Create a User Profile

On the Users page, you will create the profile, specify credentials, assign the extension, and if the user is an agent, assign the user to an agent group. Refer to Realm Specification for information about changing the Realm setting.

To Create User Profiles:

  1. On the Management Portal menu window, click System Configuration > Users.
  2. Create a name for the user and type it in the empty field in the Login column.

    Ivanti Voice usernames are case-sensitive, and can consist of upper and lower-case letters (a-z A-Z), numbers (0-9), underscores (_), periods (.), and dashes (-). All other characters are prohibited. The maximum length for a username is 128 characters.

  3. Click Set to assign a password. The Change Password dialog box opens. Type the new password in each field and click the Set button.

    Ivanti Voice passwords are case-sensitive, and can consist of any character with an ASCII code from 1-127, including upper and lower-case letters, numbers, and punctuation marks. The maximum length for a password is 32 characters.

  4. Enter the first name of the user in the empty field in the First Name column.
  5. Enter the last name of the user in the empty field in the Last Name column.
  6. Enter a dial plan extension in the Extension column. If you enter an extension which does not yet exist in the dial plan, the Management Portal will automatically add the extension to the dial plan. Be sure to configure the extension as described in Dial Plan Implementation.
  7. By default, the Searchable by name option is enabled; unchecking the check box on the General tab prevents the voice Attendant and Answering applications from finding the user by name.
  8. If you have a Contact Center license:
    • Select the Agent check box if you want the user to be an agent.
    • If you select the Agent check box, also select a group in the Agent Group drop-down list.
  9. Click the Add button. Ivanti Voice displays a confirmation dialog box.
  10. Click OK. Ivanti Voice adds the user.
  11. Click the Update and Commit Changes buttons to enact your changes. Proceed to Configure the User Profile.