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:

  1. Log in as System Administrator
  2. Click '+Add new' button
  3. Fill in all the mandatory fields with valid data. (lightbulb) You can also start by typing a user's info in the 'Search' field to have all fields filled automatically.
  4. Click 'Save' button. → If the data is correct, then the user appears in the list.

'User Details' tab

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.
Changes of the name that are made in Active Directory are reflected in the section.

Last Name

Shows a team member's last name acquired from Active Directory and used in TM system.
Changes of the name that are made in Active Directory are reflected in the section.

Tenant

Tenant and Organization Unit under which this user should appear. 

(warning) Changing this affiliation affects visibility of this user to other users / services / team owners.

SIP Address

Shows a unique identifier that allows a user to communicate using SIP devices such as Skype for Business.
SIP address form Active Directory is used as a Username in format: sip:kenmyer@litwareinc.com.

User principal name (UPN)Required: Name of the system user in a email address format
Secondary UPNOptional identifier in email address format.

Mobile Phone Number

A mobile phone number for the agent.

(info) This number will also be used for "Standby Duty" in a Opening Hours calendar.

(warning) Users that had their number removed will not be considered valid standby duty targets anymore.

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.

(info) This option is only available when AD-Sync was turned off during installation (users are manually provided).

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

'Team Members' tab

(info) Changes made on 'Team Membership' tab appear on 'Activated Teams' page.