This document outlines the steps required to add, maintain, and remove Infortel Select web portal user logins. 

For ease of use, the system is designed for self-maintenance of the login users. This enables the system administrators’ complete control over who is granted access and what permission to the data they have in their system. This document defines the steps to add, maintain and remove access and to setup the MFA options if enabled. 

For the self-maintenance to function, at least one system administrator must always be designated in the Directory.  

Required access for system administrators:  

• Minimum Security requirements to manage logins 
  • Module Access – Directory Administrator 
  • Organization Access – Entire Organization 
  • Data Source Access – All Data Sources 
• Support Cases are required to change the following 
  • Modifying the password security requirements 
  • MFA resets or authentication method changes  

Adding a New User #

An existing admin of the system logs into the portal.

1. Log into the web dashboard by navigating via a web browser to clientlogin.isi-info.com.
2. From the menu click ADMINISTRATION then DIRECTORY.
3. The Directory structure will be displayed.  Using the navigation tools on the left navigate to the following location.
   • (Company Name)
     • Unassigned
       • zLogins
4. From here the existing user logins are displayed.
5. Click the blue plus symbol to add a new user.

First Name & Last Name #

1. Fill in the Last name and First name of the new user, leaving all other information in the Profile tab blank.
2. Click on the Security tab.

User ID #

1. ​​​​Fill in the user ID with the user’s email address. This MUST be an email address e.g. first.lastname@companyemail.com

Module Access #

1. Next, select which modules the user will have access to. Each module controls specific features of the product. Some require a better understanding of the product as the tools within can affect the entire system. If unsure of which modules a user should have, click the ? next to each module for a brief description. If still unsure of what each module represents, more information can be found in the help section.
2. Locate the help section by clicking on the ? in the upper right hand corner of the screen.
3. For ease of use, we recommend using USER ROLES. Click on the User Role button and select which role works best.
   • Admin or Reporter roles are recommended.
4. Admin gives full access to all modules of the system, typical of a full system administrator.
5. Reporter gives basic limited access to the system, typical of a standard report user.
6. Admins can add, remove, or modify User Roles and specific access to meet the organizations needs.

Organizational Access #

1. Admins can limit the users to have access to specific data when running reports, dashboard widgets or directory information.  From the organizational access menu, admins grant full access to the system allowing the user to see all call records.  The users can also be given specific limited access to the call data using the following options
   1. Organization Structure
   2. Owner Name (specific people by name)
   3. Extension
   4. Device
   5. Auth Codes
2. Admins can use the search option to find the specific criteria. Just put in full or partial information and select search.
3. Please note that for cradle to grave reporting, limited organization access will limit the amount of data a user will retrieve in their reporting. For cradle to grave reports, users must be granted full access to system to view all data in those reports.
4. Once the desired filtered items are located, they can be dragged and dropped to the right-side box to grant access.
5. To remove access, drag the items from the right box to the left box.  Alternatively, the arrow keys in between the boxes may be used to make changes.
6. The upper right checkbox “Security Access to the entire Organization” is used to grant full access to the system.
7. Leaving the checkbox unchecked and having no selections in the right-hand box will limit the user to run reports for themselves only.

Data Source Access #

1. If the system has access to more than one data source, the users can be granted access to any available data sources.
2. Like Organization Access, users can be granted access to specific data sources by dragging them from the left box to the right box or by using the arrows between the sections to add or remove them.
3. Using the checkbox for “All Data Sources” enables access to all available data sources.

• Note: If no data sources are selected the user will not be able to display.

Report Menu Access #

1. Access can be assigned to users for specific report menus. This allows control over which reports a user can run.
2. Report menus may be created to limit a user’s access to specific reports and simplify their user experience.  The creation and modification of report menus is detailed in the help system.

Queue Access #

1. If UCCX module is included in the Infortel Cloud implementation, access can be granted to specific contact center queues per user.
2. Like Organization Access, users can be granted access to specific queues by dragging and dropping them from the left box to the right box or by using the arrows between the sections to add or remove them.
3. The checkbox “Security Access to all Queues” will grant full system access to all queues.
   • Note: Leaving the checkbox unchecked and having no selections in the right-hand box will not allow the user to run reports on any queues.

Password #

1. Click the Save icon in the upper right-hand corner to apply changes.
2. A prompt is displayed to create a password for the user.
   1. This password is a one-time temporary password.
   2. The system will prompt the user to change it upon initial login.
   3. Default password requirements follow
      • 10 Character Minimum
      • 256 Character Maximum
      • At least one uppercase and lowercase
      • At least one number
      • At least one special character
        

Optional Multi-Factor Authentication (MFA) #

1. If the system is configured for MFA (Multi- Factor Authentication) it will prompt the user to authenticate when they in.
2. NEW USER: When a new user logs in for the first time, they will be presented with the configuration options for their preferred MFA methods.
   • Authenticator App – User is presented with a CODE which is used to setup the Authenticator Application of choice.
   • Email – Sends email confirmation to the user’s login email.
   • SMS – User defines a phone number where an SMS text will be sent to complete the authentication.

• Note: Once an MFA method has been chosen an ISI support case is required to modify it.

Modify a User #

Only an admin user with the Directory Admin module can modify a login user.

1. Log into the web dashboard by navigating via a web browser to clientlogin.isi-info.com
2. From the menu click ADMINISTRATION then DIRECTORY.
3. The Directory structure will then be displayed.  Using the navigation tools on the left navigate to the following location.
   • (Company Name)
     • Unassigned
       • zLogin
4. From here users should be able to see all the existing admin accounts in service.
5. Click on the pencil icon to the left of the user’s name.
6. From here admins can change the following attributes.
   1. Name
   2. Email
   3. Login User ID
   4. Module Access
   5. Organization Access
   6. Data Source Access
   7. Report Menu
   8. Queue Access

Remove a Login User #

Only an admin user with the Directory Admin module can remove a login user.

1. Log into the web dashboard by navigating via a web browser to clientlogin.isi-info.com
2. From the menu click ADMINISTRATION then DIRECTORY.
3. The Directory structure will then be displayed.  Using the navigation tools on the left navigate to the following location.
   • (Company Name)
     • Unassigned
       • zLogins
4. From here admins should be able to see all the existing admin accounts in service.
5. Click on the X icon to the left of the user’s name
6. There are three options to choose from.
   • Deactivate Login – Deactivates the user’s ability to login but leaves the users information including objects intact
   • Deactivate Person – Deactivates the user’s information but leaves the login information intact
   • Delete Login and Person – Removes both Login and User information from system.