Users 

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. 
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Updated on December 18, 2023