Tenfold Dashboard Admin Guide

Note that many components of the dashboard are available to administrators only.
  • Messaging

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
  • Set/Unset Admin privileges
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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:


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.


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
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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.


Missing Something?

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