Omnia Admin: Users

Alert: This document applies to the following user roles within Omnia:

• Account Administrator
• Partner Administrator

1. Navigate to Port Requests:

• Go to the Admin Portal and sign in.

• Click the Account tab to expand it, then select Users.

2. View Users:

• The table displays the following columns:

  • Email: The email address of the user.
  • Role: The role assigned to the user (e.g., Account Admin, Partner Admin, User).
  • Extension: The phone extension assigned to the user.
  • Direct Dials: The direct dial numbers assigned to the user.

• Click the sort icons next to the column headers to arrange items in ascending or descending order.

• Additionally, you can use the search bar to find specific users and the export button to download a list of users as a CSV file.

3. #### Partner Admin:

• Role: Full administrative access across all accounts under the Partner Admin Account and settings within the platform.
• Permissions: Can create, edit, and delete other users, including other partner admins. Has the highest level of control over the system.

Account Administrator:

• Role: Manages specific accounts assigned to them.
• Permissions: Can create, edit, and delete users within their assigned accounts. Cannot edit or delete partner admins.

Reports Administrator:

• Role: Focuses on generating and managing reports.
• Permissions: Can access reporting features and generate reports for analysis. Cannot manage users or account settings.

Queue Manager:

• Role: Manages call queues and queue-related settings.
• Permissions: Can assign agents to queues, manage queue settings, and monitor queue performance. Has limited access to account-wide settings.

User:

• Role: General user with access to basic features needed for their role.
• Permissions: Limited to using assigned features such as managing their calls and accessing relevant data. Cannot manage other users or account settings.

4. Create New User:

• Click the Add New button to open the new user form.

5. Enter User Details:

• Enable Operator Panel Access: Check this box if the user should have access.
• Email: Enter the user’s email address.
• Time Zone: Select the appropriate time zone for the user.
• User Role: Select the role for the user from the dropdown menu.

Note: You cannot edit your own user account.

6. Assign Accounts and Extensions:

• Assign Accounts: Select the accounts the user will have access to.
• Home Account: Set the home account for the user. This applies only to the Account Administrator role.
• Assign Extension: Assign an extension to the user.

7. Enable Reporting Features (Optional):

• Toggle on/off the reporting features if needed.
• Enable receiving queue manager reports.
• Enable receiving queue agent reports.

8. Assign Queues:

• Assign as Manager to Queues: Select the queues where the user will be a manager.
• Assign as Agent to Queues: Select the queues where the user will be an agent.

9. Complete the Creation Process:

• Click the Create button to finalize the new user.
• If you need to cancel the creation, click the Cancel button.
• A confirmation message will pop up asking, "Confirm User Creation? Please tell the new user to check their email for the invite that will contain their login information."
• Click Yes to proceed with creating the user.
• The new user will receive an email with their login information.

10. Select the User:

• Navigate to the user list.
• Click on the user you wish to edit or click the edit button next to their name.

11. Reset Password and Send Invite:

• A checkbox will be available to Reset password and send invite?
• Check this box if you need to reset the user's password and send them a new invite.

12. Edit User Details:

• Make any necessary changes to the user's details.

13. Save Changes:

• After making the necessary edits, click Save, then Update to confirm.

14. Deleting a User:

• Select the user from the list and click the Delete button.
• Click Yes to confirm.