Learn how to access team member information with this helpful guide. Follow the step-by-step instructions provided to easily access passports in OneClick.
Introduction
Accessing team member information efficiently is crucial in customer service management. Passports serve as centralized repositories for important details such as ratings, positions, and leadership roles. This article provides a step-by-step guide to help you access passports and retrieve the desired information quickly.
Original:
Accessing Passports for Team Members
To find a team member's passport, follow these steps:
Using the Roster or Layout- Locate the team member on the roster or layout view.
- Right-click (or hold down on their information if using a touch-enabled device) to open the employee preview.
Click the “Go to Passports” button in the top-right corner of the employee preview to access their passport directly.
Using the Staff List:
- Navigate to the Staff List to see all team members.
- Find and click on the team member’s name to open their profile.
- In the profile, go to the “passport” section, to view the team member's passport.
Legacy:
Accessing Passports for Team Members
To find a team member's passport, follow these steps:
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Using the Roster or Layout
- Locate the team member on the roster or in the layout.
- Right-click or hold down on their information to open their employee preview.
- In the top right corner of the employee preview, click the "Go to Passports" button to access the team member's passport directly.
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Using the Staff List
- Navigate to the staff list to view all team members.
- Find the specific team member and click their name to open their profile.
- Within the profile, locate the "Ratings" section. Beneath the ratings, click the "Go to Passports" button to access the team member's passport.
Seek Support and Assistance
If you encounter any issues or require further assistance with accessing passports or navigating the system, the OneClick Team is available to help. You can schedule a meeting or fill out the support form at https://www.oneclickapp.com/support. The dedicated support will promptly address your concerns and provide effective assistance.
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