Adding users
1 In the left tree, click Users under the appropriate customer account. If you are not using customer accounts, click Users under the System account.
A list of current user names appears on the right of the screen.
2 Click New User. This opens the User Administration dialog box.
The user name field has a maximum length of 128 characters.
4 On the next dialog box, select the roles, projects, and activities to which the user should be added and click OK. If you are creating an interviewer account, you must assign that user to the CATIinterviewer role if you want UNICOM Intelligence Interviewer to take interviewer qualifications into account when assigning calls to that interviewer.
5 If user property groups exist for the role you have chosen, you are presented a dialog box for each group listing the properties that can be set within that group.
▪To assign properties, select them in the Options lists. User Administration selects the applicable check box for each property you set.
▪To cancel a property assignment, click the applicable check box for that property.
▪Click OK when you are ready to continue. If there is more than one property group, the Assign User Properties dialog box is displayed for the next property group, otherwise you are returned to the main user details dialog box.
6 Click OK to create the user account.