Adding Users to the System ​

This guide explains how to add agents, managers, and other users to the Centerpoint system.

User Types ​

TypePermissions
AdminFull access to all system areas
Campaign ManagerManage campaigns and agents
AgentAccess to call queue and customer cards

Steps to Add a User ​

  1. Login to the admin area
    Go to demo.centerpoint.co.il with admin credentials.

  2. Open Users area
    Click Settings → User Management.

  3. Click "Add User"
    Fill in the following details:

    • Full Name
    • Email (used for login)
    • Initial password
    • User type (role)
  4. Save
    Click Save — the user can log in immediately.

Tips ​

Password: Recommend the user reset their password on first login.

Campaigns: After adding an agent, remember to assign them to a campaign.