Contents
- Introduction
- General Information
- Contact Center Configuration Process
- Initial General Configuration
- Inbound Voice and Chat Service Configuration
- Outbound Campaign Configuration
- Email Service Configuration
- Users and Teams
- Overview
- 1 Users
- 1.1 How to Define and Edit User Information
- 1.2 Screen Properties
- 1.2.1 Users tab
- 1.2.1.1 Username
- 1.2.1.2 Password
- 1.2.1.3 Confirm password
- 1.2.1.4 Change password
- 1.2.1.5 Disabled
- 1.2.1.6 User must change password on next login
- 1.2.1.7 Lockout
- 1.2.1.8 First name
- 1.2.1.9 Last name
- 1.2.1.10 Team
- 1.2.1.11 Recorded calls
- 1.2.1.12 Title
- 1.2.1.13 Language
- 1.2.1.14 About me
- 1.2.1.15 Photo
- 1.2.2 Contacts tab
- 1.2.2.1 Chat nickname
- 1.2.2.2 Rank
- 1.2.2.3 Phone extension
- 1.2.2.4 Forward all calls for ext…
- 1.2.2.5 to
- 1.2.2.6 Forward on no answer after
- 1.2.2.7 Default hardphone number
- 1.2.2.8 Enable voicemail
- 1.2.2.9 Send to voicemail after
- 1.2.2.10 Use this voicemail greeting
- 1.2.2.11 Work phone
- 1.2.2.12 Mobile phone
- 1.2.2.13 PIN code for phone login
- 1.2.2.14 Email address
- 1.2.3 Location tab
- 1.2.4 Roles tab
- 1.2.1 Users tab
- Forwarding and Voicemail Operation
- Teams
- Agent Dashboard Metrics
- Roles
- Privileges
- Skill Levels
- Help Screens
- Directory
- Scenario Entries
- Scenarios
- Services and Campaigns
- Services and Campaigns Overview
- Properties Tab
- Assignments Tab
- Lists Tab
- Dispositions Tab
- Activity Tab
- Numbers Tab
- Service Level Tab
- Outbound Tab
- Results Tab
- Archive Tab
- Canned Tab
- Email Tab
- Pre-defined Dispositions
- Outbound - General
- Outbound - Calling Hours
- Outbound - Dial Rules
- Outbound - DNC
- Outbound - Diagnostics
- Forms
- Lists
- Tasks
- Call Center Configuration
- General Settings
- Integration Accounts
- Knowledge Base
- Calendars
- Hours of Operation
- State Calling Hours
- Auxiliary Skills
- Audio Treatments
- Shared Voice Segments
- Voicemail
- Omni-Channel Routing
- Chat Settings
- Email Settings
- Quality Management
- Reporting
- Security
- Appendices
- Countries, Calling Codes, and Time Zones
- System Requirements
- Agent Desktop Helper Application
- Licenses
- Glossary
Users
A user is anyone who may need access to any functionality of Bright Pattern Contact Center. Each user in the Bright Pattern Contact Center configuration must be assigned to a team. The level of users' access to the system's functions is defined by their assigned roles. Thus, you should typically have both the roles and teams defined in your configuration before you begin to register your users.
Most of the users will access Bright Pattern Contact Center via the Agent Desktop application. The exact set of functionality available to a logged-on user via this application depends on the role(s) assigned this user in your contact center configuration.
- The Agent Guide provides detailed instructions for the use of Agent Desktop by contact center agents and back-office (PBX) workers.
- The Supervisor Guide provides detailed instructions for the use of Agent Desktop by contact center supervisors and campaign operators.
Note that, while most of the Agent Desktop functionality is implemented using thin-client technologies, some of its capabilities require a software component that is installed on users’ computers. This component is called Agent Desktop Helper Application. For more information about the functions of this component and methods of its installation, see section Agent Desktop Helper Application.
Note also that the computers of users of the Agent Desktop application must conform to a number of system requirements.
How to Define and Edit User Information
To view, define, and edit user information, select the Users option from the Users & Teams menu.
The Users list provides the following information:
- First Name - The first name of the user
- Last Name - The last name of the user
- Extension - The extension number of the user
- Roles - The assigned role(s) for the user (e.g., agent, supervisor, etc.)
- Team - The assigned team(s) for the user
- Created on - The date that the user was created in the system
- Last login on - The date of the user's last login to the system
You can import user information from an Excel spreadsheet instead of entering it manually. You can also export user information to an Excel spreadsheet. Import and export operations are activated by the arrow buttons at the bottom of the user list view. For information about the spreadsheet format, click the import button. An easy way to obtain a user import template is to add a few users manually first, apply the export operation, and use the produced spreadsheet as an import template.
Note: If you do not wish to use certain records during a particular instance of import, but you would like to keep those records in the spreadsheet for possible use in the future, you can add a column with name Delete to the spreadsheet and set its value to yes for the records that are not to be imported.
Screen Properties
Users tab
The Users screen properties are described as follows. Note that users can change some of their profile properties directly via the Agent Desktop application. These properties are marked with an asterisk (*). For more information, see section Configuring Your User Profile of the Agent Guide.
Username
Username is the name that the user will enter when logging into Agent Desktop or any other Bright Pattern application. Mandatory and must be unique within the contact center.
Password
Password is the password that the user will enter when logging into Agent Desktop or any other Bright Pattern application. This field is displayed for new users only and its specification is mandatory. Note that some rules related to password complexity (i.e., length, special characters, etc.) may be defined and enforced at the service provider level.
Confirm password
The Confirm password field is mandatory.
Change password
The Change password option is displayed for existing users only, and it is used to change the selected user’s password. This option will typically be used by an administrator to change passwords of other users. Users can change their own passwords via the Agent Desktop application.
Disabled
Disabled indicates whether the user is active. Select this checkbox to disable user's access to all system functions temporarily. Disabled users are shown dimmed in the user list view.
Note that inactive user accounts may also be disabled automatically. See section Security Policy for more information. Disabled users are still counted as named users in your configuration.
User must change password on next login
This property indicates whether the user will be forced to change the password upon the next login. To comply with the PCI DSS security standard, select this checkbox for every new user.
As soon as the user changes the password, the check mark will be removed automatically. You can force the user to change password at any time by selecting this checkbox again.
This property exists to support manual password change enforcement. Note that the system also supports automatic password expiration. See section Security Policy for more information. The related automatic password changes are not reflected by this property.
Lockout
Lockout indicates whether this user can access the system or is currently locked out due to a security policy violation. See section Security Policy for more information. You can click the link to view current lockout status. If the user account is locked out, you can unlock it by clicking the Unlock button.
First name
First name is the user’s first name. This field is mandatory.
Last name
Last name is the user’s last name. This field is mandatory.
Team
Team is the team to which this user is assigned. A Bright Pattern Contact Center user must be assigned to a team, and a user cannot be assigned to more than one team. See section Teams for considerations regarding assignment of users to teams.
Note that teams may be associated with services. Upon assignment to such a team, the user may get a corresponding service skill with a certain level automatically. You can change the level or remove the skill from the user manually using the Skill Levels option.
Recorded calls
Recorded calls is the percentage of calls (both service and internal) handled by this user that will be recorded. If not specified or when set to zero, the parameter specified at the contact center level will be applied.
Title
Title is the user’s job title. This property is used for information only. For user’s access privileges, see section Roles below.
Language
Language is the user’s preferred language. This property is used for information only. For agents’ language skills used in interaction routing, see sections Auxiliary Skills and Skill Levels.
About me
About me is the optional information that users will typically enter themselves via their Agent Desktop profile settings.
Photo
This is the user’s photo. The photo will appear in the Contact Info Panel of the Agent Desktop application during internal communications. If you use chat services, the photo can also be displayed to customers when they communicate with this agent via chat. To upload a photo, click upload. To remove the photo, click remove.
The default maximum size of uploaded photos is 10 MB; the photo will be compressed to fit the user interface elements where it is displayed. Note that the maximum size of uploaded files may be further limited by your service provider.
Contacts tab
Chat nickname
Chat nickname is the name that will be displayed to other parties when they communicate with this user via chat.
Rank
Rank is the user’s rank. This optional setting can be used as an additional selection criterion in custom agent reports. This setting is essential for users who are agents only.
Phone extension
Phone extension is the extension number of the user’s softphone. This mandatory setting must contain numeric characters only and must be unique within the contact center. Note that if you have any hardphones registered in the system, their numbers cannot be assigned as users' phone extensions. See section Hardphones for more information.
The extension can be used in combination with a user’s PIN code for phone login (see below) for authentication through interfaces that only accept numeric input (e.g., an IVR system).
Bright Pattern Contact Center assigns extension numbers to new users automatically in ascending order starting from 1000. You can change the default number to any other value. In this case, the default extension number assigned to the next new user will be the newly defined value + 1. Extension numbers are recycled (i.e., when you delete a user, that user's extension number will be assigned by default to the next new user).
A user’s extension number cannot be changed while the user is logged on to that extension (in this case it will be displayed as read-only). Also note that the user can log in with a different number (e.g., a hardphone number).
For more information about user phone device options, see section Selecting a Phone Device of the Agent Guide.
Forward all calls for ext…
This indicates whether call forwarding is activated for the user’s phone extension.
Call forwarding can also be activated via the extension’s properties; see section Softphones. Section Forwarding and Voicemail Operation explains how forwarding will work with various phone devices that the user can select upon login.
Note that call forwarding takes priority over voicemail. If the user has had voicemail enabled (see below), activation of call forwarding for this user will automatically disable the voicemail function.
to
This field represents the phone number to which incoming calls will be forwarded. The phone number must be specified if the Forward all calls to ext… checkbox is selected.
Forward on no answer after
Forward on no answer after is the time (in seconds) after which incoming calls will be forwarded to the number specified if the user is logged on and does not answer. The amount of time must be specified if the Forward all calls to ext… checkbox is selected. For immediate (unconditional) forwarding, set the timeout to 0.
If the user is unreachable (busy or logged out), incoming calls will be forwarded to the specified number immediately, regardless of this setting.
Default hardphone number
Default hardphone number is the extension number of the hardphone assigned to the user. This setting is optional but if specified, it must be one of the existing hardphone extension numbers (see section Hardphones). This parameter should be defined only for users who normally use permanently assigned hardphones installed at their personal desks. To log into the Agent Desktop application with this hardphone, the user should select option Default phone. For more information about a user’s phone device options, see section How to Select a Phone Device of the Agent Guide.
The call forwarding settings will not take effect on the default hardphone. Instead, the forwarding settings configured for the hardphone itself will apply (see section Hardphones).
Enable voicemail
Enable voicemail indicates whether the voicemail function is enabled for the user. For general voicemail settings, see section Voicemail.
Section Forwarding and Voicemail Operation explains how voicemail will work with various phone devices that the user can select upon login.
Note that call forwarding takes priority over voicemail. The voicemail function cannot be enabled if the user already has call forwarding activated. If the user has had voicemail enabled, a temporary activation of call forwarding for this user will automatically disable the voicemail function; however, the voicemail configuration (the No Answer timeout and current greeting) will be preserved and will take effect as soon as call forwarding is deactivated.
Send to voicemail after
Send to voicemail after is the time in seconds after which an incoming call will be forwarded to voicemail if the user is logged on and does not pick up the call. The amount of time must be specified if the Enable voicemail checkbox is selected.
If the user is unreachable (busy or logged out), incoming calls will be sent to the user’s voicemail immediately, regardless of this setting.
Use this voicemail greeting
This option lets you upload up to three different personal voicemail greetings for the user and select which one should be used.
Users can also record their personal greetings directly via their Agent Desktop application. For more information see section Configuring Your Voicemail of the Agent Guide.
Work phone
Work phone is the user’s work phone. This optional setting is used for informational purposes only.
Mobile phone
Mobile phone is the user’s mobile phone number. This optional setting is used for informational purposes only.
PIN code for phone login
The PIN is the user’s numeric password that can be used in combination with user’s Phone extension for authentication through interfaces that accept only numeric input (e.g., an interactive voice response (IVR) system).
Email address
Email address is the user’s email address that the system will use for delivery of password reset instructions, voicemail messages, and scheduled reports. It must be specified if the voicemail is enabled because the user will be notified of new voicemail messages via email.
Note that this email address is not used for distribution of service email interactions to the agents.
Location tab
Location settings
This tab lets you specify various optional properties related to a user’s geographical location. All these properties are currently used for informational purposes only.
Roles tab
Roles list
A user can be assigned any number of roles that define what kind of system functionality can be accessed. For more information, see section Roles. Select a role from the list in order to assign it to the user.
By default, new users do not have any roles assigned to them. Since the majority of users registered in your configuration are likely to be agents, you can configure automatic assignment of the Agent role to every new user. See the description of property Assign this role to newly created users in section Roles for more information.