Configuring a web user

Overview
General properties
Adding contacts manually
Importing contacts

Overview

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:

A new window will open, allowing you to configure the properties of your web user.

General properties

My numbers

This tab allows you to add a list of contacts to each individual web user, replacing phone numbers or account codes with friendly names wherever they feature throughout the system, e.g. in reports, display boards, etc.

Adding contacts manually

To manually add a phone contact to the currently-selected web user, select the type of contact you want to add from the Category drop-down list and click on the icon, as shown below:

A new window will open, allowing you to enter the telephone number and the name you want to associate with it, as shown below:

To add another number, follow the same procedure, then click on the Save button to apply the changes.

Importing contacts

To automatically import phone contacts in the system from an existing list, arrange your data in CSV format comprising two columns (phone numbers, allocated name). Use a common delimiter to separate the two columns, 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 Next button.

To edit a Web Users, simply left-click on it and select Properties from the pop-up menu, as shown below:

General properties

Just fill in the box displayed to add properties for this Web User as shown in the example below:

My numbers

Just fill in the box displayed to add properties for this Web User as shown in the example below:

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