Managed Users

Users who are managers can record, view, and report on the calls of the staff who report to them - these staff are known as Managed Users.

For calls to be recorded, each managed user needs a Quality Management license assigned to them.

You can add managed users to a user when you create that user, or later by editing that user. You can add managed Users by:

To add managed users to a user, complete the following steps.

  1. In the navigation pane, click Administration > Users. The Users list displays.
    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.

  2. To add managed users to a new user, in the Actions bar, click the Add button. To add managed users to an existing User, select the user and in the Actions bar click the Edit button. The New User/Edit User page displays, as appropriate.

  3. In the Actions bar, click the Edit Manager Users button. The <User> - Managed Users page displays. This contains several pairs of lists:

  4. In the appropriate Non-Managed list, select the users, departments, or locations you want the user to manage.

    Include the user you are assigning managed users to in the selection, otherwise, they cannot record their own conversations.

  5. Click the << button to add your selections to the Managed lists.

To remove users from the Managed list, select the users in the list and click the >> button to move them to the Non-Managed list.

See Also:

Adding Users

Editing Users

Deleting Users

Activating/Inactivating Users

Assigning Users to Call Recording Profiles

Importing/Exporting User Details

Changing Passwords