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 app.centerpoint.co.il with admin credentials.

  2. Open Users area
    Click SettingsUser 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.