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Users

In users create and configure the following options.

  • User, user creation and modification.

  • Agent Profile, creation of causes of breaks for Users (Agents).

  • Roles, creation of User permissions.

  • System Permissions, creation of access to Agents, Campaigns and Queue. In order for a User not to be able to see other campaigns to which he/she is allowed to access.

In order to access the system, it is necessary to create users, there are two types of users:

  • Admin, is for system administrators, it is not associated with any extension.

  • Agent, is for Agents, it has to be associated to a device (Extension).

he data to consider when creating a user are as follows:

  • Full Name, full name to identify the User.

  • Username, short name to log in to the system.

  • Agent Profile, type of pause profile if the user is an Agent.

  • Extension, extension associated to the user. Necessary when dealing with an Agent.

  • Enable Softphone, it is possible to have a WebRTC softphone integrated in the same Agent interface. When this option is enabled, it will appear. Please note that for this softphone to work you must have a VitXi license.

  • Email, e-mail associated with the user.

  • Role, by selecting “agent” this user becomes an Agent, any other role you choose is administrative.

  • Password, password to login.

  • Password Confirmation, confirmation of password to enter.

  • Device, device to be associated with the Agent. It must be previously created in VitalPBX.