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User and role management
Creating and maintaining user accounts, assigning rights to users, creating and maintaining user groups through which you manage users’ rights, giving roles to user groups, defining default settings for users with user settings templates, using the Update wizard for updating settings (such as voicemail settings) of various users simultaneously
Creating new user accounts

User and role management
Creating and maintaining user accounts, assigning rights to users, creating and maintaining user groups through which you manage users’ rights, giving roles to user groups, defining default settings for users with user settings templates, using the Update wizard for updating settings (such as voicemail settings) of various users simultaneously
- Managing users in Sinch Contact Pro
  For user management, create user groups.
- Printing user's personal data
- User rights management
- Managing user groups
- Managing user roles
- Creating new user accounts
  - CDT settings
  - Entering basic user information
  - Managing directory-related information
  - Entering authentication information
  - Defining client certificates
  - Configuring user voicemail and notification call settings
  - Assigning roles
  - Assigning user rights
  - Adding users to user groups
  - Defining skill levels
  - Configuring queue and external agent settings
  - External agent function
  - Communication Panel personalization
  - Personalizing Communication Desktop (CDT)
  - Defining shortcut keys for CDT
  - Configuring directory settings of CDT
  - Configuring users' recording settings
  - Configuring phone settings
  - Configuring CDT audio settings
  - Configuring contact center settings of CDT
  - Configuring Multiterminal Desktop (MTD)/ Simultaneous Ring Mode (SRM) settings
  - Configuring contact settings
  - Configuring mobile app settings
  - Managing user's devices
    In the Devices block, you can see the user's devices registered for the mobile app. You can also block and delete devices. The system only allows each user to have a maximum of three registered devices.
  - Configuring CMC settings
  - Defining reporting settings
  - Defining manager queue settings
  - Defining advanced attributes
- Anonymous user
  A technical anonymous user is needed to ensure that only authorized access to reply templates is allowed.
- Using user settings templates
- Mobile device administration
  In this view, you can see a list of users' devices registered for the mobile app. You can also block and delete devices. The system only allows each user to have a maximum of three registered devices.
- Update wizard for users
- Deleting objects

Creating new user accounts

Use

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

Settings on the user level generally take priority over settings on the user settings template level. Our recommendation is to use the settings on the user settings template whenever possible.

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

Enter basic information.
Enter directory information.
Enter authentication information.
Define client certificates.
Configure voicemail and notification call settings.
Assign roles.
Assign user rights.
Add users to user groups.
Define skill levels.
Configure queue and external agent settings.
Personalize Communication Panel
Configure recording settings.
Configure phone settings for Communication Panel
Configure simultaneous ring mode (SRM)/ multiterminal desktop (MTD) settings
Configure contact settings.
Configure user interface settings of CMC.
Define reporting-related settings.
Configure the manager-assistant function.
Define advanced attributes.
If you're using the Communication Desktop (CDT) application, define the user interface settings for it:
- Personalize Communication Desktop (CDT)
- Define shortcut keys for CDT
- Configure directory settings of CDT
- Configure phone settings of CDT
- Configure audio settings of CDT
- Configure contact center settings of CDT