Page Comparison

In the User Admin area of the NewVoiceMedia platform, you can configure your users in the account you are logged in to.

How do I create a new user?

...

To create a new user in the account you are logged in to, perform the following steps:

1. Go to User Admin. For information about accessing User Admin, see Accessing and finding your way around User Admin. User Admin appears.
2. To add a new user, click Create New and click User on the menu that appears.
   

3. A new user appears. Provide the following information:

   Insert excerpt
   _ExcerptCreateEditUser _ExcerptCreateEditUser nopanel true

   
   As you enter information into fields, the fields' borders change to green and a blue undo icon appears alongside those fields. Click the icon to clear the field.
   If you leave a mandatory field empty or enter a value that is not valid, the field's border changes to red and an information icon appears. Click the icon to see the message. The number of errors appears alongside the Create button. You cannot click Create until you have corrected all the errors.
   
   Change the data accordingly. You cannot save the user until you correct all errors.

4. When you have provided valid information in all mandatory fields, click Create. Your new user is created. Alternatively click Cancel to cancel creating this new user.

How do I view an existing user's details?

When you first access User Admin, a list of the users in the account you are logged in to appears. From this list you can see each user's name, username and license. If the user has an agent license or is voice-function enabled, the user's ID, assigned skills, and groups to which they belong also appear.

To see additional details—the user's email address, phone number, location, and so on—click Edit. The user's details appear in edit mode.

Image Modified

How do I update an existing user's details?

To update an existing user in the account you are logged in to, perform the following steps:

1. Go to User Admin. For information about accessing User Admin, see Accessing and finding your way around User Admin. User Admin appears.
2. Locate the user you want to edit using search or scrolling list.
3. When you find the user you want to edit, click Edit. The user's details appear.
4. Update the information in the fields as required.

   Insert excerpt
   _ExcerptCreateEditUser _ExcerptCreateEditUser nopanel true

   
   As you change the information in the fields, the fields' borders change to green and a blue undo icon appears alongside those fields. Click the icon to revert the contents of the field to the saved version.
   If you leave a mandatory field empty or enter a value that is not valid, the field's border changes to red and an information icon appears. Click the icon to see the message. The number of errors appears alongside the Update button. You cannot click Update until you have corrected all the errors.
   
5. When you have finished making changes, click Update. Your changes are saved. Alternatively click Cancel to undo all your changes.