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To create a Webitel user in Creatio, go to the main page of the system (Fig. 1). In the upper left corner, select Menu (1), click on the "Contact Center" section (2).
Fig. 1. Opening the contact center menu
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If the "Contact Center" menu does not contain the "Webitel Users" section, it must be displayed. To display, in the upper right corner of the screen (Fig. 2) you need to click on the icon (1), then select "Open system designer" (2).
Fig. 2. Opening the system designer.
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After that, open in the "Set up view" section (Fig. 3), the "Workplace settings" subsection (1).
Fig. 3. Setup workplace
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Select (Fig. 4) item "Add user workplace" (1), then "Main" (2).
Fig. 4. Adding a user's main workplace
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Click (Fig. 5) on the "+" (1) next to the "Sections" detail, then enter "Webitel Users" (2) in the search, check the box next to the section, click "Select" (3) and refresh the page.
Fig. 5. Workplace selection.
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The section "Webitel Users" will be displayed in the workspace of the Contact Center (Fig. 6).
Fig. 6. Section Webitel users
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Open "System Designer". In the "Users and administration" section, open the "System users" subsection (1) (Fig. 7).
Fig.7 Opening the system users
Click "Add" (1) and select "Portal user" (2) or "Company employee" (3) (Fig. 8).
Fig. 8. Adding a Creatio user
Fill out the profile details and click Save (Fig. 9). The created user will appear in the System users list.
Fig. 9. Filling out the profile
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To create a Webitel user in the Creatio system (Fig. 10), select the "Contact Center" workplace (1), open the "Webitel Users" section (2), and click the "Add" button (3).
Fig. 10. Section "Webitel users"
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Then "Save" (3). After saving, a new Webitel user will be created with the entered data. The fields "user ID" and "Default device" will be filled in automatically.
Fig. 11. Creating a new user
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To delete a Webitel user in the Creatio system (Fig. 12), you need to select the entry of the required user in the "Webitel Users" section. Press the "Delete" button (1), then confirm "Yes". The user has been deleted.
Fig. 12. The process of deleting the Webitel user
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To add a license to a user, you must click on the "+" button next to the "User Licenses" detail on the Webitel User record page (1) (Fig. 13).
Fig. 13. Adding a license in the Webitel users section.
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Open (1) the list of licenses (Fig. 14), select the required one from the list (2) and click the "Save" button (3).
Fig. 14. The list of available licenses.
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The Webitel license will be displayed in the corresponding detail (1) on the user page (Fig. 15).
Fig. 15. User profile with connected license.
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To remove a license, you need to go to the Webitel User page, open the "Webitel User Licenses" detail menu (1), select "Delete (2)" (Fig. 16).
Fig. 16. Removing the license.
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User roles are created and configured on Webitel. On the "Webitel Users" page, you can only add the required role. To add a role to a user, click on the "+" button on the "User roles" detail (1) (Fig. 17). Depending on the role setup, access to different actions can be granted.
Fig. 17. Adding a user role.
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Open (1) the list of roles (Fig. 18), select the required one from the list (2) and click the "Save" button (3).
Fig. 18. List of available roles.
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The Webitel user role will be displayed on the corresponding detail (1) on the user page (Fig. 19).
Fig. 19. User profile with an assigned role.
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Enable STUN — make active support for external STUN/TURN servers to solve the problems of voice transfer behind NAT (Fig. 20).
Fig. 20. Enabling the STUN function
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To upload telephony users, you need to click on the button to start business processes (Fig. 21).
Fig. 21. Launching business processes
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In the lookup window, find the business process called "GetWebitelUsers" (1) and run it by clicking the "Start" button (2) (Fig. 22).
Fig. 22. Selecting business process
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The process can also be launched directly from the "Webitel Users" section (Fig. 23). To do this, by opening the action menu (1) you need to select the "GetWebitelUsers" (2).
Fig. 23. Launching "GetWebitelUsers" from "Webitel users" section
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The connection between a Webitel user and a Creatio user is based on the Webitel username and Creatio Contact name. If no Account or Contact was found when importing users into Creatio, they will be created automatically.
Fig. 24. Imported users to the section "Webitel users"
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