Add New User
When you add a new user in U-Discover, they can log in and perform actions based on their assigned role(s). Use the Add New User feature to add one user at a time or use Import User to add multiple users simultaneously.
After adding a new user, an email with a password reset URL is sent to the provided email address. The user can click the URL to open the Create Password dialog and set their new password.
To add a new user:
From the Home screen, navigate to the left pane and select the Admin menu. The Users page will open and display the list of available users. To add a new user, click + Add User. The Add New User page will appear.
In General Information, add the user’s first name, last name, and email. Assign at least one role to the user. This email will be used for logging into the application.
Note
Ensure a valid email is provided.
When selecting the roles Customer Service Agent, Manager and Sales Agent, the User Role Attributes section will appear. For more information, refer Roles.
In User Role Attributes, provide the following details:
For Customer Service Agent: Select the Assigned Manager and add Phone Extension, Skill ID, User CRM ID and Station Code of the user.
For Sales Agent: Select the Assigned Manager and add User CRM ID and Station Code of the user.
For Manager: Add the Phone Extension and map the Agents and/or Managers who will report to this user.
In Additional Settings, enter the Alias, User Type and Title, External Reference ID, Department, Division, Phone and extension of the user. Select an appropriate data access policy.
Click the Add User button to finalize the process.