User Management
Displays a list of user accounts. Select the name of the account you want to view, then use the buttons to make changes.
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Use the Your Sites drop-down to select the correct client site
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Select the user account you want to view or click New to create a new account.
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Use the buttons to view, create, and manage your user accounts.
Button Action New Allows you to create a new user account. Launches the Create User page. Edit Allows you to edit an existing user account. Select the account you want to edit, then click Edit. Launches the Edit User page. Export User List You can export a list of user account information into an Excel file. First, select the user accounts. Then click Export User List. The software will send the Excel file to the email address you provide. Bulk Create Allows you to create multiple user accounts at the same time. Bulk Update Allows you to change Agent Group, Business Unit, and Agent Skills assignments for multiple users at the same time. View Change Log Displays a log of all changes made to the selected account since it was created. Reset Password Allows you to reset the password for a user account. Select the account you want, then click Reset Password. Unlock Allows you to unlock access to the a user account. Select the user account you want, then click Unlock. Send Activation Sends an email containing an activation link to the account holder.
Create or Edit User Accounts
Click the New button to display the Create User page.
Select an account and click Edit to display the Edit User page.
Search for User Accounts
When you land on the User Management page, a list of all user accounts is displayed for the selected site. You can use any combination of these filters to locate the user accounts you are looking for.
- Use the Text Filter to locate user accounts by performing a text search.
- Use Business Units to display user accounts assigned to the business unit you select.
- Use Agent Groups to display user accounts assigned to the agent group you select.
- Use the check boxes to display users with access to all sites and/or display user accounts that have been disabled.
- Use Filter By Role to display accounts for the role
you select. If you filter by the role of Agent, the Agent Skills filter will display. - Use Agent Skills to display accounts that have a particular agent skill assigned.
Note: The Agent Skills filter does not display unless Agent is selected in the Filter By Role field.
Manage Bulk User Accounts
You can change Agent Group, Business Unit, and Agent Skill assignments for multiple users at the same time.
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From the User Management page, select the user accounts you want to change.
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Click Bulk Update to display the Bulk User Update page. (The User List shows the user accounts that will be changed.)
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Use the radio buttons to select whether your changes will apply to existing settings or they will completely replace the existing settings with the ones you make here.
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Click in the field to select the Business Units your changes will apply to.
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Click in the field to select the Agent Groups your changes will apply to.
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Click the field to select the Agent Skills you changes will apply to.
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Click Save to complete the changes.
Manage Account Locks
check boxes to manage account locks and activation.
