List of Users

Title

Enter the user's name.

Login name

The user will use this to log in. Can't be changed later.

Description

Enter a description.

Call steering description

Enter key words that will help the call steering application route calls to the user.

Backoffice user

Turn on to make this user a backoffice user. When turned on, Password will no longer be a mandatory field.

AccessToken

Used to authenticate the user when making API requests. Filled in automatically.

Access

Select what type of Access the User will have. Accesses define which Daktela modules in the main menu the user will have access to. You can set up your Accesses in Manage → Users → Accesses.

Can only be changed while the user is logged out (with the exception of Bulk Edit Rights and Accesses).

Rights

Select what type of Rights the User will have. Rights define what the user can do in the modules they have access to. You can set up your Rights in Manage → Users → Rights.

Can only be changed while the user is logged out (with the exception of Bulk Edit Rights and Accesses).

Verify type

Select how the user can log in:

• Password – regular user name and password

• Active Directory

• Azure AD

• Generic OAuth 2.0 SSO

• Google

All methods except Password require prior configuration in Manage → Integrations.

Password

Enter a password. Your password should contain at least six characters and a combination of capital letters, numeric and special characters.

If you select a different verify type than Password, this field is only active if Allow OAuth Passwords is on in Manage → Global settings.

Authentication email

Enter the email address for authentication of this User using third-party services and for password reset.

If you use Azure AD, you must enter the Azure AD login in the Verification email field

Notification email

Enter an email where notifications should be sent.

Alias

Enter an alias. It can be used instead of the agent's name in chats.

User Picture

User's picture used for example as a Web chat avatar. Use square format for best results. Allowed file types: .jpg, .jpeg, .png, .gif
Maximum file size: 20.00 MB.

Signature

Enter the user's signature that will automatically be added to the end of emails they start composing.

Call forwarding number

Enter a phone to which all calls to the user will be forwarded. To stop forwarding, delete the number here or in Log in and out of devices.

Call forwarding to a public phone number can incur call charges according to your tariff and operator.

Time zone

Select a time zone for your daktela account. You can choose Automatic for synchronise with you pc time or select a specific country.

Record calls

Select if and when calls should be recorded.

Allow call recording interruption

Select if the user or users calling via this queue can pause and resume call recording. Note that if this setting is different in the user or the queue, if one of these is set to "Yes", then recording can be interrupted.

Static login

If static login is turned on, the user will be Ready as soon as they sign in to Daktela and will not be allowed to Switch to Unready.

Outgoing identification

Enter the phone number that will be presented to callees.

Hierarchy of Outbound number settings (lowest to highest): SIP Trunk → User → Queue → Caller IDs.

Extension

An extension is an internal number that can be linked with several SIP devices and external numbers. Can only be changed when the user is logged out.

We recommend using 3 digit numbers and to skip 1XX to avoid EU emergency numbers.

Custom ACL

Select call permitions for the user.

Devices

Select SIP devices, external numbers and MS Teams devices. The list also contains devices the user is currently logged in to!

Ringing times

Select when incoming calls should ring on individual devices. For outgoing calls, all devices will ring immediately.

Target

Select where the call will be routed if the user is not reached.