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Inbound Manual

Users Tab

After a successful login, this will be the screen that is presented to the administrator. It has 7 different tabs with different functionalities:

User Tab

  1. Create User

    Create User

    1. Select Role: Select user role / user type as Admin user or Agent User.
    2. User Name: The login name of this user (mandatory).
    3. Password: The password the user will use to log in to Phipe (mandatory).
    4. Confirm Password: Confirm the password entered in above field (mandatory).
    5. Name: Provide user credentials.
    6. Skype Id: Provide skype login id that will be used to accept the incoming calls.
    7. Create User: Submit to create user with the provided details.
    8. Cancel: To abort the process of user creation.

  2. Modify User

    Only the password and user details can be modified.

    Modify User

  3. Assign Campaign

    Inactive or new users can be assigned to any available campaigns using this option.

    Assign Users to Campaigns

    1. Select a Campaign: The target campaign to which this user needs to be assigned.
    2. Users in selected campaign: To view the users currently assigned to the campaign.
    3. Save and Exit.

  4. De-assign Campaign: The selected user will be de-assigned from its associated campaign.
  5. Activate User: To activate the user.
  6. Deactivate User: To deactivate an existing active user.



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