Users
Overview
The Users module allows the creation and management of user profiles in Vault.
A user profile defines the accesses and permissions a Vault user has been granted when logged in.
Where to find the Users module:
Open Vault
Select Users from the Settings menu
1. Add or Edit User
This feature is used to create and configure new workspace user profiles or to edit existing ones.
Open Vault
Select Users from the Settings menu
To create a new user profile, click the Create new user button
To edit an existing user profile, click on the record or Edit from the Options icon to the right of the record.
User Details
Input the new user's details as described in the following table:
Field | What you should do |
|---|---|
First Name | Enter the First Name. Use only alphanumeric characters and spaces. An apostrophe or hyphen is permitted. |
Last Name | Enter the Last Name. Use only alphanumeric characters and spaces. An apostrophe or hyphen is permitted. |
Email Address | Enter a valid email address for this user, one which is unique to this user across the organisation. This is used as the Vault username on login |
Password | The Password set by the Administrator |
Enable Login | Enable the User Login. When creating a User, this is disabled by default. |
Timezone | Enter the Timezone in which the user is located by selecting the region, and the specific timezone within that region, from the drop-down lists. This is used when displaying times for events that are specific to the user - for example, the user's last logged in date and time. The fields in the drop-down lists are those used in the IANA Timezone database (see IANA Timezone database). The IANA convention is to refer to timezones using a concatenation of the region and the local timezone description, separated by a '/' character. For example, "Australia/Sydney". |
Role | Select the Role to be assigned to this user. User Roles must be set up before adding a User to the Role. |
2. Display Users
This feature allows you to navigate the list of Workspace user-profiles registered in the contact centre.
From this list, you can add new user profiles, edit existing ones, remove obsolete ones, or simply view a profile's details.
A list of user records is displayed. For each user, the list displays the following details:
Column | Contents |
|---|---|
| Click the Selection icon to select the user. |
User ID | The User ID is displayed. |
Active-  
| Indicates the login status of the user. The enable/disable control is located in the Login Settings |
First Name | The First Name of the user is displayed. |
Last Name | The Last Name of the user is displayed. |
Email Address | The email address that will be used to deliver broadcasts and to share reports. |
Timezone | The Timezone in which the user will work. |