Add, modify, and delete users

To add a user or administrator:

1. Click Users → Add New.

2. User Profile

3. Enter the user details. Fields marked with an asterisk (*) are required. Enter a minimum of 4 characters for the Username.

   1. If you are adding an administrator, click the Is this user an administrator? check-box. The created administrator user is referred as the Site Administrator.

   2. In the Now user can access all sites?, select Yes or No radio button.

   3. When No is selected, it allows permission to a specific site administrator.

   4. When No is selected, Select the sites where this user can access field is displayed. Select a site from the drop-down box.

   5. If you want to delete the selected site, click the Delete icon next to the site.

   6. (Optional) Click Create new user from existing user? check-box.

   7. Click Next.

      A Site Admin when logged in, can see only the sites that are given permission by the Customer Administrator.

4. Service Plan:

   1. Click Select to choose a phone plan for the user.

   2. Click Next.

5. Service Programming:

   1. Select the service details for the user. Fields marked with an asterisk (*) are required.

   2. From Select a number where an external caller can reach this user directly drop-down list, select the numbers. The selected numbers are displayed in the Emergency Response Location field in the Phone tab.

      When you create an ACD Hotdesk user with a softphone, a shared device is automatically created for the user.
      If you select a basic plan that does not include voicemail, you can still forward calls to voicemail (Call Handling Rules) however the calls will go to your corporate voicemail.

   3. Click Next.

6. Phones:

   1. From the Phone Type drop-down list, select the type of phone for this user. This field is enabled for Deskphone and MiVoice Conference Phone only.

   2. (Optional): Enter the MAC Address (printed on the phone such as: 08-00-0F-67-09-10) of the phone. This field is displayed only when the physical device type is selected from the Phone Type drop-down list.

   3. Enter SIP Username. This field is displayed when the SIP device is selected from Phone Type drop-down list.

   4. (Optional): From the Select a predefined key template to be applied to this phone drop-down list, choose a key template for the primary phone. Phone key templates apply to the primary phone only.

   5. From the Select a feature profile for this phone drop-down, select a feature profile.

   6. Enter Call Coverage Service Number.

   7. Emergency Response Location/Number panel

      • From the Emergency Response Location/Number drop-down list, choose a site.

        The DID number is displayed in the Emergency Response Location drop-down list only if the Service Provider configures DID as a CESID number for a user.

      • Select Disable Automatic Configuration check-box only if you want to override automatic configuration. A pop-up window is displayed to confirm override.

        This field is visible only for Minet Deskphones and MiVoice Conference Phone.

      • Enter Comment.

   8. Click Next.

7. Phone Keys (optional):
   When you choose a MiNet phone type, a step is added to allow you to program the phone keys. You can also edit the Prime phone key and specify the Ring type on all phones that allow key programming.
   When you select a MiNet Phone type for example the 5330e IP, you can program the phone keys as follows:
   a. Click a key on the phone diagram.
   b. Select what should happen when a phone user presses the key.
   c. Click OK.
   d. Repeat steps a to c to program other keys.
   e. Click Save.

8. Advanced:

   1. Select the external number settings.

   2. (Optional) Select the Voicemail settings. For example, Feature COS.

   3. Select the call handling rules.

9. Click Save.

To modify a user or administrator:

1. Click Users and then click the user's name.
   To display only users, select Search Users.
   To display only administrators, select Search Administrators.

2. Select the details that you want to modify from the task menu bar, for example, Phones.

3. Make the changes and then click Save.

To delete a user or administrator:

1. Click Users.
   To display only users, select Search Users.
   To display users by service plan or site, Search by Service Plan or Site.
   To display only administrators, select Search Administrators.

2. Select one or more check-boxes for the user you want to delete.

3. Click Delete.

   A message is displayed that deleting the users belonging to n group(s) takes n mins. The time mentioned might deviate from -5 to +5 minutes.

To export information of users:

1. Click Users.

2. There are two ways to export information:

   1. Search by any field and click the Export list icon.
      OR

   2. Click the Export list icon.
      The information is exported into CSV format.

To download CloudLink failed users error report:

1. Click Users.

2. Click the Download CloudLink failed report error icon .
   The error report is downloaded.