Create a New Non-Agent User

This topic covers the process of creating a new non-agent user, using the Clone User function found on the Users page. Using this function to create a user allows the cloned user's settings to copy over to the new user. This saves a lot of time, as the copied settings do not require manual entry or configuration.

Copied settings include:

• Collection assignments

Creating a New User Using Clone User

Create a new contact center user by completing the following steps:

1. On the Users page, locate an existing user whose settings align with those needed for the new user.

2. Click the Clone User task icon located on the same row of the user to clone. This opens the Clone User dialog box.

3. Under the User Info tab, complete the following fields:

• Username – Required field. Username used for the user to sign into Portal or other related contact center applications. The username must be unique and is limited to 20 characters. When signing in, the username is in the form of username@tenant-suffix, in which the username is the name used in the Username field. The tenant-suffix is three characters used to identify the organization or contact center.
• First Name – Required field. New user's first name.
• Last Name – Required field. New user's last name.
• Phone Number – Required field. Non-business phone number used to contact the new user. This field supports up to 15 digits allows for entry of international phone numbers as well.
• Email – Optional field. Business email address assigned to the new user. If the email address is currently in use by another user, an error message displays when trying to save the changes.
• Description – Optional field. Brief description of the user if needed.
• Password – Optional field. Enter a password to assign to the new agent.
• Site – Drop-down menu for selecting the new user's site location. The site is usually the city, state, or the name of the user's physical location.

• Department – Drop-down menu for selecting the new user's department assignment.
• Billing Unit – Drop-down menu for selecting the new user's billing unit.
• Profile – Required selection. - Drop-down menu for selecting a profile for the new user. A profile is pre-selected by default.

4. Select the Collections tab to assign collections to the new user.

5. The Collections tab consists of two columns:

• Users – Lists all collections available for users.
• Agents – Lists all collections available for agents.

6. All collections are already selected by default. Place a check next to each collection to associate with the new user. Remove the check next to each collection to not have it associated with the new user. Options to quickly select or deselect all collections are available above each list.

• Deselect All – Removes the check from all collections listed below.
• Select All – Adds a check to all collections listed below.

7. When finished with selecting and deselecting collections for the new user, click the Clone button. The new user now displays on the Users page. Cancel the creation of a new user at any time by clicking the Cancel button.

Upon clicking the Clone button, Humanify Portal automatically creates a default password for the new user and sends an email notification for their new account. The user must initially sign in using this default password.

After signing in with the default password, Humanify Portal will require the user to change their password. When the user has changed their password, it can then be used to sign into other applications that share the username and password, such as Jabber.

See Also

• Cloning Restrictions
• Edit Agent or Non-Agent User Information
• Add a New Collection
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• Features for Standard Portal Roles