User Accesses

Use the User Accesses page to review users who can access the phone.systems™ PBX dashboard and manage PBX invitations.

User profiles and PBX invitations are created on the Users page. An invitation to the PBX dashboard is separate from an invitation to the phone.systems™ app.

Go to Settings > User Accesses to view the Users and PBX invitations tables.

Users

The Users table displays users who have access to the PBX dashboard.

Field	Description
Email	The email address used to access the PBX dashboard.
First name	The user’s first name.
Last name	The user’s last name.
Role	The user’s PBX role.
Status	The current state of the user’s PBX access.
Last login	The date and time of the user’s most recent PBX login.

Fig. 1. Users with PBX access.

Disable a user

To prevent a user from accessing the PBX dashboard:

1. In the Users table, find the user.

2. Click Actions.

3. Select Disable.

Fig. 2. Disable a user.

PBX invitations

The PBX invitations table displays invitations that have been sent to users.

New PBX invitations are assigned the agent role. The current invitation form does not provide a role selector.

Field	Description
Email	The email address to which the invitation was sent.
First name	The invited user’s first name.
Last name	The invited user’s last name.
Role	The PBX role assigned to the invited user.
Status	The current state of the invitation. A newly sent invitation has the Pending status.
Expires at	The date and time when the invitation expires.
Date created	The date and time when the invitation was created.

Fig. 3. PBX invitations.

Re-invite a user

Re-invite a user when the original invitation has expired or the user needs another invitation email.

1. In the PBX invitations table, find the invitation.

2. Click Actions.

3. Select Re-invite.

Revoke an invitation

1. In the PBX invitations table, find the invitation.

2. Click Actions.

3. Select Revoke.

Fig. 4. PBX invitation actions.

User roles

The agent role is currently the only role available for invited users. Users with this role can access Call Analytics and Contacts. They cannot access the administrative PBX configuration available to users who launch phone.systems™ from the DIDWW customer portal.

Sign in to phone.systems™

Invited users sign in directly with their email address and password. Before signing in for the first time, the user must accept the PBX invitation and create a password.

Note

DIDWW account administrators access phone.systems™ by launching it from the DIDWW customer portal. They do not use the direct login page described above.

1. Open the phone.systems™ login page.

2. Enter the email address associated with the PBX invitation.

3. Click Continue.

4. Enter the password and click Sign in.

Fig. 5. Sign in directly to phone.systems™.