|Task2||Adding a web user|
|Task3||Configuring a web user|
When accessing TIM Plus you are required to enter a username and password in the web browser, which form a login credential known as Web user. The login account for each user can be restricted to a specific site or user group, allowing you to have full control over their Directory privileges.
There is no limit on the amount of web users that you can create within the system.
Adding a web user
To add a new web user to the system, click on the button, as shown below:
A new window will open, allowing you to configure the properties of the web user. When you have entered all the details, click on the button to apply the changes.
Configuring a web user
To configure the properties of a web user, click on it and a new window will open displaying the following tabs:
The tab allows you to configure the login credentials of the web user and apply any Directory restrictions, if required.
Configuring the login credentials
|Username||The username the web user will use to log in with.|
|Password||The password the web user will use to log in with.|
|Display name||The name you want the web user to be identified in the reports.|
|Email address||The email address of the web user. This e-mail address can be used when scheduling reports.|
Restricting Directory access
TIM Plus allows you to restrict a web user's access to specific parts of the Directory. To apply any restrictions, select from the drop-down list the site and group you want allow the web user to access. If this is left at the default settings, the web user will be able to access all parts of the Directory.
|Site||The site the web user will be allowed access to. If you select All sites, the web user will be allowed to access all parts of the Directory.|
|Group||The user group within the previously selected site that the web user will be allowed access to. If you select All groups, the web user will be allowed to access all user groups within the previously selected site(s).|
To customise your reports and display boards to show a familiar name instead of a phone number, you have the option to add a contact list to each individual web user.
To add a contact to the list, click on the tab and enter the telephone number and the name you want to associate with it, then click on the button, as shown below:
To add a range of DDI numbers, enter the first part of the number only and use ** as a wild character, e.g. enter for Tri-line's DDIs.If you no longer want a location associated with a particular number, click on the
icon alongside it to remove it.
To search for a number in your existing list of contacts, click on the button, as shown below:
A new window will open, where you can enter the phone number you are looking for, as shown below:
Follow the same procedure to search for a location name:
Importing phone contacts
To automatically import contancts into the system from an existing list, arrange your data in CSV format comprising of two columns - one containing phone numbers and the other the allocated names. To separate the two columns, use a common delimiter, such as comma, dash, semicolon, tab or space.
Click on the button and paste the CSV list in the box provided, then click on the button.
Choose from the drop-down list which delimiter you want to separate the two columns by and whether you want to use the first row as a header:
Select the columns you want to use for the name and phone number information, as shown below:
Click on the button. The contacts will be imported automatically in the system.
The tab allows you to allocate names to account codes, for the reports to show this name instead.
To add an account name, enter the account code number and the name you want to associated with it, then click on the button, as shown below:
Search account code
To search for an account number in your existing contact list, click on the button, as shown below:
A new window will open, where you can enter the account code you are looking for in the search box provided, as shown below:
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 button. The account codes will be imported automatically in the system.