Each physical person who is going to use CallGuide must have a unique user account in the system with the required access right. Account data for all CallGuide users are administrated in CallGuide Admin, under the user accounts menu choice.
In addition to information about identity and access rights, this is where details for the handling of personal calls, alternative answering points, and codes for mobile login are also specified.
To be allowed to use the User accounts... menu choice, you require an access role where own user or modify user is included. You also require at least one organisation area or subarea among you access areas. In the System administrator role, access to all organisation areas is included.
An overview of the top of User accounts... window
In the upper part of the User accounts window, you add data on the relevant row and save with OK.
Facts about the marked user can, in most of the columns, be changed directly in the table.
Organisation area: Select one of the areas included in your access areas.
Subarea: choose if you want to see users serving a specific subarea, users [Without subarea], or [All] users regardless subarea .
Access role: choose to see users with a specific role or [All], if you have the access right to see all roles.
Context menu with the functions offered in many different tables:
Make changes in the selected field
Export the list to file
Advanced search function
See grid lines for clearer delimitations between rows and columns.
Add... adds a new row where you can create a new user account.
Duplicate selected user account adds a row with some values filled in.
Delete selected user account.
See and change the selected user’s account data. Some changes will be enabled at next log in, i.e. not during ongoing session. See When do the changes take effect?
In the Copy profile window you copy selected user's attribute(s) to multiple user accounts. See Copy profile to multiple users.
