Users Tab

You must have the default Administrator, Supervisor or Agent role or a custom role that includes the VIEW_PLAYBACK_CALLS permission to use the Recordings > Playback > Custom Search button.

The Custom Search > Users tab is used to set recording search parameters for one or more users.

In the lower right-hand corner of the Custom Search Criteria > Options tab is a small double-line triangle. Users can click on it to drag the corner of the window in or out to adjust the window size. All associated text boxes and grids expand in unison.

Select the user(s) to be searched by:

1. In the Custom Search Criteria window, go to the Users Tab.
2. Search text box: Here on the Users tab, this quick search text box provides users with a quick filter search of the Available and Selected Resources grids. Entering a first or last name, ACD ID, Mobility ID or extension will immediately refine the list to display only those items that match what was entered.
3. Show Inactive Users checkbox: Check this box if one or more inactive users are required to be a part of the search. If only active users are being searched, leave the checkbox unchecked.
4. Select the user(s) from the Available Resources table and move them to the Selected Resources table. Sort the columns by clicking on the any of the column headers in the Available Resources table.
   1. Select one or more appropriate user in the Available Resources table by using the SHIFT and/or CTRL key while selecting.
   2. Drag and drop your selection(s) to the Selected Resources table or click the Add (>>) button.
   3. To remove a selection from the Selected Resources table, select the user and click Remove (<<) button.
5. When selection of users for the search is complete, move to the next tab.