User Accounts
User Accounts are where individual users are created, managed, and configured as an account for the CCaaS platform.
Users Accounts have access to the CCaaS platform based on the level of access assigned.
Accessing User Accounts
- Log into Xima CCaaS with an account that have Supervisor or Admin permissions
- Navigate to
User Management > User Accounts - All created user accounts can be viewed and manage from this page
Adding a New User Account
- On the bottom right of the page, click
Add Account - Enter the account information:
Useris the username of the accountEmail Addressis the email address of the accountAccess Levelcontrols the level of access on CCaaSAdministratorprovides full system-level assess to CCaaS with unrestricted access to configurations, system settings, integrations, and administrative controlsManagerprovides read-only access to call data and reporting, and is restricted from modifying system configurations or administrative settingsUserrestricts the access to call data, reports, and real-time views based on permissions explicitly permitted by an Administrator or Manager
- Click
Saveto add the new account
User Account Options
- Click the ellipsis to open the user account options:
Editallows editing the user account'sUser,Email Address, andAccess LevelDeletewill prompt a confirmation to delete the User AccountReset Passwordwill send an email to the User Account with a link to reset the password
Updated about 4 hours ago
