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The
tab allows you to configure the login credentials of the web user and apply any Directory restrictions, if required.
Configuring
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a web user's credentials
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| Field | Description |
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| 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. |
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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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| Field | Description |
|---|
| Site | The 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. |
| Group | The 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 the
tab
tab allows you to add a
list of contact
list to each individual web user,
in order to which will replace phone numbers with friendly names wherever they feature throughout the system
., e.g. in reports, display boards, etc.
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.
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Adding a phone contact manually
To manually add a contact to the list, click on and 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
for Tri-line's DDIs.
If you no longer want a location associated with a particular number, click on the
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icon alongside it to remove it.
Search number
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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Importing phone contacts automatically
To automatically import contancts into the system contacts from an existing list, arrange your data in CSV format comprising of two columns - one containing the phone numbers and , the other the their allocated names. To separate the two columns, use a common delimiter, such as comma, dash, semicolon, tab or space.
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Search number
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
tab allows you to allocate names to account codes, for the reports to show this name instead.
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