Change password and view settings for WFM

If you log in using application authentication, you can change your own password within WFM. This can be done on the web or within the client.

NOTE   The password change functionality is not available for users who have logged in with identity authentication.

On the web you can also make some adjustments of the interface, like change the color theme or your language and format settings. You can also configure notification settings.

For information about how to generate personal access tokens to access the WFM APIs in machine to machine communication, go to Generate access tokens for API access to WFM.

NOTE   In order to enable notifications, so that they are available for users in each business unit to customize, you must have the Notification settings permission. Contact your admin about this permission and see Manage notification settings.

Prerequisites

  • You have the Web permission.
  • To change your application logon password in the client, you must have the Open Calabrio WFM permission.

Page location

This functionality is available in more than one location.

  • WFM
  • Client > File > Profile (only change of application authentication password)

Procedures

Change application authentication password on web

  1. Where you find these settings depends on which type of main navigation you use.
    • If you have the main menu to the left, click your name.
    • If you have the main menu at the top, hover your name and select User settings.
  2. Select Change your password.
  3. Enter the Current password.
  4. Enter the New password.
  5. Enter the new password again to Confirm new password.
  6. Click Save.

Change application authentication password in client

  1. Open the File menu and select My profile.
  2. Enter the Current password.
  3. Enter the New password.
  4. Enter the new password again to Confirm new password.
  5. Click OK.

Change to dark theme

  1. Where you find these settings depends on which type of main navigation you use.
    • If you have the main menu to the left, click your name.
    • If you have the main menu at the top, hover your name and select User settings.
  2. Select the Dark theme toggle switch.

Activate blue light filter

  1. Where you find these settings depends on which type of main navigation you use.
    • If you have the main menu to the left, click your name.
    • If you have the main menu at the top, hover your name and select User settings.
  2. Select the Blue light filter toggle switch.

Change language and format settings

NOTE   The Agent description settings only apply to how agent names are shown to you in MyTime.

  1. Where you find these settings depends on which type of main navigation you use.
    • If you have the main menu to the left, click your name.
    • If you have the main menu at the top, hover your name and select User settings.
  2. Click Culture settings.
  3. Click the Language menu and select your preferred language.
  4. Click to open the Date format menu and select your preferred date format.

Configure notification settings for absence requests

If you are a reporting manager or team leader and you enable notification settings for absence requests, you are notified if an agent submits an absence request and its status is pending.

NOTE   If you cannot see the notification settings option, it means that your admin has not enabled notifications for your business unit. For further information, contact your admin and go to Manage notification settings.

  1. Where you find these settings depends on which type of main navigation you use.

    • If you have the main menu to the left, click your name.

    • If you have the main menu at the top, hover your name and select User settings and click Notification settings.

  1. At the top level, toggle the Absence request rule slider on or off. If you toggle it on, proceed to step 2. If you toggle it off, no further steps are required.

  1. Click the Absence request drop-down list and toggle the following rule sliders on or off:

    • In app bell

    • Desktop browser

  1. Click Save.

Hide or show the main menu

If you have the main menu to the left you can hide it to save space on the screen. This is useful when working on small screens.

  • Click Hide menu to only show icons and no labels for the menu options.
  • Click the same button again, the double arrows in the bottom left corner, to show the menu with labels.

Log out

Where you log out depends on which type of main navigation you use.

  • If you have the main menu to the left, click your name and then click Log out.
  • If you have the main menu at the top, hover your name and select Log out.

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