Users

Overview
Finding a user
Adding a user
Editing a user's properties
Moving a user between two groups
Deleting a user

Overview

A user is the entity object representing each of your telephone extensions. When you first configure the system, 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 manually add a user in the system, click on the Directory tab, select the site and group where you want to create the new user, then click on the Add new button at the top-right corner of the Contents panel.

A new window will open, allowing you to configure the properties of the user:

Each tab in the User properties window is explained below:

Once you have configured the user's properties, click on the Add button, 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. When the user is highlighted in grey, as shown below, click on the Properties button at the top-right corner of the Contents panel:

A new window will open displaying the properties of the user. Each tab in the User properties window is explained below:

General

The General 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:

Each field contained in this tab are described below:

Telephony

The Telephony 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.

Charge

The Charge tab allows you add or edit any fixed charge associated with the user, such as room rental, internet services or additional sundry items. If you do not want to add a charge, leave this blank.

Markup

The  Markup tab allows you to add or edit any markup charges associated with the user. If you do not want to add any markup, leave this blank.

Moving a user between two groups

Follow the steps below to move a user from one group to another.

1. Click on the Directory tab and locate the user you want to move to the new group.
2. Select the user, by ticking the box alongside it. The top-left panel of the screen will now change to the Move items panel and the selected user(s) will be copied here.
   
   
3. Select the new group that you want the user to be moved into, and click on theMove button, as shown below:
   
   

/download/attachments/4817235/contents_moving_user_1.png

Deleting a user

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

To delete a user from the system, locate the user in the Directory and click on it to select it. Once the user is highlighted in grey as shown below, click on the Properties button at the top-right corner of the Contents panel:

The User properties window will open, where you can click on theDelete button to remove the user from the system. You will be asked to confirm the deletion, in order to prevent user being deleted accidentally.