An overview of your User's page

See all of your Users in one place, view key information and quickly jump to a User’s Dashboard to change settings. 

Note, if you are accessing this from a mobile device then you will see fewer columns, the view below is an example of how it looks.  Simply click on the down arrow and it will show you more information.

Navigating multiple pages

Use the arrow buttons to move back and forth between pages if you have a lot of Users.

While each page defaults to showing ten Users at a time, you can view more or less using the Items per page drop-down menu.

Search and filter

Find a particular User by looking them up with the search bar. You can also use the filter tool to refine search results, such as only showing Users from a particular Site.

Users Tab

Checkboxes column 

If you are a Service Provider Administrator or a Company or Site Administrator with ordering rights (Config & Reg was selected during the Service Provider order journey), then you can use this column to remove Users.  Clicking one or more checkboxes and pressing the Cease button that appears with carry out a removal.  Note, this is limited to 20 users at a time.

Status icons column

This colour-coded symbol lets you know if anything is wrong with a User at a glance. Here’s what all the options mean:

• Green: The User is set up with no issues.
  

• Red: There is an error that has been introduced as a result of an update made to the User.
  

• Dots: Changes to the User are in progress, please wait a short while.  Clicking on his may also reveal further information.
  

• ?: The User status is unknown.
  

User column

Lists the name provided to the User during set-up and if you click on this it will take you straight to the Users Dashboard and also reveal additional via the Sidebar Menu.

Role column

Lists whether someone is a User (someone with service) or simply an Administrator.  Some Users may have ‘restricted’ next to the role, meaning they have been set up without portal access. 

Number and extension columns

Lists the telephone number and extension number provided to the User during set-up.

Site column

Lists the Site a User has been built against and if you click on this it will take you straight to the Site Dashboard and also reveal additional controls via the Sidebar Menu.  Note, this will be blank if the User only has an administration role without service/device.

Device column

Lists the primary Device the User was set up with. Either a physical device or a softphone and if you click on this it will take you straight to their Device page. 

Expanded view

If you click the down arrow at the end of each row, you can see more information on the User including what type of licence they have, what add-ons they’re using and how many they have. 

Likewise if accessing from a mobile device then you will need to use this to see the rest of the information that could not display on the smaller screen.

Adjust settings

Pressing the settings icon (cog) will take you directly to a User’s Dashboard and reveal their Sidebar Menu, where you can view or make changes to their set-up.

Additional information