| Summary_list |
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| Task1 | Overview |
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| Task2 | General properties |
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| Task3 | Adding phone numberscontacts manually |
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| Task4 | Adding account codesImporting contacts |
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<a id="Overview"></a> |
Overview
A web user is a user that has been provided with a username and password to allow then to interrogate TIM Enterprise remotely.
To configure a web user, locate the object in the Directory, click on it and select Properties from the drop-down list, as shown below:
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| URL | /download/attachments/16713541671426/web_user_4.png |
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A new window will open, allowing you to configure the properties of your web user.
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<a id="General properties"></a> |
General properties
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| Border | false |
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| URL | /download/attachments/16713541671426/web_user_5.png |
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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. |
My numbers
The
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<p>To edit a Web Users, simply left-click on it and select <span class="button">Properties</span> from the pop-up menu, as shown below:</p>
<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/web_user_properties_1.png" alt="Web Users properties" />
<h2>General properties</h2>
<p>Just fill in the box displayed to add properties for this Web User as shown in the example below:</p>
<img class="screenshot border" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/web_user_properties_2.png" alt="Web Users properties" />
<h2>My numbers</h2>
<p>Just fill in the box displayed to add properties for this Web User as shown in the example below:</p>
<img class="screenshot border" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/web_user_properties_3.png" alt="Web Users properties" />
<p>....................................................................................................................</p> |
tab allows you to manually add or import a list of contacts to the current web user, replacing phone numbers or account codes with friendly names wherever they feature throughout the system, e.g. in reports, display boards, etc.| HTML |
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<a id="Adding contacts manually"></a> |
Adding contacts manually
To manually add a contact to the currently-selected web user, choose the type of contact you want to add from the
drop-down list and click on the | Inlineimage |
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| URL | /download/attachments/1310815/add_button.png |
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icon, as shown below:| Screenshotmacro |
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| Border | false |
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| URL | /download/attachments/1671426/web_user_7.png |
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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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| Border | false |
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| URL | /download/attachments/1671426/web_user_8.png |
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To add another number, follow the same procedure, then click on the
button to apply the changes.| Screenshotmacro |
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| Border | false |
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| URL | /download/attachments/1671426/web_user_9.png |
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<a id="Importing contacts"></a> |
Importing contacts
TIM Enterprise allows you to automatically import contacts in the system from an existing CSV list. The columns in the list should be separated using a common delimiter, such as comma, dash, semicolon, tab or space.
To import a list of contacts, click on the Import button. A new window will open, allowing you to configure the contact list for the selected web user. Each step of the process is presented in the table below:
| 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 account; | Screenshotmacro |
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| Border | false |
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| URL | /download/attachments/1671426/web_user_import_1.png |
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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. | Screenshotmacro |
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| Border | false |
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| URL | /download/attachments/1671426/web_user_import_2.png |
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Import options | This section allows you to select in which category you want the contacts to be included and how to handle duplicated entries or other conflicts with the existing contacts. | Screenshotmacro |
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| Border | false |
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| URL | /download/attachments/1671426/web_user_import_3.png |
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Data entry | This section allows you to paste the CSV list in the box provided. | Screenshotmacro |
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| Border | false |
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| URL | /download/attachments/1671426/web_user_import_4.png |
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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. | Screenshotmacro |
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| Border | false |
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| URL | /download/attachments/1671426/web_user_import_5.png |
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Contact category | This section allows you to select or define the column(s) that will make up each category. | Screenshotmacro |
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| Border | false |
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| URL | /download/attachments/1671426/web_user_import_6.png |
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Contact phone number | This section allows you to select or define the column(s) that will make up each phone number. | Screenshotmacro |
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| Border | false |
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| URL | /download/attachments/1671426/web_user_import_7.png |
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Contact name | This section allows you to select or define the column(s) that will make up each name. | Screenshotmacro |
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| Border | false |
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| URL | /download/attachments/1671426/web_user_import_8.png |
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Ready to import | This section notifies you how many records are valid and ready to be imported. | Screenshotmacro |
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| Border | false |
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| URL | /download/attachments/1671426/web_user_import_9.png |
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The contacts will be added to the list, as shown in the screenshot below. Click on the
button to apply the changes.| Screenshotmacro |
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| Border | false |
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| URL | /download/attachments/1671426/web_user_import_10.png |
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