Overview

Follow this procedure to manually create a new user.

Configuration

To create a new user:

1. Access the Features -> Users & Business Units section.
2. Select the parent business unit that this new User will belong to.
3. Click New underneath the list of users on the right hand pane, or right click in the right hand pane and select New User.
4. On the General tab enter the following details.
   • First name: The first name of the user, this is used to tag against any calls that they are associated with.
   • Last name: The last name of the user, this is used to tag against any calls that they are associated with.
   • Associated agent ID (s): The list of agent ID a that the user is associated with. If the agent ID displays in red then this is already assigned to another user. Selecting this agent ID will then remove the association from the other user.
   • Associated extension (s): The list of extensions that a user is associated with. If the extension displays in red then this is already assigned to another user. Selecting this extension will then remove the association from the other user.
     

     The default password for a user when it has been created automatically when based on extension or agent is Ext3ns10n.

     If no agent ID or extension is configured against the user then no calls will be associated with this user.

   • Role: The User Role to associate this user with. Their specifies what rights they have if they login to the server website UI.
     

     If a user is not granted any role then they cannot login to the website, but they will have their user linked to calls with the associated agent or at the extension.

   • Username: This is the username required for the user to access the website. Use this if not using Windows username to authenticate
   • New password: This is for changing the current users password, enter the new password here or leave blank to keep the existing password.
   • Email: This is the email address used by XCS to contact the user.
   • Windows Username: If Windows Authentication is being used then configure the Active Directory Domain username. See Website for details.