Users

In XCALLY Motion, Users are classified into two roles:

• Administrators – Full system access and configuration capabilities

• Users (as supervisors, planners…) – Limited administrative access based on assigned User Profiles

You can find the User section under the Staff menu. 

From the Staff → Users section you can:

• search for a specific user

• set and clear filters

• manage columns

• activate the advanced search for each field

• invite users, if you select at least one row, clicking the email button

• export users, if you select at least one row, clicking the Export to CSV button

• furthermore, clicking the three dots button (⋮) next to the user, you can:

  • send the e-mail invitation to the user

  • generate an invitation link

  • delete the user

You can create a new User, by clicking Add button and indicate:

1. Go to Staff → Users

2. Click the Add (+) button

3. Complete the form

After the User creation, you can view them in the list of users, with the following key information:

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• Avatar

• Role: indicates whether the user is an Admin or a User

• User Profile:

  • None for Admins

  • Profile name for Users

• Contact info: Full Name, Username, Email, Phone, Mobile, Internal extension

• Account Status: shows whether the user is Disabled or Locked

• Client Logs (icon color indicates log level):

  • Black: Logging not enabled

  • Blue: Debug

  • Orange: Warning

  • Red: Error

  • Gray: Info

• Creation Date: Date the user account was created

To edit a user:

• Click the three dots (⋮) next to a user

• Select Edit to view or change setting

• Personal Info

  • Update Personal Info (except Role and Username)

  • Change User Profile (User Role only)

• Security Suite

  • you can view the last password reset time and date (if there is any). This value is shown only if the Security Suite feature is enabled in the Admin Settings. 

  • Enable/disable user account: select to deactivate or unselect to reactivate the account after a number of failed login attempts

  • Lock/Unlock the account

• Authentication

  • Enable Active Directory SSO, to login with the Active Directory credentials

  • indicate SAML ID if you use the multilogin configuration

• Change Avatar: upload user profile image (PNG, JPG, SVG, GIF – max 8MB)

• Internal messenger: if the Messenger sound notification button is switched on, the admin/user will be notified by a sound when receiving a new Internal Message.

• Notifications: define toast notifications position (default: top-right)

In the Voice Tab, you can also change some values of the User Voice setting:

• Internal extension (not editable)

• Transport: choose TCP/UDP/WS/WSS/TLS (according to the external phone used)

• NAT: this variable changes the behaviour of Asterisk for Agent's access behind a firewall.
  Choose a value among the following: yes, no, force_rport, comedia, never, route

• Allowed Codecs: audio Codecs to be used during the call. Choose a value from the list: ulaw, alaw, gsm, g722, g729, opus

• Context: this value defines the User context (default and recommended value=from-sip)

• Call Group: a call to the user’s phone is placed in one or several call groups 

• Pickup Group: the user’s phone will be able to pick up an incoming call if the call’s call group matches the user’s pickup group

• Video support: Yes, No, Always

At the end, you must save the changes by clicking the SAVE button

Client Logs are essential for tracking and troubleshooting interactions between the client and the system. These logs contain detailed records of events, errors, and processes that occur during the communication between the user's client (such as a web browser or application) and the XCALLY platform.

This feature generates high data usage — disable when not in use.

 

Client Logs for agents: available only for Omni Desktop Interface activities on the Web Client. Phonebar Logs must be retrieved from the agent’s PC.

To enable Client Logs under the Edit section:

1. Select the logging scopes from the dropdown menu

 

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2. Select the log level: INFO, WARN, ERROR, DEBUG and Save. Only logs with this severity or higher will be recorded.

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DEBUG_LEVEL	DEBUG	LOGS
ERROR	The ERROR level designates error events that might still allow the application to continue running	error log
WARN	The WARNING level designates potentially harmful situations	error log, warn log
INFO	The INFO level designates informational messages that highlight the progress of the application at coarse-grained level.	error log, warn log, info log
DEBUG	The DEBUG Level designates fine-grained informational events that are most useful to debug an application.	error log, warn log, info log, debug log

When logs are enabled, the user receives a corresponding notification: CLIENT LOGS: Client logs have been enabled by the administrator for your user

Logs are stored under client/role-username folder, for the Agent/User logs have been enabled.

To remove a user:

1. Find them in the user list

2. Click (⋮) 3 dots button → Delete

Deleted users are moved to the Deleted members section

To export user data to CSV:

1. Select users via checkboxes

2. Click the Export to CSV button
   
   

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Users can generate, remove, or copy their API Key using the API Key Manager (on the top-right of the header):

• Generate: appears only if no key exists.
  Once an API Key has been generated, you can change or remove it. Clicking on the button, you can choose your action:

• Remove: deletes current API key to generate a new one

• Copy icon: copies the existing API key to clipboard

Admins can reset user passwords via the user profile:

• Click Edit User (you can use the search box to filter)

• Select the Change Password key icon (🔑) on the top-right

• Enter and confirm the new password (if admins change their own password must enter the current password as well). The new Password must meet security standards if Security Suite is enabled:

  • at least 8 characters

  • at least 1 lowercase character and 1 uppercase character

  • at least 1 numeric character

  • at least 1 of the following special characters ~!@#$%^&-_=+[{]}.