V3 Users
- XCALLY Knowledge (Unlicensed)
- Product Knowledge
What’s about
XCALLY Motion Users can be either Administrators or Supervisors: they belong to the same Staff category (Users) but have a different role (Admin role versus User role).
Users with admin roles can for instance:
Create, modify or delete User Profiles
Create, modify or delete users, agents and telephones
Create and update Cally Square projects
Create and update Custom Dashboards and enable other users to use them
Create and update lists in the Contact Manager
Create and update campaigns in Motion Dialer
Perform software update
Have access to all features in XCALLY Motion
and many others.
Users with user roles will be identified as belonging to a User Profile, which for instance may allow them to:
View, create, modify or delete agents and telephones (but they cannot manage other users)
View, create, modify or delete resources (like Queues, Accounts, Reports, and so on)
View, create and update Custom Dashboards
View, create and update XCALLY Square projects
View, create and update lists in the Contact Manager
View, create and update campaigns in Motion Dialer
and many others.
The Users having this role (Supervisors) will, for instance, monitor a group of Customer Center Agents' calls, chats, and emails (or any other communication the Agent is participating in with Customers), ensuring the quality of, and analysing the channels quantitative usage reports to track the volume of interactions per unit of time (day, week, month, etc). They can coach their Agents to prevent customer complaints and manage escalation rise, reaching service levels and objectives set forth by management.
See the User Profile Documentation for further information.
The Users (Users with User Role) and the Administrators (Users with Admin Role) share the same U.I., although their abilities may differ.
Check on this page how to log in and get started in the system.
The User Section
You can find the User section under the Staff menu.
The Role is the most important information related to the User because according to it the User will be granted specific permissions:
Admin Role: all the Modules will be available, as well as any Channel Queue access
User Role: access to specific (or all) Modules and Channel Queues or other resources will follow the User Profile assigned to the User (it must be chosen during the user creation).
Create a User
To create a User with Admin or User Role click the + insert New User button under the Users Section:
To create an Admin Role Choose Admin
There is a control for which Admin account (admin with id=1) can not be editable by other admins
To create an User Role Choose User and select the proper User Profile from the list (the User Profile must be created in advance by the related section)
Remember:
The User Profiles are available starting from version 2.1.0. For previous versions see later.
Then enter User Full Name, Username, Email and Password:
Username is used to login (only letters, numbers or special characters like ._ are allowed)
Email: the User email address. This field is used to receive a link to reset the password anytime the user forgets it
Password: insert here the password. According XCALLY Motion Security rules, if the Security Suite is enabled, it must contain least 8 characters and have at least 1 lowercase character, one uppercase character, one numeric character and one of the following special characters ~!@#$%^&-_=+[{]}.
By default, an internal number (Extension) associated to the User is automatically generated. If you like, you can manually specify the internal number you want to assign to the user extension during the user creation switching the Auto Generate off.
Modify a User
After the Users are created, you can view them in the list of users:
You can edit, modify or add information in a User account, just by clicking on the three-dots menu and then on Edit:
Now you can modify the info related to the chosen User in the relative tabs:
Account
In the Personal Info tab, you can edit and modify the general information inserted (except for the Role and Username).
For the User Role, you can also change the User Profile
In the Security Suite Section of the Admin Role you can see:
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
In the Security Suite Section of User Role, you can:
check 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
Disabled: switch on to disable the User Account (this action can be reverted, switching the toggle off)
Locked: if the user's account has been locked out after a number of failed login attempts, switch it off to unlock it.
In the Authentication section:
you can active directory SSO, to login with the Active Directory credentials
disable MFA for the User, when active
In the Change Avatar section, if you want to change the User Avatar click upload and select the image file (Only PNG and JPG formats - max 8MB)
Internal messenger
If the toggle button is switched on, when receiving a new Internal Message, the admin/user will be notified by a sound.
Voice
In the Voice Tab, you can also change some values of the User Voice setting:
Where:
Transport: choose TCP/UDP/WS/WSS (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
At the end, you must save the changes by clicking the SAVE button
Client Logs Tab
From the Client Logs section of the single User, you can enable client-side logging for debugging and issue troubleshooting:
Click on the toggle button to enable all Client scopes
Select the minimum logging level:
There are 4 levels available. Below, is the basic information in this regard:
DEBUG_LEVEL | DEBUG | LOGS |
ERROR | The ERROR level designates error events that might still allow the application to continue running | error log |
WARNING | 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 |
This feature allows the logs file output on the server (i.e. client/role-username folder), for the Agent/User logs have been enabled.
Delete Users
To delete a User, find it in the User list
click on and then on Delete User:
Export list of Users
To export the list of Users in CSV, select the list of Users to export by marking the checkbox on the left side and click on the icon Export button.
API KEY
From the API Key Manager button (on the top-right of the header), you can Generate an API key:
Once an API Key has been generated, you can change or remove it. Clicking on the button, you can choose your action:
Remove: to remove the previous created API key
Copy: to copy the API key
Generate: when there isn’t an API key or the old API key is removed, it's possible to generate a new API key (the button "Generate" is visible only if there isn't a previous API key).
Change a User password
Administrators can change the User password: find the User from the Users list (you can use the search box on the top-right of the page to filter), click on and then Edit the User profile.
Now click on the Change Password icon (on the top-right of the header), insert the new password and save it:
According to XCALLY Motion Security rules, if the Security Suite is enabled, it must contain at least 8 characters and have at least 1 lowercase character, one uppercase character, one numeric character and one of the following special characters ~!@#$%^&-_=+[{]}.
In the same way, the Administrators can also change their password, but in this case, the old one must also be provided:
User's Login Tips
What should the Users do if they forget the password?
open the login panel
click on
Enter the e-mail address associated with the login name
the user will receive a link via email. Click on this link and change the password (This link expires in one hour: if the user cannot use it, it’s necessary to start a new reset procedure).
This function works only if SMTP service is set properly.
About incorrect logins
Starting from XCALLY Motion version 2.4.2, Administrators can define what is the maximum number of incorrect login attempts that the system can allow: when the number of attempts allowed is reached, the account of whoever exceeds it is temporarily blocked. It can be unlocked:
manually by the Administrator (editing the blocked user account and clicking on the Unlock function of the Security Suite Section)
automatically, after a certain period in minutes (which must be specified by the Administrator in the Settings Security section).
Note: when this happens, the user is asked to contact the administrator to unlock the account.
Socket Disconnection Error Message
If you encounter a network problem during your XCALLY Motion work session, you will be warned by this error message:
which will disappear when the connection is reestablished
User Permissions for XCALLY Motion Versions before 2.1.0
Up to XCALLY Motion version 2.0.81 (included), you had to set appropriate permissions to every User in the Permission profile section to allow them to use each module and their resources:
In the Permissions section, the administrator can decide:
which module can be managed by the User with User Role (only enabled modules will be visible in the User Desktop)
which channel queues can be explored by the User with User Role (only enabled queues will show on the User Desktop)
Add User permissions
The Admin can set Permissions to each User about:
Editing (Read, Edit, Delete or Read, Edit) where Users with Delete Permissions can also delete Channels Interactions:
Modules/Functions used, which enable the activities the user can do:
All changes are automatically saved and operational when you enable/disable a module or a function.
For example: you can configure a User (User Role) with the permissions enabled only to use Dashboards, Contacts Manager, Realtime Sections of each module, Chanspy and so on, and the User Desktop view will dynamically change in order to show only the applications and actions allowed:
Add User permissions to Queues
To enable a user to see information about a queue, the administrator must add the user to the queue.
For example, if the administrator has enabled the user permissions to Agents, Voice Queues and Voice realtime modules, in these sections, the user will only see:
In Agents sections: the agents belonging to the assigned queue.
In the Voice Queue section: the assigned queue.
In the Voice Realtime section: information about agents, queues and queue calls in the assigned queue.
To add a user to a queue click on the Channels button
to show the list of the queues for each channel and choose the one you want to open:
When you click on the icon referring to the chosen Channel (Voice, Chat, Mail, SMS, Fax, Dialer, Other Channels) the pop-up screen will show you the list of available queues for each of them: to add the user to one queue you just need to click on it