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Add a User

Use the Users - Roles window to add a user.

To add a user

  1. In the Main Menu window, from the Maintenance menu, click Users and Roles. The Users and Roles window appears.

  2. From the Action menu, click New User. A blank user record appears in the Information pane. Complete the information requested.

New user example

User Name: Type the user's first and last name.

Login Name: Type the user's logon name.

Password: The user's password appears here after you set it using the Reset Password button.

Windows ID: The user's Windows authentication ID. If you specify a Windows ID, the user can select the Log in using Windows authentication box in the Latitude Login dialog box when logging on to Latitude.

Dialer User ID: Type the user ID to send to your agency's dialer interface. Some dialer vendor interfaces don't require a user ID.

Dialer Password: Type the user password to send to your agency's dialer interface. Some dialer vendor interfaces don't require a password.

Alias: Type the name the user goes by when making calls (desk name).

Branch: The branch assigned to the user.

Email: Type the user's email address (for example, jdoe@mycompany.com).

Phone: Type the user's telephone number

Extension: Type the user's telephone extension number.

Desk: Desk assigned to the user.

Role: Role assigned to the user.

View Permissions for Role: Click to open the Permissions and Policies Editor window to view the permissions assigned to the selected role.

View Permissions for User: Click to open the Permissions and Policies Editor window to view the permissions assigned to the user.

Show on Time Clock Report: To include the user's logon and logout time on the User Logon report (formerly the Time Clock report), select this box.

Save Changes: Click to save the new user.

Disable User: Click to make the user's account inactive so the user cannot log on. This button is not available when adding a user.

Create New: Click to create another user. A blank record appears.

Unlock User: Click to unlock the user's account. This button is not available when adding a user.

  1. To use Windows authentication for logging on, do the following:

    1. Next to the Windows ID box, click the Search icon . The Select Windows User dialog box appears.

Select Windows User dialog box

    1. Click the user's name and then click Open. The Windows ID appears in the Windows ID box.

  1. To assign a branch to the user, do the following:

    1. Next to the Branch box, click the Search icon. The Select Branch dialog box appears.

Select Branch dialog box

    1. Click the branch and then click Open. The branch appears in the Branch box.

  1. To assign a desk to the user, do the following:

    1. Next to the Desk box, click the Search icon. The Select Desk dialog box appears.

Select Desks dialog box

    1. Click the desk and then click Open. The desk appears in the Desk box.

  1. To assign a role to the user, do the following:

    1. Next to the Role box, click the Search icon. The Select Role dialog box appears.

Select Role dialog box

    1. Click the role and then click Open. The role appears in the Role box.

  1. Complete the remaining information and then click Save Changes.

Related Topics

Users

Users and Roles