Creating new user accounts

Use

You use this process to add and configure new user accounts.

We recommend that you use the user settings template to define phone-related user settings.

Alternatively, you can create new user accounts by copying an existing user account, see Copying Objects.

For information about deleting and disabling users, see Deleting Objects.

Prerequisites

You must have rights to create users. Any additional rights that are required are listed at the beginning of each procedure.

Process

1. Enter basic information.

2. Enter authentication information.

3. Enter directory information.

4. Define client certificates.

5. Configure voicemail and notification call settings.

6. Assign roles.

7. Assign user rights.

8. Add users to user groups.

9. Define skill levels.

10. Define the user interface settings that appear on the Communication Desktop (CDT) application by doing the following:

    • Personalize Communication Desktop (CDT)

    • Define shortcut keys for CDT

    • Configure directory settings of CDT

    • Configure phone settings of CDT

    • Configure audio settings of CDT

    • Configure contact center settings of CDT

    • Configure multiterminal desktop (MTD) settings

11. Configure recording settings.

12. Configure contact settings.

13. Configure user interface settings of CMC.

14. Define reporting-related settings.

15. Configure queue and external agent settings.

16. Configure the manager-assistant function.

17. Define advanced attributes.