<a id="Overview"></a> |
To configure the properties of a web user, select it from the list, as shown below:
A new window will open, where you can configure the properties of your web user.
Each tab in this window is described below:
<a id="General properties"></a> |
The tab allows you to configure the login credentials of the currently-selected web user and apply any Directory restrictions, if required.
| Field | Description |
|---|---|
| Username | The username the web user will use to log in with |
| Password | The password the web user will use to log in with |
| Display name | The name you want the web user to be identified in the reports |
| Email address | The email address of the web user; this can also be used when scheduling reports |
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 to allow the web user to access. If this is left at the default settings, the web user will be able to access all parts of the Directory.
| Field | Description |
|---|---|
| Site | The site the web user will be allowed access to. If you don't want to restrict the current web user to a specific site, select All sites. |
| Group | The user group within the previously selected site that the web user will be allowed access to. If you don't want to restrict the current web user to a specific group, select All groups. |
<a id="Phone numbers"></a> |
The tab allows you to add a list of contact to each individual web user, replacing phone numbers with friendly names wherever they feature throughout the system, e.g. in reports, display boards, etc.
To manually add a phone contact to the currently-selected web user, enter the telephone number and the name you want to associate with it, then click on the button, as shown below:
To add a range of DDI numbers, enter the first part of the phone number only, and use ** as a wild character, e.g. enter for Tri-line's DDIs.
To automatically import phone contacts from an existing list, arrange your data in CSV format comprising of two columns - one containing the phone numbers, the other their allocated names. Use a common delimiter to separate the two columns, such as comma, dash, semicolon, tab or space.
Click on the button and paste the CSV list in the box provided, then click on the button.
Choose from the drop-down list the delimiter you want to use to separate the two columns and whether you want to use the first row as a header:
Select the column you want to use for the name and phone number information, then click on the button, as shown below:
The system will analyse your data and will return the number of phone contacts ready to be imported:
Click on the button and the contacts will be imported automatically in the system.
If you no longer want a name associated with a particular phone number, click on the icon alongside it to delete it, as shown below:
To search for a number in your existing list of contacts, click on the button, as shown below:
A new window will open, where you can enter the phone number you are looking for, as shown below:
Follow the same procedure to search for a location name:
<a id="Account codes"></a> |
The tab allows you to add a list of contact to each individual web user, replacing account codes with friendly names wherever they feature throughout the system, e.g. in reports, display boards, etc.
To manually add an account code contact, enter the account code number and the name you want to associated with it, then click on the button, as shown below:
To automatically import account code contacts from an existing list, arrange your data in CSV format comprising of two columns - one containing the account codes, the other their allocated names. Use a common delimiter to separate the two columns, such as comma, dash, semicolon, tab or space.
Click on the button and paste the CSV list in the box provided, then click on the button:
Choose from the drop-down list the delimiter you want to use to separate the two columns and whether you want to use the first row as a header:
Select the column you want to use for the name and account code information, then click on the button, as shown below:
The system will analyse your data and will return the number of contacts ready to be imported:
Click on the button and the contacts will be imported automatically in the system.
If you no longer want a name associated with a particular account code number, click on the 
icon alongside it to delete it, as shown below:
To search for an account number in your existing list of contacts, click on the button, as shown below:
A new window will open, where you can enter the account code you are looking for, as shown below:
When you have configured the properties of your web user, click on the button to apply the changes, as shown below: