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The user information that is present in LiveVox PBX is obtained from LVP. This information can be updated to add further details specific to PBX.

  1. Select the user you want to modify on the Users window and double-click.
  2. Make all the necessary changes in the General, Call Handling, and Caller IDs tabs. Use the information in the following tables for reference.
    1. General Tab:

      FieldDescription
      Mobile NumberEnter the contact number of the user.
      First NameEnter the user's name. These fields are mandatory.
      Last Name
      EmailEnter the user's email ID. This field is mandatory because this is where the welcome credentials will be sent.
      Security GroupSelect the security and permissions group based on the user's role. For example, admin or user. 
      SiteUse the dropdown menu to assign the user to a site.
      Time ZoneThe time zone of the user
      Emergency Contact AddressThe emergency contact address is displayed. Use Manage Addresses to change the address displayed here.
      Manage Addresses

      Click to edit the emergency contact address.

      Authentication Type

      Select the authentication method to be enforced when the user signs in.

      • Standard
      • SSO
      Password

      Enter a password or click Generate to use a system-generated password.

      The password should contain 8 digits with at least one uppercase letter, one lowercase letter, a special character, and a number.

      Confirm PasswordThis value must match the value in the Password field.
    2. Call Handling Tab:

      The Call Handling tab defines how an incoming call is handled. 

      For example, if the agent is active, the call should ring for 20 secs or a maximum of 4 rings. If the call is unattended, then it is transferred to the number provided in the Number field.

      Click Add Row and enter the required details in each field.

      FieldDescription
      Order
      ActiveUse the slider to set the status.
      Ring ForSelect a value from the dropdown menu.
      NameExternal
      NumberSpecify the number the call should be transferred to, if the call is unattended within the specified rings/time.
    3. Caller IDs Tab:

      Set the user's caller ID on internal calls, outbound calls, and to emergency numbers.

      FieldDescription
      Internal Calls
      Caller ID NameEnter the Caller ID Name for the agent.
      Extension NumberEnter the extension number.
      Outbound Calls
      Caller ID NameEnter the Caller ID Name for the agent.
      Caller ID NumberEnter the Caller ID number.
      Emergency
      Caller ID NameEnter the Caller ID Name for the agent.
      Caller ID NumberEnter the Caller ID number.
  3. Click Save User to save the changes made.
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