Creating new user accounts

Use

You use this process to add and configure new user accounts.

We recommend that you use the user settings template to define phone-related user settings.

Alternatively, you can create new user accounts by copying an existing user account, see Copying Objects.

For information about deleting and disabling users, see Deleting Objects.

Prerequisites

You must have rights to create users. Any additional rights that are required are listed at the beginning of each procedure.

Process

  1. Enter basic information.

  2. Enter directory information.

  3. Enter authentication information.

  4. Define client certificates.

  5. Configure voicemail and notification call settings.

  6. Assign roles.

  7. Assign user rights.

  8. Add users to user groups.

  9. Define skill levels.

  10. Configure queue and external agent settings.

  11. Personalize Communication Panel

  12. Configure recording settings.

  13. Configure phone settings for Communication Panel

  14. Configure simultaneous ring mode (SRM)/ multiterminal desktop (MTD) settings

  15. Configure contact settings.

  16. Configure user interface settings of CMC.

  17. Define reporting-related settings.

  18. Configure the manager-assistant function.

  19. Define advanced attributes.

  20. If you're using the Communication Desktop (CDT) application, define the user interface settings for it: