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Users

Users can be either Administrators or Supervisors: they belong to the same Staff category (Users) but they have a different role (Admin role versus User role).

  • 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

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)

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 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 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. 

Client Logs Tab

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:

There are 4 levels available. Below, 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.

This feature generates high data traffic. So, it’s recommended to disable it when not neeed.

Delete Users

To delete a User, find it in the User list

click on 3 dots menu and then on Delete User:

Note: the default Admin cannot be deleted!

When you delete a staff member, the system will consider the action as SOFT DELETE and will transfer the user in the Deleted Members section, from which you can restore member or delete it permanently

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 3 dots button 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 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:

 

 

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