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<a id="Overview"></a> |
Overview
A user is the entity object created in the system to embody each of your telephone extensions. The users will populate the Directory automatically as soon as they make or receive a call, and by default, they are added into a folder called Discovered users.
Each individual user object can be edited afterwards, moved into a different group and if required, you are also given the option to add users within the system manuallyUsers 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 Discovered Users. The properties of each user can be edited afterwards, and users can also be subsequently organised into new user groups, if preferred.
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<a id="Finding a user"></a> |
Finding a user
To search for locate a user within the system and see in which group is locatedin the Directory, select the Directory tab and then click on the Find button on at the top-right corner of the Contents panel, as shown below:
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A In the new window will pop-up. Enter in that opens, enter the name or extension number of the user you are looking for and press , then click on the Search button. The search results will appear in the same window, as shown below:
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<a id="Adding a user"></a> |
Adding a user
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Before adding a new user in to the system, search the Directory for the extension number you want to add to ensure the user check that it doesn't already exist already , by searching for it in the system and you are not creating any duplicationsDirectory. |
To manually add a new user in to the system, click on the Directory tab and , select the site and the user group where you want to create the new entityuser to be added, then click on the Add new button on at the top-right corner of the Contents panel. The example below shows a user being added in the London Accounts group:
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A new window will pop up open, allowing you to to add properties for this configure the properties of the new user:
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The fields of this window are as followsEach field in the User properties window is described below:
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| Name | Enter the name you want associated with The name of the user in this field. If no name is entered, the default is the extension number .will show instead |
| ExtensionEnter | the main extension number you would like to associate with this User.The extension number of the user |
| E-mailAdd | the The e-mail address you would like to associate with this User.of the user |
| Alt extension | Enter any alternative extension numbers you would like to associate with this User. | Comment | This field is for free text.The alternative extension number(s) or the DDI digits of the user's extension, if applicable |
| Comment | Any comments you want to add for this user |
Once you have filled in the details for that configured the properties of the user, click on the Add button, as shown below:
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Editing a user's properties
To edit the properties of a user's properties, locate the user in the Directory and click on it to select it. Once this is highlighted in gray as shown below, select it and click on the Properties button on at the top-right corner of the Contents panel:
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A new The
window will open
, displaying
the properties each property of the user
, arranged over the following tabs:
-General
This section will allow you to edit the general properties for the user (e.g. name, e-mail, associated extensions etc.). To amend any of the entries, overtype any details you would like to change, and press theSavebutton as shown below:
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The fields of this tab are as follows:
| Field | Description |
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| Name | Enter the name you want associated with The name of the user in this field. If no name is entered, the default is the extension number .will show instead |
| Extension | Enter the main extension number you would like to associate with this User. | E-mail | Add the e-mail address you would like to associate with this User.The extension number of the user |
| Email | The e-mail address of the user |
| Alt extension | Enter any alternative extension numbers you would like to associate with this User. |
| Comment | This field is for free text. |
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If a user has more than one extension associated with it, add these additional extensions in the field and separate the entries with a comma. |
Telephony
This section allows you to edit the telephony properties for the user (e.g. DDI, IP phone, mobile or home phone number associated). If you do not want to log or record calls for this user or you would like to exclude the user's calls from any Stats collection points for Display boards, tick the box provided.
| The alternative extension number(s) or the DDI digits of the user, if applicable |
| Comment | Any comments you want to add for this user |
Telephony
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| Field | Description |
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| DDIEnter | the The DDI number associated with of the user in this field. |
| IP Phone | Enter the The IP phone number associated with of the user in this field. |
| Mobile | Enter any The mobile number associated with the user in this field. You will need to import mobile CDR's if you want to log against the user.of the user |
| Home | If the user has a home on your system, enter it here and it will be tagged to the user.The home telephone number of the user |
| Do not log calls for this userIf you do not want to log | When selected, calls for this user , simply tick the box.will not be logged |
| Do not record calls for this userIf you do not want to record | When selected, calls for this user , simply tick the box. (Will only apply if Magic Box added.)will not be recorded |
| Exclude this user from call statistics | If you do not want this user and their calls to appear on Display boards, tick this box. |
Charge
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| When selected, collection of statistics will not be performed for calls to and from this user |
Charge
The tab allows you add or edit a fixed charge for the user, such as room rental, internet services or additional sundry items.
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Markup
This section will allow The
tab allows you to add or edit
any markup's associated with a markup charge to calls made by the user.
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Moving a user between two groups
If you need Follow the steps below to move a user from one User group to another, follow the instructions below. The example shows Anna Savalas being moved from Admin to the Development group.
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- Click on the tab and open the contents of the group which contains the user you want to move.
- Select the user by ticking the box alongside it. The top-left panel of the screen will temporarily change to the a Move items panel and containing the user(s) you've ticked will be copied hereselected user.
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- Next, select the new destination group that you want the user (s) to be moved into, and click on thethe Move button., as shown below:
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<a id="Deleting a user"></a> |
Deleting a user
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PLEASE NOTE: When you are deleting delete a user, you are also deleting all the information contained for that users, including the call information the calls associated with that user.! |
To delete a user , locate the user in the Directory and click on it to select it. Once the user is highlighted in gray as shown below, from the system, select it and click on the Properties button on at the top-right corner of the Contents panel:
The user properties window will appear, where you can In the
window that will open, click on the
Delete button
at the bottom-right corner of the screen to remove the user from the
system. You will also be asked to confirm the deletion, in order to prevent this Directory; a confirmation will be required, to prevent users being deleted accidentally.
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