Article #: 26

How To: set up a user account

Similar questions: set up a user account, create a user account, delete a user account, change a user account, edit a user account, set up a supervisor user account

Purpose: demonstrate how to set up a user account

Steps

1. When logged in to the admin UI of Xima CCaaS, go to User Management > User Accounts
2. Select New User at the top of the screen if the User field is not already highlighted as such, then fill out the remaining fields below
3. When determining what kind of access level for a User account, you will be given four options:
   • Administrator: This access level is reserved for IT representatives and those managing the phone system as it allows them to see all call information, but also all the settings.
   • Manager: They have access to all call information, but do not have access to all the settings.
   • User: This provides access to call information, reports, and real time tabs limited by an administrator or manager. These limitations can be set up by selecting the Edit User Access button.
   • Service User: This access level is reserved as an API connection
4. After you have made your selection, click Save.

You can add additional users as needed.