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_ExcerptWhatAreUsers
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 For more information about users, see User Admin.

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

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

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    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.
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    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.

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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.
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    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.
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  5. When you have finished making changes, click Update. Your changes are saved. Alternatively click Cancel to undo all your changes.

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How do I delete a user?

Currently, deleting users is not possible in User Admin. To delete an agent user, use Real Time. To delete a non-agent user, use User Access.

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To deactivate an existing agent in the account you are logged in to, perform the following steps:

  1. Go to User Admin.
  2. Locate the agent you want to inactivate using search or scrolling list.
  3. When you find the agent you want to edit, click Edit. The user's details appear.
  4. Click LICENSE STATUS.
  5. Under Active, click No
  6. Click Update to save your settings.

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If Global Voice Assurance is available in your account, to set the telephony region for an agent, perform the following steps: 

  1. Go to User Admin.
  2. Locate the agent that you want to set telephony region for using search or scrolling list.
  3. When you find the agent, click Edit. The user's details appear.
  4. Click AGENT SETTINGS.
  5. Under Telephony Region, select the appropriate telephony region for the agent.
  6. Click Update to save your settings.

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When an agent makes an outbound call, the agent can select a number for NewVoiceMedia Vonage Contact Center to present to the person they are calling. In NewVoiceMediaVonage Contact Center, these presented numbers are called outbound CLIDs, or callback numbers. For more information, see Callback numbers.

If enabled for your account, to restrict the callback numbers available to an agent to present, perform the following steps: 

  1. Go to User Admin.
  2. Locate the agent that you want to set the callback numbers for using search or scrolling list.
  3. When you find the agent, click Edit. The user's details appear.
  4. Click AGENT SETTINGS.
  5. Under Callback Numbers, select the numbers you wish the agent to have access to. The dropdown list contains all outbound CLIDs available for the agent.
  6. Click All if you wish to add all numbers from the list or Clear to remove all numbers for the agent.
  7. Click Update to save your settings.

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To enable an agent to use ContactPad with WebRTC, edit the agent in User Admin. If WebRTC is available in the agent's account, to enable an agent to use it with ContactPad, perform the following steps:

  1. Go to User Admin.
  2. Locate the agent that you want to set the callback numbers for using search or scrolling list.
  3. When you find the agent, click Edit. The user's details appear.
  4. Click AGENT SETTINGS.
  5. Under WebRTC Enabled, click Yes.
  6. Click Update to save your settings.
Note

You must also provide a valid phone number for the agent. If WebRTC is ever unavailable, NewVoiceMedia Vonage will use this number to route calls to your agent. The agent's telephone number must be unique in your account.

If the agent only uses WebRTC, set the agent's telephone number to the agent's ID to ensure uniqueness.

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If the enforced disposition codes feature is available in the agent's account, and you are enabled to switch this feature on and off for individual agents, perform the following steps:

  1. Go to User Admin.
  2. Locate the agent that you want to enable enforced disposition codes feature for using search or scrolling list.
  3. When you find the agent, click Edit. The user's details appear.
  4. Click AGENT SETTINGS.
  5. Under Enforced Disposition Codes Enabled, click Yes to activate the feature for the agent.
  6. Click Update to save your settings. Repeat for all agents you want to use the enforced disposition codes feature.