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= Configuring Your User Profile=
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= Configuring Your User Profile= <!--T:1-->
 
Your user profile is a collection of information about you that may be relevant to the tasks assigned to you as an employee. Typically, you can enter and/or edit your profile yourself. For example, the chat nickname you select for yourself may be displayed to customers, and they will be likely to use that nickname when chatting with you.
 
Your user profile is a collection of information about you that may be relevant to the tasks assigned to you as an employee. Typically, you can enter and/or edit your profile yourself. For example, the chat nickname you select for yourself may be displayed to customers, and they will be likely to use that nickname when chatting with you.
  
 +
<!--T:2-->
 
Navigate to ''Settings'' > ''User Profile'' to view and edit your profile data.
 
Navigate to ''Settings'' > ''User Profile'' to view and edit your profile data.
  
  
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<!--T:3-->
 
[[File:User-Profile-50.png|thumb|800px|center|User profile]]
 
[[File:User-Profile-50.png|thumb|800px|center|User profile]]
  
  
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<!--T:4-->
 
Some elements of your profile may be preconfigured for you by your system administrator. Whether you can change such preconfigured profile elements, and whether you are expected to enter and subsequently update any undefined elements of your profile, depends entirely on your contact center practices. You will receive detailed instructions regarding your profile setup and maintenance from your system administrator.
 
Some elements of your profile may be preconfigured for you by your system administrator. Whether you can change such preconfigured profile elements, and whether you are expected to enter and subsequently update any undefined elements of your profile, depends entirely on your contact center practices. You will receive detailed instructions regarding your profile setup and maintenance from your system administrator.
  
 +
<!--T:5-->
 
The elements of your user profile are divided into the following tabs.
 
The elements of your user profile are divided into the following tabs.
  
  
== User profile tab ==  
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== User profile tab == <!--T:6-->
 
=== First name ===
 
=== First name ===
 
Your first name.
 
Your first name.
  
=== Last name ===
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=== Last name === <!--T:7-->
 
Your last name.
 
Your last name.
  
=== Title ===
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=== Title === <!--T:8-->
 
Your job title.
 
Your job title.
  
=== Language ===
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=== Language === <!--T:9-->
 
Your preferred language. This property is used for information only and does not affect the process of delivery of customer interactions to you. If, as an agent, you provide services in different languages, those languages will be configured as your skills by your system administrator elsewhere in the system.
 
Your preferred language. This property is used for information only and does not affect the process of delivery of customer interactions to you. If, as an agent, you provide services in different languages, those languages will be configured as your skills by your system administrator elsewhere in the system.
  
 +
<!--T:10-->
 
This setting also does not affect the display language of your Agent Desktop user interface. The display language is determined by the language settings of your browser and availability of the Bright Pattern product in this locale.  
 
This setting also does not affect the display language of your Agent Desktop user interface. The display language is determined by the language settings of your browser and availability of the Bright Pattern product in this locale.  
  
=== About me ===
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=== About me === <!--T:11-->
 
You can optionally provide more information about yourself.
 
You can optionally provide more information about yourself.
  
=== Photo ===
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=== Photo === <!--T:12-->
 
If uploaded to your profile, your photo will appear in the ''Contact Info Panel'' of the Agent Desktop applications of other employees during your internal communications.
 
If uploaded to your profile, your photo will appear in the ''Contact Info Panel'' of the Agent Desktop applications of other employees during your internal communications.
  
 +
<!--T:13-->
 
Depending on your contact center configuration, this photo may also be displayed to customers when they communicate with you using chat. To upload the photo, hover over the photo area and click '''Change photo'''. To remove the photo, hover over the photo area and click the “x” symbol in the upper right corner.
 
Depending on your contact center configuration, this photo may also be displayed to customers when they communicate with you using chat. To upload the photo, hover over the photo area and click '''Change photo'''. To remove the photo, hover over the photo area and click the “x” symbol in the upper right corner.
  
 +
<!--T:14-->
 
The default maximum size of uploaded photos is 10 MB; the photo will be compressed to fit the user interface elements where it is displayed. Note that the maximum size of uploaded files may be further limited by your system administrator.
 
The default maximum size of uploaded photos is 10 MB; the photo will be compressed to fit the user interface elements where it is displayed. Note that the maximum size of uploaded files may be further limited by your system administrator.
  
  
== Contact Info tab ==
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== Contact Info tab == <!--T:15-->
 
=== Chat nickname ===
 
=== Chat nickname ===
 
The name that will be displayed to other parties when they communicate with you via chat.
 
The name that will be displayed to other parties when they communicate with you via chat.
  
=== Phone extension ===
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=== Phone extension === <!--T:16-->
 
The number assigned to you in the system. It is read-only.
 
The number assigned to you in the system. It is read-only.
  
=== Work phone ===
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=== Work phone === <!--T:17-->
 
Your direct ''work phone'' number is used for information only. For the duration of your working session, your phone number will be determined by the phone device option that you selected at the time of login.
 
Your direct ''work phone'' number is used for information only. For the duration of your working session, your phone number will be determined by the phone device option that you selected at the time of login.
  
=== Mobile phone ===
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=== Mobile phone === <!--T:18-->
 
Your ''mobile phone'' number is used for information only. For the duration of your working session, your phone number will be determined by the phone device option that you selected at the time of login.
 
Your ''mobile phone'' number is used for information only. For the duration of your working session, your phone number will be determined by the phone device option that you selected at the time of login.
  
=== Email ===
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=== Email === <!--T:19-->
 
Your work email address. The system will use this address for delivery of password reset instructions and your voicemail messages. It must be specified if you have permission and intention to use voicemail. For more information about voicemail delivery, see section ''Listening to Voicemail Messages''.
 
Your work email address. The system will use this address for delivery of password reset instructions and your voicemail messages. It must be specified if you have permission and intention to use voicemail. For more information about voicemail delivery, see section ''Listening to Voicemail Messages''.
  
  
== Location tab ==
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== Location tab == <!--T:20-->
 
=== Time zone ===
 
=== Time zone ===
 
The time zone where you normally reside. It is used for information only. For any time-dependent tasks, the system will determine you time zone based on your contact center configuration.
 
The time zone where you normally reside. It is used for information only. For any time-dependent tasks, the system will determine you time zone based on your contact center configuration.
  
=== Country ===
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=== Country === <!--T:21-->
 
The country where you normally reside. This property is used for information only.
 
The country where you normally reside. This property is used for information only.
  
=== State/Province ===  
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=== State/Province === <!--T:22-->
 
The state or province where you normally reside. This property is used for information only.
 
The state or province where you normally reside. This property is used for information only.
  
=== City ===  
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=== City === <!--T:23-->
 
The city where you normally reside. This property is used for information only.
 
The city where you normally reside. This property is used for information only.
  
  
== Forwarding and Voicemail tab ==
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== Forwarding and Voicemail tab == <!--T:24-->
 
=== Forward all calls for ext. XXXX to ===
 
=== Forward all calls for ext. XXXX to ===
 
Select the checkbox and enter a phone extension to enable call forwarding.
 
Select the checkbox and enter a phone extension to enable call forwarding.
  
=== Forward on no answer after ===
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=== Forward on no answer after === <!--T:25-->
 
Specify the number of seconds to wait before forwarding a call.
 
Specify the number of seconds to wait before forwarding a call.
  
=== Enable voicemail (requires email address) ===
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=== Enable voicemail (requires email address) === <!--T:26-->
 
Select the checkbox to enable voicemail.  
 
Select the checkbox to enable voicemail.  
  
=== Send to voicemail after ===
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=== Send to voicemail after === <!--T:27-->
 
Specify the number of seconds to wait before the voicemail is emailed.
 
Specify the number of seconds to wait before the voicemail is emailed.
  
=== Use the following greeting for voicemail ===
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=== Use the following greeting for voicemail === <!--T:28-->
 
Select the voicemail greeting you would like to use.
 
Select the voicemail greeting you would like to use.
  
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<!--T:29-->
 
Refer to the section [[Agent-guide/Setup/Voicemail |  Configuring Your Voicemail]] for detailed instructions on how to set up voicemail.
 
Refer to the section [[Agent-guide/Setup/Voicemail |  Configuring Your Voicemail]] for detailed instructions on how to set up voicemail.
  

Latest revision as of 04:17, 25 June 2020

Other languages:
English • ‎日本語
• 5.3

Configuring Your User Profile

Your user profile is a collection of information about you that may be relevant to the tasks assigned to you as an employee. Typically, you can enter and/or edit your profile yourself. For example, the chat nickname you select for yourself may be displayed to customers, and they will be likely to use that nickname when chatting with you.

Navigate to Settings > User Profile to view and edit your profile data.


User profile


Some elements of your profile may be preconfigured for you by your system administrator. Whether you can change such preconfigured profile elements, and whether you are expected to enter and subsequently update any undefined elements of your profile, depends entirely on your contact center practices. You will receive detailed instructions regarding your profile setup and maintenance from your system administrator.

The elements of your user profile are divided into the following tabs.


User profile tab

First name

Your first name.

Last name

Your last name.

Title

Your job title.

Language

Your preferred language. This property is used for information only and does not affect the process of delivery of customer interactions to you. If, as an agent, you provide services in different languages, those languages will be configured as your skills by your system administrator elsewhere in the system.

This setting also does not affect the display language of your Agent Desktop user interface. The display language is determined by the language settings of your browser and availability of the Bright Pattern product in this locale.

About me

You can optionally provide more information about yourself.

Photo

If uploaded to your profile, your photo will appear in the Contact Info Panel of the Agent Desktop applications of other employees during your internal communications.

Depending on your contact center configuration, this photo may also be displayed to customers when they communicate with you using chat. To upload the photo, hover over the photo area and click Change photo. To remove the photo, hover over the photo area and click the “x” symbol in the upper right corner.

The default maximum size of uploaded photos is 10 MB; the photo will be compressed to fit the user interface elements where it is displayed. Note that the maximum size of uploaded files may be further limited by your system administrator.


Contact Info tab

Chat nickname

The name that will be displayed to other parties when they communicate with you via chat.

Phone extension

The number assigned to you in the system. It is read-only.

Work phone

Your direct work phone number is used for information only. For the duration of your working session, your phone number will be determined by the phone device option that you selected at the time of login.

Mobile phone

Your mobile phone number is used for information only. For the duration of your working session, your phone number will be determined by the phone device option that you selected at the time of login.

Email

Your work email address. The system will use this address for delivery of password reset instructions and your voicemail messages. It must be specified if you have permission and intention to use voicemail. For more information about voicemail delivery, see section Listening to Voicemail Messages.


Location tab

Time zone

The time zone where you normally reside. It is used for information only. For any time-dependent tasks, the system will determine you time zone based on your contact center configuration.

Country

The country where you normally reside. This property is used for information only.

State/Province

The state or province where you normally reside. This property is used for information only.

City

The city where you normally reside. This property is used for information only.


Forwarding and Voicemail tab

Forward all calls for ext. XXXX to

Select the checkbox and enter a phone extension to enable call forwarding.

Forward on no answer after

Specify the number of seconds to wait before forwarding a call.

Enable voicemail (requires email address)

Select the checkbox to enable voicemail.

Send to voicemail after

Specify the number of seconds to wait before the voicemail is emailed.

Use the following greeting for voicemail

Select the voicemail greeting you would like to use.

Refer to the section Configuring Your Voicemail for detailed instructions on how to set up voicemail.


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