapping ....................................................................................................... 19
Import List Mapping ................................................................................................................ 20
Manage Invalid Locations ........................................................................................................ 20
Territory Management .............................................................................................................. 20
Create Territory ........................................................................................................................ 21
Send Messages ......................................................................................................................... 22
Chat Group ............................................................................................................................... 23
Change Account Admin ........................................................................................................... 24
Customers.......................................................................................................................................24
Create Customer ....................................................................................................................... 25
User defined fields ................................................................................................................... 26
Step 1: Enter custom tag. .......................................................................................................... 26
View Customers ....................................................................................................................... 27
Manage customer fields ........................................................................................................... 27
Manage system defined fields .................................................................................................. 28
Manage user defined fields ...................................................................................................... 28
View customer details .............................................................................................................. 29
Customer Types ........................................................................................................................ 29
Activities .................................................................................................................................. 30
Forms..............................................................................................................................................31
Form Templates ........................................................................................................................ 32
Create blank form Template ..................................................................................................... 33
Create from Existing template.................................................................................................. 34
Actions that can be performed on Form Template ................................................................... 35
Add Forms ................................................................................................................................ 38
View Form ................................................................................................................................ 39
Add Form ................................................................................................................................. 40
Import Forms ............................................................................................................................ 41
Lists .......................................................................................................................................... 41
Actions on list........................................................................................................................... 42
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