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Before You Begin

Ensure that you have:

  • The web address for your QCS portal.
  • Your client name (code).
  • Your user name and password.
  • The Manager or Sysadmin role.

To sign in to the Wallboards application:

  1. On your browser, in the Address bar, enter the Wallboards link provided by LiveVox.

    The Wallboards link is similar to https://client.livevox.com/qcsportal.

    The Sign in window appears.

  2. Enter your user name and password, and then click Sign in.

    The user name and password for signing in to Wallboards are the same as those for signing on to the LiveVox Portal (LVP).

    The Dashboard window appears.

Dashboard Icons

The following table describes some of the icons that appear in the Dashboard window.

Icon

Description

Information Menu

() 

Displays information about LiveVox (including customer support) and the user guide.

User Menu 

()

Enables you to sign out of the Wallboards application and view who is signed in to Wallboards.

Refresh all the panels 

()

Refreshes all the panels on the dashboard.

Dashboard layout 

()

Displays the panels for upper, middle, and lower areas of the dashboard, which refer to the areas on the intended screen (Wallboards). This icon also enables you to select the number of columns that you want to be displayed in an area. 

The maximum number of columns that can be displayed in an area is five.

Fullscreen 

()

Hides the upper frame that displays the LiveVox logo and the Dashboard banner.

Create a new dashboard 

()

Creates a dashboard.

Rename the selected dashboard 

()

 

Renames a dashboard.

Duplicate the selected dashboard 

()

 

Copies a dashboard.

Delete the selected dashboard 

()

Deletes a dashboard.

Before you rename, copy, or delete a dashboard, ensure that you have selected the dashboard on the Dashboard menu.

Dashboard Menu

The Dashboard menu contains a table that displays a list of all dashboards, which are grouped into the following types:

  • Personal: Represents a dashboard that only you can view.
  • Shared: Represents a dashboard that any user within your organization can view.

  • LiveVox: Represents a dashboard (template) that is configured by LiveVox.

You can copy any type of dashboard and then modify it as required.

Columns

The table displays the following columns:

  • Dashboard: Indicates the name of a dashboard.

  • Type: Indicates the type of dashboard (personal, shared, or template). 

    To change the type of a dashboard to personal (only you can access) or shared (any user can access), on the Dashboard menu, double-click the value, and then, as required, change the value to PERSONAL or SHARED.

     

  • Default: Indicates if a dashboard is displayed by default when you sign in to Wallboards. 

    To display a dashboard by default when you sign in to Wallboards, select the option in the Default column.

     

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