Settings - Organization
This article will provide you more details and information regarding the Organization settings section for Matrix:
1. Navigate to the Settings tab on the left-hand side of your Matrix:
2. Access the general settings of your organization by clicking "General":
3. On this page, you can select the Time Zone for your server. Note: This selection does not impact the current values in the database, as date-time values are stored in UTC. Date-time values (reports, monitors, etc.) will be displayed based on the user's local settings, specifically related to inbound calls:
4. Choose your Time Zone from the drop-down menu:
5. Go to the Groups settings tab by clicking "Groups":
6. Edit or delete pre-created groups as needed:
7. Create a new group by clicking 'Create':
8. Name your group in the "Group name" field:
9. Search for a specific agent by clicking the "Search an agent..." field:
10. Drag chosen agents from the left side to the right to add them to your new group:
11. Place the selected agents on the right side to include them in the group:
12. Navigate to the Role and Permissions settings tab by clicking "Roles & Permissions":
13. Create a new profile with custom role permissions by clicking "Create":
14. Choose the role you want to create from the drop-down menu, selecting from the default options: Agent and Manager:
15. Assign a name to your new role:
16. Select the permissions you want to grant to the new role. Activating the switch provides the role with the right to perform specific actions or monitor particular KPIs:
17. Utilize the action buttons on the right-hand side to either edit or delete a role you've created:
2. Access the general settings of your organization by clicking "General":
3. On this page, you can select the Time Zone for your server. Note: This selection does not impact the current values in the database, as date-time values are stored in UTC. Date-time values (reports, monitors, etc.) will be displayed based on the user's local settings, specifically related to inbound calls:
4. Choose your Time Zone from the drop-down menu:
5. Go to the Groups settings tab by clicking "Groups":
6. Edit or delete pre-created groups as needed:
7. Create a new group by clicking 'Create':
8. Name your group in the "Group name" field:
9. Search for a specific agent by clicking the "Search an agent..." field:
10. Drag chosen agents from the left side to the right to add them to your new group:
11. Place the selected agents on the right side to include them in the group:
12. Navigate to the Role and Permissions settings tab by clicking "Roles & Permissions":
13. Create a new profile with custom role permissions by clicking "Create":
14. Choose the role you want to create from the drop-down menu, selecting from the default options: Agent and Manager:
15. Assign a name to your new role:
16. Select the permissions you want to grant to the new role. Activating the switch provides the role with the right to perform specific actions or monitor particular KPIs:
17. Utilize the action buttons on the right-hand side to either edit or delete a role you've created:
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