Mitel CX User Templates

Templates serve as a mechanism for defining the roles that a user will encompass. It helps you specify the roles assigned to a user.
Note: No pre-defined templates for Contact Center are available for import.

Prerequisites

To be able to create/edit/view user templates that contain the Mitel CX product, the following are required:

  • A user logging into Mitel Admin must have a matching email address in Mitel CX. However, apartner logging in does not need to be configured in Mitel CX, as they will automatically receivehigher permissions to create, edit, and view data from Mitel CX.

  • The logged in user must have a security role defined in Mitel CX with read or higher access for Device Configuration.

  • The CloudLink Daemon service must be configured and running on the Mitel CX server.

Viewing User Templates

To view User Templates, in the left navigation panel navigate to User Management > User Templates. In the User Templates page a list is displayed with existing user templates. The PRODUCTS column will indicate which products are supported by the template, based on the displayed icon(s).

Creating, Editing, and Deleting User Templates

To create a User Template, perform the following steps:

  1. In the User Templates page, click Create Template. An empty template form is displayed.

  2. Enter the template name in the Template name field.

  3. Enter a description for the template in the Description field.

  4. Select the check box associated with Mitel CX.
    Note:

    • The Mitel CX check box is is only visible for accounts integrated with MiVoice Business. To enable the template for MiVoice Business options, select the check box associated with MiVoice Business.

    • The Mitel CX check box will be disabled on accounts integrated with MiVoice Business when the logged on user does not have appropriate permission in Mitel CX, or the connection to Mitel CX is disabled. Hovering over the checkbox will display a tooltip indicating why it is disabled.

  5. Click Save to save the template.
    Note: The Save button will be disabled until after the template is defined. All required fields must be entered.

To edit an existing User Template, select a template from the template list. Edit the template as needed and click Save. To maintain the original template and create a new template with the edited values, click Save as new.

Note: If the logged in user has a read-only security role in Mitel CX, all of the Contact Center properties will be displayed as read-only and cannot be modified.
To delete a User Template, perform the following steps:

  1. Select the user template(s) from the template list.

  2. Click the icon and click Delete. Delete Template? dialog box is displayed.

  3. Type 'delete' in the type 'delete'* field.

  4. Click Delete.

The user template will be deleted.

For more information about viewing, creating, editing, and deleting a user template see, User Template.

Parent topic: Mitel CX