Home
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
Using user settings templates
Defining directory fields for users

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
- Printing user's personal data
- User rights management
- Managing user groups
- Managing user roles
- Creating new user accounts
- Anonymous user
  A technical anonymous user is needed to ensure that only authorized access to reply templates is allowed and for using video assistance.
- Using user settings templates
  - Configuring Communication Panel settings
  - Defining allowed chat elements and content checker
  - Configuring settings for Communication Panel contact center
  - Configuring AI settings
    It's possible to help agents handle incoming queue calls with AI. Using a live transcription of the call, AI can carry out an analysis on the call and show the results in the AI extension during the call. Communication Panel agents can see both the transcription and analysis or only the analysis, depending on your configuration.
  - Defining settings for SAP Service Cloud (C4C) integration
  - Configuring responsive My Conversations view
    In addition to using the Communication Panel embedded in a CRM, such as SAP Service Cloud or Salesforce, it is possible to have Communication Panel open in another browser window and see an embedded My Conversations view in the CRM.
  - Configuring ServiceNow
    Communication Panel can be integrated with ServiceNow user interface.
  - Configuring Salesforce
    Communication Panel can be integrated with Salesforce user interface. Supported application type is Lightning.
  - Configuring Microsoft Dynamics 365
    You can embed Communication Panel in Dynamics 365 Customer Service to use the call functions of Communication Panel.
  - Configuring mobile app settings
  - Mapping DTMFs for presence profiles
  - Defining directory fields for users
- 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

Defining directory fields for users

You must have rights to create user settings templates and to view users and user groups.

You use this procedure to define directory fields for users. These fields are then displayed in Users > Directory Information.

On the System Configurator main screen, choose User and Role Management > User Settings Template.
To create a new template, choose Add New.

Or

Search for the template for which you want to define the directory fields.
In the User's Directory Fields block, choose the fields from the dropdown list.

The system contains default directory fields but you can create more in the Directory Management view.

The fields are then displayed in the Directory Information view of the users.
Save your entries.