Consolidated Login removes the need to sign into separate locations for reporting, Agent Client, and Desktop Client. Every role uses the same CCaaS web portal URL, and the account's credentials determine which interface is reached.

Manager Login

1. Navigate to the CCaaS web portal URL
2. Enter the account credentials and select Login

The manager lands on the web portal, where reports can be run, wallboards edited, and teams managed.

Agent Login

1. Navigate to the CCaaS web portal URL
2. Select the agent name and enter the password — by default, the agent's extension
3. Select Login

This signs the agent directly into Agent Client.

Supervisor-Agent Login

A supervisor who is also part of a skill group signs in differently, since the account cannot use just an extension and password. The system matches the email address used as the account's UC login against its CCaaS user account to identify the correct sign-in.

1. Navigate to the CCaaS web portal URL
2. Enter the extension and the password used for the CCaaS user account
3. Select Login

Once signed in, the supervisor can run reports and view Supervisor View. To also sign into Agent Client as an agent without re-entering credentials:

1. Select the navigation icon in the left sidebar
2. Select Agent Client

Administrator Login

1. Navigate to the CCaaS web portal URL
2. Enter the account credentials and select Login
3. Select the navigation icon in the left sidebar
4. Select Desktop Client

If Desktop Client is not yet installed, a Desktop Client Not Detected screen appears with download instructions — see Desktop Client Installation. If already installed, Desktop Client loads directly into the CCaaS Admin Client.