Omnia Admin: Users
This guide provides step-by-step instructions for managing user accounts in the Omnia Admin Portal.
Voxo
**This document applies to the following user roles within Omnia:** - **Account Administrator** - **Partner Administrator**
Accessing User Management
1
**Navigate to Port Requests:** - Go to the [**Admin Portal**](https://app.voxo.co/dashboard) and sign in. - Click the **Account** tab to expand it, then select **Users**.
Viewing 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**](https://scribehow.com/shared/Omnia_Admin_Extensions__-L9BuyfORwK9dnYrMhXwQg?referrer=documents) 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.
User Account Roles Description
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.
Creating a New User
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.
Editing a User Account
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.
Deleting a User
14
**Deleting a User:** - Select the user from the list and click the **Delete** button. - Click **Yes** to confirm.
**Related Documents**: 1. [**Omnia Admin Portal User Guide**](https://scribehow.com/page/Omnia_Admin_Portal_User_Guide__wR-8tvX-TumKH7hgN-nEHw?referrer=documents)**:** Essential steps for navigating and using the Omnia Admin platform. 2. [**Omnia Admin Reports User Guide**](https://scribehow.com/page/Omnia_Admin_Reports_User_Guide__SBv2WAWDROSz4ohbF5e4KA?referrer=documents)**:** This guide helps you navigate and use the reporting features in Omnia. 3. [**Omnia Portal User Guide**](https://scribehow.com/page/Omnia_Portal_User_Guide__krO6wF6TQ86D0Kl4o1JLGg?referrer=documents)**:** Essential steps for navigating and using the Omnia User platform. 4. [**VOXO Mobile Application User Guide**](https://scribehow.com/page/VOXO_Mobile_Application_User_Guide__4pqc5ST2TY2R6f5pgzQvZw?referrer=documents)**:** Key steps for navigating and using the VOXO Mobile app.
Omnia Admin: Users
This guide provides step-by-step instructions for managing user accounts in the Omnia Admin Portal.
Voxo
**This document applies to the following user roles within Omnia:** - **Account Administrator** - **Partner Administrator**
Accessing User Management
1
**Navigate to Port Requests:** - Go to the [**Admin Portal**](https://app.voxo.co/dashboard) and sign in. - Click the **Account** tab to expand it, then select **Users**.
Viewing 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**](https://scribehow.com/shared/Omnia_Admin_Extensions__-L9BuyfORwK9dnYrMhXwQg?referrer=documents) 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.
User Account Roles Description
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.
Creating a New User
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.
Editing a User Account
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.
Deleting a User
14
**Deleting a User:** - Select the user from the list and click the **Delete** button. - Click **Yes** to confirm.
**Related Documents**: 1. [**Omnia Admin Portal User Guide**](https://scribehow.com/page/Omnia_Admin_Portal_User_Guide__wR-8tvX-TumKH7hgN-nEHw?referrer=documents)**:** Essential steps for navigating and using the Omnia Admin platform. 2. [**Omnia Admin Reports User Guide**](https://scribehow.com/page/Omnia_Admin_Reports_User_Guide__SBv2WAWDROSz4ohbF5e4KA?referrer=documents)**:** This guide helps you navigate and use the reporting features in Omnia. 3. [**Omnia Portal User Guide**](https://scribehow.com/page/Omnia_Portal_User_Guide__krO6wF6TQ86D0Kl4o1JLGg?referrer=documents)**:** Essential steps for navigating and using the Omnia User platform. 4. [**VOXO Mobile Application User Guide**](https://scribehow.com/page/VOXO_Mobile_Application_User_Guide__4pqc5ST2TY2R6f5pgzQvZw?referrer=documents)**:** Key steps for navigating and using the VOXO Mobile app.
