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<a id="Overview"></a> |
Overview
A user is the entity object representing each of your telephone extensionsUsers represent the people in your organisation who make use of devices such as telephone extensions, fax machines, etc. When you first configure the systemTIM Plus, the users will populate the Directory automatically as soon as they make or receive a call, and by default, they are added into a folder called Discovered users. Each individual user object can be edited afterwards or moved into a different group, if requiredyour users are automatically harvested from the data received from the phone system into a folder named Discovered Users. The properties of each user can be edited afterwards, and users can also be subsequently organised into new user groups, if preferred.
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<a id="Finding a user"></a> |
Finding a user
To search for locate a user in the system and see in which group it is locatedDirectory, select the Directory tab and click on the Find button at the top-right corner of the screenContents panel, as shown below:
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<a id="Adding a user"></a> |
Adding a user
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Before adding a new user in to the system, search for its extension number check that it doesn't already exist, by searching for it in the Directory to ensure you are not creating duplications. |
To manually add a user in to the system, click on the Directory tab, select the site and group where you want to create the new user to be added, then click on the Add new button at the top-right corner of the Contents panel.
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A new window will open, allowing you to configure the properties of the new user:
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Each tab field in the User properties window is explained described below:
| Field | Description |
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| Name | The name of the user. If no name is entered, the extension number will show instead |
| Extension | The extension number of the user |
| E-mail | The e-mail address of the user |
| Alt extension | The alternative extension number(s) or the partial DDI number digits of the user's extension, if applicable |
| Comment | Any comments you want to add for this user |
Once you have configured the properties of the user's properties, click on the Add button, as shown below:
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Editing a user's properties
To edit the properties of a user's properties, locate the user in the Directory, select it and click on the Properties button at the top-right corner of the Contents panel:
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A new The
window will open
, displaying
the properties each property of the user
. Each tab in the User properties window is explained below, arranged over the following tabs:
General
The
tab allows you to edit the general properties of the user, e.g. name, e-mail, alternative extensions etc. To amend any of the entries, overtype any details you want to change, then click on the Save button, as shown below:| Screenshotmacro |
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Each field contained in this tab are described below:
| Field | Description |
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| Name | The name of the user. If no name is entered, the extension number will show instead |
| Extension | The extension number of the user |
| Email | The e-mail address of the user |
| Alt extension | The alternative extension number(s) or the partial DDI number digits of the user, if applicable |
| Comment | Any comments you want to add for this user |
Telephony
The
tab allows you to edit the telephony properties of the user, e.g. DDI, IP phone or mobile, and gives you the option to exclude the currently selected user from being logged or recorded in the system - assuming a call recording device is attached to TIM Plus.| Screenshotmacro |
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| Field | Description |
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| DDI | The DDI number of the user |
| IP Phone | The IP phone number of the user |
| Mobile | The mobile number of the user |
| Home | The home telephone number of the user, if applicable |
| Do not log calls for this user | Calls When selected, calls for this user are will not be logged, if this option is ticked |
| Do not record calls for this user | Calls When selected, calls for this user are will not be recorded, if this option is ticked |
| Exclude this user from call statisticsCalls for this users are not included in any stats points objects and will not show on display boards | When selected, collection of statistics will not be performed for calls to and from this user |
Charge
The tab allows you add or edit any a fixed charge associated with for the user, such as room rental, internet services or additional sundry items. If you do not want to add a charge, leave this blank.
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The
tab allows you to add or edit
any markup charges associated with a markup charge to calls made by the user.
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After editing the properties of the user, click on the
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<a id="Moving a user between two groups"></a> |
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Follow the steps below to move a user from one group to another. In the example below, the user
is being moved from the group to the group.:- Click on the tab and locate the open the contents of the group which contains the user you want to move to the new group.
- Select the user , by ticking the box alongside it. The top-left panel of the screen will now temporarily change to the a Move items panel and containing the selected user will be copied here.
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- Select Next, select the destination group that you want the user to be moved into, and click on the Move button, as shown below:
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Deleting a user
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When you are deleting delete a user, you are also deleting the calls associated with that user! |
To delete a user from the system, locate the user in the Directory, select it and click on the Properties button at the top-right corner of the Contents panel:
The In the
window
that will open
. Click , click on the
Delete button to remove the user from the Directory; a confirmation will be required, to prevent users being deleted accidentally.
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