
To add a user as an agent:
- Select a group for the user to be added to.
- Click Add. The Add or Edit User dialog opens.
- Select a Database for this user. If a new user is being created in Quality Manager, select the Quality Manager database (default).
Select a Status from the drop-down, the choices are: Active, Deactivated, or Blocked. Select the User Role from the dropdown list (in this case Agent). The User Role decides what permissions and features will be available to the user in Quality Manager. - Type an appropriate username in Login ID, ensure the user has a valid First Name, Surname, and Email address (which will be used for system notifications).
The Active setting indicates whether this user is available in Quality Manager for evaluations and reporting.
Agent profiles that are no longer relevant and/or available should have their Active status changed to De-Activated or Blocked. To unblock a user, change the status to Active.
For more information, see The Role Manager.
Select the Language that the Quality Manager interface displays in when the user logs in. This can be changed by the user.
Important: When Quality Manager user profiles are marked as Deactivated, they can no longer log in to Quality Manager. A user with administrator or CC Manager permissions must first re-activate these accounts and reset their passwords before they have login permissions again.
- Click the radio button to use a Phone number or Agent ID as the default identifier for the agent.
This is also the way that Quality Manager identifies calls in Call Recording that belong to a specific agent. In most cases the phone number can be used. - Check that the correct agent (user) group has been specified (in the example figure Real Mallorca).
- Click Save to create the user profile.
When viewing a list of users, double-click on the user record (or select the user and click Edit ) to modify the user profile.