Eudata Connect Suite

Administration Panel


Administration Panel

Welcome to the Next2Connect Administration Panel!

To log in you will need the username and password configured right after your purchase. 

In case you forgot the password, try resetting it with the Reset Password button and an email will be sent to your email address.

Right after logging in, this is what you’ll see: 

 

Up to the right of the administration panel, some management icons will allow you to change your user settings, select a tenant to manage or logout. 

By clicking on your user avatar you can update your user information or customize the administration panel visualization mode.

 

You can switch from Light to Dark Mode (or viceversa) or change the name, surname and password of your user.

System Section

This section of the left menu displays all the functionalities not related to a single tenant. Some of these can also be found in the Tenant Section with a specific focus on the tenant selected.

Dashboard

The System Dashboard gives an overview both of the real time daily consumptions for each tenant and of the amount of currently logged in agents grouped by tenant.

This two information are much detailed in the Tenant section where the diagrams exhibit the consumptions and the active agents grouped by routing profile.

Tenants

In the main panel you can choose the tenant you want to manage from a list of enabled tenants.

 

Selecting the tenant, a drop down will list all the profiles and the associated gadgets. By clicking on the Manage This Tenant button, you can view all the sections related to the specific tenant. Otherwise, the Delete This Tenant button would permanently disable the tenant, preventing you to retrieve any of its information. 

Depending on which type of user you are, you could have visibility on one or more tenants and create or only see them. A Superadmin and a User type can manage only tenants previously assigned to them. More information on the user definition can be found in the Users Manager section. 

 

Create Tenant

From the Tenants section, if you logged in with a Superadmin type of user, you can create a new tenant, thanks to the plus button placed down to the right of the admin panel interface. 

 

The wizard that opens allows you to define not only the tenant details, but all the information a tenant needs to let you login to a fully functioning Agent Desktop.

 

To assure you a complete configuration the tenant creation wizard required the filling of some mandatory information each for every section: tenant details, Routing Profile section, gadget association and the users management section. 



Only after you’ve filled in all the required fields, you can Save and Publish your new tenant.

User Manager

The users are listed under the tab Users Manager in the left menu of AdminPanel.

 

At this point it’s useful to take a look at the user types definitions and at the visibility granted to them.

  Superadmin User
Tenants

Read

Write

Delete

Read Only
Modules
Gadgets
Profiles
Broadcast Events NO ACCESS
Other Superadmin type users*
Other User type users*

* Only users assigned to the same tenants.

In order to manage an existing user is possible to expand the item in the list and edit the accessible fields. The password field is not editable, to change it just use the reset functionality from the login page. 

When creating a new user, the Auto generate password flag can be checked and an email with all the login information will be automatically sent to the email address specified.

 

Tenant Section

This section allows you to configure and manage all the details of a specific tenant. 

You can choose a tenant to manage in two main ways: 

  • from the list displayed in the Tenants section of the left menu.

  • by clicking on your username, next to your avatar, placed up to the right.

After selecting the tenant, up to the right will appear the Agent Desktop icon, clicking on it will open another browser tab with tenant specific Agent Desktop. 

 

Dashboard

The tenant dashboard allows you to check both the real time consumption of each individual Routing Profile and the active agents grouped by Routing Profile.

 

Moreover, it’s also possible to view the daily consumptions for each enabled module the tenant has. To enable the modules, take a look at the Tenant Settings section. 

Tenant Settings

In this section the only information displayed are the tenant details. 

 

Here it’s possible to enable or disable the modules to allow or prevent their use from the Agent Desktop.

 

Please note that enabling one or more modules will activate the module billing as well as disable them will interrupt the billing process. 

Enabling a module is just the first step to make it available from the Agent Desktop. Following the instructions detailed in the Module Instances section you can complete the configuration.

Module Instances

At this point you probably have enabled one or more modules and have to configure them.

 

From here you can:

• create a new instance.

• change the configuration data of each existing instance.

• delete an instance.

For each module can be defined a default or a custom instance. The default instance requires you to provide less information that will be automatically filled in by the system configuration. If you need more information on how to fill in the form when creating a Comet default instance, check the About Modules section.

The custom instances can be versioned so you can create and choose the instance version you want to be used from the Agent Desktop.

 

Because modules are just the intermediate layer that helps you customize your experience with gadgets, modules need to be linked to the gadgets you want to use on your Agent Desktop.

 

Link Gadgets to Module

From the CONNECTED GADGETS tab you can associate or disassociate one or more gadgets to the module, simply by drag and drop.

 

 

Remember to SAVE LINKED GADGETS to persist the configuration.

 

Link Gadgets to Routing Profile

As well as the modules require gadgets association, gadgets themselves are strictly related to the Routing Profile. 

An agent logging in to the Agent Desktop can see and use different gadgets depending on which of them has been assigned to the Routing Profile used by the agent itself. 

 

Therefore the last step required to complete the module configuration is to link the gadgets to the Routing Profile. 

You need to go to the Routing Profiles section and select the interested profile and associate one of the gadgets previously linked to the module.

 

Remember to expand the gadget itself after linking it to the profile: this way you can choose the specific module instance related to that gadget.

Gadget List

The Gadget List section displays the gadgets created for the tenant selected. Here you can modify their data, delete them or create new ones. 


When creating a new gadget the form will require choosing a viewing mode between popup and injected.

 

Setting this option to injected, the gadget will be hosted on the Next2Connect environment itself, therefore you need to attach the gadget zipped folder. Otherwise, by setting the option to popup, the gadget will be loaded into the Agent Desktop from an external source, so make sure to specify a valid url.

Routing Profiles

Here you can find all the routing profiles mirroring the ones you’ve created on the AWS console. You can visualize both the enabled and disabled ones using the switch up to the right. 

In the Set up Routing Profiles section it’s described how to configure a Routing Profile and what it is, please check that section for all that information. 

What else you need to know about routing profiles? Just one thing more: profiles cannot be permanently deleted, but only disabled. Disabling a profile will prevent you from logging in to the Agent Desktop with it. 

 

Broadcast Events

The Broadcast Events section is the place where to configure any message or specific action you want to be performed on the Agent Desktop.

 

A broadcast event can be an instant event, effectively immediately, or one scheduled to recur at fixed intervals. In case of recurrent scheduled events the system provides you the possibility to define the triggering time both from default or advanced mode requiring a crontab expression.

 

The type of broadcast events are: 

  • System message: allows you to display a message on the agent desktop for all the agents logged in for the tenant specified.

  • Force Logout: forces all the agents logged in for the tenant specified to logout from the agent desktop, notifying them with a message. 

 

When the event expires the system marks it as disabled. You can always reschedule expired (i.e. disabled) events, updating their data as you prefer.

Reporting History

Under the Reporting History section you can search and visualize all the consumptions details under different categories: 

  • Tenant: represents the consumptions grouped by routing profile. 

  • Agents: shows the consumptions for each agent logging in with one of the routing profiles created for the tenant specified. 

  • Modules: displays the consumptions for each module of the specific tenant. 

 

Tenant

The tenant consumption reporting history allows you to search consumptions details filtering by the time range.

 

The aggregation granularity for the consumptions goes from daily to yearly with some limitations: 

  • Daily: Limit range of 90 days.

  • Monthly: Limit range of 24 month.

  • Yearly: Limit range of 10 years​.

 

The search result would be displayed as an histogram by default with consumptions grouped by routing profile over a time scale.

 

You can change the viewing mode from histogram to table that will group the result by date instead of routing profile. ​

 

You can also switch from date grouping to routing profile grouping selecting the Group by This Column action. If you don’t need to group the result in any way, you can just click on the X next to the group heading.

Once you’ve selected your preferences on the viewing mode you can download the consumptions report both in CSV or XSLX format. 


Agents

 

The Agents reporting history section works exactly like the tenant one giving, though, a much more detailed view of the agent activity. 

The agents activity can be aggregated by time range that has the same limitations of the tenant aggregation report: 

  • Daily: Limit range of 90 days.

  • Monthly: Limit range of 24 month.

  • Yearly: Limit range of 10 years​.

 

​In addition to searching by time period, you can filter the result by routing profile and see every agent assigned to it, or by agent, viewing all the routing profiles the agent logged in with.

 

The viewing mode can be switched from histogram to table where the result is, by default, grouped by agents.

 

As well as for the tenant report, you can avoid grouping by clicking the X right next to the group heading, or you can switch grouping mode from agent to date, selecting the Group by This Column action. 

The EXPORT CSV and EXPORT XSLX allows you to download the result data.

 

Modules

The modules reporting history section allows you to view specifically the consumptions related to the tenant modules.

Same as for the others reporting history sections, here you can refine your research based on time rage, with the same limitations as before: 

  • Daily: Limit range of 90 days.

  • Monthly: Limit range of 24 month.

  • Yearly: Limit range of 10 years​.

 

In addition to that, the result can be filtered by routing profile or module, based on which of the two you want to focus on. The result will be further grouped by metric

The metrics defined helps you to tell which kind of consumptions are in place. Since modules have different type of use and billing mode, each module has different type of metrics: 

  • CRAB: the billing for the CRAB module is based only on the gadget usage amount of minutes. 

  • Comet: the billing for the Comet module is based on gadget usage and outbound call, both in terms of minutes amount. 

As well as for the others reporting history sections, the result view can be switched from histogram to table, that groups the data automatically by metric.

The EXPORT CSV and EXPORT XSLX allows you to download the result data.