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- Go to the Vonage Contact Center User Creation tab. Vonage Contact Center User Creation appears.
In Username, type username of an existing VCC user to use as template for the new VCC users.
Note The new users will have same skills, groups, country, type, telephony region, license, and so on, as the template user.
If you provide the username of an agent or a voice-enabled supervisor, your new VCC users will be able to make and receive interactions.
If you provide the username of a supervisor, your new VCC users will have the same user role, and the same group, queue, and line permissions as appear for the template user in the User Access Admin area of the VCC Admin Portal. For information about the User Access Admin area, see Configuring user accessUser Admin.
- In View, select the Salesforce view that contains the existing Salesforce users you are creating VCC user accounts for.
The Salesforce users in the selected view appear along with any potential issues.
In this example, none of the Salesforce users have a value in NVM Agent Id.
If you are creating VCC users who are either agents or voice-enabled supervisors, you must provide values before proceeding. You can automatically generate the IDs which adds a value to the NVM Agent Id field for all the users in the view. The generated IDs start at the value you set in Starting ID and miss out any agent IDs already in use. Optionally type a number other than 1 in Starting ID and click Generate Agent IDs to generate IDs. - Click Create Vonage Contact Center users. Results appears.
In this example, three users were created and two failed:- One user failed due to having no telephone number. Add a telephone number to the Salesforce user and try again.
The other user failed because an VCC user already exists with that username. A similar error appears if the Salesforce user contains an agent ID that is already in use by an VCC user—Agent ID 'agentID' is already in use. The existing VCC users may already be linked with the Salesforce users. In this case you can ignore these errors unless you want to update the VCC users.
Info You cannot currently update VCC users from within Salesforce. To update the VCC users, you must edit the users in the VCC Admin Portal. The username or ID might otherwise belong to VCC users that you do not want to link to your Salesforce users. In this case you need to change the Salesforce user's Username or NVM Agent ID values and try again.
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