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IP Office ContactStore 7.8 Page 36
15-601038 Issue 4b (06 July 2009)IP Office
5.6 Editing an Account
Any account can be changed. You can change any of the fields except the user's name. To change the users name, note
their account details, create a new account with the same details and required name and then delete the old user
.
· To reset a local user's password for any reason, check the box marked Reset Password and click Enter and
Close. Instruct the user to log in promptly.
· If you use a Windows domain qualified username, Windows authentication is performed, so the Reset Password
checkbox is irrelevant.
To edit an account:
1.Click the Edit link next to the user's entry in the list. The following window opens:
2.Alter the details as required.
· Role
Select a role for the user:
· System Admin
This type of user has full access to the ContactStore menus.
· Restricted Admin
This type of user can see the system status and alarms; eject DVDs and administer Replay Only user
accounts. They cannot change the system configuration settings.
· Replay Only
This type of user can only replay messages.
· Comment
Use the Comment text box to enter the full name, job title or other identifying information that will help you
to administer the user's account.
· May export recordings as files?
This option controls whether the email and export options are available to the user.
· Is allowed to replay calls owned by
Use this field to enter the list of stations or agents that this user is allowed to search for and replay. The initial
account created when the first user logs in is automatically given replay rights to all 2 to 10 digit station
numbers. You can modify these rights as required.
· Enter a comma separated list of individual station or agent numbers. You can also use a hyphen to
separate the ranges. If you have several users with the same replay rights, you can select the text in this
area and right-click to copy it to the clipboard. You can then paste it into the next account, saving a lot of
typing and potential for error. Some typical examples are:
· Note
The number of digits is important. For example, giving a user rights over 0000-9999 does not give
them rights over any 3, 5, 6, ..., digit numbers.
· 4000
User can only replay calls owned by agent 4000. This is a typical entry for a CSR with this Agent
identifier that indicates that they can only play their own calls.
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