This guide will help you create a Sub-User for your account. Before you begin, ensure you have already created a User Profile. As an admin, you can assign specific permissions to each sub-user based on their roles and responsibilities. You can control which campaigns and agent list items the Sub-User can access in their respective login.

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Note:

Sub-Admins are now referred to as 'Sub Users'.

Sub-User Creation

Follow these steps to create a Sub-User:

1. Navigate to: Admin -> People -> Sub Users.
2. Add a New User: Click on the "Add User" button to create a new Sub-User.
3. Fill out the Required Fields:
   1. Provide the necessary details:
      1. Sub Username
      2. First Name
      3. Last Name
      4. Email
   2. Choose a Sub-User Profile: From the drop-down menu, choose the Sub-User Profile you have already created.
   3. Set a password for the user. Refer to the Password Policy section below for password requirements.
   4. Keep the Account setting as Enabled.
   5. Configuration Access: Select the campaigns, Skills, and agent groups that the Sub-User should have access to.
   6. Data Access: Choose the campaigns, skills, and agent groups that will generate dashboards and reports for the sub-user.
   7. Save the Configuration: Once all the details are entered, save the Sub-User configuration.

For a detailed understanding of sub-user creation, watch the video below:

Password Policy

Adhere to the following mandatory parameters, when setting a new password:

1. The new password should not match any of the last 4 passwords used.
2. The password must not contain spaces.
3. It should be between 7 to 50 characters and include at least one uppercase letter, one lowercase letter, and alphanumeric characters.
4. The password must differ from the user ID.
5. Avoid using control characters and non-printing characters.
6. Passwords should be updated every 90 days.

Sub User Creation Limit

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Note:

By default, 15 sub-admins can be created which can be edited in the Admin settings -> Sub User Creation Limit

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UseCase

If the sub-admin creation limit is "50"
• Let’s assume 50 people are added to the system • Now, 5 have been disabled & 45 are enabled • So now new 5 more sub-admins are added into the system & enabled • Now, it is not possible to enable the old 5 people (who have already been disabled) since 5 new were added & enabled in the system (as the limit matches 50 already).