Authorized roles: Advisors and BDC agents.

 

The schedule in the "Status" module is for consultation purposes only. Only directors have access to modify the schedule.


Follow the schedule: When this status is active, it allows you to receive notifications and calls from customers.


Offline today: This status allows you to block notifications and calls for the rest of the day. The status is reverted to "Follow the schedule" at the end of the day.

Indefinitely offline: This status allows you to block notifications and calls indefinitely or until the status is manually changed to "Offline today" or "Follow the schedule".


  • Note that a director may change the status of an advisor to "Follow the schedule" by sliding him in the "Next up" board.