1. Users Overview

The user module enables administrators to manage system users by adding, editing, and deleting users and assigning roles and extensions, ensuring efficient user management and role allocation.

2. How to access Users Settings

• Sidebar => Settings Icon => Users

Screen Layout 

• Number of users: Displays the total number of active users in the system.

• Client Space: Identifies the current customer or tenant.

• User list: Displays a table of all users, including:

• The name: Username.

• E-mail: User's email address.

• Extension: Displays the user's assigned extension or the option to assign the extension.

• Role: Displays the role assigned to the user (e.g., admin, manager, agent).

• Procedures: Provides options to modify, delete, or unassign extensions.

How to Use

• Add a new user:

1. Click the button + Add a new user.

2. You will be presented with a form in which you must fill in the following fields:

1. Full name: Enter the user's full name.

2. E-mail: Enter the user's email address.

3. Role: Select a role for the user from the drop-down list (e.g., Administrator, Manager, Agent).

4. Select the Extension information and type. 

1. Select from available Extensions 

2. Select the type of phone (Softphone / Webphone)

3. After filling in the details, click on Send to create a new user.

• Edit an existing user:

1. To edit a user, click the edit icon (pen icon) next to the user you want to edit.

2. You can update the following fields in the edit form:

1. Full name: Update username.E-maill: Update user email.

2. Role: Change user role.

3. Extension: Update or change the extension assigned to the user.

3. After making changes, click Keep to apply updates.

• Delete user:

1. To delete a user, click the delete icon (trash can icon) next to the user entry.

2. A confirmation window will appear asking, "Are you sure you want to delete this user?"

3. If confirmed, the user will be permanently removed from the system.

• Assign Extension

1.  If the user does not have a specific extension, click the button + Appointment next to the user input.

2. In the pop-up window, choose Convert Available from the drop-down menu.

3. Click on send to assign a transfer to the user

• Unassign Extension

1. If you need to assign an extension, click the button X Cancel appointment Next to the extension.

2. A confirmation window will appear asking, "Are you sure you want to delete?"

3. If confirmed, the transfer will be removed from the user.

Note: 

• If the user is currently in use (assigned to active calls), the system will display an alert indicating that the user cannot be deleted until their use is terminated

• If the User Role is (Org Admin ) we cant delete the User