V3 Users

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 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).

To create an Admin Role Choose Admin

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)

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.

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:

• 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. 

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

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:

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).

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:

• 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.

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