Users – VitalPBX Wiki https://wiki.vitalpbx.org Learn how our latest VitalPBX version will enhance your business communication Mon, 18 Dec 2023 15:15:16 +0000 en-US hourly 1 https://wordpress.org/?v=6.5.3 https://wiki.vitalpbx.org/wp-content/uploads/2023/11/cropped-vitalbpxwikiicon-8-32x32.png Users – VitalPBX Wiki https://wiki.vitalpbx.org 32 32 Users  https://wiki.vitalpbx.org/wiki/users-sonata-dialer/users/ https://wiki.vitalpbx.org/wiki/users-sonata-dialer/users/#respond Thu, 30 Nov 2023 22:42:44 +0000 https://wiki.vitalpbx.org/?post_type=docs&p=1731 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. 
]]> https://wiki.vitalpbx.org/wiki/users-sonata-dialer/users/feed/ 0 Pause Profiles  https://wiki.vitalpbx.org/wiki/users-sonata-dialer/pause-profiles/ https://wiki.vitalpbx.org/wiki/users-sonata-dialer/pause-profiles/#respond Fri, 01 Dec 2023 12:42:18 +0000 https://wiki.vitalpbx.org/?post_type=docs&p=1736 Here we are going to create the profiles of the causes of pause of the Agents. 

]]> https://wiki.vitalpbx.org/wiki/users-sonata-dialer/pause-profiles/feed/ 0 Roles  https://wiki.vitalpbx.org/wiki/users-sonata-dialer/roles-2/ https://wiki.vitalpbx.org/wiki/users-sonata-dialer/roles-2/#respond Fri, 01 Dec 2023 12:45:00 +0000 https://wiki.vitalpbx.org/?post_type=docs&p=1739 In Roles we create the profiles that the system administrators are going to have. 

]]> https://wiki.vitalpbx.org/wiki/users-sonata-dialer/roles-2/feed/ 0 System Permission  https://wiki.vitalpbx.org/wiki/users-sonata-dialer/system-permission-2/ https://wiki.vitalpbx.org/wiki/users-sonata-dialer/system-permission-2/#respond Fri, 01 Dec 2023 12:47:27 +0000 https://wiki.vitalpbx.org/?post_type=docs&p=1742 On many occasions the system is used by several departments in a company and we do not want one area to see what the other area is doing. This is where you configure which queues, agents and campaign the administrative user will have access to. 

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