Users

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

How to Create a User

Creating a user in uContact is straightforward! Here's how you can do it:

1. Navigate to the Administrator Menu and access the Users module.

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

3. You'll see a form with several tabs where you need to complete the requested user information. Below is an explanation of each tab and its respective fields.

Basic

Here, enter the basic information of the user and assign appropriate permissions.

• Username: The unique name that identifies the user.
• Extension: The 4-digit extension assigned to the user.
• Name: User's full name.
• Password: User's password. This field can be left blank, and a temporary password will be sent to the user's email if the email field is completed.
• Email: User's email address.
• Profile: Optionally assign a profile to the user with customized permissions.
• Super User: If enabled, the user will have access to all uContact modules and full permissions.
• Enabled: If enabled, the user will be able to log in.

Schedule

Configure the user's schedule and access to uContact, if restrictions are needed.

• Timezone: User's timezone.
• Temporary User: If the user is temporary, choose a date range for login access. After this range, the user cannot log in.
• Custom Schedule: If enabled, assign a custom login schedule for the user.

Advanced

Here, configure advanced telephony settings. It's recommended to keep the default parameters.

• Language: Asterisk language setting.
• Transport: Type of transport used to connect the agent's phone.

How to Create a Profile

Profiles are designed to assign customized permissions to users, allowing access only to specific uContact modules with specific permissions such as view, modify, delete, etc.

1. Go to the Administrator Menu, access the Users module, and then click on Profiles.

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

3. Assign a name that identifies the profile and select an icon.

4. Select the permissions you want this profile to have.

What's Next?

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