[Reading time: 2 minutes]
Overview
‘My account’ allows you to configure your INO cx user account.
You’ll find it on the 3 INO applications (Maker, Banner, Reporter) and you can access it from the user capsule (the drop down menu when you click onto your name).
To set up their account in the Maker, users must have a role that allows them to modify their own information (Maker > Users > Roles > All apps > My account: modification ✅).
Note: if you have the right to modify all users (Maker > User > Roles > Maker > Users: modification ✅) you will be able to modify your user regardless of the previous ‘my account’ settings.
Configuring (Maker)
To set up your account, use ‘My account’ from the user capsule in the Maker.
In the left-hand menu, you’ll find several sections.
- Card: you can modify your user’s information (contact details, language used in the application, role, status at login, flows, etc. Note: you cannot change the user’s licence.)
- Telephony: telephony settings (head of line, extension, transfers to a number, etc.)
- Profiles: add all profiles and select the active profile at login.
- Teams: add all teams and select the type manager or collaborator. Note: you have to be a manager in your user account to be able to change and choose to be a manager of a team.
- Preferences: what you prefer in terms of displays in the Banner.
- Notifications: manage authorizations and notifications for interactions and conversations.
- Public API: public APIs are used to enable other external systems or applications to interact with INO cx in an automated and fluid way. You can retrieve, add, modify and delete data. All this is done securely thanks to an authentication system that controls access. Documentation is available directly in this section of the Maker.
- Interframes API: an interframe API enables different sections (or ‘frames’) of the same web page to communicate with each other. This concerns interactions within a single web application, where different parts (frames) exchange information without reloading the page. You will be able to test them directly in ‘test’ section.
- My exports/my imports: with a filter system by date, this is where you’ll find the history of exports and imports. You can also filter by status and entity.
Using (Banner & Reporter)
In the Banner, in ‘my account’, you’ll find the same information as in the Maker, under the ‘settings’ tab. Other tabs will also be accessible here.
You’ll find, in the other tabs:
- Interactions: interaction history (date, flow, incoming/outgoing, smart/direct, queue, status, etc.)
- Recordings: recordings history (date, direction, type, queue, etc.)
- Evaluations: evaluations history
- Qualifications: qualification questionnaires history
- Sessions: login history (duration, IP address, browser used, operating system, version, etc.)
All these tabs can be filtered over a period of 3 months.
If you’re a team manager, you’ll see your interactions, recordings, evaluations and qualifications questionnaires, but also those of the members of the team you’re managing.
If you’re a collaborator, you’ll only see your own interactions, recordings and qualifications (if you’re entitled to them).
Sessions can only be viewed by the user himself, not his manager.
In the Reporter, the ‘my account’ interface is really simplified, with just 2 sections: card and my imports.