Office manager - Users

 

Users are destinations we want to send calls to. Every person’s account, Conference Bridge, Auto Attendant, Call Queue in the organization is a User.  To create a new User or edit an existing one click the Users icon in  the Manager Portal navigation option.

Here you will see the option to add users individually by clicking the Add User button. Then fill out the Add a User window with the information for the new user.

Scopes are a level of permissions we assign to a User which provide them access to   various features.

The Add phone extension option will create a device under the phones tab. 

After the User has been created you can then click on the User to:

●     Edit their profile information.

●     Set their answering rules.

●    Configure their voicemail options.

●     You and add a new phone to the users account by clicking the Add Phone button.

●     Edit or Delete an existing phone.

●     The Advanced Options Allow you to Reset the User.

●     Send a Welcome with a link to configure their password and voicemail pin

●    Force Password Reset Allow you to change the user's password.

 

The Import option will allow you bulk import users from a CSV file. Shared Contacts  will create contacts that will be shared across the organization for all users to have in the contacts.

The Hide System Users option will filter for just User’s accounts.

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