Create an individual employee profile

For an employee to be listed in the system, they must have an employee profile. The profile not only includes basic details, such as name and phone number, but system details, such as data source Third-party systems that provide data to the system, including employee and device states, and data change events. Typical data sources are phone switches, PBXs, or LANs. and employee ID.

Procedure 

  1. Go to User Management Module that an administrator uses to create a profile for each employee in their organization.. Under Employees, select Profiles.

  2. Select Create.

  3. On the Profile: New Person page, enter the required data:

    • Last Name

    • First Name

    • Start Date

    • Organization

    The current date is the default Start Date. The default Organization is the root organization for the current user.

  4. Complete other profile configuration settings as needed.

  5. Select Save.

    The user is now saved in the system and appears, in alphabetical order, under Names in the left panel.

Profile configuration settings

User account settings

Employee access rights

Associate employees with groups

Interactions and Analytics in the User Management module