Users

To use uContact, it's necessary to create users for agents, supervisors, and administrators. They will all have access to the Inbox, and custom permissions can be assigned to allow them to access and perform actions in various uContact modules.

How to create a user?

Creating a user in uContact is very simple! Here's how to do it.

1. To create a user, go to the Admin Menu and access the Users module.

2. Once there, click the "New" button, located in the top right corner.

3. A form will appear with several tabs where you will need to complete the requested user information. Below is an explanation of each tab and its corresponding fields.

Basic

Here you must enter the user's basic information, as well as assign the corresponding permissions.

• Username: The unique name that identifies the user.
• Phone: The 4-digit extension assigned to the user.
• Name: The name of the user.
• Password: The user's password. This field can be left empty, and a temporary password will be sent to the user via email if the email field is filled.
• Email: The user's email address.
• Profile: If you want to assign a profile to the user with custom permissions.
• Super user: If enabled, the user will have access to all uContact modules and will have all permissions.
• Enabled: If enabled, the user will be able to log in.

Schedule

Here you can configure the user’s access and schedule in uContact, in case you want to restrict it.

• Time zone: Represents the user's time zone.
• Temporary user: If the user is temporary, you can select a date range for when they can log in. After this date range, the user will no longer be able to log in.
• Custom schedule: If enabled, a custom schedule can be assigned to the user for login access.

Advanced

Here you can configure advanced phone settings. It is recommended to keep the default parameters.

• Language: The language for Asterisk.
• Transport: The type of transport used to connect the agent's phone.

What's next?

Now that you know how to create users and profiles, learn how to create connectors for your campaigns with this tutorial!