Consolidated Login

This article demonstrates how to use the consolidated login.

Article #: 118

How To: use consolidated login

Similar questions: use consolidated login, use CCaaS login, use CCAC login, use Xima CCaaS login, sign in with consolidated login

Purpose: demonstrate how to use the consolidated login

Steps

Please note that this feature enhancement is introduced with version 4.2.8g and newer.

Historically, when logging in to Xima CCaaS as an agent or manager, it was necessary to log in to two different locations. Now, with the consolidated login, you get to use the same URL for all of them, and based on your credentials the login will take you to the appropriate place. All you have to do is use the URL that was provided to you upon installation.

Manager Login

  1. Navigate to the URL that was provided to you upon installation
  2. Enter in your credentials and select Login

You can now run reports, edit wallboards, and manage your teams.

Login for Agent Using Contact Center Agent Client (CCAC)

  1. Navigate to the URL that was provided to you upon installation
  2. Select your agent name and type in your password, which by default is your extension
  3. Select Login

Login for Supervisor That Is Also Part of a Skill Group

This sign in will be slightly different because you can no longer sign in with just your extension and password. The system will detect that you have an email address that is utilized as your UC login as well as your user account, which match. This means that if you have a user account in Xima CCaaS, you need to use the same password for that user account and press Login.

  1. Navigate to the URL that was provided to you upon installation
  2. Enter in your extension and the password that you use for the Xima CCaaS user account
  3. Select Login

Now as a supervisor I can run reports and view Supervisor View. If you need to become an agent as well, follow these steps:

  1. Select the navigation icon on the left side bar
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  1. Click Agent Client

That will sign you into your Agent Client as an agent without having to re enter your credentials.

Administrator Login

  1. Navigate to the URL that was provided to you upon installation
  2. Enter in your credentials and select Login
  3. Select the navigation icon on the left side bar
  4. Click Desktop Client

If you do not have the Desktop Client installed, a screen called Desktop Client Not Detected will appear. This screen allows you to download the Desktop Client to install on your local PC. Simply follow the instructions, and when prompted enter in the URL address that you used to sign in.

If the Desktop Client was already installed on your machine, it will automatically load the Admin UI so that as an administrator, you can make setting changes.

For more information on accessing the Desktop Client / Admin portal, you can watch this video.

Consolidated Login Tutorial Video