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To create an Admin Role Choose Admin

Open

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 clicking on the three-dots menu and then on Edit:

• In Personal Info tab you can edit and modify the general information inserted (except for the Role and Username).
  For User Role you can also change User Profile

• In the Security Suite Section of 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. 

From the Client Logs section of the single User, you can enable client-side logging for debug 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 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 ~!@#$%^&-_=+[{]}.

In the same way the Administrator can also change his/her personal password, but in this case the old one must also be provided:

Insert:

• new profile name

• description (optional)

• permission type (Read / Read and Edit / Read and Delete / Read, Edit and Delete)

• Select Mask Sensitive Data if you want the Users belonging to this Profile not to see the personal data of the Contacts, such as the telephone number, the Name and the Email address. If you enable it, remember to specify the number of characters / digits to mask in the Settings - General (Security section):

Here you can Edit User Profile, Clone a User Profile or Delete it

Click Edit User Profile in order to view / change the User Profile's Settings, Permissions and Downloads.

In this section you find General information about the Profile, inserted when it was created.

You can change them all, except the Name.

Here you can find information on how to add or modify permissions to User Profiles. 
By default, when a new User Profile is created all the Modules and Sections are disabled (grey icon):

The icon near the name of the Module can be:

• Red for Unlicensed: the Module is not included in the license and no configuration is allowed (e.g. Email or Chat in the image).

• Green for Full enabling: all Module's sections and all their related resources are enabled.
  To fully enable a Module (e.g. WhatsApp Connector) you can click on the switch button and confirm you choice

So the Module icon turns green and the switch is on.

• Orange for Partial enabling: only some Module's sections are enabled or all of them are enabled, but not all their related resources are.

Once you switch the selector on, all the resources to which it refers are associated to the User Profile.
You can also automatically associate all the resources of a single section without enabling the entire Module by clicking on the switch inside the Module's configuration panel.
The option “Automatically associate every current and future resource of this section to the User Profile” will associate all present and future resources of that section to the User Profile.

In the configuration panel, you can define for each section:

Visibility = Hide or show the section in the User Desktop side menu, when the User is logged into his web GUI
Permissions = You can override the permissions inherited by the User Profile, by changing it only for a specific section. If the icon is green, it means they are enabled.

• choose a list of Agents existing on the system and associate them to the user profile, adding visibility and permissions:
  
  

• add permissions to specific Teams:
  
  

• choose to add all the Contacts on the system to the user profile, adding visibility and permissions:
  
  

• choose which Lists to associate to this profile and decide which permissions and visibility to give:
  
  

• associate all the Global Custom Fields to this profile:
  
  

• Attachments: Whatsapp Interactions Attachments

• Contact Manager Lists: Export Contact Manager Lists to CSV

• Omnichannel Interactions: Interactions carried out for WhatsApp channel