Web users

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Each tab presented in this window is described below:

General properties

The

Tabmacro
Label General

tab allows you to configure the login credentials of the web user and apply any Directory restrictions, if required.

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Phone numbers

The

Tabmacro
Label Phone numbers

tab allows you to add a list of contact to each individual web user, replacing phone numbers with friendly names wherever they feature throughout the system, e.g. in reports, display boards, etc.

Adding

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phone

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contacts

To manually add a contact to the list, enter the telephone number and the name you want to associate with it, then click on the Add button, as shown below:

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To add a range of DDI numbers, enter the first part of the phone number only, and use ** as a wild character, e.g. enter 

Keywordmacro
Label 020726526**

for Tri-line's DDIs. If you no longer want a location associated with a particular number, click on the

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URL /download/attachments/4817155/cross_button.png

icon alongside it to remove it.

Importing phone contacts

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To automatically import contacts from an existing list, arrange your data in CSV format comprising of two columns - one containing the phone numbers, the other their allocated names. Use a common delimiter to separate the two columns, such as comma, dash, semicolon, tab or space.

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Searching for a phone contact

To search for a number in your existing list of contacts, click on the Search button, as shown below:

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Account codes

The 

Tabmacro
Label Account codes

tab allows you to allocate names to account codes, for the reports to show this name instead.To add a list of contact to each individual web user, replacing account codes with friendly names wherever they feature throughout the system, e.g. in reports, display boards, etc.

Adding account code contacts

To manually add an account name contact , enter the account code number and the name you want to associated with it, then click on the Add button, as shown below:

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Importing account code contacts

To automatically import account code contacts from an existing list, arrange your data in CSV format comprising of two columns - one containing the account codes, the other their allocated names. Use a common delimiter to separate the two columns, such as comma, dash, semicolon, tab or space.

Click on the Import button and paste the CSV list in the box provided, then click on the Next button.

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Searching for an account code

To search for an account number in your existing contact list, click on the Search button, as shown below:

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Importing account code contacts

To directly import account codes in the system from an existing contact list, arrange your data in CSV format, comprising of two columns - one designated for account codes and the other for their allocated names. The two columns can be separated using a common delimiter, e.g. comma, tab, semicolon.

Paste the list in the box provided and click on the Import button. The account codes will be imported automatically in the system.

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