Overview

A user is the entity object representing a telephone extension. 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 required.

Finding a user

To search for a user in the system and see in which group it is located, select the Directory tab and click on the Find button at the top-right corner of the screen:

In the new window that opens, enter the name or extension number of the user you are looking for, then click on the Search button. The results will appear in the same window, as shown below:

Adding a user

Before adding a new user in the system, search for its extension number in the Directory to ensure you are not creating duplications.

To add a new user in the system, click on the Directory tab and select the site and the user group where you want to create the new entity, then click on theAdd newbutton on the top-right corner of the Contents panel. The example below shows a user being added in the London Accounts group:

A new window will pop up allowing you to to add properties for this user:

The fields of this window are as follows:

Field	Description
Name	Enter the name you want associated with the user in this field. If no name is entered, the default is the extension number.
Extension	Enter the main extension number you would like to associate with this User.
E-mail	Add the e-mail address you would like to associate with this User.
Alt extension	Enter any alternative extension numbers you would like to associate with this User.
Comment	This field is for free text.

Once you have filled in the details for that user, click on theAddbutton, as shown below:

Editing a user's properties

To edit a user's properties, locate the user in the Directory and click on it to select it. Once this is highlighted in gray as shown below, click on thePropertiesbutton on the top-right corner of the Contents panel:

A new window will open displaying the properties of the user:-

General

This section will allow you to edit the general properties for the user (e.g. name, e-mail, associated extensions etc.). To amend any of the entries, overtype any details you would like to change, and press theSavebutton as shown below:

The fields of this tab are as follows:

Field	Description
Name	Enter the name you want associated with the user in this field. If no name is entered, the default is the extension number.
Extension	Enter the main extension number you would like to associate with this User.
E-mail	Add the e-mail address you would like to associate with this User.
Alt extension	Enter any alternative extension numbers you would like to associate with this User.
Comment	This field is for free text.

If a user has more than one extension associated with it, add these additional extensions in the Alt extensions field and separate the entries with a comma.

Telephony

This section allows you to edit the telephony properties for the user (e.g. DDI, IP phone, mobile or home phone number associated). If you do not want to log or record calls for this user or you would like to exclude the user's calls from any Stats collection points for Display boards, tick the box provided.

Field	Description
DDI	Enter the DDI number associated with the user in this field.
IP Phone	Enter the IP phone number associated with the user in this field.
Mobile	Enter any mobile number associated with the user in this field. You will need to import mobile CDR's if you want to log against the user.
Home	If the user has a home on your system, enter it here and it will be tagged to the user.
Do not log calls for this user	If you do not want to log calls for this user, simply tick the box.
Do not record calls for this user	If you do not want to record calls for this user, simply tick the box. (Will only apply if Magic Box added.)
Exclude this user from call statistics	If you do not want this user and their calls to appear on Display boards, tick this box.

Charge

This section will allow you to addor edit any charges associated with the user (e.g. monthly rental, charge for recording etc.). If you do not want to add any charge, leave this blank.

Markup

This section will allow you to add or edit any markup's associated with the user. If you do not want to add any markup, simply leave blank.

Moving a user between two groups

If you need to move a user from one User group to another, follow the instructions below. The example shows Anna Savalas being moved from Admin to the Development group.

Find the user you would like to move over to the new group, and tick the box alongside it. The top-left panel of the screen will change to the Move items panel and the user(s) you've ticked will be copied here.
Next, select the new group you want the user(s) to be moved into and click on theMovebutton.

Deleting a user

PLEASE NOTE: When you are deleting a user, you are deleting all the information contained for that users, including the call information associated with that user.

To delete a user, locate the user in the Directory and click on it to select it. Once the user is highlighted in gray as shown below, click on thePropertiesbutton on the top-right corner of the Contents panel:

The user properties window will appear, where you can click on theDeletebutton at the bottom-right corner of the screen to remove the user from the system. You will also be asked to confirm the deletion, in order to prevent this being deleted accidentally.