User Types

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.

Create User

1. Using any browser log into the Dashboard.
2. Click on Manage PBX
3. Under Domain Quick Launch enter the customer's domain and click on it.
   
4. Adjust domain limitations to reflect the seat removal by selecting Edit Domain at the top right 
    
5. Under Edit Domain, click on the Limitations tab 
    
6. There should be a current limitation on the number of users on the account. When increasing the user count, the Max User limitations should be adjusted to reflect the new total number of users.  
    
7. After altering the total number of users, click Save 
   
8. Click on Users
   
9. Click on Add User
    
10. 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 and see here for an overview of their permissions
      • 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 user
      • 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 first letter of first name and full last name (Example: jsmith)
      • Add email address
      • Uncheck box for Enable Voicemail and Add Phone Extension
        
11. Emergency Caller ID - This utilizes legacy E911.
12. Enable Voicemail - Check if the customer will need a voicemail. Leave unchecked for resource extensions.
13. Add Phone Extension - Only check if this extension will have a handset or softphone associated. This is a billable event.
14. New Password - Enter a password for the user (optional)
15. Confirm Password - Re-enter password
16. Voicemail PIN: At least 4 digits, numbers only
17. Click Add User once completed
    
18. If an email was provided for the user, follow the Send a Welcome Email process. 

Notes

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.

Conclusion

The new user will be displayed in the Users list. You can click on the user's name to make any necessary adjustments such as configuring answering rules or adding phones.