Users Service Settings

šŸ”Note: This page covers User settings of ā€œMS Teams-basedā€ services. Users in a ā€œSkill-basedā€ service are configured via "Agents" tab instead.Ā 

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PRECONDITIONS

All Nimbus services allow User Management, however Advanced Routing or Enterprise Routing primarily operate in sync with MS-Teams. In a Contact Center service, users can be managed manually. More info on this can be found under User Assignment Types.

For Tenant Admins:Ā 

For Team Owners:

  • Within your MS Team Team you need to invite additional members and owners to participate in the Nimbus service.
  • In the ā€œUsersā€ Tab described on this page you can manage the "Active"Ā state of your service members and fellow owners.

šŸ’”Good to know: Team Members will not see this tab within the Nimbus Portal.

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Configuring Users on a MS-Teams based service

Common Settings

Setting Description
Default Team Owner Role

Determines which NimbusĀ User RoleĀ a new MS Teams Channel Owner is granted once he joins the team.

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šŸ’”This field is read-only in Portal. To change this an Administrator needs to access Service Administration > Your Service > "Users" Tab. Read more about this on Service Permissions.

Team member can change the active state

Allows or disallows team members to change their active state.Ā 

Active toggles are in various areas of the Nimbus UI

ā˜Make sure to coordinate this setting: Other team owners and users with the "Workflow Admin Limited" Portal Role assigned can also change the ā€œActiveā€ state of all team members. ā†’ This setting always stays in sync between all users of that service, so make sure to inform your service-management colleagues when you change this behavior.Ā 

Users Table

Table Row Description
Name / UPN

šŸ’” Fields are read-only. Users are auto-synced via MS-Teams.

Name and UPN are both fixed and in sync with your local Tenant user directory. To change or correct any of these fields you need contact your Tenant Administrator.

Role

Determines whichĀ Nimbus Portal Roles a new MS Teams ā€œTeam Ownerā€ is granted once he joins the team.

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šŸ’”This field is read-only in Portal. To change this an Administrator needs to access Service Administration > Your Service > "Users" Tab. Read more about this on Service Permissions.

šŸ’”Note: These Portal RolesĀ are only for Nimbus functional and service data access purposes only. Changing them does not change any functionality within the native MS Teams client itself.

Active

Steers the user's availability to take tasks within Nimbus.

  • WhenĀ enabledĀ the user receives Nimbus tasks from this service.Ā šŸ’”Note that - even while ā€œActiveā€ the user must be in aĀ User StateĀ that Nimbus considers as "Selectable".
  • WhenĀ disabled, no service calls will be distributed to this user, regardless of their User State.

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