User Management (including Virtual private network) - Builder

User Management is a section available from the side menu available to authorised users. 

User Management is a builder for creating user accounts with granted rights on the INVADE Solution, including non-rights such as read-only. 

Note. It is recommended that an administrator 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 (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)
Call Report (export) = Allow export of the data from a report
Call Search = Access to the Call Search section.
Agent Dashboard = Access to the Agent 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 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.
Extension = Assigned extension number for the user

The following Column titles are permission-based as follows

The user has access to the section

The user does not have access to the section

This applies to all sections of the INVADE Solution 

Action  = Allows you to save changes made

Action = Allows you to delete the user account  - Note. You will be further prompted to 'ok' the deletion of the user account.

Action = pop-up form as described further on this page to create a new user account

Action  = Allows bulk importing of users as described further on this page

Icons top right = INVADE Solution connected

User  = Currently logged on Username and INVADE Solution Web Portal Version, with the ability to 'Logoff

How to Create & Modify a User

1. Click on the cross with the cross to pop up a 'new' User form and click anywhere on the 'Credentials Bar'
   
   
   
   
2. Complete the user account, granting the required rights to sections. The username, Email, and Extension number are mandatory, as these are the user's fundamentals. To change the password for an existing user account or when creating a new user account, the 'Update password' box must be checked. 
   
   The following is an example, once complete click OK or cancel if you wish to start again
   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 the campaign.
   
   
   
   Connectivity—VPN access may be required for a cloud / private cloud deployment from a non-fixed IP address, e.g., home workers'.
   
   
   
   Telephony
   
   
   
   
3. 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 inport a .csv template. This will create multiple user accounts. Once uploaded, this will 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 

Click on  will bring up a file selection dialogue. Once the file is selected, the button text will change to "Upload {selected 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 template. You should create a ticket in Vision, and the team will assist you.