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Creating Single User

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You can create users one by one or add multiple users at once from a CSV file.

Learn from the following instructions and video guide how to create one account for a new user in CommPeak Dialer, assign a group and a role to them, and make SIP settings for the user. Mass user creation is described in this article.

To create a user account, do the following:

  1. Expand the Users tab and select Users.

  2. You will see the list of existing users. Click Create New User.

  3. On the New User page that opens, fill in the fields as explained below.

Basic Settings

At the top of the New User page, you will see the basic user settings:

Field Description

Username

Enter the name of the user in the system. The field is mandatory.

First Name

Specify the first name of the user.

Last Name

Specify the last name of the user.

Email

Enter the user’s email. The field is mandatory.

OAuth Email

Enter the user’s email used for authorization in their Google account.

Kerberos login

Not used

CalDAV token

Specify the token used for integrating the account in Dialer with the user’s Google account for the user to see their planned meetings in Google Calendar.

Active?

Select the check box to make the user active.

Assign Leads to User?

Select the check box for the system to assign leads to the user.

Use extended IP ACL?

Select the check box for the user to be able to access 

Dialer via a list of allowed IPs only.

Auto Dial

Select the appropriate option to define if the user will be working in the auto-dialing mode. 

Caller ID Name

Enter the name shown to the client at inbound calls from the user.

Caller ID Number

Enter the phone number shown to the client at inbound calls from the user.

Virtual Extension


Timezone

Specify the time zone in which the user will work. 

User Language

Select the language the user speaks to clients.

Make Tenant SuperUser

Select to assign the administrator permissions to the user.

User Tags/Skill Groups/Roles

Assign tags, skills, and roles to the user. Click the needed line in the Available box to move it to the Selected box, and vice versa. For more information, refer to the User Groups, Skill Groups, Tags, and Roles article.

Delete

NOTE

It is mandatory that you assign at least one role to the user.

SIP Settings

Here you set up the connection between the user and the system. 

In the SIP Option field, choose one of the options:

  • Use custom URI. Select this option if the agent works using third-party applications. Then, in the Custom Sip Uri field, specify the URI used.

  • Use WebRTC. Select if the agent will use the softphone application that CommPeak provides.

  • Use PBXs. Select this option if the user will work with the PBX that CommPeak provides.
    Then optionally, if required by PBX settings, specify the username and password. Enter the user’s extension or mark it as dynamic.

After completing all the settings, click Create at the bottom of the page.

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