Settings – VitalPBX Wiki https://wiki.vitalpbx.org Learn how our latest VitalPBX version will enhance your business communication Mon, 18 Dec 2023 14:24:58 +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 Settings – VitalPBX Wiki https://wiki.vitalpbx.org 32 32 Flag Profiles  https://wiki.vitalpbx.org/wiki/settings-sonata-recordings/flag-profiles/ https://wiki.vitalpbx.org/wiki/settings-sonata-recordings/flag-profiles/#respond Sat, 02 Dec 2023 00:33:06 +0000 https://wiki.vitalpbx.org/?post_type=docs&p=2058 The Flag is used to categorize the recording. You can create multiple Flag profiles with different colors and flag meanings. 

To create a Flag, go to Settings/Flag Profiles

In Flag Profiles the following data must be configured: 

  • Description, brief description with which the Flag Profile is identified. 
  • Add, press this button to add a Flag. 
  • Name, flag name. 
  • Color, Color with which this flag is associated. 
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Teams  https://wiki.vitalpbx.org/wiki/settings-sonata-recordings/teams/ https://wiki.vitalpbx.org/wiki/settings-sonata-recordings/teams/#respond Sat, 02 Dec 2023 00:36:19 +0000 https://wiki.vitalpbx.org/?post_type=docs&p=2062 It is possible to group extensions in Teams and each Team will have associated a Flag Profile. This greatly facilitates the administration of recordings by department. 

To create a Team, go to Settings/Teams: 

In Teams the following data must be configured: 

  • Description, Brief description with which the Team is identified. 
  • Flag Profile, Flag Profile with which this Team is associated 
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Synchronization  https://wiki.vitalpbx.org/wiki/settings-sonata-recordings/synchronization/ https://wiki.vitalpbx.org/wiki/settings-sonata-recordings/synchronization/#respond Sat, 02 Dec 2023 00:37:23 +0000 https://wiki.vitalpbx.org/?post_type=docs&p=2065 Now synchronize the extension, the demo just synchronizes 8 extensions, you can select the extension and associate it with your Team. 

To synchronize the extension, go to Settings/Synchronization

In Synchronization the following data must be configured: 

  • Team, Name of the Team that the extensions belong to. 
  • Extensions, Select the extensions to assign to this Team. 
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Extensions  https://wiki.vitalpbx.org/wiki/settings-sonata-recordings/extensions-2/ https://wiki.vitalpbx.org/wiki/settings-sonata-recordings/extensions-2/#respond Sat, 02 Dec 2023 00:40:26 +0000 https://wiki.vitalpbx.org/?post_type=docs&p=2068 It is possible to change the configuration of an extension after synchronizing, for this you have to go to Settings/Extensions

In Extensions you can configure the following options: 

  • Team, Name of the Team that the extensions belong to. 
  • Outgoing Recording, If the outgoing calls are to be recorded. 
  • Incoming Recording, If the incoming calls are to be recorded. 
  • Internal Recording, If the internal calls are to be recorded. 
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User Profiles  https://wiki.vitalpbx.org/wiki/settings-sonata-recordings/user-profiles/ https://wiki.vitalpbx.org/wiki/settings-sonata-recordings/user-profiles/#respond Sat, 02 Dec 2023 00:42:46 +0000 https://wiki.vitalpbx.org/?post_type=docs&p=2071 Sonata Recordings allows us to create users with different types of privileges, to create the Users Profiles it is necessary to go to Settings/User Profiles

  • Name, name for this User Profile. 
  • Type, it defines the type of profile. On the user’s dialog, depending on the selected user type, the profile dropdown will be populated with profiles that have the same type as the user type. 
  • Agent, just for the extensions owner, with this profile just can manage your own call recordings. 
  • Supervisor, the Supervisor profile can have access to the assigned Team. 
  • Manager, the Manager profile can have access to the assigned Supervisor. 
  • Super Administrator, the administrator of the system. 
  • Permissions, it allows you to select what permissions or actions has the user.  
  • Add Notes, allows the user to create notes related to the recording. 
  • Add Flags, allows user to assign flags related to the recording. 
  • Add References, allows the user to associate the recording with a reference. 
  • Allow Listening Recording, allows the user to listen to recordings. 
  • Create Reports, allows the user to create reports. 
  • Allow Delete, allows user to delete recordings. 
  • Selected Modules, select the modules that the user will be able to enter. 
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Users  https://wiki.vitalpbx.org/wiki/settings-sonata-recordings/users-4/ https://wiki.vitalpbx.org/wiki/settings-sonata-recordings/users-4/#respond Sat, 02 Dec 2023 00:45:22 +0000 https://wiki.vitalpbx.org/?post_type=docs&p=2075 Sonata Recordings allows us to create users with different types of privileges, to create the Users it is necessary to go to Settings/Users. Each user will be associated with a User Profile, which must have been previously created. 

In Users the options to configure are the following: 

  • Full Name, full name of user. 
  • User Name, name used to login. 
  • Password, your secure password for login. 
  • User Type, we have 4 types of users: 
  • Agent, just for the extension’s owner, with this profile just can manage your own call recordings. 
  • Supervisor, the Supervisor profile can have access to the assigned Team. 
  • Manager, the Manager profile can have access to the assigned Supervisor. 
  • Admin, the administrator of the system. 
  • Profile, profile for this User. 
  • Startup Dialog, which dialog to be displayed when logging into the system. 
  • Department, user Department (Example: Development). 
  • Tenant, tenant to whom belongs this user.  
  • Extension, this option only shows if you select Agent. It is the extension associated with the Agent, an Agent can only view its recordings. 
  • Teams, this option only shows if you select Supervisor. The Supervisor may have several Teams under his or her charge, which will give him access to the recordings that will have access to these Teams. 
  • Supervisors, this option only shows if you select Manager. The Manager may be in charge of several supervisors, which will give access to the recordings that these supervisors have access to. 
  • Select Image, user avatar. 

First create the Agent, one for each extension. Remember to associate the user with each extension. In the second tab you can set the Language and more settings. 

In second tab of Users the options to take to configure are the following: 

  • Language, Language to display the interface in. 
  • TimeZone, Time zone that the recordings will be displayed in. 
  • Multitab, the MultiTab option allows several forms to be displayed at the same time on the screen with the possibility of switching from one to the other by clicking the TAB. 
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Activation https://wiki.vitalpbx.org/wiki/settings-sonata-recordings/activation/ https://wiki.vitalpbx.org/wiki/settings-sonata-recordings/activation/#respond Sat, 02 Dec 2023 00:46:22 +0000 https://wiki.vitalpbx.org/?post_type=docs&p=2079 ]]> https://wiki.vitalpbx.org/wiki/settings-sonata-recordings/activation/feed/ 0