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Tetyana Kisyelova
Tetyana Kisyelova
  • Updated

Creating a Single User

You can create users one by one or add multiple users at once from a CSV file.

From the following instructions and video guide, you will learn about creating one account for a single new user in CommPeak Dialer, assigning a group and a role to them, and making SIP settings for the user.

If you want to read about mass user creation, refer to this article.

To create a user account, do the following:

  1. Expand the Users tab and select Users.
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  2. You will see the list of existing users. Click Create New User.

  3. On the New User page that opens, fill in the fields as explained below.

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Basic Settings

At the top of the New User page, you will see the basic user settings:

Field Description

Username

Enter the name of the user in the system. The field is mandatory.

First Name

Specify the first name of the user.

Last Name

Specify the last name of the user.

Email

Enter the user's email. The field is mandatory.

OAuth Email

Enter the user's email used for authorization in their Google account.

Kerberos login

Not used.

CalDAV token

Specify the token used for integrating the account in Dialer with the user's Google account for the user to see their planned meetings in Google Calendar.

Active?

Select the check box to make the user active.

Assign Leads to User?

Select the check box for the system to assign leads to the user.

Use extended IP ACL?

Select the check box for the user to be able to access Dialer via a list of allowed IPs only.

Auto Dial

Select the appropriate option to define if the user will be working in the auto-dialing mode. 

Personal Predictive Queue

Activate the Personal Predictive Queue feature for the specific agent, customize its settings for the agent or leave the ones selected on the tenant level.

  • PPQ Default Ratio. Set custom call ratio for the specific agent.
  • PPQ Sorting. Choose the sorting method for calling PPQ leads by their call-back time or weight:
    • Call Back Time Ascending or
    • Weight Descending, Then Call Back Time Ascending.

Caller ID Name

Enter the name shown to the client at inbound calls from the user.

Caller ID Number

Enter the phone number shown to the client at inbound calls from the user.

Virtual Extension

  

Timezone

Specify the time zone in which the user will work. 

User Language

Select the language the user speaks to clients.

Make Tenant SuperUser

Select to assign the administrator permissions to the user.
Max User Session Timeout (in seconds) Enter the timeout in seconds for the users to be disconnected from their sessions (by default, it is 12 hours).
Max User Concurrent Sessions Enter the amount of the user's concurrent sessions (by default, it is unlimited).
Two-Factor Authentication Type Select an option from the drop-down list:
  • Default from Role/Tenant - use the default setting for the role or tenant
  • Disabled - login without 2FA - apply no login security enhancements
  • Email - with one-time code - enable email validation using a temporary password
  • Google 2FA App - with one-time code - enable login validation using the Google Authenticator app.

User Tags/Skill Groups/Roles

Assign tags, skills, and roles to the user. Click the needed line in the Available box to move it to the Selected box, and vice versa. Refer to the User Groups section for more information.

NOTE

You must assign at least one role to the user.

 

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Select the User member with all the tenant tags or User member with all the tenant skill groups checkboxes to assign the user to all existing or new tags or skill groups.

SIP Settings

Here you set up the connection between the user and the system. 

In the SIP Option field, choose one of the options:

  • Use custom URI. Select this option if the agent works using third-party applications. Then, in the Custom Sip Uri field, specify the URI used.
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  • Use WebRTC. Select if the agent will use the softphone application that CommPeak provides.
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  • Use PBXs. Select this option if the user will work with the PBX that CommPeak provides.
    Then optionally, if required by PBX settings, specify the username and password. Enter the user's extension or mark it as dynamic.
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After completing all the settings, click Create at the bottom of the page.

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