(Related Existing Wiki: How to Customize the Color of the Attendance Buttons)The Options setting of the Attendance Manager enables users to customize the Attendance dashboard to suit different user preferences. This article explains each option and how to modify them for your needs. 

What's in on this articlepage:

Introduction

This article primarily introduces how to customize the basic settings of the Attendance app, as well as the meaning and effects of each setting.

The options include Attendance Status Color, Show Ticket Number & Time, Text Color, Company Name, Allow Attendance commands from mobile APPs, and more.

Once these settings are configured, your preferences will be reflected on the attendance dashboard of the Attendance app.

Background Information

When you want to configure the color of the Attendance status in Attendance app, the color of the ticket number and time display area handled by technicians, whether to display the company name of each technician, and manage and control whether MSPbots receive and respond to commands from iOS and Android platforms, you can refer to this article for instructions on how to perform the operations.

Application

The admin user has permission to customize the basic settings of the Attendance app.

Prerequisite

You have the admin role.

Resolution

Background information

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Companies have unique preferences and needs to ensure efficient and seamless operations and maximize productivity. To meet these business requirements, go to the Options settings in the Attendance Manager app and tweak the dashboard settings to:

• Show details like the ticket number and time spent on a ticket,
• Allow receiving and sending commands using a mobile device, and
• Change the appearance of the Attendance dashboard. 

Prerequisites for customizing settings 

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• Attendance Manager app installed in MSPbots
• Admin permissions to configure the Attendance Manager settings 

What settings can I customize in the Attendance Manager? 

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These are the settings for customization and the instructions on how to modify them. 

How to modify the settings:

1. Open the Options settings.
   1. In the MSPbots app, go to Apps and open Attendance on the Apps list. 
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   2. Click on Settings, then select Options. 
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2. Configure the settings in the Options window. 

   1. Attendance Status Color 
      

      Modify this setting to customize the color of the attendance statuses displayed in the Attendance dashboard. 
      
      1. On the Basic tab, go to the Attendance Status Color. 
      2. Click the color button corresponding to the
3. Go to Apps and open the Attendance APP.
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4. On the Attendance page, click on Settings, then select Options.
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5. On the Basic tab, configure the following fields.

   Attendance Status Color - Customize the color of each attendance status displayed in the Attendance dashboard.

   Click the color button located on the right side of the
   1. 1. attendance status you want to modify. 
      2. Select a color and click OK. 
   Perform the same operation
   1. 1. Repeat for the
   color button of
   1. 1. other
   attendance statuses. Once saved, the Attendance dashboard will reflect your changes
   1. 1. statuses as needed. 
         
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   2. Show Ticket Number & Time

   :

   1. Show 
      

   When
   1. Click the
   switch is turned on:

6. If the technician is working on a ticket, the attendance status card will display the ticket number being processed by the technician and the amount of time already spent on it.

If the technician is not working on any tickets, it will display the idle time.
1. Show Ticket & Time switch to view the technician's current ticket number and the total time spent working on it. 
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1. 
   When the switch is
turned off,
1. ON, the Attendance status card displays the ticket number assigned to the technician and the time he has spent
processing
1. on the ticket
, or
1. . The card shows the idle time if the technician is not working, and nothing will
not
1. be displayed if the switch is OFF. 
   
   

2. Text Color

- When the "

1.  
   

   Modifying this setting changes the text color for the ticket number and time. When the Show Ticket Number & Time
"
1. switch is
turned on
1. enabled, you must adjust the text color for displaying the ticket number and time
needs to be customized to match
1. to ensure that it matches the background color. 
   
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2. Company Name

- When the switch is turned on, the company name will be displayed

1.  
   

   Enable this option to display the company name in the status card details.
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2. Allow Attendance commands from

mobile APPs: This toggle switch is primarily used to manage and control whether MSPbots receive

1. MS Teams on your mobile app
   

   This option enables MSPbots to recognize and respond to Attendance commands from iOS and Android platforms
. It allows you to flexibly decide whether to allow attendance commands from mobile applications
1. based on your company's requirements and security policies.
This switch does not affect commands from "Web, Mac, and Windows" platforms.By default, the switch is turned on, allowing all
1. The switch is ON by default and recognizes commands from all platforms including
"iOS, Android,
1. Web, Mac, and Windows
"
1. .
When
1.  
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   Commands from iOS and Android are rejected when the switch is
turned off, commands from iOS and Android platforms will be rejected. If you send a command from either of these platforms, you
1. OFF. You will receive the following response: 
                "Attendance commands from mobile are not allowed, please send your command from desktop."
However, commands
1. 
   
   Commands from the Web, Mac, and Windows platforms
will still be accepted.
1. are recognized even when the option is disabled. The available commands
include: in
1. for mobile apps are:
                in (in at), break, lunch, onsite, back,
wfh
1. WFH, out (out at), stats, and PTO.

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1.  
   
   

2. Customize Ticket URL
   

   This option allows you to customize the ticket URL. When the "Customize Ticket URL" switch is turned on, your customized ticket URL will take effect. This link is shared across all Next Ticket apps and Attendance Manager apps.
   You can customize the ticket URL using the following format, replacing the actual ticket number with the {{TicketNumber}} token:

   • For example, if the original ticket URL is https://manage.mspbotssample.com/v4_6_release/ConnectWise.aspx?locale=en_US&routeTo=ServiceFV&recid=5027470, and you want to customize the ticket URL to https://mtx.link/5027470, you need to enter https://mtx.link/{{TicketNumber}} in the "Customize Ticket URL" option. So, when you click on the ticket number, the link will point to https://mtx.link/5027470.

     Tip

     The "Customize Ticket URL" feature is universal in the Attendance Manage and all NextTicket apps: If you toggle on the "Customize Ticket URL" switch in any one of the attendance management or all the NextTicket apps, the switch for this feature in the remaining apps will also be turned on. If you turn off the switch in any of these apps, the switch for this feature in the remaining apps will also be turned off. When you configured the "Customize Ticket URL" in any of these apps, it will be applied to all the remaining apps. If the "Customize Ticket URL" switch is turned off, the ticket links will remain as the originally generated links.

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7. Click Save to keep the configuration.

InfoApproval Flow -
8.  

What is the Approval Flow tab in Options? 

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Admin users can set the approvers for user-submitted PTO requests

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in the Approval tab. 
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Related Topics

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Related Topics

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