Users Service Settings

🔍Note: This page covers User settings of “MS Teams-based” services. Users in a “Skill-based” service are configured via "Agents" tab instead. 

 

PRECONDITIONS

All Nimbus services allow User Management, however Advanced Routing or Enterprise Routing primarily operate in sync with MS-Teams. In a Contact Center service, users can be managed manually. More info on this can be found under User Assignment Types.

For Tenant Admins: 

For Team Owners:

  • Within your MS Team Team you need to invite additional members and owners to participate in the Nimbus service.
  • In the “Users” Tab described on this page you can manage the "Active" state of your users.
 
Configuring Users on a MS-Teams based service

General Settings

Setting Description
Default Team Owner Role

Determines which User Roles a user is granted once he joins the team.

💡 This field is read-only. To change this you need to access the service settings via Service Administration.

Team member can change the active state

Allows or disallows team members to change their active state. 
 

đź’ˇ Team owners and users with the "Workflow Admin Limited" role assigned to them can still change the active state of all team members via the service settings page.

Users

Setting Description
Name
UPN

💡 Fields are read-only. Users are auto-synced via MS-Teams.

  • Name and UPN are both fixed and in sync with your local Tenant user directory. To change these fields, you need to contact your tenant administrator.
Role

Roles are in sync with MS-Teams channel “Owner” and “Member” roles. 

🔎 Via Service Administration  > Users tab any administrator can further adjustments. Read Service Permissions  and Portal Roles for more details.

Active

Steers the user's availability to take tasks within Nimbus.

  • When enabled the user receives Nimbus tasks from this service. 
    💡Note that - even while “Active” the user must be in a User State that Nimbus considers as "Selectable".
  • When disabled, no service calls will be distributed to this user, regardless of their User State.

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