Page Details: General Settings

The General Settings screen is used to configure various settings associated with inContact WFM v1 Web Portal functionality. These settings are typically configured during installation and should be changed only under the direction of inContact WFO Support.

This topic explains the settings for your reference.

For more information, see Application and System Settings Overview.

Site Settings

Site Settings are used only in installations that include both inContact WFO and inContact Workforce Management v1 to enable users to log in to one web portal and then access the other portal without having to log in again. If you have a standalone inContact WFM v1 system, this section does not apply.

Clarity Web Address
Displays the IP address or host name of the server hosting the inContact WFM v1 Web Portal. This address includes a port number if both web portals are hosted on the same server (for example, http://192.168.0.1:8008). The address must begin with http:// (or https:// if SSL is in use).
Discover Web Address
Displays the IP address or host name of the server hosting the inContact WFO Web Portal. The address must begin with http:// (or https:// if SSL is in use).

Email Settings

SMTP Host Email Server
Displays the hostname of the SMTP mail server inContact Workforce Management v1 uses to send emails.
"Send from" Email Account
Displays the address of the account inContact WFM v1 uses to send emails. This can be any email address, real or fake, and does not have to be tied to the provided username and password. Since this email address is typically not monitored for replies, some organizations use a fake address (for example, donotreply@yourcompany.com).
"Send from" Username
Displays the username for authentication to the SMTP server.
"Send from" Password
Displays the password for authentication to the SMTP server.
Enable Email Notifications
If this checkbox is selected, inContact Workforce Management v1 sends notifications of schedules, PTO approvals, and so forth. This setting controls all emails sent by inContact WFM v1 except those sent when users reset their passwords.

Forgot Password Settings

Password Max Length
Displays the maximum number of characters a password can contain. There is no minimum requirement unless you enforce password strength; see PCI Password Settings.
Password special characters length
Displays the number of special characters the password can contain. There is no minimum requirement unless you enforce password strength; see PCI Password Settings.
Mail Subject
Displays the subject line of the email users receive when they click the "Forgot Your Password?" link.
Mail Body
Displays the body of the email users receive when they click the "Forgot Your Password?" link.

Active Directory Settings

Settings in this section are required if the system uses Active Directory (AD) or combined database/AD authentication (also known as hybrid authentication). For more information, see Permissions and Roles Overview.

In multiple domain environments, inContact Workforce Management v1 maintains a separate user account for each user on each domain. For example, if Joe Smith works at two different locations, each with its own domain, user jsmith would be created twice in inContact WFM v1, with one account assigned to each unique domain. Reporting and other features treat the accounts as unique individual users.

Auto Create User on Login
When the checkbox is selected, allows creation of a user account in the inContact WFM v1 database the first time a user logs into the system using Windows credentials. The user account is populated with the AD account’s login name, first name, last name, and email address. If the user has accounts on more than one domain, a separate inContact WFM v1 account is created for each.
If Using AD Group Role Synch, Delete User's Roles That Do Not Match an AD Group on Login
When your system uses AD Group Role Synch, and this checkbox is selected, any inContact Workforce Management v1 roles assigned to an individual user that are not also assigned to that user’s AD group are removed from the user’s account at login.
Name
Displays the name of the AD domain. Multiple domains can be configured. This field is required if you are using AD Group Role Synch.
LDAP String
Displays the Active Directory LDAP string (the LDAP:// portion must be capitalized).
Secure Sockets
When this checkbox is selected, SSL is enabled for communication between inContact Workforce Management v1 and the AD server.
Signing
When this checkbox is selected, LDAP security is enabled for the web portal. When it is also enabled on the AD server, the connection between the server and the web portal is encrypted.
Groups
Displays the AD groups configured in inContact Workforce Management v1 for synchronization.
Roles
Displays the roles associated with users in each synchronized AD group.

Login Settings

Access Type
Displays the type of authentication used by your system. Possible values are: Database, Active Directory, or Hybrid. The default value is Database.
User Token Expire Time
Displays in minutes the amount of time between mouse clicks before a user token expires. User tokens monitor activity for a user ID within the site. The system refreshes the timestamp and expiration of the token every time a user clicks on something. Once the token expires, the user's next action will log them out and bring them back to the login screen. The default value is 5.
Login Token Expire Time
Displays an amount of time in seconds. Login tokens are passed to the database when a user clicks the login button. Once the session is established, the token is expunged from the database. If something interrupts the transaction or the process encounters an error, the token may be left behind, and this timeout triggers it to be automatically deleted. The default value is 31.
Integration Token Expire Time
Displays an amount of time in seconds. This setting applies only to systems that include both inContact WFO and inContact Workforce Management v1. Integration tokens are similar to login tokens, but are created when a user transitions from the inContact WFO Web Portal to the inContact WFM v1 Web Portal, or vice versa. As soon as this transaction is complete, the token is removed from the database. If something interrupts the transaction or the process encounters an error, the token may be left behind, and this timeout triggers it to be automatically deleted. The default value is 120.

PCI Password Settings

PCI Password Settings are optional settings that control password policy for inContact Workforce Management v1 user accounts, based on the PCI Security Standards Council's Data Security Standard (viewable at their website). Passwords are automatically "salted" by inContact WFM v1, and password changes are tracked through both the Audit Log and the System Activity Summary Report.

Changing these settings in the web portal does not automatically force users to change their passwords. The settings do not affect users until their passwords are changed, either by the user or an administrator. To enforce PCI settings, you must force users to change their passwords or change the passwords for them.

These settings apply only to database user accounts and do not impact Windows accounts used with hybrid or AD authentication.

Max Failed Logins
Specifies the number of times a user can attempt to log in before their account is locked. Locked accounts must be unlocked by an administrative user before the user may attempt another login. This setting does not apply in a inContact Workforce Management v1 standalone system if the account is a Superuser. In systems that include both inContact WFO and inContact Workforce Management v1, you can choose whether or not to apply the setting to superusers. The default value is 0.
Number of Days
Applies only if the Prevent Password Reused checkbox is selected. Specifies how many days of password history inContact WFM v1 will check to see if the password has previously been used.
Number of Days Prompt Password Expires
Applies only if the Password Expires Enforcement checkbox is selected. Specifies the number of days in advance inContact WFM v1 will warn the user that their password is about to expire. Setting this value to zero (0) causes all passwords to expire immediately. The default value is 1.
Number of Days Password Expires
Applies only if the Password Expires Enforcement checkbox is selected. Specifies the number of days a password can remain active. The default value is 1.
Number of Prevent Password
Applies only if the Prevent Password Reused checkbox is selected. Specifies how many historical passwords inContact WFM v1 will check to see if the password has previously been used.
Prevent Password Reused
When the checkbox is selected, password changes are checked against a password history to prevent reuse. inContact WFM v1 does not trace passwords unless this feature is enabled, so the reuse look-back will not consider or compare passwords used before this setting was enabled. Must be used in conjunction with either or both of these settings: Number of Prevent Password and Number of Days.
Password Expires Enforcement
When the checkbox is selected, controls how long a password can remain active. This applies to all inContact WFM v1 accounts, including those that are superusers. Must be used in conjunction with either or both of these settings: Number of Days Prompt Password Expires and Number of Days Password Expires.
Strength Enforcement
When the checkbox is selected, forces all new passwords to be a minimum of eight characters in length and to contain at least one of each of the following:
  • lowercase letters
  • UPPERCASE letters
  • Numbers
  • Special characters

The default value is not selected.

Administrative users can manually change a user's password to anything that meets the complexity requirements in force, including previously used passwords. This setting affects only users changing their own passwords.

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