- Edit Display Name
- Edit Email (must be unique and required for portal access)
- Set Access Type (device/s allowed):
- None
- Single-Devices
- Multi-Devices (Enter the extension and PIN)
- Assign Agent User Add-On (automatic when user is added to Call Center)
- Set Supervisor Access Type:
- Reports
- Analytics
- Live Analytics
- Contact Center
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:
- None: No access to any features.
- Reports: Access to run and view reports on completed call data.
- Analytics: Full access to call reports, Wallboard, and Dashboard without access to agent data.
- Live Analytics: All features of Analytics plus real-time access to active call and user data.
- 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.