Administrator for Shortcut Designer Role

As a user with a Shortcut Designer Administrator Role, you can log in to nVoq.Administrator to view and edit shortcuts for accounts or organizations.

Shortcut Designer Role Shortcuts Page Toolbar

Change Enabled

When one or more shortcuts that belong to the organization level selected in the organization menu at the top of the page (or to a higher organization level) is selected using the checkmark to the left of the Name column, the Change Enabled icon will appear in the toolbar as long as the logged-in user has the ability to make changes to shortcuts for the selected organization. 

• Selecting the Change Enabled icon in the toolbar will change the enabled status (in the Enabled column) of the selected shortcuts from Yes (enabled) to No (disabled) or vice versa for the selected organization. The status in the Enabled column changes immediately.
• Shortcuts enabled or disabled at higher organization levels will set that enabled status for all child organizations below it.

Delete

When one or more shortcuts and or folders is selected using the checkmark to the left of the list, the trash can icon will appear in the toolbar IF you have  the ability to make changes to the shortcut. Click the trash can icon to delete the selected shortcuts and/or folders. See Delete Shortcuts

Copy

Copy shortcuts from an account or organization to another account or organization. See Copy Shortcuts and also Moving Parent & Child Shortcuts

New

Click on the plus symbol to create a new shortcut or a new folder. The shortcut or folder will be created in the selected account OR at the organization level selected in the Organization menu at the top of the page. See Add Shortcut or Create Shortcut Folder

Upload  

Click on the upload icon to upload a spreadsheet to add multiple shortcut at once. See Upload Shortcuts

Download  

Click on the download icon to download a .csv file that includes all shortcuts in the selected organization, account, or search results. See Download Shortcuts

Support Center

Click on the question mark icon in the blue toolbar to go directly to the online documentation for the Shortcuts page. (The black question mark icon at the top right goes to the nVoq.Administrator main help page.) 

View

Select the radio button for Account or Organization. Use this in conjunction with the organization menu at the top of the page.

Account - Select the Account radio button to view individual user account shortcuts.

• Account Menu -When you select the account radio button the Account drop-down menu displays to the right. 
  • The menu will display a maximum of 250 accounts. If there are more than 250 accounts in the selected organization, the bottom of the menu will say, "Showing 250 out of [#] possible accounts."
  • Use the Find Account field at the top of the menu to find any account that exists in the selected organization, even if it is not displayed in the menu.
    
  • Hover your mouse over the account in the list to see the username in a tooltip if it's cut off on the menu.
    

Organization - Select the Organization radio button to view organization shortcuts.

• When you select the Organization radio button the "Show Organization" menu displays to the right. This allows you to select whether or not you want to view shortcuts for organizations above or below the organization selected in the organization menu at the top of the page.
  • Selected and Parents - Display shortcuts created for the organization selected in the organization menu and all parent organizations above it.
  • Only Selected - Display shortcuts created for only the organization selected in the organization menu.
  • Selected and Children - Display shortcuts created for the organization selected in the organization menu and all child organizations below it.

Search

Use the Search field at the top right of the page to search for text in any of the columns. Enter all or part of a word or name.

Shortcuts Page Columns

Click on any column header on the page to sort information in ascending or descending order. Sorting and scrolling location are remembered when leaving and returning to a page, even if you log out and back in. 

Checkbox / Star or Folder Icon

Organization shortcuts are listed with gray star icons on the left side of the list, account shortcuts have white star icons. Organization folders are listed with gray folder icons, account folders have white folder icons.

Hover your mouse over a star icon   / or folder icon  / and click to put a checkmark in the box to select the shortcut or folder in order to perform an action on it from the blue toolbar. Once selected, the row turns green and there is a checkmark on the left side.

• You can select multiple shortcuts and/or folders by clicking on each icon and then perform actions available from the icons in the blue toolbar on all selected shortcuts.
• You can select all shortcuts and folders in the list by putting a checkmark in the box on the left side of the column headers (above the star/folder icons).

Name

The name of the shortcut or folder.

• You can use the Search field near the top-right (in the gray area) to search for a shortcut or folder by name.
• Click the arrow to the left of a folder name to expand the folder view and see the shortcuts inside. The names of shortcuts inside folders appear indented in the column under the folder name. 

Description

This is identifying information about the shortcut or folder, like where the shortcuts work, the relationship of shortcuts inside a folder, a shortcut's status, etc. This field is optional for both shortcuts and folders, so may be blank. 

Type

This indicates the kind of shortcut and explains generally what the shortcut does. The options are: Insert (Insert Text), Open Web, Open File, Keyboard (Keyboard Automation), Template (Insert Template), HTML (HTML Automation), or Workflow (Workflow Automation). For more information see Shortcut Types. This information only applies to shortcuts (not folders).
Only Insert (Insert Text) shortcuts display in nVoq Voice and Mobile Voice at this time even if other types of shortcuts are enabled. 

Owner

This column lists the name of the organization or user account under which the shortcut or folder was created. Organization shortcuts are available (unless disabled) for all client users at and below the organization listed in this column. Organization folders are available for all client users at and below the organization listed in this column; they cannot be disabled. 

Visible

This setting is not applicable to any current nVoq client.

Voice Enabled

This setting is not applicable to any current nVoq client.

Enabled

A "Yes" in this column indicates that the shortcut available to use. A "No" in this column indicates that the shortcut is disabled (unavailable) to users. This information only applies to shortcuts (not folders).

Actions

Click on the Actions iconto open a menu and select an action to take with the shortcut or folder.

This menu shows the appropriate actions that users can take depending on the Admin Role and Admin Level of the logged-in user. For example, client only users will see only View and Copy options for organization shortcuts, but for their own account shortcuts they'll have the ability to Edit Shortcut, Copy, or Delete. Likewise, a Customer Administrator at a company level will only see the View option for tenant-level shortcuts, but will see the Edit, Copy, and Delete options for shortcuts at the company level and below.  

Possible actions include:

• Edit Shortcut: Open the shortcut to make changes. See Edit Shortcut
• Edit Folder: Open the folder to make changes. See Edit Folder
• Copy: Copy the shortcut from an account or organization to another account or organization. See Copy Shortcut
• Delete: Eliminate the shortcut or folder. When this option is selected a message will appear letting you know that "Deleting a Shortcut will permanently remove it" (or "Deleting a Folder will permanently remove it") and ask you to confirm that you want to delete the shortcut. See Delete Shortcut
• Change Enabled - Modify the enabled status of the shortcut for the organization selected at the top of the page. To change the status of a shortcut open the Actions menu and select Change Enabled. The status in the Enabled column changes immediately. Shortcuts enabled or disabled at higher organization levels will set that enabled status for all child organizations below it.
  • Enabling a previously disabled shortcut at a lower organization level will also enable the shortcut in the parent and child organizations above and below it. For example, if a tenant level shortcut was disabled at the company level and then enabled for a division below that company, it is then automatically also enabled for the company, the division, and the groups below that division.
• View Shortcut: Open the shortcut but can not make changes. This will present for shortcuts that cannot be edited by the logged-in user (for example, an organization shortcut cannot be edited by a client-only user or by an admin user with a Read-Only role).
• View Folder: Open the folder but can not make changes. This will present for folders that cannot be edited by the logged-in user (for example, an organization folder cannot be edited by a client-only user or by an admin user with a Read-Only role).
• Remove Shortcut: This option removes the shortcut from a folder and it displays on the actions menu for shortcuts inside a folder when the folder is expanded on the list view. This will present for folders that you cannot edit (for example, an organization folder cannot be edited by an admin user with a Read-Only role). See Shortcut Folders