Users with the assignment owner, assignment runner, or campaign runner role will be able to create a new mandate and make all the required changes.
The mandate panel is used for setting up mandate configuration i.e. creating/edit an existing mandate. These include adding projects, teams, defining lead flow logic, and other mandates specific information. Also, you can make and save new changes to the existing projects.
Starting with the 'Basic Details' 'Developer Details', Locality Details', 'Call Centre Settings', creating a team, adding agents in the team, defining the lead flow logic and option to add another project.
Additionally, to add a new mandate, adding atleast 1 Team Lead and 1 Agent is mandatory to allocate a resource/s.
Furthermore, to add or edit the information present in the Mandate, you should be authorized with the correct role.
Example: If you're added as a team lead, viewer, campaign_runner, or even have super access. These roles define, an individual will be permitted to add or edit existing details in the panel.
Note: Permissions can be given to a user which will be accessible to the management.
You'll see the following points covered in this article -
- Access Mandate Settings.
- Create a new mandate.
- Search and Edit an existing mandate.
Access Mandate Settings -
Click on the Hamburger button on the top left corner - Click on Mandates.
Search and Edit an existing Mandate -
If you wish to search for an existing mandate, start typing the name of the mandate.
Or even you can edit an existing mandate.