Employee Management on Mi9

After successfully creating work groups, the next step is to create and manage employee accounts to begin assigning tasks and operating the system efficiently.

The Employee Management feature on Mi9 allows businesses to:

Create employee accounts quickly
Assign employees to the appropriate work groups
Configure detailed permissions by Zalo channel – conversation tag – data scope
Maintain strict control over customer data from the start

Employee management interface

The Employee Management screen displays a list of all active accounts on the system with the following information:

Login name
Phone number
Role (Staff / Team Leader / Administrator)
Work group
Permissions
Actions (edit, change password, delete)

Additionally, users can quickly search for employees and add new users directly from the top-right corner of the screen.

Steps to create employee groups on Mi9

Step 1: Add a new user

To create an account for a new employee, click "Add User" in the top-right corner of the screen.

The system will display the Add New User form, allowing you to:

Create a login account for the employee
Assign the employee to an appropriate work group

This process helps the business set up the team quickly and with the right roles, ensuring each employee joining Mi9 has a clear scope of work.

Information required when creating an employee account

Users need to fill in the following information:

1. Account Name *

Used by the employee to log in to the Mi9 system.

It is recommended to follow internal naming conventions (e.g., name + department) for easy management.

2. Password *

Employees may be required to change their password after the first login to enhance security.

3. Employee Name *

The employee's display name in the system, used for:

Conversation assignment
Work performance tracking
Reports and statistics

4. Zalo Phone Number *

The Zalo phone number used for logging in and working on the system, serving:

Internal verification
HR management
Reconciliation when needed

5. Permission *

Determines the role and scope of operations for the employee in the system, including:

Staff
Team Leader
Administrator

Each role corresponds to different features and access permissions.

6. Group *

Assign the employee to a work group that was previously created, allowing the system to automatically route conversations and customers.

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Once completed, click "Add User" to create the account.

The employee account will be created immediately and ready to participate in operations on Mi9.

Step 2: Manage and operate from the employee list

In the employee list, users can:

Quickly view roles and work groups
Click "Permissions" to configure detailed permissions
Click the "..." icon to:
- Edit information
- Change password
- Delete employee account

Step 3: Configure employee account permissions

After successfully creating the account, the next important step is to set up permissions to clearly define:

What the employee is allowed to do
Which data they can view
Which Zalo channels they manage

On the Account Permissions screen, users can configure detailed settings for each personal Zalo channel.

Permission configuration options

1. Permissions by conversation tag

Specify which customer tags the employee is allowed to view and handle (Potential, Interested, Signed, Contract Processing, Referral...)
Supports select all or individual tag selection
Ensures the employee only works on the assigned customer segment

2. Permission to view untagged conversations

Allow or disallow employees to view conversations that have not been categorized
Helps control new leads, especially important for team leaders and administrators

3. Phone number display permission

Allow showing or hiding customer phone numbers
Helps businesses protect customer data and prevent information leaks

4. Permissions by channel / Zalo account

Specify which personal Zalo accounts the employee is allowed to manage
Permissions can be set for multiple different channels depending on the role
Ensures the employee only accesses and operates on assigned channels

5. Admin permissions (for admin accounts) For admin accounts, users can grant additional permissions:

Manage employees and permissions
Manage work groups
Monitor and control all conversations in the system

Benefits of detailed permissions on Mi9

Mi9's permission mechanism helps businesses:

Strict data control
Clear and transparent task assignment
Safe operations even when scaling the team

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Mi9 ensures the right person – the right data – the right role, keeping the system running efficiently with maximum security.

Employee management interface​

Steps to create employee groups on Mi9​