Users
To add a user, follow the below steps:
- Click on the Users tab placed on the side navigation.
- Click Add Users.
- Enter the Name and Phone Number (with prefix) of the user.
- Enable the Create an Agent toggle to add an agent.
- Enable the Create Web Login toggle to provide web login access to the user and click Next.
- Now you have two options: you can create an agent or select an existing one, as mentioned below.
a. Create a new agent
To create a new agent, follow the below steps:
i. Enter the general details as per the fields described below.
| Field | Description |
|---|---|
| Call Forward Number (with prefix) | Enter the contact number of the agent with prefix. |
| Assign Agent to Agent Group | Assign an agent to an agent group by making a choice from the available list of agent groups. |
| Assign Agent to Department | Assign an agent to the department by making a choice from the available list of departments. If you do not wish to do this action now, you can choose Assign Later. |
| Allowed Caller IDs | Choose which caller IDs are to be allowed to the agent for calling. |
ii. Enable the Create an Agent Extension toggle to assign an extension to the agent.
iii. Choose an extension from the dropdown to assign it to the agent and click Next.
b. Select from Existing Agent
To select from existing agents, follow the below steps:
i. Click on Select from Existing Agent option.
ii. Select an Associated Agent from the dropdown and click Next.
- Enter the Web Login details as per the fields described below.
| Field | Description |
|---|---|
| Designation | Enter the name of the user's web login. |
| Email Address | Enter the email ID for the user's web login. |
| User Role | Select the role to be assigned to the user. |
| Login ID | Enter the Login ID for web login. Note: Login ID should contain at least 6 characters. |
| Auto Generate Password | Enable generating passwords automatically and disable setting your own password. |
| Set New Password | Enter your own password. |
| Status | Select Enabled to make the user web login active or select Disabled to make the status deactivate. |
| Users for CDR/Reports | Select the users for which you can see the CDR/Reports. |
| Allowed IPs | Select Allow all IP to give access to all IPs or choose Selected IP and enter the IP you want to allow. |
| Login Based Calling | Enable to provide login-based calling to the user. |
| Block Web Login | Enable to block the web login of the user. |
- Click Submit.
Updated 3 months ago