Employee Accounts Overview

Users in inContact Workforce Management v1 are called employees. All employees must have user accounts in order to be scheduled and tracked on the Real Time Roster, even if they will never log in to the inContact WFM v1 Web Portal themselves.

A user account allows an employee to log in to the inContact WFM v1 Web Portal, assuming that the employee knows their username, password, and Web Portal URL. Unless a role has been assigned, the employee sees only the Home tab with their employee profile information. They cannot see their schedule or perform any actions. For more information on roles in inContact Workforce Management v1, see Permissions and Roles Overview.

inContact Workforce Management v1 automatically synchronizes its employee accounts with changes you make in inContact Central. To add or delete accounts, refer to your documentation for Central. inContact WFM v1 does require certain user data that is not required or provided by Central. For details, see Mass Update Incomplete Users.

Combined inContact WFO/inContact Workforce Management v1 Systems

If your organization uses both inContact WFO and inContact Workforce Management v1, user account information is stored in the same database and shared between the applications.

Users can log in to each application with the same username and password, and can switch between the Discover and inContact WFM v1 Web Portals without logging in again. However, in order to access any functionality in either application, they must have assigned roles.

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