Users and Profiles

In this module, you will be able to create users and profiles for administrators, supervisors, and agents of the Contact Center. Additionally, it includes more functionalities such as importing users, exporting them, and assigning them profiles. Let's explore everything you can do!

Users

In this tab, you can access the list of users created in uContact, perform searches based on the username and user name. You can also create users in bulk or download them.

User List

Within this tab, you will have the list of all users created in the system.

What does each column mean?

• User: here you can see the avatar, name, and username.
• Email: shows the user's email address, it might be empty.
• Profile: shows the profile associated with the user, it might be empty.
• Actions: here you can edit or delete the user. If you want to edit, click the button, and a pop-up will appear where you can modify all information related to the user except the username.

You can also see how to create a user?

Disabled Users

In the user list, you can distinguish between users who are enabled and those who are disabled. Disabled users are those who cannot log in to uContact because they were temporary users or are disabled.

If any exist, they will appear at the bottom of the list, and by hovering over their avatar, you can see the reason for their disabled status.

Import Users

You can import a list of users to create them in bulk, saving time. Here's how to do it!

1. First, create a file in XLSX, ODS, CSV, or TXT format, with a maximum size of 50MB.
2. In this file, include one user per line. The required fields are username and name, but you can also add more user information.

Here’s an example!

• Email: email associated with the user.
• Profile: profile associated with the user.
• Valid date: date from which the user can log in to uContact.
• Expiration date: after this date, the user cannot log in.
• Timezone: timezone associated with the user.
• Language: language associated with the user.
• Phone: phone number associated with the user.
• Password: user’s password, which they will need to change during their first login.

It is important to respect the order of the parameters. If you want to ignore any, you can leave a blank space.

How do users log in?

• If no phone number or password is provided, uContact will assign an available phone number and a random password to the user. They will receive an email with their credentials to log in.
• If no email address is provided, the Administrator will need to give the user their login credentials.

In either case, the user must change the password the first time they log in.

Export Users

You can export the list of users created in uContact, if needed. To do so, simply click the download button in the top-right corner, and a CSV file with all user information (name, username, phone number, etc.) will automatically download.

Profiles

In this tab, you can access the list of profiles created in uContact and search by profile name. Next to the tab name, you will see the number of users created.

Profile List

Within this tab, you will have the list of all profiles created in the system.

What does each column mean?

• Profile: the name associated with the profile.
• Profiles: indicates whether there is access to the Profiles window and the number of profiles. If all profiles are accessible, it will show "All," and if none, it will show "Not allowed."
• Users: indicates whether there is access to the Users window and the number of users. If all users are accessible, it will show "All," and if none, it will show "Not allowed."
• Campaigns: indicates whether there is access to the Campaigns window and the number. If all campaigns are accessible, it will show "All," and if none, it will show "Not allowed."
• Connectors: indicates whether there is access to the Connectors window and the number of connectors. If all are accessible, it will show "All," and if none, it will show "Not allowed."
• Actions: here you can edit or delete the profile. If you want to edit it, click the button, and a pop-up will appear where you can modify all profile-related information except the profile name.

You can also see how to create a profile?

What’s Next?

Now that you have an introduction to Users and Profiles, you can start by creating a user and a profile.