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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 are added by default 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 manually.

Finding a user

To search for a user within the system and see in which User group is located, select theDirectorytab and then y click on theFindbutton on the top-right corner of the Contents panel, as shown below:


A new window will pop-up. Enter in the name or extension number of the user you are looking for and press theSearchbutton. The search results will appear in the same window, as shown below:


Adding a user

Before adding a new user in the system, search the Directory for the extension number you want to add to ensure the user doesn't exist already in the system and you are not creating any duplications.

To add a new user in the system, click on theDirectorytab and select the site and the user group  where you want to create the new user, then click on theAdd newbutton on the top-right corner of the Contents panel. The example below shows a user being added in the London Accounts group:


A new window will pop up allowing you to to add properties for this User:


The fields of this window are as follows:

FieldDescription
NameEnter the name you want associated with the user in this field. If no name is entered, the default is the extension number.
ExtensionEnter the main extension number you would like to associate with this User.
E-mailAdd the e-mail address you would like to associate with this User.
Alt extensionEnter any alternative extension numbers you would like to associate with this User.
CommentThis field is for free text.

Once you have filled in the details for that user, click on theAddbutton, as shown below:


Editing a user's properties

To edit a user's properties, locate the user in the Directory and once this is highlighted in gray as shown below, click on thePropertiesbutton on the top-right corner of the Contents panel:

 


A new window will open displaying the properties of the user:-

General

The first section will allow you to edit the general properties for the user e.g. Name, e-mail, extensions associated etc. Simply, overtype any details you would like to change, and press the Save button as shown here:


The fields of this tab are as follows:

FieldDescription
NameEnter the name you want associated with the user in this field. If no name is entered, the default is the extension number.
ExtensionEnter the main extension number you would like to associate with this User.
E-mailAdd the e-mail address you would like to associate with this User.
Alt extensionEnter any alternative extension numbers you would like to associate with this User.
CommentThis field is for free text.

If a user has more than one extension associated with it, add these additional extensions in the Alt extensions field and separate the entries with a comma.

Telephony

This second section allows you to edit the telephony properties for the user (e.g. DDI (direct dial number), 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.


FieldDescription
DDIEnter the DDI number associated with the user in this field.
IP PhoneEnter the IP phone number associated with the user in this field.
MobileEnter any 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.
HomeIf the user has a home on your system, enter it here and it will be tagged to the user.
Do not log calls for this userIf you do not want to log calls for this user, simply tick the box.
Do not record calls for this userIf you do not want to record calls for this user, simply tick the box. (Will only apply if Magic Box added.)
Exclude this user from call statisticsIf you do not want this user and their calls to appear on Display boards, tick this box.

Charge

This section will allow you to addor edit any charges associated with the user (e.g. monthly rental, charge for recording etc.). If you do not want to add any charge, leave this blank.


Markup

This section will allow you to add or edit any markup's associated with the user. If you do not want to add any markup, simply leave blank.


Moving a user between two groups

If you need 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.

  1. Find the user you would like to move over to the new group, and tick the box alongside it. The top-left panel of the screen will change to the Move items panel and the user(s) you've ticked will be copied here.

  2. Next, select the new group you want the user(s) to be moved into and click on theMovebutton.

Deleting a user

PLEASE NOTE: When you are deleting a user, you are deleting all the information contained for that users, including the call information associated with that user.

To delete a user, locate the user in the Directory and once the user is highlighted in gray as shown below, click on thePropertiesbutton on the top-right corner of the Contents panel:

The user properties window will appear, where you can click on theDeletebutton at the bottom-right corner of the screen to remove the user from the system:


 

 

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