Users

Users

This article will provide you an overview of the Users section and it's functionality: 

1. Navigate to the users tab in the Matrix by clicking on "Users" located on the left-hand side of your screen where the menu options are displayed:

2.
 Search for a specific user by entering relevant information in the "Search anything..." field:

3.
 Apply filters based on Roles, Profiles, or Groups by clicking the corresponding field:

4.
 Create a new user in the Matrix by clicking on "Create":

5.
 Enter the full name of the user in the designated field:

6.
 Input the email address of the user in the provided field:

7.
 Choose a username for the user in the designated field:

8.
 Leave notes and add additional information for the user in the respective sections:

9.
 Set the password for the user by clicking on the "Change password..." field:

10.
 Select the 'extension type' as either WebRTC or SIP, determining the agent's dial-pad availability and call routing method:

11.
 Choose the user's permission level from the 'Role' drop-down menu:

12.
 Select the profile associated with the chosen permission role by clicking on 'Profile' Note: Sub-roles must be created in Matrix settings to access profile options:

13.
 Associate the user with a specific group by clicking here; groups can be created through the settings options:

14.
 Activate or deactivate the user's status by clicking on "Status":

15.
 Generate an API token for the user by clicking on the designated option:
16. Perform various actions such as editing, viewing login times, or deleting the user by clicking the action button. Note: Deleted users can be restored through the settings tab:

17.
 Download basic user information in Excel, PDF, CSV format, or print it by clicking on the respective option:



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