On Managing Users, you can:

• See users
• Add user
• Import extensions
• Edit users

 

Users list

The Manage users page shows a list of users created, along with the selected information about them:

 

On the Users homepage you can:

• Edit the information displayed
• Refresh the information displayed
• Filter the information displayed
• Reset an user password
• Delete an user
• Duplicate an user

 

To edit the information displayed:

• Click on  to open the settings pop-up:
  

On the pop-up:

• Click on the check box of the information you want displayed.
• The selected columns have a  and are presented on a list on top.
• The unselected columns have a  and are present on a list below.
• Click SAVE to apply changes.

 

The information available for selection is:

Username	-	Username attributed to the user. If an email is set as username, the password will be sent to that email and to the tenant's email as well.
Extension	-	The extension attributed to the user.
Roles	-	The user's roles.
Teams	-	The teams the user is assigned to.
Groups	-	The distribution groups the user is associated to.
Full name	-	The user name.
Personal Contact	-	The personal contact of the user.
Campaigns	-	The campaigns the user is assigned to.
OneContactPBX id	-	The user's OneContactPBX identification.
OneContact	-	The user's OneContact identification.

 

To refresh the information displayed:

• Click on .

 

To filter the information displayed:

• Click on .
• Select a category from the drop-down menu.
• On the selected category, click on .
• Select the desired itens.

Note: Click on  to delete the filter.

 

To reset an user password:

• Select the user(s) by clicking on the row's checkbox.
• On the top right-side of the screen, click on  to reset the user's password.
                      or
• Click on  on the user's row.
•  Click on Reset Password from the drop-down menu.

 

To delete an user:

• Select the user(s) by clicking on the row's checkbox.
• On the top right-side of the screen, click on  to delete the user(s).
                      or
• Click on  on the user's row.
• Click on Delete from the drop-down menu.

 

To duplicate an user:

• Click on  on the user's row.
• Click on Duplicate from the drop-down menu.

 

Add User

Add user allows you to create a new user:

• Click on  to open the Create User pop-up:
  

• On the Create User pop-up window:
  • Drag an image file or click to upload the image file associated with the user.
  • Insert a username (mandatory).
  • Select if password is randomly generated or if chosen by you.
    • If Let me create the password is selected, insert the password.
  • Select if the user has to change the password on the first sign in or not.
  • Insert the user's email.
  • Insert the user's full name.
  • Select if authentication is a single step process or if it requires a personal contact as a second step verification.
  • Insert the user's personal contact (it will be mandatory if 2 step verification is selected).
  • Select the user's profile from the drop-down menu (mandatory):
    • Admin
    • Agent
    • Extension
    • Monitor
    • Supervisor
• Click CREATE to apply changes and close the pop-up window.

 

 

Import extensions

Import extensions allows you to create several extensions at once, from an imported file:

• Click on  to open the import extensions pop-up:
  
  
  
  
• On the pop-up window:
  • Drag a file or click to upload it.
    • Click on Download extension template to download the file type.
      

      Note: Click here  to download the file.

    • Fill the file with the information to create the desired extensions.
  • Click Import to proceed.

 

 

Edit User

Click on the user, on the list, to open the User Profile:

Select the user's type:

• Admin
• Agent
• Extension
• Monitor
• Supervisor