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

  1. Log into Xima CCaaS with an account that have Supervisor or Admin permissions
  2. Navigate to User Management > User Accounts
  3. All created user accounts can be viewed and manage from this page

Adding a New User Account

  1. On the bottom right of the page, click Add Account
  2. Enter the account information:
    1. User is the username of the account
    2. Email Address is the email address of the account
    3. Access Level controls the level of access on CCaaS
      1. Administrator provides full system-level assess to CCaaS with unrestricted access to configurations, system settings, integrations, and administrative controls
      2. Manager provides read-only access to call data and reporting, and is restricted from modifying system configurations or administrative settings
      3. User restricts the access to call data, reports, and real-time views based on permissions explicitly permitted by an Administrator or Manager
  3. Click Save to add the new account

User Account Options

  1. Click the ellipsis to open the user account options:
    1. Edit allows editing the user account's User, Email Address, and Access Level
    2. Delete will prompt a confirmation to delete the User Account
    3. Reset Password will send an email to the User Account with a link to reset the password