Manage Operator Panel

This topic describes instruction on setting up Operator Panel for extension user.

What is Operator Panel

Operator Panel is a web-based utility integrated with the Yeastar Linkus Web Client. It is designed for employee who needs to manage and transfer a large number of calls, such as receptionist or agent manager.

For more information of managing calls on Operator Panel, see Operator Panel User Guide.

User types and permissions

There are three user types available for you to assign to an extension group member: manager, user, and custom. What they can do on Operator Panel depends on the following permission.

The following table displays the permissions available to different user types of extension group members.

Note: By default, an extension group manager has all permissions to manage calls on Operator Panel, while the extension group users have no permission to access and use the Operator Panel.
Permission Extension Group

Manager

Extension Group

User
Custom role of Extension Group
Switch group members' presence
Call distribution management (Redirect, Transfer, Drag and Drop operation)
Pick up or hang up other extensions' calls
Call monitoring operations (Listen, Whisper, Barge-in)
Call parking operations (Park, Retrieve)
Route calls directly from IVR regardless of the IVR menu
Switch Business Hours and Holidays status ×
Switch extensions' recording status ×

Grant permissions to manager and user

  1. Log in to the PBX web interface, go to Extension and Trunk > Extension Group.
  2. Select an extension group, and click .
  3. Click Group Permissions tab.
  4. In the Permission Configuration section, select the checkboxes of corresponding permissions for manager and user.
  5. Click Save and Apply.

Assign a user type to an extension group member

Assign user types to multiple members within the same extension group
Manage user types of each member in an extension group.
Procedure
  1. Log in to the PBX web interface, go to Extension and Trunk > Extension Group, edit the desired extension group.
  2. In the Members section, click beside the desired extension group member.
  3. In the pop-up window, select a desired role from the User Type drop-down list.

    If you select Custom, select the checkboxes of corresponding permissions for the extension group member.

  4. Click Save and Apply.
Assign multiple user types to an extension user who belongs to multiple extension groups
If the extension user plays different roles in different extension groups, you can quickly assign multiple user types to this extension user without having to go to each group to assign the user types.
Procedure
  1. Log in to the PBX web interface, go to Extension and Trunk > Extension.
  2. Select an extension, and click .
  3. Click Linkus Clients tab.
  4. In the Linkus Web Client section, click Add or click to edit a specific extension group.
  5. In the pop-up window, assign a user type for the extension in the specified extension group.
    1. In the Extension Group drop-down list, select an extension group.

      If the extension user is not a member of the selected group, the system will add the extension user to the extension group automatically.

    2. In the User Type drop-down list, select a user type.

      If you select Custom, select the checkboxes of corresponding permissions for the extension user.

    3. Click Save.

  6. Click Save and Apply.
Note: The Operator Panel list displays all the extension groups that the extension belongs to. If you click to delete an extension group from the Operator Panel list, the extension will be removed from the extension group.