Tab Users

Add new users with licenses. Edit and administrate rules and add-on licenses of users.

The view displays the content in the following columns. You can sort the columns according to your requirements.
To sort the columns, click on the column headline. The icon for ascending and the icon for descending sort sequence are displayed next to the column headline.

Column		Description
	Name	The displayed name of the user, as defined in the user configuration.
	User name	Unambiguous, unique identifier of the user, which is used for identification and login.
	License	Indicates which license is assigned to the user. This license determines the scope of the available functions. Possible licenses: Compliance UC Recording: This license enables the recording and archiving of voice, video and screen content with extended compliance functions that are particularly suitable for companies with high regulatory requirements. Smart UC Recording: This license offers basic functions for recording voice, video and screen content, but without the advanced compliance features. Compliance Voice Recording: This license is specially designed for compliance-compliant recording and archiving of voice conversations. Smart Voice Recording: This license includes basic voice recording without additional compliance functions. NOTICE! If additional licenses are displayed, these were purchased in the past. The use remains valid.
	Regional storage	Shows the geographical region of the data storage in which the user's recordings are saved.
	Group	User group imported from Microsoft Enterna ID. Assigned licenses and rules are adopted for all members of a group.
	Recording Rule	The rules that apply to the user's recordings. These rules determine how, when and which recordings are made and how long they are saved, see Configure recording rule.
	Replay Rule	The user's replay rights for recorded content. These rules define which recordings a user may view and under which conditions the user may play recordings, see Configure replay rule.
	Access & Right Rule	The user's access restrictions and authorizations in relation to certain functions or data within the system, see Configure access & right.
	Analytics Rules	For the defined rules for analyzing the recordings, such as authorization for transcription or other analysis functions, see Configure analytics rule
	Add On Analytics	Indicates whether the user has an additional license for Analytics functions. This license extends the analysis capabilities beyond the basic functions.
	Add-On Chat Recording	Indicates whether the user has an additional license for the comprehensive chat function, which enables access to additional chat functions.
	Add On Zoom Integration	Indicates whether the user has an additional license for the integration of Zoom within the system.
	Add On Genesys	Indicates whether the user has an additional license for integration with Genesys.
	Add On Ring Central	Indicates whether the user has an additional license for integration with Ring Central.
	Add On Dynamics	Indicates whether the user has an additional license for integration with Microsoft Dynamics, which allows certain CRM functions to be used.
	Additional license AI Policy Engine	Indicates whether the user has an additional compliance license that includes functions for compliance with legal regulations.
	Add On Quality Management	Indicates whether the user has an additional license for quality management functions.
	Additional license LeapXpert	Indicates whether the user has an additional license for the integration of LeapXpert, which makes special functions of this service available.

Description of the functionality bars

Buttons and icons in the tab User

Add user	Add new user. Click on the button Add User to add a new user, see Add new user.
Change	Display, change, and delete the settings of the user configuration. Select one or several users. After highlighting, click on the button Change to open the user configuration for the selected users, see Assign user configuration Example: Edit and change the rules of one or several selected users.
	Search for users. Enter a user name or an e-mail address in the search field. The column Name is searched for the entered search term. The main view displays the search results.
Export	Create a list of all users and their rights. Click on the button Export to download a list of all users and their user configuration in an XLSX file.
	Display, change, and delete the settings of the user configuration. Click on the icon to display or change the user configuration, see Assign user configuration. Click on the icon to delete a user configuration, see Delete user.

	Call up online help	Opens the online help, see Open help.
	Refresh view	Refreshes the currently displayed tab.
	User configuration exit	Cancels user configuration. The tab Settings is loaded again.

Tab Users

Description of the functionality bars

Further information