Adding Users

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Introduction

Users are added through the Calling Admin Portal by administrators. To set up a user, you will need the following information ready:

  • A name and email address.
  • A phone number and extension.
  • An available station with associated apps to be used.
  • The physical device to be used (optional).

The final step (optional), is assigning the user a device. If you have not already added your devices in the Calling Admin Portal, you can find the steps for this in the Adding a Device guide. Adding a user is done with a simple setup wizard, which can be found in two places in the Calling Admin Portal:

  • The Set Up a User wizard on the Dashboard.
  • The Set Up a User wizard on the Users page.

If you are adding devices and users for the first time, take a look at this getting started guide – Getting Started: Adding and Assigning Devices and Users.

Adding a User

  1. Log in to the Calling Admin Portal.
  2. From the dashboard, you can quickly access the Set Up a User wizard in the Quick Start menu.

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  3. Enter the user’s First and Last Name. When the new user is created, the Calling Line ID (CLID) First Name and Last Name is system-generated from the first and last name entered here.

    4. Note: Special characters are now supported in the user first and last name but are not supported in the Calling Line ID (CLID) names. Unsupported special characters are removed when the CLID first and last names are generated. Once the user is created, administrators can modify this information within the user’s Edit User screen. To do so, select the Users page from the dashboard. Find the user to modify, and select Actions and then Edit. Then select User Assignments.

  4. Enter the Email for the user. The email entered here will be used as the main method of communication with the user.
  5. The email entered for the user will automatically copy to the User ID field. This can be changed, if desired. The user ID must be in the format of an email address.

    Note    :

    • Alternate IDs are IDs in email format that will enable users to login to different Clients and also to the End User portal.
    • You can add Alternate IDs to a user during the new user creation process and also during the edit user process.
  6. Select Next to save and continue.

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  7. Next, determine the assignments for the user:
    1. Phone Number – Select from the drop-down list a number that is already assigned to the site. If you do not select a phone number here, you will be required to enter an Extension. Numbers can be managed on the Numbers tab in the Calling Admin Portal.
    2. Extension – Enter an extension. This step is only required if a phone number is not selected. If a phone number is selected, this is optional. Restricted extensions are: 00, 011, 211, 311, 0311, 1311, 411, 0411, 1411, 511, 611, 0611, 1611, 711, 811, 911, 0911, 1911, 988, consecutive 1’s, duplicate extensions, less than two digits, more than six digits.
    3. Station – Select the station package you would like to assign the user. After you select the station package, you will be provided with the soft client apps available to assign the user. Place a checkmark next to the apps you would like to assign the user. This can later be modified by editing the user profile on the Users tab.
  8. Select Next to save and continue.

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Assigning a Device to a User – By Activation Code

The final step to adding a user is to assign a device to the user. This step is optional. The list of devices available to assign the user will pull from the list of devices you have already added to the system. If you have not yet added devices, you can find the steps for how to add a device in this guide.

If you have the Activation Code Generation feature enabled, you will have the option to set up the device By activation code or By MAC address. For this example, we will go through the steps for adding an activatable device.

Note: The Activation Code feature is only compatible with the following Cisco MPP devices. If you are assigning a device other than the ones listed below, you will need to choose the By MAC address option.

  • Cisco 6821, 6841, 6851, 6861, 6871
  • Cisco 7811, 7821, 7832, 7841, 7861
  • Cisco 8811, 8832, 8841, 8845, 8851, 8861, 8865
  1. Select By activation code, then choose the Device from the Find and add a device search bar. A list of available devices for your site will appear.
  2. Select Save to save your changes.

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  3. The user has now been added and assigned a device, and an email with the activation code is automatically generated and sent to the email address that was entered for the user. As the administrator, you can view the activation code by clicking the Show activation code link.

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  4. From this page, you can access the code and perform the following:
    • Copy – code is copied to your clipboard.
    • Email – code is sent to an alternate email address
    • Print – code is sent to the selected printer

Note: This code expires after 24 hours.

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What’s next?

  • When you or the user is ready to activate the device, you simply enter this code when prompted. Once the device is successfully activated, you can configure it in the Users or Devices tabs within the Calling Admin Portal.
  • The user has now been added and is available to configure settings and services on the Users tab in the Calling Admin Portal. For steps on how to configure features and services available for users, see the Managing user features section of this site.

Assigning a Device to a User – By MAC Address

The final step to adding a user is to assign a device to the user. This step is optional and will pull from the list of devices you have already added to the system. If you have not yet added devices, you can find the steps for how to add a device in this guide.

If the Activation Code Generation feature is not enabled, your Device screen in the setup wizard will look like below, and you will only have the option to assign the device via MAC Address.

  1. Select a Device from the Find and add a device search bar. A list of MAC address and device combinations will appear.
  2. Select the number of ports. This is the line that plugs into the wall.
  3. Select Save to save your changes.

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What’s next?

  • Now that your device has been assigned, it can be set up manually. You can configure it in the Users or Devices tabs within the Calling Admin Portal.
  • The user has now been added and is available to configure settings and services on the Users tab in the Calling Admin Portal. For steps on how to configure features and services available for users, see the Managing user features section of this site.