Creating Salespeople User Roles – BDC Experts Help Desk

This article explains how to create Sales Reps in BDC Central and Caller CX platforms.

This article explains the steps for creating Agents (BDRs) in the BDC Central platform.

Note: All new users are required to verify their email address prior to activating their profile. Refer to the following article for more information about the verification process: New User Email Verification Process

From Menu Navigation select "ADMIN" then "USERS".

From the Users profile list, select "ADD USER" to create a new user (located on the upper right page).

Personal Details

Complete the following fields:

First Name (No initials, numbers or symbols)
Last Name (No initials, numbers or symbols)
Email Address *Required New User Email Verification Process
Cell Phone (not required for Sales Rep)
Gender (optional)

Role Details

Click on the drop-down box to select the role.

Select work status:

Full-Time status set the daily activity goals based on an 8-hour workday
Manual Hours requires the user to enter shift hours upon login.

Role Authorizations:

BDC Central Platform:

Daily Goal Expectations: Turn ON to set custom goals.

Click on toggle settings to enable or disable Appointment Permissions.

CallerCX Platform:

User Details – Username and Password

Note: "Force Change Password on Next User Login" is enabled by default.

Notifications

Sales Reps can turn ON coaching alerts for Phone Skills Coaching Alerts. Coaching Alerts are OFF by default. Sales Reps actively assigned to tracked calls are scored on performance. Phone Skills Coaching alerts are based on individual performance. Alerts are sent via the email address in the user's profile. Refer to this article for more information on these alerts: Customizing Coaching Programs

Goals: (BDC Central Platform only)

Click on the Goals drop-down box to open selection options. Daily Goal Expectations must be toggled ON to assign Custom Goals. Note: All values entered must be greater than zero (0).

Note: When creating a MANUAL user AND applying Custom Goals the user's goals will be divided by the number of Shift Hours set when the agent logs into BDC Central.

Training

Each user is assigned the default BDC Central Default Coaching Program. This includes coaching videos for Activity and Phone Skills-based activities. Refer to the following article for more information about assigning customized coaching programs:

Assigning Customized Coaching Programs

Select SAVE to create the new user.

After creating the user, the user's profile will be inactive pending email verification.

First Name
Last Name
Email Address -Accurate email address is required for coaching alerts and notifications.
Cell Phone (*Required for Sales Managers)
Gender (Not Required)

Enter Role Details