Manage Advanced Statistics users

This information is primarily for administrators and/or people who manage Zylinc solutions

You must have administrator rights on Zylinc Advanced Statistics in order to add and manage Advanced Statistics users.

This topic describes how to manage Zylinc Advanced Statistics users manually.

It's also possible to synchronize Advanced Statistics users from third-party sources of user information, for example Active Directory or your Cisco or BroadWorks system. That aspect of user management is briefly described under Specify sync ID.

Now over to manual user management: Before you start, it's important to note that you add and manage Advanced Statistics users in the Advanced Statistics user interface itself, separately from other users of your Zylinc solution. You do not add and manage them through the Zylinc Administration Portal.

  1. In the ribbon in the top of the Advanced Statistics window, select ADMINISTRATION > USERS.

  2. In the top left part of the page, click Add new user.

  3. Specify the new user's E-mail address.

    The e-mail address will technically be the user's user name on Advanced Statistics. It'll be used for login, and it'll also be the default e-mail address for the user's saved reports. Because of this, the e-mail address must be unique.

  4. Specify the user's Name. The name doesn't have to be unique, but it's a good idea to use both first and last name.

  5. For Password, you can use one of these three options:

    • Type the required password in the Password field. You can view the minimum required password length above the field.
    • Click Create random password to make Advanced Statistics generate a password.
    • Select Send initialisation request to send the user an e-mail with a link that they can use to create a personal password.

  6. Select the user's Time zone. This is important for time stamps to be displayed correctly in reports, etc.

  7. Select the user's Language. If you're an international organization, users can easily use different languages.

    Example: Even if your organization's main language is English, you can still select German for a colleague in Germany. The German colleague will then be able to work in a German Advanced Statistics user interface, but they'll still be able to provide reports in English when that's required (see Change saved report's language).

  8. Select the user's rights:

    • Administrator: If the user has this right, they can access the settings under ADMINISTRATION in the ribbon in the top of the Advanced Statistics window.

    • View all enabled: If the user has this right, they can view all enabled targets in your organization, even if you don't explicitly select every target for the user in the following.

      A target is something that you can create a report about in your organization, for example a queue, a department, an office location, a person, a group of people, etc.

      Being able to view all enabled targets can be convenient for administrators or for users who are likely to generate reports about many different things. The downside of being able to view all enabled targets is that lists of targets can be very long, if your organization has many targets.

    • Disable call specification: In advanced reports about voice queues, users can select to view call specifications based on CDRs (Call Detail Records). Such call specifications contain very detailed, time-stamped information about each transaction in a given call.

      Call specifications also contain information about callers' numbers, which may be confidential information in some contexts.

      If you do not select this setting, the user will be able to view such specifications.

      If the user should not be able to view call specifications, make sure that you do select this setting.

  9. Now you're ready to select what the user should be able to generate and view reports about.

    In Visible modules, select which overall PBX sources the user should have access to.

    Then, in the bottom part of the page, select the specific PBX sources, specific groups (if you have defined groups in your organization), and specific targets (such as queues, IVR menus, etc.) that the user should be able to generate reports about.

    If there are many options, you can use the Filter field to quickly find what you want.

    Example: If you have a Reception queue, you can quickly find it if you type rec in the Filter field.

  10. When ready, click the Save new button at the top of the page.

  1. In the ribbon in the top of the Advanced Statistics window, select ADMINISTRATION > USERS.

  2. In the User name column, click the e-mail address of the user whose settings you want to edit.

  3. Make the required changes. Most settings are described in Add new user in the previous. However, some settings only become available once the user is added. You can read about those settings in the following.

  4. When ready, click the Update button at the top of the page.

It's possible to synchronize Advanced Statistics with third-party sources of user information, for example Active Directory or your Cisco or BroadWorks system. When that's the case, each user requires a sync ID to be connected to the external source.

To specify the sync ID, select the Additional tab while you edit the user, and enter the required Sync id. For exact information about how to use sync IDs, refer to the documentation for the required third-party source of user information.

If you don't write anything in the Sync id field, the user won't be synchronized with any external source.

An API (Application Programming Interface) is a set of building blocks that together provide an interface for consultants, software developers, and other technical audiences who need to access a product's features and data, for example in order to integrate the product with other products.

Advanced Statistics offers such an API. With the API, users can use the Advanced Statistics report engine to create custom reports that can be used by other systems, for example a web page or application that displays data from multiple data sources from within your organization.

If your organization uses the API, you can select HELP > API DOCUMENTATION in the ribbon in the top of the Advanced Statistics window to view the API's Swagger specification.

Users who should be able to use the API must have an API ticket:

  1. In the ribbon in the top of the Advanced Statistics window, select ADMINISTRATION > USERS.

  2. In the User name column, click the e-mail address of the user who should be able to use the API.

    Reports created by the API can only contain information that the user in question has rights to view. See Check what information a user has rights to view.

  3. Select the API tickets tab.

  4. Specify a Name for the API ticket.

    The name itself is only used to help you identify the API ticket in the Advanced Statistics user interface, but because API tickets can look somewhat cryptic once you generate them, it's a good idea to use a meaningful name, so you can easily find the right API ticket later.

  5. Click Create API ticket.

    This will generate an API ticket, which contains a token and a secret that must be used when the user accesses the API. For security reasons, the secret is hidden behind a gray bar, but you can view it if you place your pointer over the gray bar.

  6. In the Grant access to the following APIs section, select report.

  7. Click Save.

The API ticket will remain valid as long as it's used regularly.

You can revoke an API ticket if you click its Revoke link on the API tickets tab.

Information on the Properties tab is primarily interesting for support purposes.

Administrators sometimes need to check what information a user has rights to generate reports about and subsequently view.

One such scenario is if the administrator wants to create a dashboard, and make that dashboard the default dashboard for other users. When that's the case, it's important that the other users are able to view the dashboard's content, so that they don't get a dashboard full of error messages. This is why: When a dashboard displays statistics, it technically generates a small-scale report on the user's behalf, and then presents the report's result in a widget on the dashboard. That's why the user must theoretically be able to generate the same report themself. If not, they can't view the result on the dashboard, and then they'll see an error message instead.

  1. In the ribbon in the top of the Advanced Statistics window, select ADMINISTRATION > USERS

  2. In the User name column, click the e-mail address of the required user

  3. At the bottom of the Settings tab, verify that the user is able to view the relevant targets

When you add a new user, one of the ways to specify the user's password is to select Send initialisation request. This will send the user an e-mail with a link that they can use to create a personal password.

You can do this even after the user has been added, and even if the user has already used this option to create a personal password. This can be useful, for example if the user has forgotten their password.

Note that the Advanced Statistics login page has a forgot-my-password feature, with which users can themselves get a similar e-mail that lets them specify a new personal password.

If you want to send an existing user a new e-mail with a link that they can use to create a personal password, do this:

  1. In the ribbon in the top of the Advanced Statistics window, select ADMINISTRATION > USERS

  2. In the User name column, click the e-mail address of the required user

  3. Select the Additional tab

  4. Click Send intitialisation request

If required, administrators can log in to Advanced Statistics as another user. This can be useful, for example if the user complains that something doesn't work for them. By logging in as the user, you can view the Advanced Statistics user interface and features from their perspective, and confirm or disprove the user's claim.

  1. In the ribbon in the top of the Advanced Statistics window, select ADMINISTRATION > USERS

  2. In the User name column, click the e-mail address of the required user

  3. Select the Additional tab

  4. Click Log in as selected user

  5. When you're done, select SIGN OUT in the ribbon in the top of the Advanced Statistics window

You can then log in as yourself again.

What if the other user is already logged in?Closed As an administrator, you can log in to Advanced Statistics as another user, even if the other user is already logged in. The other user can continue to work in Advanced Statistics while you're logged in as them. It is, however, best practice to keep the period in which you're logged in as another user as short as possible.

When you lock a user, you lock their account so that they can't log in to Advanced Statistics. This is a less drastic alternative to deleting the user, because you can easily unlock the user's account again later.

  1. In the ribbon in the top of the Advanced Statistics window, select ADMINISTRATION > USERS
  2. In the User name column, click the e-mail address of the user whose account you want to lock
  3. Select the Additional tab
  4. Click Lock user

To unlock a user's account:

  1. In the ribbon in the top of the Advanced Statistics window, select ADMINISTRATION > USERS
  2. In the User name column, click the e-mail address of the user whose account you want to unlock
  3. You'll see a colored field that says that the account is locked. Click Unlock

When you delete a user, all saved reports created by the user will also be deleted.

As an alternative to deleting a user, you can lock the user instead.

  1. In the ribbon in the top of the Advanced Statistics window, select ADMINISTRATION > USERS
  2. In the User name column, click the e-mail address of the user that you want to delete
  3. Select the Delete user tab
  4. Make sure that you have selected the required user, and then click Delete user