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