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(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 you can modify them for your needs. 

What's in this article:

Table of Contents

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. If you want to show details like the ticket number and time spent on a ticket, receive and send commands using a mobile device, or change the color of buttons on the Attendance dashboard, then you can do so from the Options settings of the Attendance Manager. 

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 settings? 

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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 to open the Options window. 
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  2. Configure the settings.
     
    Attendance Status Color 
    Modify this setting to customize
  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. 
    1. On the Basic tab, go to the Attendance Status Color
      1. Click the color button located on the right side of the attendance status you want to modify.
      2. Select a color and click OK.
      3. Perform the same operation for the color button of other attendance statuses. Once saved, the Attendance dashboard will reflect your changes. 
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      • Show Ticket Number & Time:

        • When the switch is turned on:

          • 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.

        • When the switch is turned off, the ticket number and the time spent processing the ticket, or idle time, will not be displayed.

      • Text Color - When the "Show Ticket Number & Time" switch is turned on, the text color for displaying the ticket number and time needs to be customized to match the background.
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      • Company Name - When the switch is turned on, the company name will be displayed in the status card details.
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      • Allow Attendance commands from mobile APPs: 
        • This toggle switch is primarily used to manage and control whether MSPbots receive and respond to commands from iOS and Android platforms. It allows you to flexibly decide whether to allow attendance commands from mobile applications 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 commands from all platforms including "iOS, Android, Web, Mac, and Windows".

        • 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 will receive the following response: "Attendance commands from mobile are not allowed, please send your command from desktop." However, commands from the Web, Mac, and Windows platforms will still be accepted.
        • The available commands include: in( in at), break, lunch, onsite, back, wfh, out( out at), stats, and PTO.
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  1. Click Save to keep the configuration.
    Info

    Approval Flow
    Admin users can set the approvers for user-submitted PTO requests here. For more detailed instructions and guidance, please refer to How to Set Up PTO Requests in Attendance App.


Related Topics

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