This article is intended as an index to help identify tasks that are for Admin Users of the 1Stream platform.
Admin User Functions
The features listed in this section are available for all admin users, regardless of the level of 1Stream licensing.
- 1Stream Call Tools
- Creating API Keys in 1Stream
- Getting Started with 1Stream
- Managing Teams in 1Stream
- Playing Call Recordings in 1Stream
- Setting Inbound Call Scripts in 1Stream
- Using Marked Titles in 1Stream
Call Routing Features
The features listed in this section are available for all admin users with the Engage level of 1Stream licensing.
CRM Management
The features listed in this section are available for all admin users with the Core level of 1Stream licensing or higher.
- 1Stream Integrations
- Configuring a Screen Pop URL
- Screen Pop on New Calls
- Editing Displayed CRM Lists
- Marking a Primary CRM in 1Stream
- Reordering 1Stream CRM Tabs
End User Management
The features listed in this section are available for all admin users to manage their 1Stream end users, regardless of the level of 1Stream licensing.
- Changing 1Stream User Types
- Managing Users in 1Stream
- Managing User Role Accesses in 1Stream
- Removing and Re-adding 1Stream Users
- Unlocking User Accounts in 1Stream
Enterprise Portal
The features listed in this section are available for all admin users with the Enterprise level of 1Stream licensing.
- The 1Stream Enterprise Portal
- Adding Custom Statuses
- Adding a Wallboard Filter
- Managing Enterprise Portal Users
Progressive Dialer
The features listed in this section are available for all admin users with the Power level of 1Stream licensing.
- Editing a Dialer Job in 1Stream
- Using the Progressive Dialer in 1Stream
- Exporting Progressive Dialer Job Reports
- Creating a Dialing List in 1Stream
Signal
The features listed in this section are available for all admin users with the Engage level of 1Stream licensing.