Add a User

Use the User dialog box to add a user. You cannot set a user's password through the add feature. To set the user's password, add the user and then use the edit feature.

To add a user

1. In the Navigation pane, click System Codes and Settings > Organization Groups > User.

Tip: To display active users only in the data grid, click Only show active users.

2. Click the plus sign (+). The User dialog box appears.

User Name: User's first and last name.

Login Name: User's logon name.

Alias: User's alias name such as a shortened version of the first name or a nickname.

Phone: User's telephone number

Extension: User's telephone extension number.

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

Time Clock: If selected, the system includes the user's logon and logoff times on the User Logon report.

Active: If selected, the user can log on to the system. If cleared, the user cannot log on to the system.

Role: User's role.

Desk: User's desk.

Branch: User's branch.

Department: User's department.

Dialer Login Credentials: Latitude uses these credentials to log on the user to a dialer automatically.

User Name: User's dialer logon name for a PureConnect or Genesys Cloud integration.

Password: User's dialer password for a PureConnect integration. Leave this box blank for a Genesys Cloud integration.

Third Party Credentials: Latitude uses these credentials to log on the user to a third-party system automatically.

User Name: User's logon name for the third-party system.

Password: User's password for the third-party system.

3. Complete the information and then click Save.

Related Topics

Search for a Permission or System Code

Data Grids

Users