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Provisioning Options for the Call Center Client

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  4. Provisioning Options for the Call Center Client

Add New Users

If a user is not already a Call Center Supervisor or Call Center Agent, you will need to contact TPx to apply this change. You can do this in one of two ways:

  1. Submit your request through the Dash Customer Web Portal. Use the Request function and select A change to an existing service.
  2. Call Customer Care at 888-322-6553 (hours of operation: 8:30am to 5:00pm, Monday through Friday).

Confirm Existing Users

To ensure that your call center is staffed with the correct personnel, follow these steps:

  1. Log in to the UCx Web Portal ( as a Group Administrator.
  2. Navigate to the Group – Call Center menu, locate the call center, and click the Edit link on that line.
  3. Select Agents and confirm that the correct users are added as agents.
  4. Select Supervisors and confirm that the correct users are added as supervisors.

NOTE: If you make any changes to staffing or supervision, all supervisors must log out of the Call Center client and log back in to see the changes.

User Services

You may need to assign additional services to Call Center users through the UCx Web Portal (

Function in Call Center Client Services Required
Access Outlook contacts and/or LDAP contacts (Premium call centers) Outlook Integration, LDAP Integration
Access speed dial contacts Speed Dial 8 and/or Speed Dial 100
View call logs and calls from Call History Basic Call Logs or Enhanced Call Logs
Record calls Call Recording (service license)
Instant Messaging & Presence (IM&P) Integrated IM&P or Third-Party IM&P
Other services integrated with Call Center Barge-In, Call Forwarding Always, Call Waiting, Do Not Disturb, Silent Monitoring


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