Create a User

The following steps will allow you to create a user within the hosted PBX. The user can be for a person, call queue, IVR/Auto Attendant, Ring Group, or voicemail box.

• Customer's domain
• Extension number to be used
• Name of user
• Email address (optional)

User types will vary depending on the purpose. In most cases, Users will be for an end user's extension, or another device like a desk phone or softphone. There are also use cases for a Call Routing User where a user is configured for the sole purpose of routing calls differently. These users will not have hardware attached. An example would be a Call Forwarding User. Because billing may be affected by adding a device, be sure to understand the purpose of the user before creating it.

1. 1

   Using any browser, log into the Dashboard.

2. 2

   Click on Manage PBX.

3. 3

   Under Domain Quick Launch, enter the customer's domain and click on it.

4. 4

   Click on Users.

   

5. 5

   Click on Add User.

6. 6

   Fill out the following form:

   • First Name - First name of person or resource
   • Last Name - Last name of person or resource (Optional)
   • Extension - Extension number for user. This cannot be changed later. Make sure you follow the numbering plan for the client and follow the Reserved Number Space.
   • Department - Optional
   • Email Addresses - Email addresses that will receive voicemail or fax notifications if applicable.
   • User's Scope - Select from below (see overview of their permissions for details):
     • No Portal - This user type is typically used for a general extension and will not have portal access.
     • Simple User - This user type is typically used for fax-only users.
     • Basic User - Default for most users.
     • Call Center Agent - Has call center facilities on the dashboard. Requires additional billing to the client.
     • Call Center Supervisor - Has call center supervisor facilities on the dashboard. Requires additional billing to the client.
     • Site Manager - Used for the site administrator. Has additional permissions. No additional billing.
     • Office Manager - Used for customer administrator. Has additional permissions. No additional billing.
   • Channel Partner Admin Users
     • Add under reseller scope.
     • Extension can be the first letter of the first name and full last name (Example: jsmith).
     • Add email address.
     • Uncheck box for Enable Voicemail and Add Phone Extension.
7. 7

   Emergency Caller ID - This utilizes legacy E911.

8. 8

   Enable Voicemail - Check if the customer will need a voicemail. Leave unchecked for resource extensions.

9. 9

   Add Phone Extension - Only check if this extension will have a handset or softphone associated. This is a billable event.

10. 10

    New Password - Enter a password for the user (optional)

11. 11

    Confirm Password - Re-enter password.

12. 12

    Voicemail PIN: At least 4 digits, numbers only.

13. 13

    Click Add User once completed.

    

Upon creating a user, you might notice certain system tags on the Users panel. Their definitions are below:

New: This indicates that the user has an email, but no PIN or portal password.

Setup Required: This indicates that the user does not have an email address.

Password Required: This indicates that the user does not have a portal password set.