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Summary_list
Task1Overview
Task2Adding a web user
Task3Configuring a web user

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Overview

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.

Info

There is no limit on the amount of web users that you can create within the system.

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Adding a web user

To add a new web user to the system, click on the New button, as shown below:

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LabelSave
button to apply the changes.

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Configuring a web user

To configure the properties of a web user, click on it to open the Web user settings window.

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Each tab presented in this window is described below:

General properties

The

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

Configuring a web user's credentials

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FieldDescription
UsernameThe username the web user will use to log in with
PasswordThe password the web user will use to log in with
Display nameThe name you want the web user to be identified in the reports
Email addressThe email address of the web user; this can also be used when scheduling reports

Configuring a web user's 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.

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FieldDescription
SiteThe site 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.
GroupThe user group within the previously selected site that 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.

Phone numbers

The

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LabelPhone 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 phone 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 

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Label020726526**
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

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.

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

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LabelNext
button.

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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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Select the column you want to use for the name and phone number information, then click on the 

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LabelNext
button, as shown below:

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The system will analyse your data and will return the number of contacts ready to be imported:

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Click on the Import button and the contacts will be imported automatically in the system.

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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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A new window will open, where you can enter the phone number you are looking for, as shown below:

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Follow the same procedure to search for a location name:

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Account codes

The 

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LabelAccount codes
tab allows you 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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URL/download/attachments/4817155/web_user_18.png

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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Select the column you want to use for the name and account code information, then click on the Next button, as shown below:

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The system will analyse your data and will return the number of contacts ready to be imported:

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Click on the Import button and the contacts will be imported automatically in the system.

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Searching for an account code

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

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A new window will open, where you can enter the account code you are looking for, as shown below:

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