How to Manage User Settings in Readymode

Modified on Fri, Oct 17 at 9:06 AM

Need to reset a password or manage other User Settings? You're in the right place!

User Settings

On a User Profile, you can adjust the following Settings:

Name or Login ID
Reset Password
Phone Settings
User Groups and Permissions
Email Account and Password

Any changes to these Settings will be saved automatically, except for Password and Email Account.

Note: Permissions are required to change User Settings. Please contact your System Administrator if you need assistance with enabling Permissions.

Navigate to User Profile

To make changes to User Settings, locate the User via User Management, Search or Folders and click to open their Profile.

Screenshot of the Readymode User Management panel showing the Agent 3 profile open.

User Name and Login ID

To change the User Name (1) and Login ID (2), simply replace the existing text in these fields.

Screenshot of the Readymode User Profile fields showing editable text boxes for Name and Login ID.

Reset Password

To reset a User's Password, enter the new password and click Reset.

Please inform the User of their new Password using a secure method.

creenshot of the Readymode Account Settings tab showing the Reset Password field and Reset button.

Phone Settings

In Phone Settings, you can change the User's Extension (1) by replacing any existing text in this field.

The If Unavailable (2) feature offers 3 options that determine what will happen if the User is unable to answer a direct call to their extension. You can select one of the following options using the drop-down menu:

No Voicemail
Voicemail
Forward Call

Note: Caller ID is displayed in the User Profile, but cannot be changed from here. Follow the instructions here to manage Caller ID.

Screenshot of the Readymode Phone Settings section showing editable fields for Extension and If Unavailable options.

User Group and Permissions

Please see these articles for information about making changes to the following:

Screenshot of the User group/security information section in Readymode displaying assigned user permissions and available applications.

Email Account and Password

The Email Account and Password settings allows you to enable User-specific Outbound Email Accounts. Enabling these will override the organization-wide Outbound Email settings and allow the User to send emails from a unique email address.

Note: Email Accounts added for Users must be on the same domain (e.g. @yourdomain.com or @outlook.com or @readymode.com) and use the same SMTP settings as the Outbound Email Accounts configured in Agent Options. If you're not sure, contact your System Administrator or Technical Support for assistance.

Enable or Update a User Outbound Email Account

Select the Default Email or Campaign from the Campaign drop-down list (1).
Enter the first part of the email address in the Email Account field (2). For example, if your email address is "[email protected]" enter just "yourname" in the field.
Enter the password for this email address in the Password field (3).
Click Update Email (4) to save your changes.

Screenshot of the Email Account settings section showing numbered fields for Campaign, Email Account, Password, and the Update Email button.

Disable a User Outbound Email Account

Select the Default Email or Campaign from the Campaign drop-down list (1).
Click Delete Email Account (2) to disable the Email Account.

Screenshot of the Email Account settings section showing numbered fields for Campaign and the Delete Email Account button.