TABLE OF CONTENTS
- 1. To search for users
- 2. To create a new user
- 3. To delete an existing user
- 4. To send a welcome message
- 5. To download all users information
- 6. To delete multiple users at the same time
- 7. To send multiple welcome messages
- 8. To assign or remove multiple users to a user group or barring group at the same time
- 9. To edit multiple users at the same time
Users are administrated on the Users page. This page allows the administrator to search for and view users, edit user settings, add new users, and delete users.
The default view in the Users page is a list view, showing the most important attributes of the users in the organization. This list can be sorted and filtered in different ways and may span several pages.
1. To search for users
- In the main window, filter the list of users by selecting a group in the drop-down list at the top right corner. All Users is selected by default.
- Enter the search criteria in the search box above the list of users.
- Click the search icon or press Enter.
2. To create a new user
- In the main window, click Create new user at the top of the user list.
Fill out the user information:
- Username - The user's username in the system.
- Password
- Language
- Timezone
- User picture - Picture of the user.
- Name - The user's first and last name.
- Primary - The primary number configured for the user.
- Secondary number - If configured, the secondary number configured for the user is displayed.
- Groups - The user and barring groups in which the user is a member.
- Roles - Configured roles for the user, e.g. user role, administrator role, etc.
- Select Personal Phones: Mobile App / Softphone App (If any available license)
- Select Add-on features in Allowed Applications
- Configure Integrations if needed
Click Save.
3. To delete an existing user
- In the main window, in the corresponding line in the user list, click the Tools icon and select Delete user.
- In the confirmation window, click Ok.
4. To send a welcome message
- In the main window, in the corresponding line in the user list, click the Tools icon and select the option Send welcome message.
- In the Welcome Message window, select one or multiple devices: Web, Mobile, and Softphone, and click Ok.
- A welcome message is sent. An information window is displayed with information on handled, fully affected, and failed users.
- Click Detailed report for more information, for example, selected devices and users.
- Click Ok to close the window.
5. To download all users information
- In the main window, select any number of or all users from the list and click the download icon on the list heading row.
- Bulk upload or download of users is displayed.
- Click Export users and save the file in the desired location.
- All users' information is downloaded as a CSV file (comma-separated values). This will create a comma-separated file with one line per user.
6. To delete multiple users at the same time
- Select the users from the list to be deleted.
- Click the tools icon on the list heading line, and select Delete user..
7. To send multiple welcome messages
- Select the users from the list to be sent a welcome message, the tools icon on the list heading line, and select Send Welcome message.
- In the Welcome Message window, select one or several devices: Web, Mobile, Softphone, Tablet, and click Ok.
- A welcome message is sent. An information window is displayed with information on handled, fully affected and failed users.
- Click Detailed report for more information, for example, selected devices and users.
- Click Ok to close the window.
8. To assign or remove multiple users to a user group or barring group at the same time
- Select the users from the list to be added to the group.
- Click the tools icon on the list heading row, and select Add or Remove users to/from groups.
- In the pop-up window, select the groups to which you want to add the selected users.
- Click Add/Remove.
9. To edit multiple users at the same time
- Select the users from the list to be edited.
- Click the tools icon on the list heading row, and select Edit users.
- A pop-up window is displayed with all settings you may change.
- Select the settings you want to change by selecting the checkbox to the left of the settings. To select and change all settings, select the checkbox at the top of the page.
- State the values of the selected settings and click Ok.
- A Success information window is displayed with information on handled, fully affected, and failed users.
- Click Ok.