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:

Navigate to: Admin -> People -> Sub Users.
Add a New User: Click on the "Add User" button to create a new Sub-User.
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:

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