Creating User Objects
To create a User object, perform the following actions:
- Go to Configuration > System > Configuration Manager.
- Click Users. The Persons list displays.
- Click the New button.
- 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:
- Name—The name that this User should use to log into the environment. You must specify a value for this property,
and that value must be unique within the Configuration Database.
- Agent—Indicates whether this User is an Agent. If checked, additional fields appear.
Once you set this flag, you cannot change it.
- First Name—The first name of this User.
- Last Name—The last name of this User.
- E-mail Address—The e-mail address of this User.
- Employee ID—A code of up to 64-characters that identifies this User within the contact-center staff. You must
specify a value for this property and that value must be unique within the Configuration Database (in an enterprise environment), or within
the Tenant (in a multi-tenant environment).
- Password—A password no longer than 64-characters that this User must use to log in to the environment.
You cannot view the existing password. When creating a new user, this field is always enabled. When editing an existing user,
this field is enabled only if Reset Password is not selected.
Note: Passwords can be subject to format rules. Refer to the Genesys Security Deployment Guide for more information.
- Confirm Password—Confirmation of the password entered. When creating a new user, this field is always enabled.
When editing an existing user, this field is enabled only if Force Password Reset on Next Login is not selected.
Note: Do not copy-and-paste the value from the Password field. You must retype the password.
- Force Password Reset on Next Login—A check-box that, if selected, prompts the user to enter a new password
upon the next login.
Note: The Force Password Reset on Next Login option displays only if Genesys Administrator
Extension connects to Management Framework 8.1.1, or higher. See the Genesys 8.1 Security Deployment Guide
for more information about resetting passwords.
- External ID—This setting applies only if your environment is using external authentication, either LDAP or RADIUS.
This may be the user name in the external authentication system. For LDAP, it might be a whole, or partial, LDAP URL corresponding to RFC 2255.
For more information, refer to the Framework External Authentication Reference Manual.
- 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.
- If Agent is selected, 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 the following list:
- Default Place—The Place assigned to this Agent, by default. This optional parameter applies to a limited number
of configurations, in particular those where a real-time association between a Place and an Agent cannot be established through a telephony
login procedure.
- Capacity Rule—The name of the Script of Capacity Rule type that defines the ability of this
Agent to handle multiple interactions. Refer to Reporting documentation for more information.
- Cost Contract—The Cost Contract associated with this Agent.
- Site—The Site containing this Cost Contract.
- In the Member Of tab, click the Add button to add an Access Group.
- In the Ranks tab, click the Add button to add a Rank.
- Enter the following information in the pop-up window that displays on your screen:
- Application Type—The type of Application to which a User needs access. Consult the manuals for a GUI application
to see if this application is using Ranks to enable or block certain functions. If a manual does not contain any references to Ranks,
this application does not use Ranks, and you do not need to specify the Person's Ranks with respect to this application.
- Application rank—The Rank with respect to Applications of the specified type.
- If Agent is selected, click the Apply button to display the following tabs.
- In the Skills tab, click the Add button to add a Skill.
- Enter the following information in the pop-up window that displays on your screen:
- Skill—The Skill assigned to this Agent.
- Level—The relative measure of the Agent's proficiency in this Skill.
- In the Agent Logins tab, click the Add button to add an Agent Login.
- Enter the following information in the pop-up window that displays on your screen:
- Agent Login—The Agent Login code assigned to this Agent. You cannot assign an Agent Login to more than one Agent.
- Wrap-up Time—Some switches do not support transfer of information about an agent's postcall work status through
the CTI-link. However, when this operation is supported, consider specifying the wrapup time, in seconds, for the Agent Logins that belong
to such switches. This specification must match the corresponding switch setting.
- Click the Save button.
Note: Users automatically receive Read and Update permissions for their User object. These
permissions allow the user to save their user preferences in GUI-based programs, such as GAX or Interaction Workspace.