SmarterTrack Help

Management Interface

Administrators will use this section to configure settings that affect the management interface of SmarterTrack, including basic settings, color scheme and CSS modifications.

To access this section, log into the management interface with an administrator account. Then click on the Settings icon. In the Configuration area of the navigation pane, click on Management Interface. The settings will load in the content pane and the following tabs will be available:

Options

Use this tab to edit the following settings:

  • SmarterTrack Base URL - The URL for the SmarterTrack portal.
  • Enable simultaneous login to the portal and management interface - Checking this box will allow employees to log into both the portal and management interface at the same time. By default, this setting is disabled.
  • Enable automatic time log creation - Checking this box will allow time logs to be automatically calculated and created for call logs, tickets and live chats when the agents who owns the call log, ticket or live chat has it open for at least one minute.
  • Login Background - Use this option to select the background image(s) that displays on your login screen. Use the default images that come with SmarterTrack or a solid color background.

Knowledge Base

Use this tab to edit the following setting:

  • Items Stale After - The number of days after which articles become stale. Stale articles are still available in the portal, but should probably be reviewed and then have the stale date reset after review. By default, articles are stale after 90 days.