Getting Started #
This article provides instructions for managing users in ISI Analytics. Before you begin, please ensure you have the following:
- Admin credentials to login to ISI Analytics
Managing Users #
To manage the users in your ISI Analytics tenant:
- Login to ISI Analytics
- Navigate to Users from the navigation bar
- The list of Users includes the following information and actions:
- Name: First and Last Name of the user
- Email: Email address of the user
- User Type: Whether the user is an Admin or User. Admins have access to everything and can manage users. Users have specific permissions assigned to them.
- Status:
- Active: The user is enabled and can login
- Disabled: The user is disabled and unable to login
- Last Login: Date/Time the user last logged in
- Action:
- Pencil: Edit the User
- Three Dots: More Options
- Reset Password: Sends a password reset link to the user’s email
- Disable User: Disables the user so they’re unable to login
Creating a New User #
- Click
- Fill in the user’s First Name, Last Name, Email, and User Type. More information about User Type and user access can be found in the Editing a User section.
- Click Save to create the user. The user will receive an invitation email to setup their password.
Editing a User #
Basic Information #
- First Name: First name of the user
- Last Name: Last name of the user
- Email: Email address of the user. This will be their username to login.
- User Type:
- Admin: Admins have access to everything and can manage users
- User: Users will need to have specific permissions assigned to them.
Queue Permissions #
- Role: The permissions the user has when using Queue Analytics. Details in the table below.
- Queues: The Queues the user has access to. Check the box for each queue the user should have access to. If the user’s role is ‘Full Access’, they have access to all Queues.
Action | Agent | Manager | Full Access |
Queue Dashboard | Y | Y | Y |
Queue Reports | N | Y | Y |
Edit Queue Settings | N | Y | Y |
Manage Queue Licenses | N | N | Y |
Delete Queues | N | N | Y |