Introduction

In wolkvox Manager, in addition to the super administrator user, it is possible to create multiple users and assign them profiles with specific permissions according to their role within the operation. This allows controlling access to the different functionalities of the system and ensuring that each user only has the necessary permissions for their management.

The management of users and profiles is key to maintaining order, security, and the correct operation of the application, as it defines what each user can see or do within wolkvox Manager.

Configuration

How to Manage Users in wolkvox Manager

To create and manage users in the wolkvox Manager application, follow these steps:

1. Go to the Configuration icon located in the top right corner.
2. Enter the Users and Profiles tab.
3. Then select the Users tab.

Here you can view the table of existing users (these correspond only to wolkvox Manager users, not to wolkvox Agent agent-type users).

Create a New User

1. Click on the "New User" button.
2. A window will open where you must complete the following fields:
   • Name.
   • Username.
   • Password.
     • The password will be sent to the registered email.
     • You can also use the "Reset Password" option for existing users.
   • Email (required, as the password is sent there).
   • Phone.
   • Profile (it is recommended to create profiles beforehand).
   • SSO (optional, for authentication with Windows user).
   • Click on "New User" to create the user.
   • The user will be listed in the table. If you do not see it, you can use the "Refresh" button.

Actions on Users

By right-clicking on a user, you can access the following options:

• Edit user: edit the user's information
• Export users: export the table to an HTML file
• Delete User: delete the user

How to Manage User Profiles in wolkvox Manager

To create and manage profiles:

1. Go to "Configuration".
2. Enter "Users and Profiles".
3. Select the "Profiles" tab.

Here you will find the profiles table, where each column indicates whether the profile has access (YES) or not (NO) to each module.

Create a New Profile

1. Click on "New Profile".
2. A window will open where you must configure:
   • Profile Name
   • Main Modules (functional permissions):
     • Agents
     • Skills
     • Dashboard
     • Activity Codes
     • Campaigns
     • PBX
     • Data Monitor
     • Quality Analyzer
     • Edit Permissions
     • Voice and Text Analysis
     • Reports
     • Conference Rooms
     • wolkvox Studio
     • Voicemail
   • Advanced Modules:
     • Audio Upload
     • Manage Profiles
     • Export Audio Monitor
     • USO
   • Mark the permissions according to the access level the profile needs.
   • Click on "New Profile" to save the configuration.
   • If the profile does not appear in the table, use the "Refresh" button.

Edit or Delete Profiles

1. Select a profile from the table.
2. Right-click to edit or delete as appropriate.

Important Considerations

It is recommended to create profiles first before creating users, to be able to assign them correctly.

• Profiles completely define the access level of each user within wolkvox Manager.
• Correct profile configuration allows segmenting responsibilities and improving operation security.
• Users created in this section correspond only to administrative access to wolkvox Manager, not to operational agents.

With this configuration, you can efficiently manage accesses and permissions within wolkvox Manager, adapting the platform to the structure of your operation.