Admin: Add or Edit Division Organizations
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Admin: Add or Edit Division Organizations

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Article Summary

On the Organizations page at the Division level you can create and edit division-level organizations and configure nVoq password security settings for client-only accounts below the division. 

Passwords set at the division level DO NOT APPLY to Okta or Microsoft SSO accounts.

Add New Division

  1. Go to the Organizations page in nVoq.Administrator. 
  • Optionally, click the Manage icon in the sidebar to hide the sidebar while you work.

 

  1. Select a company level organization in the organization menu at the top of the page to see a list of division level organizations (if any) on the page. 
  • Navigate this menu by using the Expand All button to open all organizations, by clicking the > arrow next to each organization level to open it, or by typing an organization name in the Filter text field. 
  • Navigating to a particular organization in this menu will take you to a page that lists the child organizations below the selected organization.

Organizations-select-company

 

  1. Click the new icon Toolbar-Add-icon at the top of the page (in the blue bar).

 

  1. Enter a Name for the division.
  • Field length is 100 characters maximum.
  • The following characters are NOT allowed:  < >
     

 

  1. Optionally, slide the Enabled toggle off (white) if you want to create an organization in which users cannot yet log in to nVoq applications.
  • If the Enabled toggle is off, accounts within the organization cannot log in to any nVoq application.
  • If an organization is disabled, all the child organizations below it will have an enabled toggle that cannot be modified.
  •  If you disable an organization while you're configuring organizations and accounts, don't forget to re-enable the organization when you're ready for users to log in!
  • Enabled accounts in enabled organizations have active billing subscriptions.


  1. Configure the settings under Password Policy for client-only users under this division. 
    • The default settings for the division are configured when the tenant organization is initially created. 
    • Password settings at the division level apply ONLY to client-only accounts below this division that sign in using an nVoq account. Accounts with an Administrator Role of any kind will automatically adhere to Password Security Settings for Accounts with an Administrator Role.
    • This password policy does not apply to Microsoft or Okta SSO accounts.
    • Client-only accounts under the division honor password policies as they are configured at the time that the user logs in. For example, if you enable password Reset on Initial Sign In and later disable it, accounts under that division would not have to reset their password when they first sign in if that setting is disabled prior to the time that they sign in.


  2. Click Save to save the organization and go back to the list of division-level organizations, or click Save then view children to add groups below this division.


  3. To create a new group immediately, click the plus symbol in the No organizations here message to go directly to the Add Organization page for a new group. 

Organizations-no-organizations-here-new

Edit an Existing Division

  1. Go to the Organizations page in nVoq.Administrator. 
    Optionally, click the Manage icon in the sidebar to hide the sidebar while you work.


  2. Select a company level organization in the organization menu at the top of the page to see a list of division level organizations (if any) on the page. 
    Navigate this menu by using the Expand All button to open all organizations, by clicking the > arrow next to each organization level to open it, or by typing an organization name in the Filter text field.Organizations-select-company

  3. Find the division that you need to edit. 
    You can click on any column header to sort information to find the division, or you can use the Search field at the top right of the page to search for text in any of the columns. Enter all or part of a word or name.
    generic-search-field


  4. Once you find the division, double-click on the name in the table OR click the Actions menuAccounts-actions-iconand select Edit Organization.


  5. With the division open you can edit the division Name, change the Enabled toggle setting, or you can configure different Password Security settings. 
    • Name
      • Name field length is 100 characters maximum.
      • If you change the name of the division of an account auto provisioned through Okta, Okta will display a 400 error with the reason "Unable to find match for [organization]". Your Okta administrator will need to change the name of the division in Okta.
    • Enabled
      • If the Enabled toggle is off (white), accounts within the organization cannot log in to any nVoq application. 
      • If an organization is disabled, all the child organizations below it will have an enabled toggle that cannot be modified
      • If you disable an organization while you're configuring organizations and accounts, don't forget to re-enable the organization when you're ready for users to log in!
      • Enabled accounts in enabled organizations have active billing subscriptions.
    • Password Settings
  6. Click the Save button when you're done to keep your changes.

 

Division Default Settings

The default password settings for a division are based on the Tenant Type (Customer Care or Healthcare) that is configured at the system level. 

These settings only apply to accounts with client-only access that do not have an Administrator Role. Accounts with an Administrator Role will automatically comply with settings listed under Password Security Settings for Accounts with an Administrator Role.

Password settings configured here apply only to nVoq accounts. They do not apply to Microsoft or Okta SSO accounts.

Password Strength

This parameter configures the minimum password complexity required for users to log in to an nVoq application with an nVoq username and password. The range is from weak to strong. A stronger password strength increases password security.

  • Strong: Requires at least 8 characters and must contain lowercase, uppercase, number, and a symbol.
  • Medium: Requires at least 7 characters and must contain a letter and number. 
  • Weak: Requires at least 1 character.

Default Settings:

  • Customer Care = Medium
  • Healthcare = Weak

When configuring a password on the nVoq.Wireless Microphone app the password strength must be "Strong" regardless of what is configured at the division level organization. This only effects  password that is changed on the app itself, or if you were to log in to the app as your initial login with password change required. If your password is set or changed in another nVoq product, password strength will conform to the setting configured at the division level (as long as you don't have an Admin Role) and can still be used to log in to the app.

Reset on Initial Login

This parameter configures whether users are required to enter a new nVoq password the very first time they log in to an nVoq application OR after a password reset.

Default Settings:

  • Customer Care = On (blue)
  • Healthcare = Off (white)

Password History

Enabling password history prevents a certain number (see History Count below) of previous nVoq passwords from being reused.

Default Settings:

  • Customer Care = On (blue)
  • Healthcare = On (blue)

History Count

The History Count configures the number of previous nVoq passwords that cannot be reused. A history count of "1" means user cannot reuse the current password. A history count of "5" means the user cannot reuse the current password or the four previous passwords.

Default Settings:

  • Customer Care = 5
  • Healthcare = 1

Disabling Password History still requires that users change their password the first time they log in if Reset on Initial Sign In is enabled, and the user will not be able to reuse that password.

Lockout

When this setting is enabled the system will automatically lock a user account after a certain number (see Maximum Failure below) of failed login attempts. When disabled the user has unlimited login attempts. When locked, account is unavailable for 15 minutes or until the password is reset either by the user or by an administrator. If the user attempts to login again without resetting the password during the 15 minute lockout period, the timer is reset and another 15 minute lockout begins.

Default Settings:

  • Customer Care = On (blue)
  • Healthcare = On (blue)

Maximum Failure

This parameter sets the number of failed login attempts a user can make before the system temporarily locks the account.

Default Settings:

  • Customer Care = 5
  • Healthcare = 15

Password Expiration

When enabled, this parameter configures password expiration and requires nVoq passwords to be reset after a certain number of days (see Maximum Age below) starting from account creation. When cleared, passwords will never expire.

Default Settings:

  • Customer Care = On (blue)
  • Healthcare = On (blue)

Maximum Age (days)

This parameter sets the number of days that an nVoq password will be valid. After the number of days entered in this box, the passwords will expire.

Default Settings:

  • Customer Care = 90 days
  • Healthcare = 180 days

Warning Time (days)

This parameter sets the number of days prior to nVoq password expiration that the system will notify users that their passwords are going to expire.

Default Settings:

  • Customer Care = 14 days
  • Healthcare = 14 days

Client Inactivity Timeout

This setting applies only to AgentAssist, not nVoq.Voice or any other nVoq application.

This parameter sets an inactivity timeout for AgentAssist. Inactivity occurs after there is no mouse activity in or over the AgentAssist window or if there is no shortcut usage. When the client times out, the system clipboard is cleared of all shortcuts, and the client automatically logs the user out. If this parameter is disabled (off), AgentAssist will never automatically log a user out. 

Default Settings:

  • Customer Care = Off (white)
  • Healthcare = Off (white)

Minutes

This is the number of minutes of inactivity after which the voice client will timeout. The maximum allowed is 10,080 minutes (7 days). 

Default Settings:

  • When enabled, the default inactivity timeout is 15 minutes.