Support Home page > User management > [Dashboard] Authorizing your users to tag their calls

[Dashboard] Authorizing your users to tag their calls

You must first be a Ringover account administrator 👨‍💼 to be able to access the dashboard and activate this feature.


Step 1: Create and modify tags

Step 2: Authorize users to tag their calls

Step 3: Tagging calls



Step 1: Create and modify tags


💻 Go to https://dashboard.ringover.com/teamsettings to create and modify tags.

You can specify a maximum number of tags for a user per call. ✌ Click on “Add a tag” to create the tags you wish to use. Name each tag and give it a color 🖌️:

add-a-tag904c4c8d9ed36536.gif


Step 2: Authorize users to tag their calls


💻 Go to https://dashboard.ringover.com/users.

Click on “Edit” below the user’s name 👤 and activate the “Tag calls” feature by clicking on the cursor to make it turn green:

36-pic-184926da67d73a346.png

💡 You can also apply permissions to other users.


Step 3: Tagging calls


Your user can now tag their calls from their Ringover calls page.

For each call, you’ll see a tag icon with which you may add or remove tags. Click on it and select your tag from the drop-down menu 📑 that appears:

add-a-tag-to-call.gif

Your user can now tag calls to easily organise them! 🎉

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