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• Client ID - : The LiveVox-assigned unique identifier code.
• Client Code - The : The LiveVox-assigned company name identifier.
• Name - : The client name, as displayed at the top of the LiveVox Portal (LVP).
• Created By - The : The LiveVox resource that created your site.
• Last Modified By - : The last person who adjusted a setting in the Client editor.

• Caller ID - Package ID - Allows : Allows users to select a CID package from the drop-down list. The package contains a list of toll free numbers, local caller ID numbers or a combination of both, any one of which (depending on geography) is designed to be displayed on a call recipient’s caller ID. Clicking on the link next to the Caller ID - Package ID drop-down menu opens the CID Package section.
• Inbound Message - Selects : Selects the assigned inbound message. Clicking on the link next to the Inbound Message drop-down menu takes you to the Messages screen.

Inbound Phone:

Search for, view, and edit inbound phone numbers and their mappings. Search options include:

• Filter - Available Filter: Available options are: All, City, Inbound Number, and State.
• Search By-  Available : Available options are: Starts with, Contains, Ends with, and Regex.
  
• Number Type-: Available options are: Agent at ready in, Agent Direct Line, Callback, Caller ID, Extension, Group voice mail, Inbound, Other, and Personal voice mail.
• Routing URL - Allows : Allows users to select a Routing URL from the drop-down list when available.
  
• LCID Package - Allows : Allows users to select an LCID package from the drop-down list. The package contains a list of local caller ID numbers, any one of which (depending on geography) is designed to be displayed on a call recipient’s caller ID.
• Status - : Active or inactive.
• Emergency Service Activation Status: Allows you to search the phone numbers based on their emergency service activation status.  Select a status from the drop-down list and click the search icon.

Double-clicking on the inbound phone number row opens the Edit Phone screen, which allows you to update the associated inbound service, status, and description of the inbound phone number. The Edit Phone screen displays the following options: 

• Inbound Number - Displays : Displays the phone number listed as the inbound number.
• Description - Optional : Optional field that allows users to add notes/description.
• Direct Line for Agent - Displays : Displays the inbound phone number associated as direct line for an Agent. The associated Inbound number populates number populates when the option is set up by the LiveVox Customer Care Team or Team or you can search can search and assign the Inbound number as Direct as Direct Line by using the drop-down list.
• Number Type - Displays : Displays the number type for the phone number (possible values are Agent at ready in, Agent Direct Line, Callback, Caller id, Extension, Group voice mail, Inbound, Other, and Personal voice mail).
• Number Usage - Displays : Displays the usage of a phone number. The phone number usage can be associated to the following:
  • Email - Select : Select the Email option to assign the phone number to an email campaign.
  • Mail - : Select the Mail option to assign the phone number to a mail campaign.
  • SMS - : Select the SMS option to assign the phone number to an SMS campaign.
  • Voice - : Select the Voice option to assign the phone number to a voice campaign.

• Inbound Service - Assigns : Assigns an inbound service to the phone number. Click the link next to the Inbound Service drop-down menu to select a service.
• State - Identifies : Identifies the state registered to the primary address of the contact.
• City - : Identifies the city registered to the primary address of the contact.
• Status - : Displays the editable field for the current status of the phone number. Possible values include Active and Inactive. 
• Activity Date - : Displays the last activity date.

• Provisioned Date - : Displays the date on which the phone number was assigned to the service.

• Emergency Service Activation Status: Allows you to search the phone numbers based on their Displays the emergency service activation status.  Select a status from the drop-down list and click the search icon.
• Call Center: Allows  Allows to select the required call center.
• Created By: Displays the LiveVox resource that created the number.
• Last Modified By: Displays the Last resource that adjusted a setting in the Phones Column grid.
• Filter: Filters the list of displayed entities by type.
• Associated Entities: The Associated Entities section shows if an Inbound number is part of a LCID package, Call-In Group, Agent Audio Path, Service Caller ID, Message template or Agent Phonebook.

To re-assign Local Caller ID packages to a different Inbound Service, click the Associate Service button. 

To disassociate a service, select the inbound phone number row and click X under the Disassociate Service column to disassociate services from a number. The record you selected is highlighted in green. Once you select Save, the associated service is removed.

Standard Jobs

Jobs

Reporting jobs, their steps, and status are available from this section. You cannot edit or create new Reporting Jobs from here.

Centralized control over security configuration options for both LiveVox Portal (LVP) users and agents.

Single Sign On

LiveVox platform allows login to LiveVox Products via 3rd party Identity Providers (supports Okta).Using SSO administrative settings, permitted users can easily configure and manage Identity Provider settings.

• Enable Single Sign On: Click on the slider to enable or disable the Single Sign On functionality.
  

  Info
  Once you have user/agent set up with valid emails, you can enable SSO. Email Attribute is case-sensitive. Emails sent must match exactly what is in the user or agent email field.

  
  

• Authentication Standard: Login standard to use for single sign on. Available options are as below:
  • SAML: SAML is an acronym of the Security Assertion Markup Language (SAML). This is the default option.
    
    • Url where you can get the SAML Metadata: Add the link of SAML metadata file and click the green arrow. This auto-populates the Single Sign On URL, Issuer URL and Certificate X.509 fields.
    • Single Sign On URL: The location where Livevox will hit to initiate the authentication process.
    • Issuer URL: It is also known as entity ID. It is used to validate the assertion.
    • Certificate X.509:  SAML uses an certificate to verify signed assertions.

    • Need Help?: Click on the See Instructions link. In this new window you will find the required information to fill in at your IDP configuration setup. 
      

      Info
      You need to add sign in URLs for the User and Agent.

      
      

  • OIDC: OIDC is an acronym of the OpenID Connect.
    • Authorization ID: An authorization ID is an identifier that represents a set of privileges.
    • Authorization Secret: An Authorization secret is a secret known only to your application and the authorization server.

    • Isuer URL: It is also known as entity ID. It is used to validate the assertion.
      

      Info
      Your IDP provides the info about Authorization ID (Client Id) and Authorization Secret (Client secret).

      
      

    • Need Help?: Click on the See Instructions link. In this new window you will find the required information to fill in at your IdP configuration setup. 

General

• Password Expire Days - : Sets the number of days for the password expiration. Applies to both users and agents.

• Max Failed Login Attempts LVP: Sets the number of password attempts after which the user is locked out
• Max Failed Login Attempts Agent: Sets the number of password attempts after which the agent is locked out

• Password Reuse Restriction Count: Sets the number of previous passwords that the user or agent cannot reuse when resetting the password. The minimum and default value for this field is 4 and the maximum value is 25.
• Browser Session Security:- Requires users to log back in any time the browser is closed
• Password Strength: By using a password strength slider, you can configure the password strength to Medium, Strong, or Very Strong (left to right). Hover the mouse on the password strength slider to get the description about the password requirements.
• Admin Set Passwords Are Temporary: LVP users and agents must change the password on the first login or when updating the password by the permitted LVP user.

Session Timeout

You can enable or disable the session timeout parameters. 

• Browser Session Security: To ensure security, enable this parameter for the users and agents to login every time they launch the LVP in a browser.
• Inactivity Timeout: You can set the inactivity timer for intervals of 5 mins, 15 mins, 30 mins, 1hr, 2 hrs, or 1 day. After the lapse of the inactivity timeout a warning message appears to the user.
  
• Show Inactivity Warning (Agent/User): Set this parameter to display Inactivity warning for users and agents before the session is timed out. For example, if you set 1min, a warning message appears one minute before the inactivity timer is activated and the user or the agent has to login again.
• Maximum Session Timeout: You can set the browser session timeout for 5 mins, 15mins, 30 mins, 1hr, 2hrs, 1 day, or 7 days. This setting enables the user or the agent to stay in the session according to the setting.

Subnet IP 

List of permitted IPs that can access the LVP. Permitted users can add/delete the IPs, as well as export files in .csv format.