4.2 Adding a new user
- Click + Add New User at the top right of the Users page.
- Complete every field of the form (see the table below).
- Click Add. The new person appears in the list.
- Give the person their user name and password, and the web address from the Tenant page.
- 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).
| Field | What to enter |
|---|---|
| First Name / Last Name | The person's name as colleagues should see it. |
| User Name | The sign-in name, for example jsmith. Use lower case letters and numbers only. It must be unique and cannot be changed later. |
| Login Password | A strong temporary password. Click the eye icon to check what you typed. Ask the user to change it after their first sign-in. |
| Display Name | The name shown in chat, the directory and on calls. |
| Select Roles | user is selected by default. Add admin only for administrators. Click the x on a role to remove it. |
| Email Address | The 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):
| Message | How to fix it |
|---|---|
| First name is required / Last name is required | Type the person's first and last name. |
| Username must be at least 3 characters | Use a user name of 3 or more characters. |
| Password is required | Type a login password. |
| Display name is required | Type the name colleagues will see. |
| Must be a valid email address | Type a complete email address, for example name@company.com. |