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4.2 Adding a new user

  1. Click + Add New User at the top right of the Users page.
  2. Complete every field of the form (see the table below).
  3. Click Add. The new person appears in the list.
  4. Give the person their user name and password, and the web address from the Tenant page.
  5. Set up their phone: link an extension on the Mapping Service tab (section 4.4) and configure numbers and features in PBX Manager > Users (chapter 7).
Figure 4.3 The Add New User form
FieldWhat to enter
First Name / Last NameThe person's name as colleagues should see it.
User NameThe sign-in name, for example jsmith. Use lower case letters and numbers only. It must be unique and cannot be changed later.
Login PasswordA strong temporary password. Click the eye icon to check what you typed. Ask the user to change it after their first sign-in.
Display NameThe name shown in chat, the directory and on calls.
Select Rolesuser is selected by default. Add admin only for administrators. Click the x on a role to remove it.
Email AddressThe person's work email. It is used for password resets, voicemail and missed-call emails and fax-to-email.

If you click Add with a field missing or wrong, the form stays open and shows a red message under each field that needs attention (Figure 4.4):

MessageHow to fix it
First name is required / Last name is requiredType the person's first and last name.
Username must be at least 3 charactersUse a user name of 3 or more characters.
Password is requiredType a login password.
Display name is requiredType the name colleagues will see.
Must be a valid email addressType a complete email address, for example name@company.com.
Figure 4.4 Validation messages on the Add New User form