General Settings

Tenant-wide identity, sign-in and security, emergency, agent access, and diagnostic logging settings

General Settings covers the tenant-wide configuration that doesn't belong to a single channel — locale and identity, sign-in security, emergency call handling, and how agents are logged out of or removed from skills, along with diagnostic log retention.


Accessing General Settings

  1. Navigate to Admin (System) > System Settings > General
  2. Each field is listed under its section heading, described below

Identity & Locale

FieldDescription
Date FormatThe format used to display dates throughout the application
Server TimezoneThe time zone used for reporting and scheduled tasks
Server Country CodeThe country used for phone number formatting and dialing rules

Sign-In & Security

FieldDescription
Allow Only SSO LoginRequires single sign-on; password login is disabled when enabled
Remember Password AccessibleAllows browsers to offer to remember login passwords
Enable Username SuggestionsOffers username suggestions on the login screen
Security BannerDisplays a custom banner to all users when signing in, with editable banner text

Privacy & Emergency

FieldDescription
Emergency NumbersNumbers that trigger an emergency alert when dialed (for example, 911)
Emergency Alert Agent LocationsOptional per-agent location details (address, building, floor, room) shown in emergency alerts

Agents & Access

FieldDescription
No CCAC Required AgentsAgents who can receive calls without the agent dashboard open
Missed Call/Chat ActionWhat happens when an agent misses a call or chat — Log agent out, or Keep logged in, make unavailable for a configurable number of seconds
After Call Work TimerWrap-up time agents get after each call — Initial time, Snooze increment, and Max snoozes
Free Form Account Codes EnabledAllows agents to enter free-form account codes in addition to predefined ones

Diagnostics & Logging

FieldDescription
Event Log Max File SizeMaximum size of a single event log file
Event Log Max Total SizeMaximum combined size of all event log files