Add users to Amazon Connect - Amazon Connect

Add users to Amazon Connect

When you add users to Amazon Connect, you can configure them with information appropriate to their roles. For example, you specify their security profile, which indicates the tasks they can perform in Amazon Connect admin website. For agents you specify their routing profile, which indicates the contacts that can be routed to them.

This topic explains how to add users using the Amazon Connect admin website. To add users programmatically, see CreateUser in the Amazon Connect API Reference Guide. To use the CLI, see create-user.

Add a user individually

  1. Log in to the Amazon Connect admin website at https://instance name.my.connect.aws/. Use an Admin account, or an account assigned to a security profile that has Users - Create permission.

  2. In Amazon Connect, on the left navigation menu, choose Users, User management.

  3. Choose Add new users.

  4. Choose Create and set up a new user and then choose Next.

  5. Enter the name, email address, secondary email address, mobile number, and password for the user.

    Note

    The following caveat only applies to Amazon Connect instances that are not configured for SAML, that is, instances where you chose Store users in Amazon Connect when you configured identity management for your instance:

    • If you provide a secondary email, the user receives email notifications - other than password reset notifications - to this email address instead of to their primary email address.

    Tip

    Mobile number is not currently used by Amazon Connect.

  6. Choose a routing profile and a security profile.

  7. Optionally, add Tags to identify, organize, search for, filter, and control who can access this hours of operation record. For more information, see Tag resources in Amazon Connect.

  8. Choose Save. If the Save button isn't active, it means you're logged in with an Amazon Connect account that doesn't have the required security profile permissions.

    To fix this issue, log in with an account that is assigned to the Amazon Connect Admin security profile. Or, ask another Admin to help.

  9. For information about adding agents, see Configure agent settings: routing profile, phone type, and auto-accept calls.

Add users in bulk from a .csv file

Note

Avoid adding too many unique resources in the .csv file. For example, don't add more than 100 different routing profiles. This may cause a timeout or failure during the validation process.

Bulk upload is for adding new records, not for editing existing records. To edit user records in bulk, see Edit users in bulk.

Use these steps to add several users from a .csv file such as an Excel spreadsheet.

  1. Log in to Amazon Connect with an Admin account, or an account assigned to a security profile that has Users - Create permission.

  2. In Amazon Connect, on the left navigation menu, choose Users, User management.

  3. Choose Add new users.

  4. Choose Import users using a .csv template and then choose .csv template.

    The .csv template has the following columns in the first row:

    • first name

    • last name

    • email address

    • secondary email address

    • mobile: This is not currently used by Amazon Connect.

    • password

    • user login

    • agent hierarchy

    • routing profile name

    • security_profile_name_1|security_profile_name_2

    • user_hierarchy_1|user_hierarchy_2

    • phone type (soft/desk)

    • phone number

    • soft phone auto accept (yes/no)

    • ACW timeout (seconds)

    • tags

    The following image shows a sample of what the .csv template looks like in an Excel spreadsheet. The first row in the spreadsheet contains the column headings, and the second row contains sample user data.

    The csv template in an Excel spreadsheet.
  5. Add your users to the template and upload it to Amazon Connect. Choose Upload file and verify.

  6. Amazon Connect validates the data in the file. Choose Save to create the new user records.

    The uploaded users and Save button.

    If you get a validation error message, it usually indicates that one of the required columns is missing information, or there's a typo in one of the cells.

    The following image shows an example validation error message. In this case, the security profile was misspelled and a password didn't meet requirements.

    A sample error message when the csv file is not valid.
  7. To upload only the validated user records, choose Save. A dialog box prompts you for confirmation.

    A dialog box to create a user.
  8. A banner displays the status of the upload and confirms when it's complete.

    Tip

    While a batch of additions is being processed, you can continue working on the User management page, choosing another batch of user records to create, edit, or delete, in bulk or individually. This is useful for quickly updating settings such as routing profiles for groups of agents.

    Amazon Connect sequentially processes the records in bulk.

  9. Choose Refresh to update the User management page with the users that have been created.

    A banner that users have been created.

Required permissions for adding users

Before you can add users to Amazon Connect, you need the following permissions assigned to your security profile: Users - Create. The following image shows that this security profile permission is in the Users and permissions section of the Add/Edit security profile page.

The Users and permissions section of the security profile page.

By default, the Amazon Connect Admin security profile has these permissions.

For information about how to add more permissions to an existing security profile, see Update security profiles.