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<p><img class="editor-inline-macro" src="/plugins/servlet/confluence/placeholder/macro?definition=e3N1bW1hcnlfbGlzdDpUYXNrNj1EZWxldGluZyBhIHVzZXJ8VGFzazU9TW92aW5nIGEgdXNlciBiZXR3ZWVuIHR3byBncm91cHN8VGFzazE9T3ZlcnZpZXd8VGFzazI9RmluZGluZyBhIHVzZXJ8VGFzazM9QWRkaW5nIGEgdXNlcnxUYXNrND1FZGl0aW5nIGEgdXNlcidzIHByb3BlcnRpZXN9&locale=en_GB&version=2" data-macro-name="summary_list" data-macro-parameters="Task1=Overview|Task2=Finding a user|Task3=Adding a user|Task4=Editing a user's properties|Task5=Moving a user between two groups|Task6=Deleting a user"></p><table class="wysiwyg-macro" data-macro-name="html" style="background-image: url(/plugins/servlet/confluence/placeholder/macro-heading?definition=e2h0bWx9&locale=en_GB&version=2); background-repeat: no-repeat;" data-macro-body-type="PLAIN_TEXT"><tr><td class="wysiwyg-macro-body"><pre><a id="Overview"></a></pre></td></tr></table><h1>Overview</h1><p>Users represent the people in your organisation who make use of devices such as telephone extensions, fax machines, etc. When you first configure TIM Plus, your users are automatically harvested from the data received from the phone system into a folder named <span class="reference">Discovered Users</span>. The properties of each user can be edited afterwards, and users can also be subsequently organised into new user groups, if preferred.</p><table class="wysiwyg-macro" data-macro-name="html" style="background-image: url(/plugins/servlet/confluence/placeholder/macro-heading?definition=e2h0bWx9&locale=en_GB&version=2); background-repeat: no-repeat;" data-macro-body-type="PLAIN_TEXT"><tr><td class="wysiwyg-macro-body"><pre><a id="Finding a user"></a></pre></td></tr></table><h1>Finding a user</h1><p>To locate a user in the Directory, select the <span class="button">Directory</span> tab and click on the <span class="button">Find</span> button at the top-right corner of the Contents panel, as shown below:</p><p><img class="editor-inline-macro" src="/plugins/servlet/confluence/placeholder/macro?definition=e3NjcmVlbnNob3RtYWNybzpCb3JkZXI9ZmFsc2V8VVJMPS9kb3dubG9hZC9hdHRhY2htZW50cy80ODE3MjM1L2NvbnRlbnRfdXNlcl8xLnBuZ30&locale=en_GB&version=2" data-macro-name="screenshotmacro" data-macro-parameters="Border=false|URL=/download/attachments/4817235/content_user_1.png"></p><p>In the new window that opens, enter the name or extension number of the user you are looking for, then click on the <span class="button">Search</span> button. The results will appear in the same window, as shown below:</p><p><img class="editor-inline-macro" src="/plugins/servlet/confluence/placeholder/macro?definition=e3NjcmVlbnNob3RtYWNybzpCb3JkZXI9ZmFsc2V8VVJMPS9kb3dubG9hZC9hdHRhY2htZW50cy80ODE3MjM1L2NvbnRlbnRfdXNlcl8zLnBuZ30&locale=en_GB&version=2" data-macro-name="screenshotmacro" data-macro-parameters="Border=false|URL=/download/attachments/4817235/content_user_3.png"></p><table class="wysiwyg-macro" data-macro-name="html" style="background-image: url(/plugins/servlet/confluence/placeholder/macro-heading?definition=e2h0bWx9&locale=en_GB&version=2); background-repeat: no-repeat;" data-macro-body-type="PLAIN_TEXT"><tr><td class="wysiwyg-macro-body"><pre><a id="Adding a user"></a></pre></td></tr></table><h1>Adding a user</h1><table class="wysiwyg-macro" data-macro-name="warning" style="background-image: url(/plugins/servlet/confluence/placeholder/macro-heading?definition=e3dhcm5pbmd9&locale=en_GB&version=2); background-repeat: no-repeat;" data-macro-body-type="RICH_TEXT"><tr><td class="wysiwyg-macro-body"><p>Before adding a new user to the system, check that it doesn't already exist, by searching for it in the Directory.</p></td></tr></table><p>To manually add a user to the system, click on the <span class="button">Directory</span> tab, select the group<span class="reference"> </span>where you want the new user to be added, then click on the <span class="button">Add new</span> button at the top-right corner of the Contents panel.</p><p><img class="editor-inline-macro" src="/plugins/servlet/confluence/placeholder/macro?definition=e3NjcmVlbnNob3RtYWNybzpCb3JkZXI9ZmFsc2V8VVJMPS9kb3dubG9hZC9hdHRhY2htZW50cy80ODE3MjM1L2NvbnRlbnRfdXNlcl8yLnBuZ30&locale=en_GB&version=2" data-macro-name="screenshotmacro" data-macro-parameters="Border=false|URL=/download/attachments/4817235/content_user_2.png"></p><p>A new window will open, allowing you to configure the properties of the new user:</p><p><img class="editor-inline-macro" src="/plugins/servlet/confluence/placeholder/macro?definition=e3NjcmVlbnNob3RtYWNybzpCb3JkZXI9ZmFsc2V8VVJMPS9kb3dubG9hZC9hdHRhY2htZW50cy80ODE3MjM1L2NvbnRlbnRfdXNlcl80LnBuZ30&locale=en_GB&version=2" data-macro-name="screenshotmacro" data-macro-parameters="Border=false|URL=/download/attachments/4817235/content_user_4.png"></p><p>Each field in the <span class="reference">User properties</span> window is described below:</p><table class="confluenceTable"><tbody><tr><th class="confluenceTh">Field</th><th class="confluenceTh">Description</th></tr><tr><td class="confluenceTd"><strong>Name</strong></td><td class="confluenceTd">The name of the user. If no name is entered, the extension number will show instead</td></tr><tr><td class="confluenceTd"><strong>Extension</strong></td><td class="confluenceTd">The extension number of the user</td></tr><tr><td class="confluenceTd"><strong>E-mail</strong></td><td class="confluenceTd">The e-mail address of the user</td></tr><tr><td class="confluenceTd"><strong>Alt extension</strong></td><td class="confluenceTd">The alternative extension number(s) or the DDI digits of the user's extension, if applicable</td></tr><tr><td class="confluenceTd"><strong>Comment</strong></td><td class="confluenceTd">Any comments you want to add for this user</td></tr></tbody></table><p>Once you have configured the properties of the user, click on the <span class="button">Add</span> button, as shown below:</p><p><img class="editor-inline-macro" src="/plugins/servlet/confluence/placeholder/macro?definition=e3NjcmVlbnNob3RtYWNybzpCb3JkZXI9ZmFsc2V8VVJMPS9kb3dubG9hZC9hdHRhY2htZW50cy80ODE3MjM1L2NvbnRlbnRfdXNlcl81LnBuZ30&locale=en_GB&version=2" data-macro-name="screenshotmacro" data-macro-parameters="Border=false|URL=/download/attachments/4817235/content_user_5.png"></p><table class="wysiwyg-macro" data-macro-name="html" style="background-image: url(/plugins/servlet/confluence/placeholder/macro-heading?definition=e2h0bWx9&locale=en_GB&version=2); background-repeat: no-repeat;" data-macro-body-type="PLAIN_TEXT"><tr><td class="wysiwyg-macro-body"><pre><a id="Editing a user's properties"></a></pre></td></tr></table><h1>Editing a user's properties</h1><p>To edit the properties of a user, select it and click on the <span class="button">Properties</span> button at the top-right corner of the Contents panel:</p><p><img class="editor-inline-macro" src="/plugins/servlet/confluence/placeholder/macro?definition=e3NjcmVlbnNob3RtYWNybzpCb3JkZXI9ZmFsc2V8VVJMPS9kb3dubG9hZC9hdHRhY2htZW50cy80ODE3MjM1L2NvbnRlbnRfdXNlcl82LnBuZ30&locale=en_GB&version=2" data-macro-name="screenshotmacro" data-macro-parameters="Border=false|URL=/download/attachments/4817235/content_user_6.png"></p><p>The <img class="editor-inline-macro" src="/plugins/servlet/confluence/placeholder/macro?definition=e3JlZmVyZW5jZW1hY3JvOkxhYmVsPVVzZXIgcHJvcGVydGllc30&locale=en_GB&version=2" data-macro-name="referencemacro" data-macro-parameters="Label=User properties"><span style="color: rgb(80,80,80);"> </span>window will open, displaying each property of the user, arranged over the following tabs:</p><h2>General</h2><p><img class="editor-inline-macro" src="/plugins/servlet/confluence/placeholder/macro?definition=e3NjcmVlbnNob3RtYWNybzpCb3JkZXI9ZmFsc2V8VVJMPS9kb3dubG9hZC9hdHRhY2htZW50cy80ODE3MjM1L2NvbnRlbnRfdXNlcl9wcm9wZXJ0aWVzX2dlbmVyYWwucG5nfQ&locale=en_GB&version=2" data-macro-name="screenshotmacro" data-macro-parameters="Border=false|URL=/download/attachments/4817235/content_user_properties_general.png"></p><table class="confluenceTable"><tbody><tr><th class="confluenceTh">Field</th><th class="confluenceTh">Description</th></tr><tr><td class="confluenceTd"><strong>Name</strong></td><td class="confluenceTd">The name of the user. If no name is entered, the extension number will show instead</td></tr><tr><td class="confluenceTd"><strong>Extension</strong></td><td class="confluenceTd">The extension number of the user</td></tr><tr><td class="confluenceTd"><strong>Email</strong></td><td class="confluenceTd">The e-mail address of the user</td></tr><tr><td class="confluenceTd"><strong>Alt extension</strong></td><td class="confluenceTd">The alternative extension number(s) or the DDI digits of the user, if applicable</td></tr><tr><td class="confluenceTd"><strong>Comment</strong></td><td class="confluenceTd">Any comments you want to add for this user</td></tr></tbody></table><h2>Telephony</h2><p><img class="editor-inline-macro" src="/plugins/servlet/confluence/placeholder/macro?definition=e3NjcmVlbnNob3RtYWNybzpCb3JkZXI9ZmFsc2V8VVJMPS9kb3dubG9hZC9hdHRhY2htZW50cy80ODE3MjM1L2NvbnRlbnRfdXNlcl9wcm9wZXJ0aWVzX3RlbGVwaG9ueS5wbmd9&locale=en_GB&version=2" data-macro-name="screenshotmacro" data-macro-parameters="Border=false|URL=/download/attachments/4817235/content_user_properties_telephony.png"></p><table class="confluenceTable"><tbody><tr><th class="confluenceTh">Field</th><th class="confluenceTh">Description</th></tr><tr><td class="confluenceTd"><strong>DDI</strong></td><td class="confluenceTd">The DDI number of the user</td></tr><tr><td class="confluenceTd"><strong>IP Phone</strong></td><td class="confluenceTd">The IP phone number of the user</td></tr><tr><td class="confluenceTd"><strong>Mobile</strong></td><td class="confluenceTd">The mobile number of the user</td></tr><tr><td class="confluenceTd"><strong>Home</strong></td><td class="confluenceTd">The home telephone number of the user</td></tr><tr><td class="confluenceTd"><strong>Do not log calls for this user</strong></td><td class="confluenceTd">When selected, calls for this user will not be logged</td></tr><tr><td class="confluenceTd"><strong>Do not record calls for this user</strong></td><td class="confluenceTd">When selected, calls for this user will not be recorded</td></tr><tr><td class="confluenceTd"><strong>Exclude this user from call statistics</strong></td><td class="confluenceTd">When selected, collection of statistics will not be performed for calls to and from this user</td></tr></tbody></table><h2>Charge</h2><p><span>The <img class="editor-inline-macro" src="/plugins/servlet/confluence/placeholder/macro?definition=e3RhYm1hY3JvOkxhYmVsPUNoYXJnZX0&locale=en_GB&version=2" data-macro-name="tabmacro" data-macro-parameters="Label=Charge"> tab allows you add or edit a fixed charge for the user, <span>such as room rental, internet services or additional sundry items.</span></span></p><p><img class="editor-inline-macro" src="/plugins/servlet/confluence/placeholder/macro?definition=e3NjcmVlbnNob3RtYWNybzpCb3JkZXI9ZmFsc2V8VVJMPS9kb3dubG9hZC9hdHRhY2htZW50cy80ODE3MjM1L2NvbnRlbnRfdXNlcl9wcm9wZXJ0aWVzX2NoYXJnZS5wbmd9&locale=en_GB&version=2" data-macro-name="screenshotmacro" data-macro-parameters="Border=false|URL=/download/attachments/4817235/content_user_properties_charge.png"></p><h2>Markup</h2><p>The <img class="editor-inline-macro" src="/plugins/servlet/confluence/placeholder/macro?definition=e3RhYm1hY3JvOkxhYmVsPU1hcmt1cH0&locale=en_GB&version=2" data-macro-name="tabmacro" data-macro-parameters="Label=Markup"> tab allows you to add or edit a markup charge to calls made by the user.</p><p><img class="editor-inline-macro" src="/plugins/servlet/confluence/placeholder/macro?definition=e3NjcmVlbnNob3RtYWNybzpCb3JkZXI9ZmFsc2V8VVJMPS9kb3dubG9hZC9hdHRhY2htZW50cy80ODE3MjM1L2NvbnRlbnRfdXNlcl9wcm9wZXJ0aWVzX21hcmt1cC5wbmd9&locale=en_GB&version=2" data-macro-name="screenshotmacro" data-macro-parameters="Border=false|URL=/download/attachments/4817235/content_user_properties_markup.png"></p><p>After editing the properties of the user, click on the <img class="editor-inline-macro" src="/plugins/servlet/confluence/placeholder/macro?definition=e2J1dHRvbm1hY3JvOkxhYmVsPVNhdmV9&locale=en_GB&version=2" data-macro-name="buttonmacro" data-macro-parameters="Label=Save"> button to save your changes.</p><table class="wysiwyg-macro" data-macro-name="html" style="background-image: url(/plugins/servlet/confluence/placeholder/macro-heading?definition=e2h0bWx9&locale=en_GB&version=2); background-repeat: no-repeat;" data-macro-body-type="PLAIN_TEXT"><tr><td class="wysiwyg-macro-body"><pre><a id="Moving a user between two groups"></a></pre></td></tr></table><h1 class="pagetitle">Moving a user between two groups</h1><p>Follow the steps below to move a user from one group to another:</p><ol><li>Click on the <img class="editor-inline-macro" src="/plugins/servlet/confluence/placeholder/macro?definition=e2J1dHRvbm1hY3JvOkxhYmVsPURpcmVjdG9yeX0&locale=en_GB&version=2" data-macro-name="buttonmacro" data-macro-parameters="Label=Directory"> tab and open the contents of the group which contains the user you want to move.</li><li>Select the user by ticking the box alongside it. The top-left panel of the screen will temporarily change to a <span class="reference">Move items</span> panel containing the selected user.<br /><img class="editor-inline-macro" src="/plugins/servlet/confluence/placeholder/macro?definition=e3NjcmVlbnNob3RtYWNybzpCb3JkZXI9ZmFsc2V8VVJMPS9kb3dubG9hZC9hdHRhY2htZW50cy80ODE3MjM1L2NvbnRlbnRzX21vdmluZ191c2VyXzEucG5nfQ&locale=en_GB&version=2" data-macro-name="screenshotmacro" data-macro-parameters="Border=false|URL=/download/attachments/4817235/contents_moving_user_1.png"></li><li>Next, select the destination group that you want the user to be moved into, and click on the <span class="button no_margin"> Move</span> button, as shown below:<br /><img class="editor-inline-macro" src="/plugins/servlet/confluence/placeholder/macro?definition=e3NjcmVlbnNob3RtYWNybzpCb3JkZXI9ZmFsc2V8VVJMPS9kb3dubG9hZC9hdHRhY2htZW50cy80ODE3MjM1L2NvbnRlbnRzX21vdmluZ191c2VyXzIucG5nfQ&locale=en_GB&version=2" data-macro-name="screenshotmacro" data-macro-parameters="Border=false|URL=/download/attachments/4817235/contents_moving_user_2.png"></li></ol><table class="wysiwyg-macro" data-macro-name="html" style="background-image: url(/plugins/servlet/confluence/placeholder/macro-heading?definition=e2h0bWx9&locale=en_GB&version=2); background-repeat: no-repeat;" data-macro-body-type="PLAIN_TEXT"><tr><td class="wysiwyg-macro-body"><pre><a id="Deleting a user"></a></pre></td></tr></table><h1>Deleting a user</h1><table class="wysiwyg-macro" data-macro-name="warning" style="background-image: url(/plugins/servlet/confluence/placeholder/macro-heading?definition=e3dhcm5pbmd9&locale=en_GB&version=2); background-repeat: no-repeat;" data-macro-body-type="RICH_TEXT"><tr><td class="wysiwyg-macro-body"><p>When you delete a user, you are also deleting the calls associated with that user!</p></td></tr></table><p>To delete a user from the system, select it and click on the <span class="button">Properties</span> button at the top-right corner of the Contents panel:</p><p><img class="confluence-embedded-image shadow confluence-external-resource" src="http://docs.tri-line.com:8090/download/attachments/4817235/content_user_6.png" data-image-src="http://docs.tri-line.com:8090/download/attachments/4817235/content_user_6.png"></p><p>In the <img class="editor-inline-macro" src="/plugins/servlet/confluence/placeholder/macro?definition=e3JlZmVyZW5jZW1hY3JvOkxhYmVsPVVzZXIgcHJvcGVydGllc30&locale=en_GB&version=2" data-macro-name="referencemacro" data-macro-parameters="Label=User properties"> window that will open, click on the <span class="button">Delete</span> button to remove the user from the Directory; a confirmation will be required, to prevent users being deleted accidentally.</p><p><img class="editor-inline-macro" src="/plugins/servlet/confluence/placeholder/macro?definition=e3NjcmVlbnNob3RtYWNybzpCb3JkZXI9ZmFsc2V8VVJMPS9kb3dubG9hZC9hdHRhY2htZW50cy80ODE3MjM1L2NvbnRlbnRfdXNlcl83LnBuZ30&locale=en_GB&version=2" data-macro-name="screenshotmacro" data-macro-parameters="Border=false|URL=/download/attachments/4817235/content_user_7.png"></p><p> </p><p> </p>
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