Manage settings in ZyDesk clients

Kun slutbruger-hjælpen er for tiden oversat til dansk. Hjælp til installation og administration af Zylinc-løsninger er for tiden på engelsk.

Dette emne er fortrinsvis for administratorer og/eller folk som bestyrer en Zylinc-løsning

In the menu of ZyDesk clients, such as Zylinc Attendant Console, Contact Center, Service Center, or Team Center, you can select File > Settings to go to the Settings dialog for the client in question.

As an administrator you can take control of how those settings become available to users. For example, administrators can:

• Specify default values for the settings

• Hide or show settings

• Lock settings on several levels

The availability and values of settings in ZyDesk clients depend on which of the products (Attendant Console, etc.) you use. For this purpose, administrators use ZyDesk profiles. A ZyDesk profile defines which of the different products to use. For example, different profiles exist for Attendant Console, Contact Center, Service Center, and Employee Assistant.

As an administrator, you can set up as many profiles as your organization needs. You can even set up more than one profile for the same product. That can be useful, for example, if two teams within your organization use the same product differently.

• Administrators can set up more than one profile for users to select when they log in

• An individual user can only use one profile at a time

How do I add a ZyDesk profile? In the Deployment Manager menu, select Database > ZyDB > Profile. Then select the profile that you want to add. If a profile already exists, and you need an extra profile, for example, for another team to use, simply type in an alternative Profile Name before you upload.

For ZyDesk settings, the following applies:

• The settings that a user gets depend on the ZyDesk profile that the user selects when they log in.

  If only one profile is available, the system automatically selects that profile for the user. Because of that, it is a good idea to only provide a single profile to your users, unless your users work in different teams or roles and need to be able to select between multiple profiles.

• Across all profiles, there are several hundreds of settings.

• Those settings are grouped onto more than 50 pages in the Settings dialog.

• Settings that belong together appear on the same page.

• The pages are organized in a tree structure.

• Many of the settings are identical on most of the profiles, but different profiles can have their own unique settings. For example, Employee Assistant doesn't support queues,so there aren't any queue settings for that profile. However, all profiles have the search feature, so all profiles have search settings.

For the Settings dialog pages, the following applies:

• You can use the tree structure to navigate through the different settings pages.

• If you log in to ZyDesk as a user, and select a specific profile, you'll only see the settings that the administrator has made available to users of that profile.

  

• If you log in to ZyDesk as an administrator, and select a specific profile, all settings for that profile are visible in the tree structure.

  

  As an administrator, you'll also see , , or icons in the tree structure. When you right-click the icons, you can view or change the Configuration level and Access level.

  Icon	Configuration level	Access level
  Green circle The page is visible to users. Users can make changes to their own settings on that page. In the database, the values of settings are stored separately for each user. Each user can have only one set of settings stored in the database, even when more than one profile exists for a specific user. Effectively, a specific users' settings are active for that user across all available profiles. This is useful, for example because it lets a user use the same shortcut keys for the same functions across all the profiles. If that's not what you want, you can change the icon to red circle, and apply a different setting within each required profile. Alternatively, if you have a user who works in two different roles, you can create two user accounts for that user, one for each role.	Profile/User	Default user
  Red circle The page is hidden to users and only visible to administrators of the profile. Users of the profile can't see or make changes to the settings on that page. In the database, the values of settings are stored separately for each profile. This is useful when administrators want to control settings, or when administrators want to hide settings that users don't need.	Profile/User	Administrator
  Red square The page is hidden to users and only visible to administrators of any profile. Users of the profile can't see or make changes to settings on that page. In the database, the values of settings are shared across all profiles. This is useful when administrators need to take global control of settings, across all the profiles.	Database	Administrator

  If you change Access level or Configuration level for a specific page in the settings tree structure, remember to go to that page and click OK.

When Access level is Administrator, settings are always saved in the active profile, no matter who the administrator is.

When Configuration level is Database, settings are always saved globally, no matter who the administrator is, and no matter which profile is active.

When users control their own settings, most changes that they can make to their settings will take effect immediately. When that's not the case, users will be prompted to restart their client for the changes to take effect.

When an administrator controls the settings, changes will take effect for users the next time they log in.