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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

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

Enter basic information.
Enter authentication information.
Enter directory information.
Define client certificates.
Configure voicemail and notification call settings.
Assign roles.
Assign user rights.
Add users to user groups.
Define skill levels.
Define the user interface settings that appear on the Communication Desktop (CDT) application by doing the following:
Configure recording settings.
Configure contact settings.
Configure user interface settings of CMC.
Define reporting-related settings.
Configure queue and external agent settings.
Configure the manager-assistant function.
Define advanced attributes.