Operators process calls using the Cloud PBX platform. The Operators section contains the list of all operators registered (including those approved or waiting for approval) in the system.
Operators
The “Operators” tab displays information on approved operators, and allows you to create, manage and delete the operators.
To view the operators' list, go to the PBX Management > Setup > Operators section, and select the “Operators” tab.
The list of the operators contains the following information:
ID: The unique identification number of the operator.
Operator: The full name and login of the operator with the current status (offline, online).
Status: The current status of the operator.
Extension: The internal extension of the operator.
Department: The name of the related department.
Queue: The name of the related queue.
Created: The date of the operator’s creation.
You can narrow down the search results by using the following filters:
ID: Enter the unique identification number of the operator.
Operator: Enter the name of the operator.
Status: Select the current status of the operator (Active, Deleted, Disabled).
Extension: Enter the internal extension of the operator.
Department: Select the related department.
Queue: Select the related queue.
To create a new operator, click the “Add New Record” button and fill in the following fields in the “Add New” pop-up window:
If the “New User” option is selected:
Login: Enter the login of the user.
Email: Enter the email address of the user.
First name: Enter the first name of the user.
Last name: Enter the last name of the user.
Department: Select the department of the user.
If the “Existing User” option is selected:
Assign To: Select the existing system user that does not have an operator account in the PBX system and would like to create the one. Note: this option is available for the user with any role related to the PBX.
Department: Enter/Select the department of the user.
Click the “Add” button to complete the action.
To create a bunch of operators in one operation, click the “Mass Creation” button.
To add operators manually, fill in the email addresses of the users in the “Comma or space separated emails to import” field in the “Mass Creation” pop-up window. Click the “Create” button to complete the action.
To import the list of the operators’ email addresses from the CSV file, click the “Choose File” button in the “Upload File” field in the “Mass Creation” pop-up window, select the file for the import and click the “Create” button to complete the action. Note: The data in the file should be in the exact format - "EMAIL", "LOGIN", "FIRSTNAME", "LASTNAME". The "EMAIL" field is required. To view the sample of the file format, click the “Download sample file” button.
After creating an operator, it will be displayed in the “Unconfirmed Operators” tab.
For the created operator the following steps should be performed for the approval:
The user should go to its email inbox, find and open the email from the system, and follow the corresponding link to access the approval form.
The following form for the user’s approval will be displayed. The user should check and complete the form by filling out the required fields and clicking the “Complete” button to finish the operator’s registration. When the form is completed the new operator will be automatically displayed in the “Operators” tab.
To manage the settings of an operator, click the “Configure” button in the “Action” column. Read about the Operator Configuration in this KB article.
To remove the operator from the list, click the “Delete” button in the “Action” column.
Unconfirmed Operators
The “Unconfirmed Operators” tab displays a list of the new operators that have been created and are waiting for approval.
The list of unconfirmed operators contains the following information:
ID: The unique identification number of the unconfirmed operator.
Operator: The name of the unconfirmed operator.
E-mail: The email address of the uninformed operator.
Department: The name of the related department.
Created: The date and time of the record creation.
You can narrow down the search results by using the following filters:
ID: Enter the unique identification number of the unconfirmed operator.
Operator: Enter the name of the unconfirmed operator.
E-mail: Enter the email address of the uninformed operator.
Department: Select the related department.
To remove the unconfirmed operator from the list, click the “Delete” button in the “Action” column. For completing the action click the “Delete” button in the “Delete” pop-up window.