Editing an Account, To edit an account

5.6 Editing an Account

Any account can be changed. You can change any of the fields except the user's name. To change the users name, note their account details, create a new account 34 with the same details and required name and then delete the old user 37

∙To reset a local user's password for any reason, check the box marked Reset Password and click Enter and Close. Instruct the user to log in promptly.

∙If you use a Windows domain qualified username, Windows authentication is performed, so the Reset Password checkbox is irrelevant.

To edit an account:

1. Click the Edit link next to the user's entry in the list. The following window opens:

2.Alter the details as required.

∙Role

Select a role for the user:

∙System Admin

This type of user has full access to the ContactStore menus.

∙Restricted Admin

This type of user can see the system status and alarms; eject DVDs and administer Replay Only user accounts. They cannot change the system configuration settings.

∙Replay Only

This type of user can only replay messages.

∙Comment

Use the Comment text box to enter the full name, job title or other identifying information that will help you to administer the user's account.

∙May export recordings as files?

This option controls whether the email and export options are available to the user.

∙Is allowed to replay calls owned by

Use this field to enter the list of stations or agents that this user is allowed to search for and replay. The initial account created when the first user logs in is automatically given replay rights to all 2 to 10 digit station numbers. You can modify these rights as required.

∙Enter a comma separated list of individual station or agent numbers. You can also use a hyphen to separate the ranges. If you have several users with the same replay rights, you can select the text in this area and right-click to copy it to the clipboard. You can then paste it into the next account, saving a lot of typing and potential for error. Some typical examples are:

∙Note

The number of digits is important. For example, giving a user rights over 0000-9999 does not give them rights over any 3, 5, 6, ..., digit numbers.

∙4000

User can only replay calls owned by agent 4000. This is a typical entry for a CSR with this Agent identifier that indicates that they can only play their own calls.

IP Office ContactStore 7.8	Page 36
IP Office	15-601038 Issue 4b (06 July 2009)