Roster
The Roster page displays a list of users who report to the user's company. The Roster page also allows a supervisor or administrator to create and maintain new call center users. In addition, you can control access to call center functions and change passwords in the event where a user requests for a password reset.
You can filter users in the Roster table by status such as Active, Inactive, Account Expired, or Many Failed Logins. You can also search for specific users, view their details, or add a new user. Once a user leaves a company, it is best practice to deactivate the user.
Create a New User
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Click the New button.
The User Detail page opens.
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Enter information in the fields below:
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Mandatory fields (highlighted in orange):
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Title
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First Name
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Last Name
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Address Line 1
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City
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State
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Postal Code
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E-mail
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Time Zone
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Role
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Status
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Non-mandatory fields (highlighted in grey):
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Address Line 2
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Language
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Country
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Phone
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Fax
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Fields with a magnifying glass button such as Title, Country, Time Zone Key, and Role allow you to select from a list of possible values.
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Enter a User Name and Password.
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Select a status from the Status drop-down menu.
