On Managing Users, you can:
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 onto 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):
- 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 on Download extension template to download the file type.
- Click Import to proceed.
- Drag a file or click to upload it.
Edit User
Click on the user, on the list, to open the User Profile:
Select the user's type: