User Management - Supervisors

This page is a dashboard view for all the Supervisor's accounts already added under the selected Line of Business.

Supervisors:

Access the Supervisors tab via Toku Admin Portal: Admin Portal> Configuration > User Management > Supervisors. Page screenshot is available below:

Supervisors Count: Displays the count of approved review requests which are available for rollback. The system allows up to 3 rollback requests in the list.

Add Supervisors Button: There is a button which can be used by authorized admin users to create a new Supervisor account. Clicking on the button opens up a new page to add the necessary details and create a new account. More details can be read in Add/Edit Supervisor Page section.

Search Tab: Allows users to search within the 'Supervisors' list dashboard. Users can search with any keyword from the Name or Username fields.

Filters: This dropdown option allows users to filter based on the factors below:

• Status: Used to filter the dashboard with certain statuses. The User gets an option to select All status else can select one or more status(es) as per the requirement to see the final results in the list table. Allowed status for a Supervisor list is Active and Inactive.

Clear All: This button allows users to clear all the selected filters. 'Clear All' is available only when custom filters are added by the users.

Agent List Fields

Add/Edit Supervisor Page: Add and Edit are two separate pages with same fields. However, when Add Supervisor page is opened all fields are empty, which are to be filled to create a new account.

On the contrary, the edit Supervisor page opens up an existing supervisor account with at least all the mandatory fields updated. Using this page, supervisor details can be updated.

Save Button: It can be used to save the changes done in the Add/Edit Supervisor page.

Cancel Button: Clicking this takes the user back to the Supervisor dashboard without saving the changes in Add/Edit Supervisor page.

Fields in the "Add/Edit - Details" section are:

Note: Once the account is successfully created, the Supervisor will receive the login credentials in their registered email.

Any field marked * will be a mandatory field and must be entered to successfully create or edit a supervisor account.

Add Skillset Button: It is used to map new Skill (s) to the Supervisor in the Add/Edit Supervisor page. Clicking this opens up a popup page.

Delete Button: By default, this button is disabled. Once user selects one or more skill from the skill table delete button is enabled. On clicking, all selected skillsets are un-mapped from the Supervisor.

Fields in the "Add/Edit - Skill" section are:

Field Name	Definitions
Skills	Name of the skillset.
Proficiency	This is used to mark the skill level of the supervisor for each skill. System allows skill levels to be marked in 5 levels, with 5 dark/solid dots shows highest proficiency. Dark dots can be read to know proficiency level. 
Action	icon gives admin users ability to unassign the Skillset mapping with the Supervisor account. It can be mapped again per business requirement.

Add Skillset Popup page is used to map and existing skillset to the supervisor account. The screenshot is available below:

Search: Allows users to search within 'Skillset' name displayed in the list below. 

Cancel Button: Cancel any Skillset selection and close the Skillset pop-up.

Next Button: Saves all the skillsets selected and maps them with the user account. Admin users must then set the proficiency level for each skill set.

Note: To add a new skillset in the list above, an authorized admin user has to do it from Admin Portal > Configuration > Others > Skill.