Licences<\/h2>\n\n\n
Two licenses will give you access to the Banner: Essentials<\/strong> and Smart<\/strong>. They are assigned to the user upon creation in the Maker and cannot be modified afterwards.<\/p>\n \u00a0<\/p>\n The Essentials<\/strong> licence gives access to:<\/p>\n The Smart<\/strong> license gives access to all<\/strong> possible content for an Operator or a Supervisor, including:<\/p>\n The licence choice will depend on the nature of your business.<\/p>\n \u00a0<\/p>\n When a user logs on to the INO platform, the Banner opens by default. The Maker and Reporter are accessible from the user capsule (if provided that access is authorized).<\/p>\n The interface is very complete (and sometimes complex), here is how it is structured:<\/p>\n We will now review how each one works <\/i>.<\/strong><\/p>\n\n\n As mentioned previously, the mini-screen can be detached from the Banner page to focus on interactions or use another tool in parallel, such as a dedicated CRM. It can also be reduced to the user capsule for a more comfortable navigation.<\/p>\n The mini-screen is where incoming interactions ( <\/i>, <\/i>, <\/i>) will be displayed, the presentation will depend on the channel as well as on the authorizations: refuse the call, transfer it, start a recording yourself, etc.<\/p>\n The details of each interaction can be seen in the mini-screen (“My interactions today” tab, in a condensed version (who, when, how) or in full.<\/p>\n\n\n The display will change drastically depending on the chosen module and the options (Operator or Supervisor).<\/p>\n The display of users and teams is also partitioned, depending on whether the team is public or private. Almost every item displayed in the Banner is subject to profile authorisation.<\/strong><\/p>\n\n\n As previously stated, the access and display of modules is based on the licence and rights granted in the profile. For example, a supervisor will have access to assessments, qualifications and records. They may also be asked to review outgoing emails.<\/p>\n It is not possible to rearrange the display of modules in the menu<\/strong> (to put the interaction history under users, for example).<\/p>\n\n\n \u00a0<\/p>\n We have already presented the banner and its possibilities in a basic way. Here we will see how it can be exploited depending on the final use and the chosen licence.<\/p>\n","protected":false},"author":3,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[114],"ht-kb-tag":[132,141],"class_list":["post-1121","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-banner-overview-handling","ht_kb_tag-banner","ht_kb_tag-operator"],"_links":{"self":[{"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/ht-kb\/1121","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/comments?post=1121"}],"version-history":[{"count":13,"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/ht-kb\/1121\/revisions"}],"predecessor-version":[{"id":1410,"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/ht-kb\/1121\/revisions\/1410"}],"wp:attachment":[{"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/media?parent=1121"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/ht-kb-category?post=1121"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/ht-kb-tag?post=1121"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}![\"\"](\"https:\/\/help.ino.cx\/wp-content\/uploads\/2022\/07\/Capture-de\u0301cran-2022-07-22-a\u0300-10.48.39.png\")
<\/p>\n\n
\n
\n
![\"\"](\"https:\/\/help.ino.cx\/wp-content\/uploads\/2022\/07\/2022-07-22_10-49-59-1.gif\")
<\/p>\n\n\nFirst steps: mini screen and menu<\/h2>\n\n\n
![\"\"](\"https:\/\/help.ino.cx\/wp-content\/uploads\/2022\/07\/Capture-de\u0301cran-2022-07-22-a\u0300-09.30.27.png\")
<\/p>\n\n
Mini-screen<\/h2>\n\n\n
![\"\"](\"https:\/\/help.ino.cx\/wp-content\/uploads\/2022\/07\/2022-07-22_09-39-37-1.gif\")
<\/p>\nPages<\/h2>\n\n\n
![\"\"](\"https:\/\/help.ino.cx\/wp-content\/uploads\/2022\/07\/2022-07-22_09-57-06-1.gif\")
<\/p>\nBanner menu<\/h2>\n\n\n
Tips<\/h2>\n\n\n
\n
![\"\"](\"https:\/\/help.ino.cx\/wp-content\/uploads\/2022\/07\/Capture-de\u0301cran-2022-07-22-a\u0300-10.33.54.png\")
<\/p>\n![\"\"](\"https:\/\/help.ino.cx\/wp-content\/uploads\/2022\/07\/Capture-de\u0301cran-2022-07-22-a\u0300-10.34.14.png\")
<\/p>\n\n\nFrequently asked questions<\/h2>\n\n\n
\n
\n
Related contents<\/h2>\n\n\n
\n