Adapt your personal workspace
Use personal preferences on top of the administrator’s shared configuration to make allowed views easier to read and operate.
Open Preferences
Open your account’s Preferences tab. The choices belong to your account and are retained for later access. Start with language and appearance, then work through the view-specific settings. Available queues and extensions already reflect the shared configuration and the access assigned to you.
Personalize the working view
Choose English, Spanish or Italian, light or dark appearance and the available button shape. Adjust layout and report table columns to the tasks you perform most often. These changes organize presentation; they do not change the underlying report data.
Organize authorized resources
Arrange or hide the allowed queues and Monitor views to suit your team. A resource excluded by the administrator cannot be restored by personal preferences.
Choose meaningful thresholds
Review available count and time thresholds, including waiting, inactivity, ringing, long calls and latency. Save the relevant section and check how the resulting indicators appear.
Choose the settings for each working view
Begin with the shared organization prepared by the administrator, then adapt the allowed resources to your own shift. Review one group of preferences at a time and reopen the affected screen: a language change, a hidden queue and a threshold alert have different visible effects.
| Area | Available choices |
|---|---|
| Language and appearance | English, Spanish or Italian; light, dark or automatic theme; Rounded or Pill controls. Keep navigation pinned when useful. |
| Dashboard and Wallboard | Arrange or hide allowed queues, restrict the view to active queues and review alerts for call count, waiting time and agent inactivity. |
| Videowall | Choose its dark display option, active queues and compact, normal, large or extra-large tiles according to the screen and viewing distance. |
| Extension Monitor | Choose extension/name/manual order, page size, offline visibility and ringing or long-call alerts. Review table columns in their dedicated controls. |
| Status | Set latency warning and critical thresholds. When both are enabled, keep the warning threshold at or below the critical threshold. |
| Report presentation | Adjust the supported report layout and table columns. These are presentation choices; report dates, filters and records still need to be read separately. |
Understand defaults, overrides and resets
Preferences store your changes on top of the application’s current defaults. A setting you have not overridden follows those defaults. Resetting a section removes its personal overrides so that the current defaults apply again; it is not a restore of an older server configuration.
Reopen the relevant page
Check the affected view after saving, including narrow screens or a shared display if relevant. Sign out and back in to confirm persistence. If a table looks different, distinguish hidden columns from missing records by reviewing the current filters and column settings.
Reset only what you intend
Use the section reset when you want to return that area to its defaults; review the broader reset before applying it. Preferences complement Operational views and access profiles. If an entire page or resource is absent, ask the administrator to verify authorization rather than repeatedly resetting your layout.
Use the controls, understand what changes
Choose the view-specific section, save it and reopen that view. Personal order and hidden resources do not grant permissions. Resetting a section returns it to current defaults; report layout reset and report column visibility are separate choices.
Complete product screenshots
Illustrative data. Open the screenshot to enlarge it and match the controls to the instructions in this chapter.
Open complete screenshot
Read the workspace section by section
Match the numbers and panels below to the complete workspace. These screenshots use illustrative data; the procedures above explain how to work with your own installation.
Personal live-view alerts
Set waiting-count, waiting-time and agent-idle thresholds for your account.
Personal queue visibility
Choose the queues hidden from your own operational views.
Monitor preferences
Save the Monitor layout and ringing or busy thresholds for the current account.