Create Operators

When a new operator is created, the operator must review and provide consent to the Operator Privacy Notice in a VoiceConsoleSaaS deployment. This feature is optional in a VoiceConsoleOn Prem deployment.

VoiceConsole records operator privacy consent status but does not restrict functionality based on consent status. When privacy consent is required, mobile voice devices can verify whether an operator has provided consent and restrict access to specific functions for operators who have not provided consent.

For more information, see DevKit Release Notes for Android devices and the VoiceCatalyst Release Notes for A700x and A700XP devices.

  1. From the VoiceConsole tab, select the Operator Management tab.
  2. Under Navigation, click Operators.
  3. Under Operator Actions, select Create new operator.
    The Create Operator page opens.
  4. Enter the required information for the new operator. If operator teams are available, select the team to add the new operator to.
  5. Click Save and Create Another to save the operator and create another operator or select Create operator to save the operator.

If multiple sites are configured, VoiceConsole creates the operator only in the site currently displayed.

Operator Name

Name of the operator.

Operator ID

ID for the operator. Configure the Operator ID format in System Configuration:

  • Default: Does not allow special characters.

  • Extended: Supports special characters without requiring the Operator ID to be an email address. Supported characters include !, #, $, %, &, ', *, +, /, =, ?, ^, `, {, |, }, ~, @, and .

  • Email Address: The entry must be an RFC compliant email address.

Spoken Name

The name that the device uses when referring to the operator.

Operator Number

The number that operators enter on the device keypad to load operator templates onto the device. Select Generate Operator Number to populate the Operator Number field with a randomly generated value.

System-generated operator numbers are only unique within the site where they are created.

Task Packages

The task packages assigned to the operator.

Notes

Additional information associated with the operator.

Operator Teams

Select one or more operator teams to add the operator to existing teams.

Operator Privacy Consent

Privacy notice consent is required in a VoiceConsole SaaS deployment and optional in a VoiceConsole On Prem deployment.

Privacy consent cannot be tracked within VoiceConsole in DWS Mode.

When consent is required:

  • A privacy notice is displayed during operator creation. You must acknowledge the notice before you can continue.

    A notification concerning the privacy notice is displayed to the user creating the operator. The notification must be confirmed to continue with the operator creation.

  • Upon creation, a status message is displayed at the top of the screen. This message contains the Operator Name and the One Time Password (OTP) unique for this operator. The privacy notice acceptance URL is the same for all operators.

  • See Operator Privacy Notice for details on operator consent.

  • Once generated, the OTP is valid for 2 hours. If it expires, a new OTP must be generated.