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<a id="Overview"></a> |
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The
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| Field | Description |
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| Site | The site to which the web user will be allowed access to. If you don't want to restrict the current web user to a specific site, select All sites. |
| Group | The user group - within the previously selected site that - to which the web user will be allowed access to. If you don't want to restrict the current web user to a specific group, select All groups. |
| HTML |
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<a id="Phone numberscontacts"></a> |
Phone
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contacts
The
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Adding phone contacts manually
To manually add a phone contact to the currently-selected web user, enter the telephone number and the name you want to associate with it, then click on the button, as shown below:
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To automatically import phone contacts in the system 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 separated by a common delimiter to separate the two columns, such as comma, dash, semicolon, tab or space.
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Choose from the drop-down list the delimiter you want to use to separate the two columns, and whether you want to use the first row as a header:
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Click on the button and to automatically import the contacts will be imported automatically in the system., as shown below:
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| HTML |
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<a id="Account codescontacts"></a> |
Account
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contacts
The
| Tabmacro | ||
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Adding account code contacts manually
To manually add an account code contact, enter the account code number and the name you want to associated associate with it, then click on the button, as shown below:
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To automatically import account code contacts in the system 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 separated by a common delimiter to separate the two columns, such as comma, dash, semicolon, tab or space.
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Choose from the drop-down list the delimiter you want to use to separate the two columns, and whether you want to use the first row as a header:
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Click on the button and to automatically import the contacts will be imported automatically in the system.
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