Creating Users
Learn how to create users.
Prerequisites
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Have a user with:
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Permissions to use the Contact Center and Analytics Studio (CCAS).
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Group Supervisor or Manager.
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Have a user logged in to the CCAS
Steps
1. Open app Teams
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In the bottom left corner of CCAS desktop, click icon App (
) -
Scroll down until you find section Management.
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Select Teams to open app Teams.
2. Open the new user screen
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In the top right corner of app Teams, click menu …
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From the dropdown menu, select NEW USERS.
3. Enter the new user information
On Data accordion, fill the following fields:
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NAME: Write the name of the user. For example,
Andrew Thomas. -
USER IDENTIFIER: Write a username for the user. For example,
andrew_thomas. -
GROUPS: Select, at least, one role for the user. For example,
Supervisor. -
TEAMS: Select, at least, one team for the user. For example,
Voice. -
NEW PASSWORD: Generate a password for the user.
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REPEAT PASSWORD: Re-enter the previous password.
If you are creating users with GROUPS =
Operator, select the Skills tab and ensure that you associate the new user to the required skills.
TIP: Save the password. You will need to send the user the generated password.
On the Backoffice accordion, fill the following fields:
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LANGUAGE: Select user language. For example,
English. Note that the language affects the localization of the user account. -
FORCE CHANGE PASSWORD ON NEXT LOGIN: Select YES to force the user to select the user own password on the first login.
In the top right corner of the new user screen, click button Save.
Reference: Users.
Result
After clicking button Save, CCAS creates the user. You can view the user in the SHOW USERS grid.
TIP: Next step Updating the User Photo
Don’t forget to send the USER IDENTIFIER and the PASSWORD so that the user can login to the Contact Center and Analytics Studio.