1. Edit Display Name
  2. Edit Email (must be unique and required for portal access)
  3. Set Access Type (device/s allowed):
  4. Assign Agent User Add-On (automatic when user is added to Call Center)
  5. Set Supervisor Access Type:

Note: Auto-assignment of access types is managed by your service provider.

Reporting Supervisor Access Types

Before diving into specific features, it's important to understand the permission levels available:

  1. None: No access to any features.
  2. Reports: Access to run and view reports on completed call data.
  3. Analytics: Full access to call reports, Wallboard, and Dashboard without access to agent data.
  4. Live Analytics: All features of Analytics plus real-time access to active call and user data.
  5. Contact Center: All Live Analytics features plus live Agent monitoring and management capabilities.

Warning: Assigning Live Analytics or Contact Center Supervisor access will automatically provision a Real-Time license.