Users

Create, edit, and delete the users who can sign in to your Omnia accounts, and set each user’s role.

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Accessing User Management

1. Navigate to Port Requests: Go to the Admin Portal and sign in. Click the Account tab to expand it, then select Users.

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Viewing Users

The table shows each user’s:

• Email: The user’s email address.
• Role: The user’s role (for example, 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 sort ascending or descending. Use the search bar to find a user, or the export button to download the list as a CSV file.

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User Account Roles Description

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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.

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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.

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Reports Administrator

• Role: Generates and manages reports.
• Permissions: Can access reporting features and generate reports. Cannot manage users or account settings.

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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.

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User

• Role: General user with access to the basic features their job needs.
• Permissions: Limited to assigned features, such as managing their calls and accessing relevant data. Cannot manage other users or account settings.

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Creating a New User

1. Click Add New to open the new user form.

2. Enter the user’s details:
   • Enable Operator Panel Access: Check this box if the user should have access.
   • Email: The user’s email address.
   • Time Zone: The user’s time zone.
   • User Role: Select the role from the dropdown menu.
   You cannot edit your own user account.

3. Assign accounts and an extension:
   • Assign Accounts: Select the accounts the user can access.
   • Home Account: Set the user’s home account. This applies only to the Account Administrator role.
   • Assign Extension: Assign an extension to the user.

4. Optionally, turn on reporting features: receiving queue manager reports and receiving queue agent reports.

5. Assign queues:
   • Assign as Manager to Queues: Select the queues this user manages.
   • Assign as Agent to Queues: Select the queues where this user is an agent.

6. Click Create (or Cancel to stop). A confirmation asks, “Confirm User Creation? Please tell the new user to check their email for the invite that will contain their login information.” Click Yes.

The new user receives an email with their login information. The sign-in button in the email goes to the app the user’s access covers: VOXO Connect for a user with an extension, the Pharmacy dashboard for a pharmacy user, and the Admin Portal for an administrator. An administrator on an account that also has VOXO Connect gets both buttons — Admin Portal Login and the Connect login — so they can reach either app from the same email.

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Editing a User Account

1. In the user list, click the user, or click the edit button next to their name.

2. To reset the user’s password and send them a new invite, check Reset password and send invite?

3. Change the user’s details.

4. Click Save, then Update to confirm.

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Deleting a User

Select the user from the list, click Delete, then click Yes to confirm.