Add new user
Preconditions
CIC - Customer Infrastructure Connector requires AD flags EnableAdTeamSync and EnableAdTeamSyncActivatedTeamsOnly are switched Off (AD Sync disabled) in TM Configurator before a new item 'Users' appears in Frontend.
User Details
By clicking the menu item the 'Users' page is opened. The page is presented as a list of existing in TM users, '+Add new' button and user details table with two tabs: User Details & Team Membership.
User Details tab opens upon clicking on a user in the list and allows to change user's details or remove the user from the system.
To add a new user to the system:
- Log in as System Administrator
- Click '+Add new' button
- Fill in all the mandatory fields with valid data.
You can also start by typing a user's info in the 'Search' field to have all fields filled automatically.
- Click 'Save' button. → If the data is correct, then the user appears in the list.
The table of settings:
Field Name | Description |
---|---|
First Name | Shows a team member's first name acquired from Active Directory and used in TM system. |
Last Name | Shows a team member's last name acquired from Active Directory and used in TM system. |
Tenant | Tenant and Organization Unit under which this user should appear.
|
SIP Address | Shows a unique identifier that allows a user to communicate using SIP devices such as Skype for Business. |
User principal name (UPN) | Required: Name of the system user in a email address format |
Secondary UPN | Optional identifier in email address format. |
Mobile Phone Number | A mobile phone number for the agent.
|
E-Mail Address | Mail address of the user, also used for authentication within Team Manager. |
SAM ID | Security Account Manager (SAM) account name. |
Show Away as Offline | Status Flag to set the user as unavailable for calls (Offline) while away.
|
Team Membership
The 'Team Membership' tab is presented as a table with the list of specific teams to which the user belongs. Here you can also grant Team Administrator permissions for this user
Changes made on 'Team Membership' tab appear on 'Activated Teams' page.