Overview Live Chat Overview Standard Response Overview Service Level
Agreement (SLA) Overview Configuring New User Accounts Configuring Security Groups Configuring Shared
Jabber Groups Configuring
Ticketboxes Understanding and Setting up Agent View Understanding & Configuring
Accelerators
Administration Screen Create FocalScope Accounts for New User Create Personal Email Accounts Create Ticketboxes Create System
Email Accounts
for Ticketboxes
Overview Integration Users and Groups Email Accounts
Email Account Smart POP Smart SMTP System E-mail
Account
Rules E-mail Parameters Folder Tree External Compose Reporting News Tickers RSS Reader Data Purging Calendar
Configurations
to Agents Message View Discuss a Message
with Another Agent Flag Messages for Follow Up
Features Detailed - Live
Chat Log Detailed - E-mail List Detailed - E-mail Account Response Time - Detailed List Response Time -
Totals per Ticketbox Response Time -
Totals per Agent Statistics - Number of Messages Per Date Statistics - Number of Incoming E-mails per Time Interval Statistics - Number of Outgoing Messages
per Agent Statistics - Number of Open/Closed Tickets
per Ticketbox Statistics - Number of Open/Closed Tickets
per Category
Results
Welcome
Thank you for downloading FocalScope, we are confident that once you get to experience FocalScope, you won't want to use anything else ever again. In this brief guide, we will show you how to get started using FocalScope. We will cover the basics such as creating user accounts, linking email accounts from your mail server & setting up basic folder structures and user access protocols for these folders.
Should you feel you require more detail, we advise you to visit www.focalscope.com and see our training section. Please see the relevant manual for your enquiry. If you still can't find what you are looking for, please contact us at support@focalscope.com.
Access the Administration Screen
The first lessons will focus on getting to the Administration screen in FocalScope. This is where all the background configurations happen, such as adding users, creating security groups and enabling advanced features.
Open Internet Explorer and go to your configured FocalScope URL. When prompted to log in, please click [Options >>] and select
For the user name use "root" (without the "") and the password you specified for the root account, during the FocalScope instance setup.
Upon successful login, you will be directed to the root account's Workspace screen, as shown.
Click on [Screen] tab in the top left of the interface and select "Administration" from the drop down. To go back to the previous screen, Click on "Workspace" in the Screen tab.
This will bring you to the Adminitration screen where all user accounts and configuration in Focalscope are controlled and activated or deactivated.
Go to the next lesson to learn how to Create FocalScope Accounts for New Users.
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