Managing Users

Create, activate and inactivate users, add users to groups, and modify user settings.

Note: The availability of settings depends on the user’s account type or rights settings.

VCC Live User Management screenshot

Table of Contents

To Create a New User

  1. From the VCC Live menu, select User Management > Users, then press Create new user.
  2. Enter a name, username, and password for the user you wish to create. Select which group the user belongs to.
  3. Press Next.
  4. Select the project the user needs access to and set a skill level, or you can set these later.
  5. Press Finish.

Warning: Once you set a username and user type (admin or agent), you cannot change it.

Note: One user cannot access both admin and agent interface with the same username, two separate accounts must be created.

To Modify the Name of a User

  1. From the VCC Live menu, select User Management > Users, then select a user from the user list.
  2. Enter the desired name in the Name text field.
  3. Press Save.

To Activate or Inactivate a User

  1. From the VCC Live menu, select User Management > Users, then select a user from the user list.
  2. In the Advanced settings pane, select Active or Inactive from the Status drop-down list.
  3. Press Save.

Note: In order to preserve statistics data, users cannot be permanently deleted.

To Add a User to a Group

  1. From the VCC Live menu, select User Management > Users.
  2. Select a user.
  3. In the Default settings pane, select a group from the Groups drop-down list.
  4. Press Save.

To Change User Password

  1. From the VCC Live menu, select User Management > Users, then select a user from the user list.
  2. In the Default settings pane, enter the new password in the Password and Confirm password text fields.
  3. Press Save.

To Assign a Phone Number to an Agent

  1. From the VCC Live menu, select User Management > Users, then select a user from the user list.
  2. In the Advanced settings pane, select a phone number from the Outbound number drop-down list.
  3. Press Save.

Note: To add a contact or private phone number, use the Contact phone number text field.

To Create a Custom Agent Field

  1. From the VCC Live menu, select User Management > Users, then select a user from the user list.
  2. A new Custom settings pane is located below the Default settings pane. Any number of custom text or password fields can be added. For example, if you wish to create agent_id field, then you need to use the {agent.custom.agent_id} reference.

Note: The agent.custom.<fieldname> function is only available for clients with VCC Live Premium subscription.

To Disable Two-factor Authentication for a User

  1. From the VCC Live menu, select User Management > Users.
  2. Select a user.
  3. In the Default settings pane, unmark the Two-factor authentication checkbox.

Note: Read more about two-factor authentication in the Using Two-factor Authentication section.

To Set Hourly Wage for a User

  1. From the VCC Live menu, select User Management > Users.
  2. Select a user.
  3. Enter a value in the Hourly wage text field.
  4. Press Save.

To Set Sample Rate Frequency for a User

  1. From the VCC Live menu, select User Management > Users.
  2. Select a user.
  3. Select an item from the Sample rate frequency drop-down list.
  4. Press Save.

To Export User List

  1. From the VCC Live menu, select User Management > Users.
  2. Press Export, then choose the target location and enter the file name.
  3. Press Save.
  4. Press Open to open the exported file or press Open folder to open the target location.

Tip: You can also copy the list to your clipboard using the Copy to clipboard button. It can then be easily inserted into a spreadsheet application, such as Microsoft® Office Excel.

To Assign an Agent to a Project


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