Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Summary_list
Task1Overview
Task2Adding a web user
Task3Configuring a web user

Overview

When accessing TIM Plus you are required to enter a username and password in the web browser, which form a login credential known as Web user. The login account for each user can be restricted to a specific site or user group, allowing you to have full control over their Directory privileges.

Info

There is no limit on the amount of web users that you can create within the system.

Adding a web user

To add a new web user to the system, click on the New button, as shown below:

Screenshotmacro
Borderfalse
URL/download/attachments/4817155/web_user_1.png

Buttonmacro
LabelSave
button to apply the changes.

Screenshotmacro
Borderfalse
URL/download/attachments/4817155/web_user_10.png

Configuring a web user

To configure the properties of a web user, click on it and a new window will open displaying the following tabs:

General properties

The

Tabmacro
LabelGeneral
tab allows you to configure the login credentials of the web user and apply any Directory restrictions, if required.

Screenshotmacro
Borderfalse
URL/download/attachments/4817155/web_user_2.png

Configure the login credentials

FieldDescription
UsernameThe username the web user will use to log in with.
PasswordThe password the web user will use to log in with.
Display nameThe name you want the web user to be identified in the reports.
Email addressThe email address of the web user. This e-mail address can be used when scheduling reports.

Restricting 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 the web user to be allowed access to. If this is left at the default settings, the web user will be able to access all parts of the Directory.

Screenshotmacro
Borderfalse
URL/download/attachments/4817155/web_user_3.png

FieldDescription
SiteThe site the web user will be allowed access to. If you don't want to restrict the web user to a specific site, select
Keywordmacro
LabelAll sites
.
GroupThe user group within the previously selected site that the web user will be allowed access to. If you don't want to restrict the web user to a specific group, select
Keywordmacro
LabelAll groups
.

Phone numbers

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.

To add a contact to the list, click on the

Tabmacro
LabelPhone numbers
tab and enter the telephone number and the name you want to associate with it, then click on the Add button, as shown below:

Screenshotmacro
Borderfalse
URL/download/attachments/4817155/web_user_4.png

To add a range of DDI numbers, enter the first part of the number only and use ** as a wild character, e.g. enter 

Keywordmacro
Label020726526**
for Tri-line's DDIs.
If you no longer want a location associated with a particular number, click on the
Inlineimage
URL/download/attachments/4817155/cross_button.png
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:

Screenshotmacro
Borderfalse
URL/download/attachments/4817155/web_user_6.png

A new window will open, where you can enter the phone number you are looking for, as shown below:

Screenshotmacro
Borderfalse
URL/download/attachments/4817155/web_user_7.png

Follow the same procedure to search for a location name:

Screenshotmacro
Borderfalse
URL/download/attachments/4817155/web_user_8.png

Importing phone contacts

To automatically import contancts into the system from an existing list, arrange your data in CSV format comprising of two columns - one containing phone numbers and the other the allocated names. To separate the two columns, use a common delimiter, such as comma, dash, semicolon, tab or space.

Click on the Import button and paste the CSV list in the box provided, then click on the

Buttonmacro
LabelNext
button.

Screenshotmacro
Borderfalse
URL/download/attachments/4817155/web_user_14.png

Choose from the drop-down list which delimiter you want to separate the two columns by and whether you want to use the first row as a header:

Screenshotmacro
Borderfalse
URL/download/attachments/4817155/web_user_15.png

Select the columns you want to use for the name and phone number information, as shown below:

Screenshotmacro

Click on the Import button. The contacts will be imported automatically in the system.

Screenshotmacro
Borderfalse
URL/download/attachments/4817155/web_user_9.png

Account codes

The 

Tabmacro
LabelAccount codes
tab allows you to allocate names to account codes, for the reports to show this name instead.

To add an account name, enter the account code number and the name you want to associated with it, then click on the Add button, as shown below:

Screenshotmacro
Borderfalse
URL/download/attachments/4817155/web_user_5.png

Search account code

To search for an account number in your existing contact list, click on the Search button, as shown below:

Screenshotmacro
Borderfalse
URL/download/attachments/4817155/web_user_11.png

A new window will open, where you can enter the account code you are looking for in the search box provided, as shown below:

Screenshotmacro
Borderfalse
URL/download/attachments/4817155/web_user_12.png

Importing account code contacts

To directly import account codes in the system from an existing contact list, arrange your data in CSV format, comprising of two columns - one designated for account codes and the other for their allocated names. The two columns can be separated using a common delimiter, e.g. comma, tab, semicolon.

Paste the list in the box provided and click on the Import button. The account codes will be imported automatically in the system.

Screenshotmacro
Borderfalse
URL/download/attachments/4817155/web_user_13.png