Users

The Users section in the Cloud PBX phone.systems™ interface allows you to perform the following tasks:

• Create new user profiles

• Edit existing user profiles

• Filter users for easy navigation

• Import users from a CSV file

• Download users to a CSV file

• Send or resend invitations to the phone.systems™ app

• Delete users

Fig. 1. Users Menu Overview

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User Interface Elements

The filter bar at the top of the user list allows you to filter users by specific criteria. Filter options include:

• Full Name

• Job title

• Department

• Email

• Time Schedule

• Call Flow

• CRM User

The Filter button applies the selected criteria to narrow down the list of users.

Fig. 1. Filter Bar

The table displays a list of users with the following columns:

Field	Description
Avatar	The avatar assigned to the user.
First Name	The first name of the user.
Last Name	The last name of the user.
Job Title	The job title of the user.
Department	The department of the user.
Email	The user’s email address.
Time Schedule	The time schedule assigned to the user.
Call Flows	Specifies the call flow to which the user is assigned.
CRM User ID	Specifies the CRM user ID if assigned to a CRM.
Invitations	Shows if the user has pending invitations to the phone.systems™ app.
Devices	Number of devices registered by the user in the phone.systems™ app.
SIP Accounts	Number of SIP account contact methods assigned to the user.
PSTN Forwarding	Number of PSTN Forwarding contact methods assigned to the user.
SIP Forwarding	Number of SIP Forwarding contact methods assigned to the user.

Fig. 2. User List

Note

You can edit the table columns directly by either double-clicking the cell or clicking the pencil icon. This functionality is available for columns where the pencil icon appears when hovering over the cell.

The Actions menu for each user is accessible by clicking the three dots on the right side of the user row. This menu provides options to:

• Edit the user

• Send an invitation or resend an invitation to the phone.systems™ application

• Delete the user

Fig. 3. Actions Menu

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Create a New User

To create a new user, follow these steps:

1. Click on the Add New User button:

In the bottom right corner of the Users section, click on the button.

Fig. 1. Creating A New User

2. Fill in the User Details:

A form will appear where you need to enter the user’s details, including:

• First name

• Last name

• Department

• Job title

• Time Schedule

• Email

Fig. 2. Details

Additionally you may select whether you want to set up a dedicated application line for the user by using the Configure application line in the next step toggle.

3. Configuring the Application Line:

Select the Configure application line in the next step toggle and click Next.

Fig. 3. Configure Application Line Toggle

Input the following details:

Inbound Calls

Field	Description
DID Number	Select the DID number used to receive inbound calls.
Internal Number	Select the internal number used to receive inbound calls.
When Unavailable	Select an option for call forwarding when the destination is unavailable.

Outbound Calls

Field	Description
Enable External Outbound Calls	Specifies whether the user can make external outbound calls.
Caller IDs	Specifies the caller IDs used for outbound calls.
Internal Caller ID	Specifies the caller IDs used for internal outbound calls.
Internal Announcement	Selects the announcement audio message for internal calls.
External Announcement	Selects the announcement audio message for external calls.

Call Recording

Field	Description
Delivery Methods	Specifies the delivery methods for call recordings.
Inbound Internal	Toggle to turn on inbound internal call recording.
Inbound External	Toggle to turn on inbound external call recording.
Outbound Internal	Toggle to turn on outbound internal call recording.
Outbound External	Toggle to turn on outbound external call recording.
Record On Demand	If enabled, a dialing feature code must be defined to activate call recording.

Fig. 4. Application Line Configuration

After filling in all the required information, click the Save button at the bottom of the form to create the new user. The new user will now appear in the users list.

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Editing Users

To edit users, click on the Actions button and select Edit

Fig. 1. Actions Menu

Edit the user details and click Save to confirm.

Fig. 2. Editing Users

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Import Users From A CSV File

To import new users, click on the button and select Import CSV.

Fig. 1. Actions Button

In the Import Users screen, click to select a CSV file or use drag and drop the file onto the screen.

Fig. 2. File Select Button

Select and upload a CSV file from your storage.

Fig. 3. Selecting A File

Warning

A pop-up warning will inform you that the file has to be formatted correctly. Additionally you must agree that all users in this import are expecting to hear from your organization and that you have prior relationships with these users.

Click on the checkmark and Submit to proceed.

Fig. 4. Pop-up Warning

After selecting the file, choose whether to Merge Duplicates. Selecting this option prevents uploading users that are already in your list.

Next, match the user properties in your CSV file to the phone.systems™ properties.

Note

The only mandatory property is First Name

Fig. 5. Matching User Properties

Once the user properties are matched, click Next to upload your users.

Fig. 6. Uploading Users

CSV file format example:

First name	Last name	Job title	Email
Mike	Brown	Sales	Mike.Brown@sales.com
Pete	Smith	Support	Pete.Smith@support.com
Jane	Smith	Customer Service Representative	Jane.Smith@customerservice.com

Note

The CSV file format supports only comma-separated values.

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Download users to a CSV file

To download existing users to a CSV file, click on the Download symbol at the top right of the UI.

Fig. 1. Download Symbol

A download pop-up screen will be presented. Select the file name and the location where the file will be saved and click Save.

Fig. 2. Downloading Users

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Send or resend invitations to the phone.systems™ app

You can create an app device user for your users by following these steps:

1. Navigate to the Users menu in the phone.systems™ dashboard.
   

2. Once you find the contact, click the Actions button.
   

3. Select Send Invite to App or Resend Invite to App from the dropdown menu to send or resend the invitation to the users phone.systems™ app.

Fig. 1. App Device Invitation

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Deleting Users

To delete users, click on the Actions button and select Delete.

Fig. 1. Actions Menu

If the user has any active dependencies, you will see them in the Delete User screen.

To proceed with the contact deletion, click the I am aware that by deleting this User(s) I will also remove the dependencies checkmark and click Delete.

Fig. 2. Deleting Users