Edit user configuration data


You can edit a user’s profile, roles, and other user-specific settings.

The Roles tab of the Edit Person page lets you assign and unassign roles to control user access to PureCloud features.

Important:  The license that each role uses corresponds to the most expensive permission assigned to the role. The license represents the cost associated with assigning the role. 

Control Action
Add new role field Filters the list by keywords in the role description.
Name column The name of the role. Click the role’s link to open it in the Edit Role page.
Type column Lists whether the role is a standard (default) or custom role.
Description column If the role has a description, the definition appears here.
Divisions column Lists the divisions in which users with this role can access. Click in the box to add or remove division access.
Group Inheritance column Lists the groups that are assigned this role.

Related tasks

The Division & Licenses tab of the Edit Person page shows what permissions are assigned to the user.

Control Action
Division Click this list to select the division in which to assign this user’s object data. 
License Type If auto-license is enabled, the role’s corresponding license appears here. If it is disabled, select the license to assign to the role.
Available Add-ons Lists the add-ons assigned to this role.

Related tasks

The View Permissions tab of the Edit Person page shows what permissions are assigned to the user.

Control Action
Permission Lists the permissions assigned to the user.
Roles links Opens the Edit Role page for the selected role.
Divisions Lists the division for which the user with each permission can access.
Access Lists the level of access allowed for this user.
Conditions Includes any conditions that an administrator set on the permission. Use conditions to further limit the what the user can access and manage if their role includes this permission.
Minimum License Lists the minimum license available to be granted this the permission.
License panel If auto-license is enabled, the role’s corresponding license appears here. If it is disabled, select the license to assign to the role.

Related tasks

The Phone tab of the Edit Person page shows which phone is assigned to the user.

Control Action
Default Phone field Lists available phones to assign to a user based on keyword search.
Auto-Answer

Click to enable auto answer for agents. This allows the agent to receive whisper audio, which lets them know what queue the caller entered before the agent connects to the call. By default, this setting is disabled. 

Note: To enable whisper audio, see Create and configure queues.

Timeout Seconds Enter the number, in seconds, to alert the user before PureCloud sends the call to voicemail.

Related tasks

The ACD Skills tab of the Edit Person page lets you assign skills and languages to contact center agent profiles for ACD routing.

Control Action
Skills field Assigns skills to the user profile based on keyword search.
Languages field Assigns languages to the user profile based on keyword search.
Rating stars Assigns a level of knowledge to skills and languages.
Delete button Deletes the skill or language from a user profile.

Related tasks

The Queues tab of the Edit Person page lets you assign one or more queues to a user.

Control Action
Assigning Queues Search for and assign one or more queues to the user. 

Related tasks

The Person Details tab of the Edit Person page lets you edit any part of a user profile, including fields that users don’t have permission to edit.

Control Action
Edit links Opens controls for editing different sections of a profile.
Delete Person link Deletes the user account from the organization.

Related tasks