Configuring general employee information

The following procedures explain how to:

The following procedures take place in YourSite > Employee.

To configure general information for an employee
  1. Select an employee and click the General tab.
  2. After First name, type the employee’s first name.
  3. After Last name, type the employee’s last name.
  4. After Employee ID, enter a unique employee ID number for the employee.
    Note:

    The system creates default employee IDs for newly added employees, starting with ‘0’ and incrementing for each new employee

  5. After Line URI, type the employee's Line URI.

    The Line URI is the employee's internal extension number.

    Note:
    • If you enable an employee for voice without manually entering a Line URI, the system copies the Employee ID to the Line URI field. This will be the employee’s SIP address. If you manually enter a Line URI before enabling an employee for voice, the Line URI entered will be the employee’s SIP address.
    • If the employee's Line URI is the same as their desk phone's Line URI, calls made from a desk phone directly to another desk phone without Ignite will be tracked for real-time monitoring and reporting.
  6. After Email, enter the employee’s email address.
    Note:

    If the employee will use Contact Center Chat with Skype for Business, you must enter the Skype for Business SIP email address in the email field.

  7. Enter the employee’s Username.
    Note:
    • By default, the Username field will be populated with the employee’s email, unless you are using Windows Authentication.
    • In an environment with both a FQDN and NetBIOS name, the employee username that displays in YourSite Explorer is the domain name and may not match the NetBIOS name that employees use to log into Contact Center applications.
  8. Enter the employee’s Password.
  9. If you want to change the site the employee is associated with, after Site, click the Browse button.
    Note:
    • The default site assigned to new employees can be changed in the Configuration tab of YourSite Explorer.
    • The site determines the employee’s default language. Employees can change their language settings in CCMWeb.
  10. Select a site and click OK.
  11. After Security role, click the Browse button.

    The default Local Administrator and Enterprise Administrator roles allow employees full access to all of the MiContact Center Business applications and devices (to which the contact center is licensed).

    The default Agent Role role allows employees access to Contact Center Client and Ignite. This role also enables access to real-time monitors, monitor customization, access to Contact Center Chat, and the ability to control their own real-time presence and status.

    Note:

    The default security role applied to new employees can be changed in the Configuration tab of YourSite Explorer.

  12. Select a security role and click OK.
  13. Click Save.
Parent topic: Adding employees