Assign user configuration

To ensure complete recording and analysis capability, rules for recordings, replay, access rights and analyses must be added, see Configure recording rule, Configure replay rule, Configure access & right, Configure analytics rule.

Only already created rules can be selected. For information about the creation of rules see Tab Rules.

These configurations can either be assigned to a single user or several users simultaneously.

Individual Users:

  1. Click on the icon next to the user to open the user configuration.

Multiple users:

  1. Select the users who are to receive the same configuration,
  2. click on the button Change,to open the user configuration.

If you make changes to several users at the same time, all the original user settings will be replaced.

The following window is displayed:

User configuration
User configuration

The following options can be adjusted in the user configuration:

Option/Function

Description

Recording

Defines the conditions under which recording takes place, which content (e.g. audio, video, chat) is saved and how long it is saved.

For further details, see Configure recording rule.

Replay

Defines which recordings a user or group may view and play.

  • Select a replayback rule from the drop-down list.
  • Default replay rules:
    • Replay All
    • Replay No,
    • Replay Own

Further Details, see Configure replay rule.

Access & Right

Defines rights and access for the user, e.g. administrator rights.

For further details, see Configure access & right.

Analytics

Determines if and when recordings are analyzed.

For further details, see Configure analytics rule.

Regional storage

Specifies the preferred regional storage location for recordings.

  • Select the storage location in the field Regional Storage.
    • If no regional storage location is selected, the regional storage location from the tenant configuration is used.
    • The regional storage location may differ from the setting in the tenant configuration.

For further details, see Regional storage.

Add On

Assign one or several add ons to a user or a group, see Information about the license packages.

  • Additional license Analytics : Extended analysis capabilities beyond the basic functions.
  • Additional license Chat Total: Access to additional chat functions.
  • Additional license AI Policy Engine: Access to the AI Policies tab and all AI-supported analysis procedures,  see user manualRecording Insights.
  • Quality Management add-on: Access to the evaluation functions of the Quality Management feature, see User ManualRecording Insights.
  • Additional Zoom license: Integration of Zoom within the system.
  • Genesys Integration Indicator: Integration with Genesys, which unlocks further functions within this platform.
  • Add On Ring Central: use further functions of Ring Central.
  • LeapXpert integration Indicator: Integration with LeapXpert for specific functions.
  • Additional Dynamics license: Access to certain Dynamics CRM functions.

Modifications and administration