Tenfold Dashboard Admin Guide
Overview: This article provides an overview of the various components Tenfold Dashboard. Note that many components of the dashboard are available to administrators only.
Tenfold admin training video
Users
The Users tab is only accessible by Admins, and provides access to the following:
Search Users
Create Users
Import Users
Assign available extensions with unassigned calls
Synchronize Users from Salesforce
Check a User’s CRM ID
Configure a User’s Extensions
Configure a User’s Queues
Enable/Disable a User
Edit/Delete a User
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Company Settings
The Company Settings tab is only accessible by Admins, and includes the following configuration pages for your organization:
Company
Provides access to configure the following:
Company Name
Company Business Days/Hours of operation
Timezone
Quality Connect Duration Threshold
Long Call Duration Threshold
Phone System Admin and CRM Admin contact information
Teams
Provides access to create and manage Teams within your organization.
CRM
Shows the health of the CRM connection, usage of API Calls allowance, and provides access to the following:
CRM Platform selection for the organization
Option to Synchronize Fields with the CRM
Option to Change CRM production user
Option to Change CRM sandbox user
Advanced CRM Options
Phone System
Shows the health of the Phone System connection and provides access to the following:
Phone System selection for the organization, with necessary configuration fields for that selection
Option to change Click to Dial Country Codes
Billing
Allows you to view and change your Tenfold plan and managing Billing information.
Features
The Features tab is only accessible by Admins. This is where you are able to manage what features of Tenfold are enabled or disabled for your organization.
You can further configure what components of some features are available and how they behave. A few examples would include setting the configuration of your Call Floating UI to persist open or closed depending on your organization’s preference or managing the default behavior of Follow-up Tasks.
Profile
All users will have a Profile Tab on their Dashboard. This tab includes the user’s:
Full Name
Username
User ID
Direct Dial Phone Number
Organization ID
Assigned Extensions (configurable)
Queues currently assigned
Email Templates tab (enables you to configure email templates to use in the Call Floating UI)
Link to install the Chrome Extension
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Analytics
All users will have an Analytics Tab on their Dashboard so long as this Feature is enabled and not set to hidden. Analytics covers an array of call statistics for your users. Refer to this article for an in-depth look at the data covered in Analytics.
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Troubleshooting
The Troubleshooting tab includes several guides for setting up Tenfold and popular Support documentation.
You can also view Average Phone Event Processing times to help diagnose latency with the Floating UI and Analytics.
Still have questions about Analytics? Feel free to reach out to our Support Team. We are happy to help!