LV23 Pop-Out Help

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titleView Role Types

These grids are viewed by downloading.

For Power Users, refer to the Quick Reference Page to Download: see:

Newtablink
aliasUser Roles and Permissions LVP 11.0 U17 Power Users
urlhttps://docs.livevox.com/productdocumentation/displayroles-permissions/TH/User+Roles+and+Permissions+U11.0+Power+Userslatest/power-users

For Lite Users, refer to the Quick Reference Page to Downloadsee: 

Newtablink
alias User Roles and Permissions LVP 11.0 U17 Lite Users
urlhttps://docs.livevox.com/productdocumentation/displayroles-permissions/TH/User+Roles+and+Permissions+U11.0+Lite+Userslatest/lite-users

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titleAdd a User
  1. Click on the Add a user button (plus symbol) +New button at the bottom right.
  2. To add the profile picture, hover the mouse on profile picture area and click in the area. You are presented with Change Profile Picture screen.
    You can either upload the image by clicking the     Upload a file button or select from the available avatars.
  3. Specify the User Name.Fill in all attributes under the respective attributethe user details:
    1. In the Info tab, specify the user name, first and last name, password, email address, and mobile number of the user. The user ID is automatically populated after you save the details and create the user. 
    2. In the Optional Powers tab, enable the optional powers for users by selecting the required checkboxes.
    3. In the Details tab, custom fields added for your users are displayed. You can update the values of the custom fields. You can create up to 20 custom fields from the Configure > System > Fields window.
  4. Click the Save button at the bottom right to save the new user.
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titleAdjust a User
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titleChange Attributes

Navigate to the user to be adjusted. Double-click on the user.  You You are presented with the Info tab screen along with the profile picture. Select the attribute value and update. For more details on specific attributes see View Current User Attributes above. If enabled, Enroll button is available for Dual Factor Authentication (DFA) when updating the user. If selected, the next time the user logs in or changes the password, the user will be taken through the OTP activation process. When logging in, the user must authenticate with a secondary PIN via a mobile application (Google Authenticator, OKTA etc.). Clicking on Reset button will disable the dual authentication process for the user. Select the Save button at the bottom right to save changes.

Note
iconfalse
  • Please contact LiveVox Client Services to enable Dual Factor Authentication option and specify Max Failed Login OTP Attempts.
  • Dual Factor Authentication is not available for agent login.
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titleUnlocking Users

Sysadmin users have the ability to unlock other users who have tried to unsuccessfully to log into the LVP. The sysadmin will need to navigate to the user to be unlocked, double-click on the padlock icon next to their name, and confirm that they should be unlocked.

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titleChange User Role

To change the user role follow these instructions:

  1. Navigate to the user and double click. You will be presented with the Info tab screen.
  2. Choose the desired role from Role drop down.
  3. Select the Save button to update the role.

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