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Agent Logins

Agent Logins are unique codes defined within a Switch and assigned to agents. They identify which agent is working at which Place during a particular working session.

The configuration of Agent Logins in the Configuration Database must match exactly the configuration of those Agent Logins in the switching system. Before adding or deleting a particular Agent Login, make sure that the same change was made in the database of the switching system.

When you specify Agent Logins as objects in a Switch, they are not associated with any particular agents. For information about how to assign Agent Logins to agents, refer to Creating Agents.

Display Options

The Agent Logins list shows the Agent Logins that are in your environment. It is sorted in a hierarchy by Tenants, configuration units, sites, and folders. To view objects by a particular hierarchy, select the hierarchy type in the drop-down menu above the list.

  • The Switches list displays when you select Agent Logins in Configuration Manager. To access the Agent Logins list, you must first select a Switch object and then an Agent Logins folder.
  • Agent Logins that are disabled appear grayed out in the list.

Configuration Manager respects tenancy permission settings. You can access only those objects that you have been granted permissions and privileges to access.

You can filter the contents of this list in two ways:

  • Type the name or partial name of an object in the Quick Filter field.
  • Click the magnifying glass button to open the Tenant Directory filter panel. In this panel, click the Tenant that you want to select. Use the Quick Filter field in this panel to filter the Tenant list.

To select or de-select multiple objects at once, click the Select button.

Possible Procedures from this Panel

To create a new Agent Login object, click the New button. To view or edit details of an existing object, click on the name of the object, or click the check box beside an object and click the Edit button.

To delete one or more objects, click the check box beside the object(s) in the list and click the Delete button. You can also delete individual objects by clicking on the object and then clicking the Delete button.

When you delete an Agent Login, the Agent Login is removed from the Configuration Database and from any Agent to which it is assigned. This might affect the configuration of a particular Agent in the contact center. Before deleting an Agent Login, consider viewing the dependencies tab to identify the Agent to which this Login is assigned. If you want to remove only the Agent Login from the Agent to which it is assigned, but leave it still existing in the Configuration Database and available for assignment to another Agent, open the User Account for the Agent, remove the Agent Login from the Agent, and click the Save button.

Otherwise, select the check box beside one or more objects and click the More button to perform the following tasks:

  • Clone—Copy an Agent Login.
  • Move To—Move an Agent Login to another hierarchical structure.
  • Enable or disable Agent Logins
  • Create a folder, configuration unit, or site. See Object Hierarchy for more information.

Click on the name of an Agent Login to view additional information about the object. You can also set options and permissions, and view dependencies.

Creating Agent Login Objects

To create an Agent Login object, perform the following actions:

  1. Go to Configuration > System > Configuration Manager.
  2. Click Agent Logins. The Switches list displays.
  3. Click the Switch object in which you wish to create an Agent Login.
  4. Click the Agent Logins folder in which you wish to create an Agent Login.
  5. Click the New button.
  6. Enter the following information. For some fields, you can either enter the name of a value or click the Browse button to select a value from a list:
    • Code—The Agent Login code. You must specify a value for this property, and that value must be unique within the Switch. Once you set the value, you cannot change it.
    • Switch—The Switch to which this Agent Login belongs. This value is automatically set, based on the Switch being viewed in the Agent Logins list.
    • Override—Value to use as the override instead of the Code value for accessing this Agent Login in certain types of routing. You must specify an override value, and it must be unique within the Switch.
    • Important
      To specify a value in the Override field, you must ensure the Use Override check box is checked.
    • Switch-specific Type—An integer that corresponds to a combination of switch-specific settings for this Agent Login. It identifies the device type (for example, Extension, ACD Position, or Trunk) for each switch (PBX) that T-Server supports. It is unique for each switch/DN/T-Server configuration. In essence, it provides a cross-reference for DN Types between T-Server and PBX. You must specify a value for this property, and it must be 1 or greater. For more information, refer to the Framework T-Server Deployment Guide for your particular T-Server.
    • Password—A security protection key used along with this Agent Login to authenticate a User for contact-center activity. You can associate one User with multiple password-protected Agent Logins.
    • Confirm Password—Confirmation of the password entered in the New Password field.
    • Tenant—In a multi-Tenant environment, the Tenant to which this object belongs. This value is automatically set to the Tenant that was specified in the Tenant Directory field in the object list.
    • State Enabled—If selected, indicates that the object is in regular operating condition and can be used without any restrictions.
  7. Click the Save button.

This page was last edited on July 17, 2020, at 15:57.
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