User Management is a section available from the side menu available to authorised users.
User Management - Management is a builder to create users for creating user accounts with granted rights on the INVADE Solution, this includes including non-rights such as read-only. Depending on the set up of the INVADE Solution remote locations, such as workes may require Virtual Private Network (VPN) access and this is activated from within this section
Note. It is recommended that an administrator is be appointed to manage this section as changes can be made to live campaigns, the operation of the INVADE Solution & , and user accounts.
User Management default page header
Title: User Management = current section you are viewing
Users = The current tab you are viewing (no other tabs are available)Orange Title Description
Note for 'User Groups' see User Groups Options - Campaign Allow & Deny List
White Title Description
Email = Email supplied when creating the account (if supplied)
AutoAnswer = The call will be automatically connected
Telephony = Credentials for the INVADE WebRTC Dial Pad
OpenVPN access = Credentials for access to OpenVPN
Sub Section ACL
All Agents = Access to the All Agents section.
WebConsole = Access to the WebConsole section with full write permissions.
(ReadOnly = Access to the WebConsole is restricted to read-only (WebConsole access will also be required).
All Agents = Access to the All Agents section.
Call Report (export) = Allow export of the data from a report
Call Search = Access to the Call Search section.
Agent Search Dashboard = = Access to the Agent Search Dashboard section.
Call Report = Access to the Call Report Section
Campaign Search = Access to the Campaign Search Section.
Agent Search = Access to the Agent Search section.
Desk View = Access to the Desk View section.
Call Costs Report = Access to the Call Costs Reports section.
User management = Access to the User management Management section Note. It is recommended that an administrator is appointed, as changes can be made to live campaigns, the operation of the INVADE Solution & user accounts
VCSD = Access to the 'Virtual Customer Service Desk' section Note. It is recommended that only trained technical personnel are granted access as changes can be made to the operation of the INVADE Solution
Cati Manager = Access to the Cati Manager section
Cati Interviewer = Access to the Cati Interviewer section.
File Manager = Access to the File Manager Builder
IVR Builder = Access to the IVR Platform & Builder
OpenVPN access = VPN access may be required for a cloud / private cloud deployment from a non-fixed IP address i.e home workers.
Telephony = Credentials for the INVADE WebRTC Dial Pad
Extension = Assigned extension number for the user
AutoAnswer = The call will be automatically connected
The following Column titles are permission-based as follows
the user has 
The user has access to the section
the user does
The user does not have access to the section
Telephony capability has been activated
Telephony capability has NOT been activated
This is applicable This applies to all sections of the INVADE Solution
Action 
= Allows you to save changes made
Action 
Action 
= Allows you to delete the user account - Note. you You will be further prompted to 'ok' the deletion of the user account.
Action 
Action 
= pop-up form as described further on this page to create a new user accountAction 
Action 
= Allows bulk importing of users as described further on this page
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- Click on the cross with the cross to pop up a 'new' User form and click anywhere on the 'Credentials Bar'
- Complete the user account, granting the required rights to sections. UsernameThe username, Email & Extention , and Extension number are mandatory, as these are the user's fundamentals of the user. To change the password for an existing user account or when creating a new user account, the 'Update password' box must be checkchecked.
The following is an example, once complete click OK or cancel if you wish to start again
Credentials Section - Follow the on sections, passwords will nee to match
Access Control - Select Note. Passwords must match (Forced Field)
Access Control—Select the 'Sections' you wish the user to have. Note . that 'WebConsole ReadOnly' will not allow changes to be made to the campaign.
Connectivity - VPN
Connectivity—VPN access may be required for a cloud / private cloud deployment from a non-fixed IP address i.e , e.g., home workers'.
Telephony
- Once created, the user will appear in the list and can be modified using the drop-down and repeating the above steps
How to Bulk Upload Users
To bulk upload users, you will need to follow the CSV sample belowinport a .csv template. This will create multiple user accounts if you are unsure please contact the INVADE Customer Support Desk and they will complete the actions required.
Once uploaded, this will crete create the portal's uses, but to be fully active for telephony, the INVADE Customer Support Desk will be required to carry out some manual steps if the extension & and routes (Sip Trunks) do not already exist.
Note. Telephony can only be active where SIP is configured, ; this will not work for direct FXS
Clicking on "Import users"
Click on 
will bring up a file selection dialogue. Once the file is selected, the button text will change to "Upload {selected csv CSV file name}".
Clicking on the button again will initiate the import. If successful, the list of new users should automatically appear in the user list below.
INVADE Customer Support Desk can supply a sample CSV file content - The sample CSV will match the available heading as described 'Orange Title Description' Enter 'true' to be active & 'false' not to activate. NOTE. Once you have confirmed you are unable to 'bulk delete'
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| title | sample CSV file content |
|---|
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template. You should create a ticket in Vision, and the team will assist you.