New/Edit User Page

Basic Information

Username: Login name for the user. Usernames must be unique. If you try to save a new user account with a username that already exists, you will receive an error. Uptivity has no restrictions on characters and spacing in the Username. If you a system that uses Active Directory (AD) authentication and users are automatically created at login, this field contains the user's AD username.
Password: Controls the user's access to the NICE Uptivity Web Portal and, if applicable, the inContact WFM v1 Web Portal. Uptivity does not restrict passwords by default. However, a variety of settings can be used to make passwords more secure. For more information, see Security Settings. If you have a system that uses AD authentication and users are automatically created at login, this field contains the user's AD password.
First Name: Displays the user's first name.
Last Name: Displays the user's last name.
Email Address: Displays the user's email address. Email addresses must be unique.
Grant Superuser Access: Allows you to grant superuser capabilities (in other words, the ability to see and do everything in Uptivity) to the user. Superuser access should be granted only in very rare circumstances and is not required to administer the application. This option only appears when logged in with an existing Superuser-enabled account.
Account Locked: Allows you to control whether the account is available to the user.
Agent: Allows you to specify whether the user should be tracked as an agent in reporting and should be available for filtering searches in the Call List or Recorded Interactions. If you enter information in the Phones field, Uptivity automatically selects Agent for you. You cannot clear the Agent field unless you first remove all numbers or extensions from the Phones field. Clearing the Agent field allows the user to log in to Uptivity, but the system will not include them in agent-related reporting and they will not appear in the Agent list for Call List or Recorded Interactions searches. Existing calls can still be evaluated for users whose agent status has been deactivated. For reporting purposes, an agent is active if Agent is selected. An agent is inactive if Agent was selected at one point but has been cleared.
Created by: Displays the username of the person who originally created this user account, as well as the date and time the account was created. If the account has not yet been saved for the first time, this field displays "@Never". This field cannot be edited.
Modified by: Displays the username of the person who last saved this user account, as well as the date and time the account was last saved, even if no changes were made at that time. If the account has not yet been saved for the first time, this field displays "@Never". This field cannot be edited.

Additional Information

System Username: Allows you to add a Windows username to the user's account (that is, the name with which the user logs in to your network). This field is mandatory if your organization uses NICE Uptivity Screen Recording. Uptivity uses it to locate the user's desktop via the screen recording client. Each user must have a unique system username, regardless of Windows domain, and they must log in to their desktop PC with that system username. For example, if your organization has two Sally Smiths, they cannot both have "ssmith" as their Windows username even if they are on separate Windows domains.
System Domain: Allows you to add the domain associated with the System Username field to the user's account.
Active Directory Username: Allows you to add the username associated with this user in Active Directory to the user's account. This field is required if you have a deployment that uses AD authentication with Uptivity. The field works independently of the System Username field, which is primarily required for screen recording. The value is auto-populated when you select Auto Create User on Login or when you import users, provided the information is supplied in the import file.
Active Directory Domain: Allows you to add the domain associated with the Active Directory Username field to the user's account. This field works independently of the System Domain field, which is primarily required for screen recording. The value is auto-populated when you select Auto Create User on Login or when you import users, provided the information is supplied in the import file.
Employee ID: Allows you to add an existing employee ID number to the user's account so it can be used as a parameter in filtering and reports.
CRM Username: Allows you to add the username from your organization's CRM system to the user's account. This field is typically used only in deployments when Uptivity is integrated with a CRM application via a custom API.
Quota: Not currently used by Uptivity.
Location: Appears only if Allow Lookup by Agent/Workstation is enabled. This field allows manual designation of a specific site or location for a user for proper local routing of screen recording and live monitoring traffic. This setting is not configured by default; however, if Allow Lookup by Agent/Workstation is enabled, you cannot edit or save a user without choosing a specific location. For more information, see NICE Uptivity Screen Recording Overview.

Shift Times to User's Timezone: By default, Uptivity displays time by the time zone of the recording server. Enabling this setting allows time to be displayed using each user's time zone. For example: A user works in the Eastern US time zone (EST) and the user's manager works in the Pacific US time zone (PST). This setting is enabled on both the user's and manager's accounts. The user records a call at 8:00 AM EST, and it appears in Uptivity to him as 8:00 AM EST. However, the call record appears to his manager as if the user took the call at 5:00 AM EST. For this reason, it is important that your users know whether this setting is enabled.
Time Display Format: Allows you to specify whether Uptivity displays time based on 24-hour, or military, time (for example, 0600 or 1400) or 12-hour time (for example, 6:00 AM or 2:00 PM).

Phones

Login(s), extension(s), or both associated with the agent. For fixed-seating environments, this field displays physical telephone extension(s). For free-seating environments, this field displays the agent number(s) or login(s) associated with the user in the PBX. The way you enter the information typically varies depending on your integration:

Avaya — phone extension or agent login (4-7 digits, such as 8765 or 24689)
Cisco — phone extension (4-7 digits) or phone MAC address (alphanumeric 15 digits)
ShoreTel — phone extension (typically 4 digits)

Consider the following when you add information to the Phones field:

When you type an extension, the Agent field is automatically selected. If you clear Agent, Uptivity will prompt you to remove all associated extensions when you attempt to save your changes.
You cannot save values in the Phones field unless the Agent field is selected.
You cannot assign an extension to more than one user. For example, extension 1234 cannot be assigned to Sally Smith and Jenny Jones, even if they sit at the same extension on different shifts.
You can assign multiple extensions to the same user. For example, Sally Smith may take incoming calls on extension 1234 and make outbound calls on extension 4321.
You can assign the same user to different QA Groups based on the values in the Phones field. For more information, see Add Agents to QA Groups.
You cannot reassign an extension that is still attached to a user, even if that user has been deactivated. For more information, see Deactivate Users.
When you remove an extension from a user's account, you must also manually remove that user from any QA Groups where membership was based on that extension. For more information, see Remove Agents from QA Groups.
When you lock, deactivate, or delete a user account, you must first remove the associated extensions from that account if you want to make them available for assignment to other users.

Roles

Unattached Roles: Lists all roles in the system that are not currently associated with the user.
Attached Roles: Lists all roles in the system that are currently associated with the user.

New/Edit User Page

Basic Information

Additional Information

Preferences

Phones

Roles

Related Tasks