šNote: This page covers User settings of āMS Teams-basedā services. Users in a āSkill-basedā service are configured via "Agents" tab instead.Ā
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
- Nimbus Service Provisioning needs to be concluded for at least one MS Teams Team,Ā Ā
ā® Within the Service Administration the service will shows as āMS Teams-basedā User Assignment Type. This will signal that the Nimbus users are in sync with the corresponding MS-Teams Team.Ā - Ā A āUsersā tab within the Service Administration allows to configure further roles. Refer to Service Permissions for more details.
For Team Owners:
- Within your MS Team Team you need to invite additional members and owners to participate in the Nimbus service.
- In the āUsersā Tab described on this page you can manage the "Active"Ā state of your service members and fellow owners.
š”Good to know: Team Members will not see this tab within the Nimbus Portal.
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. Ā š”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 āMake sure to coordinate this setting: Other team owners and users with the "Workflow Admin Limited" Portal Role assigned can also change the āActiveā 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 |
š” 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 āTeam Ownerā is granted once he joins the team. Ā š”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. š”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.
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