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A new window will open, allowing you to configure the properties of your web user.
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| Field | Description |
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| Display name | The name you want the web user to be identified in the reports |
| Username | The username the web user will use to log in with |
| Password | The password the web user will use to log in with |
| Email address | The email address of the web user; this can also be used when scheduling reports |
| Web class | Select the administrative privileges of the web user. |
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A new window will open, allowing you to enter the telephone number and the name you want to associate with it.
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To add another number, follow the same procedure, then click on the
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| HTML |
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<a id="Importing contacts"></a> |
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| Option | Description | ||||||||||
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Import contacts | This section allows to choose the source you want to import the contacts from,e.g. a CSV list, another web user.
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Contact type | This section allows you to select the type of contact you want to import, e.g. account code, phone number.
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Import options | This section allows you to select the category you want the contacts to be included and how to handle duplicated entries or other conflicts with the existing contacts.
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Data entry | Paste the CSV list in the box provided and click
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Import preview | This section gives you a preview of the imported contacts and allows you to select the delimiter you want to use to separate the two columns:
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Contact category | This section allows you to select or define the column(s) that will make up each category.
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Contact phone number | This section allows you to choose or define the column(s) that will make up each phone number.
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Contact name | This section allows you to choose or define the column(s) that will make up each name.
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Ready to import | This section notifies you how many records are valid and ready to be imported.
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