NICE Uptivity Web Portal Overview

The NICE Uptivity Web Portal is the primary user interface for NICE Uptivity. The tabs you see across the top of the portal may vary depending on your security permissions and the NICE Uptivity modules purchased and used by your organization.

Your system administrator should provide you with the necessary information to log in to the NICE Uptivity Web Portal:

User Name
Initial password
Login mode (your system may be set up to use your Windows network account or an Uptivity account)
URL or link to the NICE Uptivity Web Portal

NICE Uptivity allows multiple simultaneous logins from the same account. If you log in on multiple computers or browsers and then log out on only one, Uptivity removes you from the list of logged-in users, even if you remain logged in on another computer or in another browser.

For security reasons, Uptivity does not support saving either your username or password within your web browser. However, you can have Uptivity remember your username so you don't have to type it each time you login.

If your login fails, you will be presented with the following error: "An invalid username or password was used."

To attempt another login, you should:

Verify that [caps lock] is not on.
Verify that you have the correct username, password, and login mode.

If you fail to log in after three or more attempts, you may be locked out of the system and have to contact the system administrator. Instead, after two login failures, use the Forgot Password feature if your organization allows this.

After a period of inactivity defined by your system administrator, NICE Uptivity warns you that a timeout is imminent and asks if you want to continue working. If you do not respond to the message, the system logs you out and displays the login page.

Navigation

Dashboard Tab

Provides access to Dashboards that contain widgets such as Metrics, Reports, Assignments, Achievements, and more. This tab is available to any user with an Uptivity login, although the specific dashboards available to each user or group can vary.

Left Navigation Options

Option	Description
Lock Icon	Allows you to lock and unlock Dashboards for editing.
Numbered Dashboard List	Provides access to your existing dashboards.
Manage Dashboards	Allows you to create a new dashboard or view dashboards available to you that may not be in your numbered list..
Add Content	Drops down to display all the available widgets so you can add them to the dashboard.

Interactions List Tab

Provides access to the following sub-tabs:

Recorded Interactions
Live Monitor (only displays if you have appropriate permissions)

Left Navigation Options

Option	Description
Recorded Interactions
Date, Agent, CallCopy group (also referred to as QA Group), ACD Gate, Group, Categories, My Filters, Tag Cloud	Each of these options allow you to search for recordings by narrowing the list.
Live Monitor
Agent	Allows you to limit the live monitoring list to specific agents or extensions.
CallCopy group (also referred to as QA Group)	Allows you to limit the live monitoring to specific QA Groups.

Performance Management

Provides access to the following sub-tabs:

Reports
BI Explorer
BI Designer
Ticker Manager
Messaging
Registry
Telephony Groups

Each of these sub-tabs have specific permissions required. For this information, see Performance Management Overview.

Left Navigation Options

The Performance Management tab provides access to several sub-tabs. Not all of these sub-tabs have left navigation menus; the ones that do are explained below.

Option	Description
BI Explorer
Explorer (indicated by the binoculars icon)	This information is coming soon.
Scorecards (indicated by the chart icon)	This information is coming soon.
BI Designer
Measure Designer (indicated by the three-levels icon)	This information is coming soon.
Goal (indicated by the chart icon)	This information is coming soon.

Coaching Tab

Provides access to features and functionality associated with NICE Uptivity Quality Management.

Left Navigation Options

Option	Description
Quality Assurance	Provides access to search for and perform evaluations in NICE Uptivity Quality Management. This option is visible to users assigned the Default Agent role. With appropriate permissions, you will see additional options for creating and managing evaluation forms. For more information, see any or all of the following: QA Evaluations Overview or QA Evaluation Forms Overview.
Content Library	Provides access to a variety of resources your organization makes available within the NICE Uptivity Web Portal. The Content Library is available to any user with access to the NICE Uptivity Web Portal. For more information, see Content Library Overview.
Manage Content	Provides access to functionality associated with adding and assigning content to the library. This option is only visible to users with appropriate permissions. For more information, see Content Library Overview.
Achievements	Provides access to functionality associated with creating and awarding achievements. This option is only visible to users with appropriate permissions. For more information, see Achievements Overview.

Reporting Tab

Provides access to features and functionality associated with Uptivity Reporting.

Left Navigation Options

Option	Description
Printable Reports	Provides access to a wide variety of "out of the box" reports that come with NICE Uptivity. This option is visible to users assigned the Default Agent role. Your permissions determine the report categories available within Printable Reports. For more information, see Printable Reports Overview.
Report Tools	Provides access to a variety of reporting tools, including subscription configuration and saved report criteria. The Report Tools option is visible to users with the Default Agent role; however, additional permissions are required to configure subscriptions. For more information, see Reporting Overview.
System Reports	Provides access to administrative, system-level reports. This option is only visible to users with appropriate permissions. For more information, see System Reports.
Ad Hoc Reports	Provides access to functionality associated with creating customized reports. This option is only visible to users with appropriate permissions, and the types of reports that can be created are limited by additional permissions. For more information, see Ad Hoc Reports Overview.

Surveys Tab

Provides access to features and functionality associated with NICE Uptivity Survey. This tab appears only if your deployment includes NICE Uptivity Survey and if you have one of the Survey-related permissions. For more information, see NICE Uptivity Survey Overview.

Administration Tab

Provides access to administrative features and functionality. This tab appears only if you have appropriate permissions. The Administration tab also provides access to the Add-Ons sub-tab if you have appropriate permissions for NICE Uptivity Speech Analytics, NICE Uptivity Survey, or both.

Left Navigation Options

Option	Description
Permissions	Provides access to configure users and roles if you have the Allow User Administration permission. Provides access to configure QA Groups if you have the Allow Group Administration permission. This option is only visible to users with one or both of these permissions. For more information, see Roles and Permissions Overview.
Scheduling	Provides access to configure recording schedules. This option is only visible users with the Allow Scheduling permission. For more information, see Recording Schedules Overview.
Tools	Provides access to the Service Manager and Archiver Console, which are used only in Premises deployments. This option is only visible to users with the Allow System Configuration permission. For more information, see Uptivity Server Management Overview, Archiving Overview, or both.
Recorder Settings	Provides access to configure audio recording. This option is only visible to users with the Allow System Configuration permission. For more information, see Audio Recording Overview.
System Settings	Provides access to configure a variety of application-level settings. These settings are typically configured during installation and should only be changed by or under the direction of Uptivity Support. This option is only visible to users with the Allow System Configuration permission. For more information, see Configuration & Settings Overview.
Web Portal Settings	Provides access to configure a variety of settings related to the NICE Uptivity Web Portal. These settings are typically configured during installation and should only be changed by or under the direction of Uptivity Support. This option is only visible to users with the Allow System Configuration permission. For more information, see Configure Web Portal Settings.