|
User Management
Lou Cockerham
Education Specialist
Overview
• Definition
• Role setup
• Permissions
• Adding users to roles
• Best practices
Definition
• Roles – defines what users can do in the
system and are organized by users,
groups and roles
Role Setup
Permissions
• Default permissions
– System
– Coaching
– Reporting
– Player
– User Edit Field
– Associated Uptivity group
–...
System Permissions
• In hands of System Administrator
Coaching Permissions
• Empowers supervisors, managers,
directors
Reporting Permissions
• Provides information/data to assist in daily
operations
Player Permissions
• Determines the flexibility in managing the
recorded call
User Edit Field Permissions
• Selected fields can have labels changed
on Web Portal settings’ terminology page
Associated CallCopy Group
• Group permissions give users access to call records
and other items created by members of an U...
ACD Group or Gate/Queue
• ACD Group and Gate/Queue permissions give users access
to call records and other items created b...
Permissions
• Add-on permissions
– Survey
– Analytics
– On-Demand
– Insight
– Fusion
Survey Permissions
Analytics Permissions
On-Demand Permissions
•
Insight Permissions
•
Fusion Permissions
•
Adding Users to Roles
• Two ways to accomplish
– Assign Users to Roles button
– Roles areas under each individual User
Pro...
Assign Users to Role
21
User Profile
Best Practices
• Planning is key
– List out all job roles of users who will be accessing system
– Starting point
• Develop...
Questions?
Thank you!
• web | www.uptivity.com
• phone | 888.922.5526
• email | info@uptivity.com
Upcoming SlideShare
Loading in...5
×

CONNECT 13 - User Management

158

Published on

Uncover new Discover user management capabilities, namely adding new hires and setting up groups, roles and users. This overview of user management enhancements provides the rationale for this best-practices approach and covers everything that administrators need to know about role-based configuration in contrast to managing access user by user.

Published in: Technology, Business
0 Comments
0 Likes
Statistics
Notes
  • Be the first to comment

  • Be the first to like this

No Downloads
Views
Total Views
158
On Slideshare
0
From Embeds
0
Number of Embeds
0
Actions
Shares
0
Downloads
9
Comments
0
Likes
0
Embeds 0
No embeds

No notes for slide

CONNECT 13 - User Management

  1. 1. | User Management Lou Cockerham Education Specialist
  2. 2. Overview • Definition • Role setup • Permissions • Adding users to roles • Best practices
  3. 3. Definition • Roles – defines what users can do in the system and are organized by users, groups and roles
  4. 4. Role Setup
  5. 5. Permissions • Default permissions – System – Coaching – Reporting – Player – User Edit Field – Associated Uptivity group – Group – ACD gate
  6. 6. System Permissions • In hands of System Administrator
  7. 7. Coaching Permissions • Empowers supervisors, managers, directors
  8. 8. Reporting Permissions • Provides information/data to assist in daily operations
  9. 9. Player Permissions • Determines the flexibility in managing the recorded call
  10. 10. User Edit Field Permissions • Selected fields can have labels changed on Web Portal settings’ terminology page
  11. 11. Associated CallCopy Group • Group permissions give users access to call records and other items created by members of an Uptivity group
  12. 12. ACD Group or Gate/Queue • ACD Group and Gate/Queue permissions give users access to call records and other items created by members of those groups
  13. 13. Permissions • Add-on permissions – Survey – Analytics – On-Demand – Insight – Fusion
  14. 14. Survey Permissions
  15. 15. Analytics Permissions
  16. 16. On-Demand Permissions •
  17. 17. Insight Permissions •
  18. 18. Fusion Permissions •
  19. 19. Adding Users to Roles • Two ways to accomplish – Assign Users to Roles button – Roles areas under each individual User Profile
  20. 20. Assign Users to Role
  21. 21. 21 User Profile
  22. 22. Best Practices • Planning is key – List out all job roles of users who will be accessing system – Starting point • Develop plan for maintenance – Adding new-hires and removing NLWCs • Click “Save” when making changes • Use description field
  23. 23. Questions?
  24. 24. Thank you! • web | www.uptivity.com • phone | 888.922.5526 • email | info@uptivity.com
  1. A particular slide catching your eye?

    Clipping is a handy way to collect important slides you want to go back to later.

×