You may have Users who you do not want to appear in reports; for example people who do not work for your company or who do not have licenses assigned to them. If you delete such Users you will delete any calls recorded for that User. CallRex enables you to make Users inactive, which excludes them from reports while retaining their call records. When you create a User they are made active by default.
To make a User active:
In the navigation pane,
click Administration > Users.
The Users
list is displayed.
Tip: You can use the Department
and Location filters to restrict the User data displayed. By default,
the list contains only those Users who are active: de-select the Active Users Only check-box to view
all Users.
Select the User from the Users list (see note below about listing inactive Users).
Click Edit. The <First Name>,<Last Name> page is displayed.
Set the Account State to Inactive.
Click Save.
To make a User inactive:
In the navigation pane,
click Administration > Users.
The Users
list is displayed.
Tip: You can use the Department
and Location filters to restrict the User data displayed. You can
also filter the display to contain only those Users who are active:
select the Active Users Only check-box
to view only active Users.
Select the User from the Users list.
Click Edit. The <First Name>,<Last Name> page is displayed.
Set the Account State to Active.
Click Save.
Assigning Users to Call Recording Profiles
Importing/Exporting User Details
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