User Configuration
- Kiss, Mate
Only the administrator, the system administrators and the group administrators have access to user management. The web page is available by clicking on the Administration / Users submenu.
Creating a user
You can create new Verba users by clicking on the Add New User link on the Users \ Users page. After selecting the link, the following page is opened.
Step 1 - Provide the Display Name. This can be anything, but it should represent the user's real name.
Step 2 - Provide the Login ID. The user will use this ID when logging into Verba. This should be the same as the user's Windows domain user ID (without the domain part).
Step 3 - Provide a password in the Password and the Confirm Password fields. This will be only a local Verba password, which is used in the case of Verba password-based authentication, therefore it doesn't have to match with the AD user password.
Step 4 (Optional - SfB / Lync and Cisco only) - Provide the announcement, role, and other settings. For more information, see: User Configuration
Step 5 - Click Save.
The following table describes the available fields:
Field Name | Description | Requirements |
|---|---|---|
Display Name | Full name of the user. | Required field. Minimum length: 3 Maximum length: 64 |
Login ID | Login name of the user. Used during the authentication and in Cisco IP Phone XML service as a key parameter. | Required field. Minimum length: 3 Maximum length: 32 Only alphanumerical characters are allowed in this field. |
| E-mail address | Email address of the user | - |
| Type | Type of the user:
| Required field. |
Password | Password for the previous Login Name field. | Required field. Minimum length: 5* Maximum length: 32 Password phrase must include at least one numeric character!** Password phrase must include at least one special character!** Password phrase must include at least one uppercase letter!** The field is case sensitive. *The minimum number of required password length can be configured. **These settings are optional and can be configured globally. For more information refer to Configuration settings for Verba Web Application. |
Confirm Password | Confirmation of the Password field. | It has to match exactly the Password field. |
Password Expires | Indicates whether the password expires or not. If the password is expired, the user has to change it before accessing any features of the Verba system, even the Verba XML service. The expiration duration can be configured as a global setting. For more information refer to Configuration settings for Verba Web Application. | - |
User must change password at next logon | Indicates whether the user has to change the password at next login or not. If this setting is enabled, the user has to change her/his password before accessing any features of the Verba system, even the Verba XML service. | - |
Valid From | Start date of the validation for the user. It can be configured for later or previous dates. This field is checked when a call record is inserted and the system tries to associate the call to a user through extension mapping. If a call with a phone number, which is mapped to a user, is recorded, but the Valid From date is later than the start date of the call, the call will not be associated to the user. | Required field. |
Valid Until | End date of the validation for the user. It can be configured for later or previous dates. This field is checked when a call record is inserted and the system tries to associate the call to a user through extension mapping. If a call with a phone number, which is mapped to a user, is recorded, but the Valid To date is earlier than the start date of the call, the call will not be associated to the user. Invalid or expired users are unable to login to the system. If the user never expires, the field is blank. Click on the Never expires link to invalidate the expiration of the user. | Required field. |
| SSO Authentication Enabled | Enables Single Sign On authentication for this user. If active, the user is automatically logged into Verba with their Windows account provided the Verba and Windows user names match. | System-wide SSO has to be enabled as well on all Verba Media Repository servers. |
| Password Authentication Enabled | Enables password authentication for this user. | - |
| Recorder Line PIN | Press the Generate button to generate a new PIN code for the user in order to use PIN enabled Dial-in recorder ports/numbers. Simple press the Clear button to delete the PIN code. | - |
| Locked | Indicates whether the user is locked or not. If a user is locked, she/he is unable to use the Verba Web Application and Verba XML Services. A user can be locked automatically if the user lockout feature is enabled in Verba Web Application. For more information refer toConfiguration settings for Verba Web Application. | |
User Interface Language | Language parameter for the user. All user interface will apply this language setting. | - |
| Default Timezone | Timezone setting for the user. All types of date and time information will be displayed on the user interfaces of the system in this selected timezone. | - |
| CRM User ID | ||
| Custom date format | Optional custom date format for the user. | |
| Custom time format | Optional custom time format for the user. | |
| External ID | ||
| Play Notification for PSTN/Federated Inbound Calls | Enable playing prompt for the inbound PSTN/Federated calls. The audio file can be selected from the dropdown.* | |
| Play Notification for PSTN/Federated Outbound Calls | Enable playing prompt for the outbound PSTN/Federated calls. The audio file can be selected from the dropdown.* | |
| Music On Hold File | The audio file played for the caller in case of outbound announcement.* | |
| Play Notification for Conference Calls | Enable playing prompt to the conference participants. The audio file can be selected from the dropdown.* | |
| IM Notification for Conference Calls | Enable sending IM notification to the conference participants. You can set the IM message in the text box. | |
| Contact Center Agent ID | The Agent ID of the agent when a contact center integration is used, or the Cisco Owner User ID. |
*To add custom notification sounds please refer to the Installing and configuring the Verba SfB - Lync Announcement service article and go to the Configure custom prompt for users section
After filling out the form, press the Save button to save user data in the database. After pressing the button the following settings are automatically applied to the user:
- The user is added to the Default group.
- The Default Call List Layout is added to the user.
Modifying and invalidating users
To edit user data, you have to click on the desired row of the table showing registered Verba users.
For the changes to take effect, press the Save button. All conditions, which are described in the previous section, have to be met.
You can invalidate a user by pressing the Invalidate button. The system does not delete the user record from the database it simply invalidates the user so functions/calls are not "lost", e.g. searching back for the user in the Users Call list is available, the name of the user is displayed in the call lists. Invalidating the user will disable the user login by setting the Valid To field to the current date and time. Invalidated users have * symbol next to their name.
If you are unable to see your invalidated users then click on the Show Expired Users on the top right corner in the Users List view. You can hide your invalidated users by clicking on the Hide Expired Users on the top right corner in the Users List view.
To delete a user, click the Delete button.