used in Configuring individual users
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used in Configuring individual users
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Name | The user's name for display purposes throughout Vonage Contact Center. For example, this name appears when the user is logged in to ContactPad or in the users list. Type the name you want to appear in the user interface in relation to this user. Email | The user's email address. When you save the user, Vonage Contact Center sends an email to the provided address. The user must follow the link in the email to set the password to use when they log in to NewVoiceMedia platform or ContactPad. The link is valid for two weeks, after which the user must reset their password. For information about how a user resets their password, see Resetting your ContactPad password or Resetting your Vonage Contact Center Admin Portal password. | SSO External Id | Optional. The value that you want Vonage Contact Center to use to match NVM users with their Salesforce or Microsoft users when using single sign-on. If single sign-on is enabled for your account and your account is configured to use an External ID as the identifier for single sign-on, type the value that will match the logged in Salesforce user's identifier value. License Status | License | The user's license. The license determines what tasks the user can perform in Vonage Contact Center and ContactPad. For information about licenses, see User Admin. Click Admin, Supervisor, Wallboard, or Agent in the License list. Voice Function | Determines whether the user can handle inbound or outbound interactions. If License is Agent, voice function is enabled by default and Voice Function disappears. Click Enabled or Disabled to enable or disable the ability for this user to handle interactions. Agent Settings | Only for agents. 'Agents' includes users with an Agent license and voice-function-enabled users with non-Agent licenses. | ID | A unique ID for the agent.
Physical Location | The country code for the agent's physical location. NewVoiceMedia uses Physical Location primarily for routing. Click the agent's physical location in the Physical Location list. Phone Number | The agent's phone number in national format. NewVoiceMedia routes calls to this number. Type the agent's phone number in national format. Virtual Location | The country code for the agent's virtual location. Using the NewVoiceMedia platform, an agent can make and receive calls from anywhere. For example, an agent could be in France but making and receiving calls from the United Kingdom. In this case, you should set Virtual Location to United Kingdom +44. The virtual location determines the format of the telephone numbers that appear in ContactPad. In this example:
Click the agent's virtual location in the Virtual Location list. In Country Display | In ContactPad various telephone numbers appear when an agent receives or makes a call. You can present these numbers in national or international format. NewVoiceMedia uses the In Country Display when locating associated records for screen pops. For more information about telephone number format, see Telephone number formats in Vonage Contact Center in Salesforce. We recommend that you use international format throughout NewVoiceMedia. Telephony Region | The telephony region in which the agent is located. NewVoiceMedia uses an agent's telephony region to determine the telephony server to use when the agent makes an outbound call. Telephony Region is required for the Global Voice Assurance feature. For information about Global Voice Assurance, see Global Voice Assurance. If Global Voice Assurance is enabled for your account, provide the telephony region for the agent. For more information about setting the telephony region, see the How do I set telephony regions for agents? section in this page. Active | Determines whether this agent is active or not. Deactivate agents who have left the company or are on extended leave to avoid being charged for their license. To deactivate an agent, click to clear the Active check box. You cannot deactivate agents who are currently logged in. Agents who are deactivated can no longer log in. For more information about inactivating agents, see the How do I inactivate an agent user? section in this page. WebRTC Enabled | Determines whether this agent can use ContactPad with WebRTC. For information about ContactPad with WebRTC, see ContactPad with WebRTC. | Enforced Disposition Codes Enabled | Determines whether this agent must provide a disposition code for an interaction. For information about disposition codes, see Disposition codes.Active/Archived |
Determines whether the user is active or not and whether the user will appear when you select the Active users or Archived users filter. Click Active or Archived to activate or archive the user.
Two-factor authentication | Determines whether two-factor authentication is required for this user or not. Two-factor authentication helps keep user's accounts and data safe. Click Yes to switch two-factor authentication on. For information about two-factor authentication, see Security. Personal Data |
Username | A username for the user. The username must be unique within VCC. The user uses this username to log in to the VCC Admin Portal and ContactPad. Type the username you want your user to use. Username can only contain alphanumeric characters and underscores (_). For example, Demo_Agent. Username cannot contain spaces. We recommend using an email address to ensure uniqueness and to simplify integration with single sign-on.
Name | The user's name for display purposes throughout the VCC Admin Portal. For example, this name appears when the user is logged in to ContactPad or in the users list. Type the name you want to appear in the user interface in relation to this user. Email | The user's email address. When you save the user, Vonage Contact Center sends an email to the provided address. The user must follow the link in the email to set the password to use when they log in to VCC Admin Portal or ContactPad. The link is valid for two weeks, after which the user must reset their password. For information about how a user resets their password, see Logging in to ContactPad or Logging in to the Vonage Contact Center Admin Portal. | SSO External Id | Optional. The value that you want Vonage Contact Center to use to match VCC users with their Salesforce or Microsoft users when using single sign-on. If single sign-on is enabled for your account and your account is configured to use an External ID as the identifier for single sign-on, type the value that will match the logged in Salesforce user's identifier value. Licenses |
VCC | License | The user's license. The license determines what tasks the user can perform in Vonage Contact Center and ContactPad. For information about licenses, see User Admin. Click Admin, Supervisor, Wallboard, or Agent in the License list.
Agent access granted |
Determines whether the user is granted the possibility of acting as agent. Click Yes or No to allow or disallow the user to access ContactPad. If you click Yes, you cannot later revoke access for the user. Determines whether the user can currently act as an agent and work with inbound or outbound interactions. Click Yes or No to allow or disallow the ability to act as agent. Products | Depending on which products are enabled for your account, you can configure the licenses for the products. Analytics | If enabled for your account, Analytics appears. For information about configuring Analytics licenses, see Configuring Historical Analytics access. | Vonage enhanced noise cancellation | If enabled for your account, Vonage enhanced noise cancellation appears. Select Enabled if you want to assign a noise cancellation license to this user. Agent Settings | Section only for users with agent access granted.
ID | A unique ID for the agent. If you do not provide a value when you create an agent, VCC will automatically generate one for you.
VBC Username | VBC Username is only available if your Vonage Contact Center account is linked to a Vonage Business Communications account. For information about using VBC Username, see Configuring Vonage Contact Center and Vonage Business Communications integration. | Physical Location | The country code for the agent's physical location. Vonage Contact Center uses Physical Location primarily for routing. Click the agent's physical location in the Physical Location list. Phone Number | The agent's phone number in national format. Vonage Contact Center routes calls to this number. Type the agent's phone number in national format. Virtual Location | The country code for the agent's virtual location. Using the VCC Admin Portal, an agent can make and receive calls from anywhere. For example, an agent could be in France but making and receiving calls from the United Kingdom. In this case, you should set Virtual Location to United Kingdom +44. The virtual location determines the format of the telephone numbers that appear in ContactPad. In this example:
Click the agent's virtual location in the Virtual Location list. In Country Display | In ContactPad various telephone numbers appear when an agent receives or makes a call. You can present these numbers in national or international format. Vonage Contact Center uses the In Country Display when locating associated records for screen pops. For more information about telephone number format, see Telephone number formats in Vonage Contact Center in Salesforce. We recommend that you use international format throughout Vonage Contact Center. Telephony Region | Vonage Contact Center uses an agent's telephony region to determine the telephony server to use when the agent makes an outbound call. Telephony Region is available only for the Global Voice Assurance feature. For information about Global Voice Assurance, see Global Voice Assurance. If Global Voice Assurance is enabled for your account, provide the most appropriate location for the agent. For more information about setting the telephony region, see the How do I set telephony regions for agents? section in this page. Enforced Disposition Codes Enabled | Determines whether this agent must provide a disposition code for an interaction. For information about disposition codes, see Disposition codes. | Transcribe Call Enabled | Determines whether Conversation Analyzer will transcribe the agent's inbound and outbound calls. Conversation Analyzer must be enabled for this to take effect. For information about Conversation Analyzer, see Conversation Analyzer. | Screen Recording Enabled | Determines whether the agent's screens will be recorded during calls. For more information about Screen Recording, see Screen recording in Vonage Contact Center. | Screen Recording — start recording when agent hears ringing | Determines when to start recording the agent's screen during calls. For information about Screen Recording, see Screen recording in Vonage Contact Center. | WebRTC Enabled | Determines whether this agent can use ContactPad with WebRTC. For information about enabling ContactPad with WebRTC, see How do I enable an agent user to use ContactPad with WebRTC and, optionally enable auto-answer? later in this page. Agent can enable WebRTC in ContactPad | Determines whether Use Softphone appears in ContactPad for the agent. For information about enabling ContactPad with WebRTC, see How do I enable an agent user to use ContactPad with WebRTC and, optionally enable auto-answer? later in this page. | Multi-interaction Contact Pad | Determines whether the agent can work with multiple interactions in ContactPad. Various features require this, including priority call handling and Salesforce external routing in VCC. For information about these features, see Priority call handling in ContactPad and Vonage Contact Center omni-channel solution. | Agent can toggle call recordings in ContactPad | Determines whether this agent can control call recordings in ContactPad. For information about call recordings, see Call recording. Automatically answer outbound calls | Automatically answer outbound calls is available only if your Vonage Contact Center account is either linked to a Vonage Business Communications account or configured to use WebRTC. For information about automatically answering outbound calls with VBC, see Configuring Vonage Contact Center and Vonage Business Communications integration. Automatically answer inbound calls | Automatically answer inbound calls is available only if your Vonage Contact Center account is either linked to a Vonage Business Communications account or configured to use WebRTC. For information about automatically answering inbound calls with VBC, see Configuring Vonage Contact Center and Vonage Business Communications integration. Outbound Wrap Timeout | The maximum number of seconds an agent can remain in a Wrap Up (Auto) state after an outbound call ends. The agent can use this time to make notes about the previous call, for example. After the maximum time, the user's state is changed to Ready. The overall default is 180 seconds. The default for your account is in the Outbound Wrap-Up Time field in System Settings. For information about setting the default timeout for your account, see Editing Configuration (Account Settings). To set Outbound Wrap Timeout to the default for your account, click Default. Agent No Answer Timeout (Unexpected) | The maximum time, in seconds, that an agent can be in an unexpected state due to the agent not answering their phone (No Answer state appears in ContactPad). After the maximum time, the user's state is changed to Ready or as configured in State after unexpected or fault in an Automatic Call Distributor (ACD) or Universal Contact Distributor (UCD) applet. The overall default is 180 seconds. The default for individual groups is in the Max Unexpected (s) field in the group's record. For information about setting the timeout for a group, see Configuring groups. To set Agent No Answer Timeout to the default for the group, click Default.
Agent Line Busy Timeout (Unexpected) | The maximum time, in seconds, that an agent can be in an unexpected state due to the agent's line being busy (Line busy state appears in ContactPad). After the maximum time, the user's state is changed to Ready or as configured in State after unexpected or fault in an Automatic Call Distributor (ACD) or Universal Contact Distributor (UCD) applet. The overall default is 180 seconds. The default for individual groups is in the Max Unexpected (s) field in the group's record. For information about setting the timeout for a group, see Configuring groups. To set Agent Line Busy Timeout to the default for the group, click Default.
Agent Invalid Number Timeout (Fault) | The maximum time, in seconds, that an agent can be in a fault state due to the agent having an invalid number in their settings (Network Congestion state appears in ContactPad). After the maximum time, the user's state is changed to Ready or as configured in State after unexpected or fault in an Automatic Call Distributor (ACD) or Universal Contact Distributor (UCD) applet. The overall default is 10 seconds. The default for individual groups is in the Max Unexpected (s) field in the group's record. For information about setting the timeout for a group, see Configuring groups. To set Agent Invalid Number Timeout to the default for the group, click Default.
Agent Network Issue Timeout (Fault) | The maximum time, in seconds, that an agent can be in a fault state due to a network issue (Fault on Line state appears in ContactPad). At the end of the maximum time, the user's state is changed to Ready or as configured in State after unexpected or fault in an Automatic Call Distributor (ACD) or Universal Contact Distributor (UCD) applet. The overall default is 10 seconds. The default for individual groups is in the Max Unexpected (s) field in the group's record. For information about setting the timeout for a group, see Configuring groups. To set Agent Network Issue Timeout to the default for the group, click Default.
Mandatory Call Rating Frequency | Determines the percentage of calls that this agent has to rate:
Appears only if mandatory call quality rating is enabled for your account. For information about mandatory call quality rating, see Callback Numbers | | numbers.The outbound CLIDs, or callback numbers, available for the agent. For information about callback numbers, see Callback numbers. When you create an agent, all callback numbers in the account are available for the agent to use. Click the x alongside a callback number to remove it. Click All to add all the callback numbers. Outbound Wrap Timeout | The maximum number of seconds an agent can remain in a Wrap Up (Auto) state after an outbound call ends. The agent can use this time to make notes about the previous call, for example. After the maximum time, the user's state is changed to Ready. The overall default is 180 seconds. The default for your account is in the Outbound Wrap-Up Time field in System Settings. For information about setting the default timeout for your account, see Editing System Settings. To set Outbound Wrap Timeout to the default for your account, click Default. Agent No Answer Timeout (Unexpected) | The maximum time, in seconds, that an agent can be in an unexpected state due to the agent not answering their phone (No Answer state appears in ContactPad). After the maximum time, the user's state is changed to Ready. The overall default is 10 seconds. The default for individual groups is in the Max Unexpected (s) field in the group's record. For information about setting the timeout for a group, see Configuring groups. To set Agent No Answer Timeout to the default for the group, click Default.
Agent Line Busy Timeout (Unexpected) | The maximum time, in seconds, that an agent can be in an unexpected state due to the agent's line being busy (Line busy state appears in ContactPad). After the maximum time, the user's state is changed to Ready. The overall default is 10 seconds. The default for individual groups is in the Max Unexpected (s) field in the group's record. For information about setting the timeout for a group, see Configuring groups. To set Agent Line Busy Timeout to the default for the group, click Default.
Agent Invalid Number Timeout (Fault) | The maximum time, in seconds, that an agent can be a fault state due to the agent having an invalid number in their settings (Network Congestion state appears in ContactPad). After the maximum time, the user's state is changed to Ready. The overall default is 10 seconds. The default for individual groups is in the Max Unexpected (s) field in the group's record. For information about setting the timeout for a group, see Configuring groups. To set Agent Invalid Number Timeout to the default for the group, click Default.
Agent Network Issue Timeout (Fault) | The maximum time, in seconds, that an agent can be a fault state due to a network issue (Fault on Line state appears in ContactPad). At the end of the maximum time, the user's state is changed to Ready. The overall default is 10 seconds. The default for individual groups is in the Max Unexpected (s) field in the group's record. For information about setting the timeout for a group, see Configuring groups. To set Agent Network Issue Timeout to the default for the group, click Default.
Transcribe calls | The ability to enabled transcription of calls at an agent level is not yet available in User Admin. You can only enable this in Real Time. To enable transcription of calls for individual agents, see Creating an agent. | Scheduled logout | The schedules that this agent is assigned to. For information about schedules, see User Admin. To add an agent to a schedule, click Add to schedules. Type the name of the schedule you want to assign the user to. Routing Settings | Only for agents. 'Agents' includes users with an Agent license and voice-function-enabled users with non-Agent licenses. | Skills | The skills that are assigned to this agent. For information about skills, see User Admin. To view or change the skills assigned to an agent, click Skills. A text field and a list of currently assigned skills appear. To assign a skill to the agent, click in the text field and, optionally, start typing the name of the skill you wish to assign. A list of available skills, filtered by any text you have typed, appears. Click the skill you want to assign. The list remains visible so you can assign multiple skills. Groups | The groups that this agent is in. For information about groups, see User Admin. To view the groups an agent is in, or add or remove the agent to or from groups, click Groups. A text field and a list of groups that the agent is currently in appear. To add the agent to a groupnumbers. Scheduled Logout Settings | The schedules that this agent is assigned to. For information about schedules, see User Admin. To add an agent to a schedule, click Add to schedules. Type the name of the schedule you want to assign the user to. Routing Settings | Only for users with agent access granted.
Skills | The skills that are assigned to this agent. For information about skills, see User Admin. To view or change the skills assigned to an agent, click Skills. A text field and a list of currently assigned skills appear. To assign a skill to the agent, click in the text field and, optionally, start typing the name of the skill you wish to assign. A list of available skills, filtered by any text you have typed, appears. Click the skill or skills you want to assign. The skill or skills appear in the list. The list remains visible so you can assign multiple skills. To assign all available skills to the agent, click Add All. The list of skills includes the Level column with a skill level; the default skill level for newly added skills is 5. The level indicates how proficient the user is in a skill. To set the skill level for the user for a skill, click the appropriate number on the slider. For an existing skill, a description of the change you make appears alongside the slider, for example 'Level 7 to 6'. Groups | The groups that this agent is in. For information about groups, see User Admin. To view the groups an agent is in, or add or remove the agent to or from groups, click Groups. A text field and a list of groups that the agent is currently in appear. To add the agent to a group, click in the text field and, optionally, start typing the name of the group. A list of available groups, filtered by any text you have typed, appears. Click the group you want to add the agent to. The list remains visible so you can add the agent to multiple groups.
To add the agent to all available groups, click Add All. Interaction Capacity | The capacity percentage assigned to different types of interaction for this agent. To change the interaction capacity settings for the agent and override the account settings in System Settings, click Interaction Capacity. A field for each interaction type appears. Type the percentage capacity value for each interaction type and update your agent settings. For more information, see How do I set interaction capacity for an agent? later in this page. Feature permissions | Only for users with a Supervisor or Admin license. Feature permissions define the access a supervisor or admin user has to features within the VCC Admin Portal. For information about configuring feature permissions, see Configuring admin and supervisor feature permissions. Permissions Settings | Only for users with a Supervisor or Wallboard license. Permission settings define which groups, queues and lines a supervisor or wallboard user can view or manage in the VCC Admin Portal.
Group Permissions | The groups that the user can read or edit within Real-time Analytics, Team Monitoring, and User Admin. To view, add or remove groups that the user can read or edit, click Group Permissions. A text field and current group permissions appear. To add a group permission, click in the text field and, optionally, start typing the name of the group. A list of available groups, filtered by any text you have typed, appears. Click the group you want to add the agent to. The list remains visible so you can add the agent to multiple groups.
To add all groups, click Add All. When you have finished adding a group or groups, click Read or Write alongside each group to assign read or write permission respectively. To give read permission to all groups, click All Read; to give write permission to all groups, click All Write. Queue Permissions | | groupThe queues that the user can read or edit within Real Time. To view, add or remove queue that the user can read or edit, click Queue Permissions. A text field and current queue permissions appear. To add a queue permission, click in the text field and, optionally, start typing the name of the | groupsqueue. A list of available | group queues, filtered by any text you have typed, appears. Click the | remains visible so you can add the agent to multiple groups.queue you want to add the agent to. The list To add the agent to all available groups, click Add All. To remove the agent from all groups they are currently in, click Clear All. To remove the agent from a group, click the X icon alongside the group. Permissions Settings | Only for users with a Supervisor or Wallboard license. Permission settings define which groups, queues and lines a supervisor or wallboard user can view or manage in the NewVoiceMedia platform. | Groups Permissions | The groups that the user can read or edit within Real Time, and Stats and Reports. To view, add or remove groups that the user can read or edit, click Group Permissions. A text field and current group permissions appear. To add a group permission, click in the text field and, optionally, start typing the name of the group. A list of available groups, filtered by any text you have typed, appears. Click the group you want to add the agent to. The list remains visible so you can add the agent to multiple groups. To add all groups | group remains visible so you can add the agent to multiple queues.
To add all queues, click Add All. When you have finished adding a | groupsqueue or | group queues, click Read or Write alongside each | groupsqueue to assign read or write permission respectively. To give read permission to all | groupsqueues, click All Read; to give write permission to all | group queues, click All Write. | group queue permission, click Read or Write as appropriate. | Xqueue permission, click the | group– (minus) icon alongside the | group queue. To remove all queue permissions, click Clear All. Queues Permissions | The queues that the user can read or edit within Real Time. To view, add or remove queue that the user can read or edit, click Queue Permissions. A text field and current queue permissions appear. To add a queue permission, click in the text field and, optionally, start typing the name of the queue. A list of available queues, filtered by any text you have typed, appears. Click the queue you want to add the agent to. The list remains visible so you can add the agent to multiple queues. To add all queues, click Add All. When you have finished adding a queue or queues, click Read or Write alongside each queue to assign read or write permission respectively. To give read permission to all queues, click All Read; to give write permission to all queues, click All Write. Lines Permissions | The lines that the user can view data related to within Stats and Reports, Call Recordings, and IVR Data Collector. To view, add or remove line that the user can read or edit, click Line Permissions. A text field and current line permissions appear. To add a line permission, click in the text field and, optionally, start typing the name of the line. A list of available lines, filtered by any text you have typed, appears. Click the line you want to add the agent to. The list remains visible so you can add the agent to multiple lines.If the icon is disabled, it means that you do not have Write permissions for this queue and cannot remove user from this queue. Line Permissions | | Write alongside The lines that the user can view data related to within Call Recordings (inbound call recordings only) and IVR Data Collector.
To view, add or remove line that the user can read or edit, click Line Permissions. A text field and current line permissions appear. To add a line permission, click in the text field and, optionally, start typing the name of the line. A list of available lines, filtered by any text you have typed, appears. Click the line you want to add the agent to. The list remains visible so you can add the agent to multiple lines.
To add all lines, click Add All. When you have finished adding a line or lines, click Read or | XWrite alongside each line to assign read or write permission respectively. To give read permission to all lines, click All Read; to give write permission to all lines, click All Write. – (minus) icon alongside the line. To remove all line permissions, click Clear All. If the icon is disabled, you do not have Write permissions to this line and cannot remove user from this line. |