User Management Details

A new user is defined to the system on this screen. Users take their names according to their authorization in the system. It can be an agent that receives and sends calls or an authorized administrator for all system applications. Authority is given to users in two ways. The first is the primary role assignment, the second is the authority to be assigned from the authority section at the bottom of the page. This authority determines the screens that the user can open in the system and the processes to be used on these screens.

In order to access to Skills Menu, click on the “System Management – User Management” field. Through this menu, in direction of needs, new user can be created, or user settings can be changed.

In this screenshot, all the titles to be defined in this menu are given. Detailed explanations of the titles are explained step by step below.

Result Section and Filter Section

With filtering, you can quickly find the result you are looking for. There are many different filter options available.

You can find information about the use of the icons on the left panel in this link.

Basic Settings

Groups

The authorization specifies the screens that users can access and the operations they can do on the system. When you assign users to the primary role, you define their automatic authorization.

Authorization assignment can be made in this section for other authorization. For example, a user whose primary role is an agent can access reports with the authorization to be given in this field and can use other features of the system.

Authority

The following operations must be done

The following information refers to the fields that should be filled at least when defining the extension. To define a more complex user, consider the field descriptions above.

Note: Fields marked in red are mandatory fields. If it is left blank, it cannot be registered and you will see a warning in the pop-up.

-A new record is opened with the + key. Primary role, User code, Password, Name, Surname and Id(Extension) fields must be filled.
-The primary role determines the user's authority on the system. Supervisor, agent or admin authority can be selected. The appropriate one should be chosen.
-User code and password are the information that the user will log into the system.
-Name and surname are not mandatory but must be entered. User's Name and surname information must be entered. So you know who the user is.

Note: A new user must be defined for a new employee. You should not continue with an account of a logged off user. You will get an error in historical reporting.