To fully take advantage of Blueface, you will be required to configure each employee as a User. Only the employees that you set up as a User on the Blueface Portal will have login credentials to access the Blueface Portal where they can view their own activity.
To take full advantage of the Blueface Portal, add all relevant employees as Users. Customer Administrators have the access level necessary to add and edit users.
When you add your employees as Users, they will receive their own unique Blueface Portal login details via the email address linked to their account. You can also grant a level of access that is appropriate to each employee’s role. The privileges applied to each User level have been outlined below:
Please Note: If you want to record all calls you must ensure that all employees are set up as User and that they have a Device linked to their profile.
A Customer Administrator has full access to control all features on the account. These features will be outlined in detail through other permission levels.
A Federation is a set of accounts that are linked together, such as a franchise operation that has a number of customer-facing locations, that are all linked under an overall umbrella organisation.
It may be advantageous to allow some Users access to see and make Customer Admin-level edits to all Federated Blueface accounts. To do this, Federation Administration status can be assigned to key users.
A Federation Administrator will have access to view all accounts associated with their Federation Group and can manage these accounts. They will have the same permission level on all accounts that a Customer Administrator would have.
A Regular User has access to view their own information such as their personal Call History, Voicemails, Contacts and Call Recordings. A Regular User can download (but not delete) their own Call Recordings. They cannot see any other details on the Portal and cannot make any changes.
Group Monitors can be a team leader who needs to see information regarding other users in his or her team. A Group Monitor has the same access as a Regular User with the additional ability to view Call History and Call Recordings for the User Group they are assigned to.
They will not have any other control over the account.
Adding a User
A Customer Administrator can add new Users to the account at any time. Follow the steps below to add a User to your account.
- From the Dashboard screen using the menu select People followed by Users.
- This will then populate the Users section, from here please select .
- Clicking on the [Add User] button will bring you to the Add User section.
|1. Username||Enter the c|
hosen username for this User. Please note usernames must have at least 6-32 characters, can include uppercase, lowercase, numbers & dots – we advise FirstName.LastName
|2. Email||Enter the email address attached to this user, this must be a valid email address for many reasons, email addresses can not be duplicated.|
|3. First Name||Enter the User’s first name.|
|4. Last Name||Enter the user’s last name.|
|5. Time Zone||From the dropdown please select the time zone applicable to the User.|
|6. Contact Number||Enter an alternative contact number for the User i.e. a mobile number.|
|7. Main Role||From the options select the role you wish to apply to the User.|
|8. Extended Role||From the options select the Extended Role(s) you wish to apply to the User.|
|9. Console||Check to grant User access to the Console feature.|
|10. Generate Callflow||Check to automatically create a ring Callflow for the User.|
|11. Create Voicemail||Check to automatically create & link voicemail box to the User (this will also add a Voicemail Element to the above mentioned Callflow).|
|12. Video Conferencing||Check to enable access to Video Conferencing to a user * Each user will require a charge for this service.|
|13. Missed Call Notification||Check to enable a notification via the Users email when they have missed a call.|
|14. Call Centre||Check to enable Call Centre functionality for the User|
- Once you are happy all the User Details are correct please click [Next] to move to the User Telephony tab.
|1. Caller ID Name Internal||Enter here the name you wish to appear for the User when they call internally.|
|2. Caller ID Name External||Enter here the name you wish to appear for the User when they call externally.|
|3. Caller ID Number Internal||From the dropdown select an already created internal number to assign to this User, alternatively ‘+’ to create & allocate a new internal number.|
|4. Caller ID Number External||From the dropdown select from the list of external numbers on the account to display as the Caller ID.|
|5. Country||From the dropdown select the country the User is to be situated.|
|6. Call Recording||From the dropdown please select if & how Call Recording is to be applied to the User.|
|7. Local Prefix||From the dropdown please select the Prefix of the area the User is situated.|
|8. Location||From the dropdown of created locations please select the location of the User, alternatively ‘+’ to create & allocate a new location.|
|9. CLIR (Calling Line Identification Restriction)||Enable to set the Users Caller ID Number External to Unknown/Anonymous|
|10. Incoming Fax Format||Please select from the two available formats which format they would like to receive their incoming fax in were applicable.|
|11. Can Send Fax||Enable to allow the User to avail of the Fax to Email service.|
|12. Call Barring||From the available options please select which (if any) calls are to be restricted for this User.|
- Once you are happy all the User Telephony details are correct please click [Next] to move to the User Device tab.
- On the User Device tab, click on [Allocate] to populate a list of available (unallocated already) devices on the account to choose from.
- Once you have allocated the chosen device to the User please click [Next] to move to the Confirmation tab.
- Once details are confirmed, click [Create User] to add this User to the Blueface Portal.
Edit User Settings
The newly added User (& all other Users) are listed under People followed by Users submenu.
- To edit the User settings click on the [Pen Edit Icon] beside the Users name you wish to edit.
- This will populate the Edit User page.
- From here you can manage & edit the Users settings.
Once you are satisfied with the changes, click on the [Save] button to apply the changes.