Cloud PBX Guide: Editing Users

Contents

Overview 2

Editing User Profile 4

Answering Rules: Overview 5

Answering Rules: Allowing or Blocking Calls 6

Answering Rules: Adding an Answering Rule 7

Answering Rules: Changing the Active Answering Rule 8

Answering Rules: Editing Existing Answering Rule 9

Answering Rules: Deleting Answering Rules 10

Configuring User Voicemail 11

Phones: Overview 12

Phones: Adding/Associating Phone with User 13

Phones: Editing Existing Phones 14

Phones: Deleting Phones 15

Overview

This chapter describes how to edit users in the system.

All user tasks are performed from the Users page. To display this page, click the “Users” icon on the menu bar. The following figure shows an example of how the Users page will look.

A search field at the top-left of the page allows you to search users by entering their name, extension, or department, and then clicking the magnifying glass icon.

To sort users by name, extension, or department, click a blue column header. The arrow next to column header shows whether the items are sorted in ascending (up arrow) or descending (down arrow) order.

The “refresh” button at the top-right side of the page refreshes the information on the page.

The bottom-left side of the page has controls to display the next or previous page. The bottom-right side has controls to hide system users and select the number of users shown per page.

Selecting Users

From the Users page, either:

Click a name
OR
Hover over a username, click the “pencil” icon at the far right of the Users page, and then click “Profile”. For example, reference the image below:

Editing User Profile

To configure the profile for the selected user, complete the fields in the “Profile” tab, and then click “Save”.

Note: The options in your tab might be different than the ones shown below.

Answering Rules: Overview

With the selected user, click the “Answering Rules” tab. A page similar to the following image will appear.

Use the “Ring for” drop-down list to select the maximum number of seconds that incoming calls ring for this user before the system routes the call to the user’s voicemail or the “Forward if Unanswered” option, if configured.

From this page, you can:

Allow or block calls for this user. (See “Allowing or Blocking Calls” section.)
Add answering rules for this user. (See “Adding Answering Rules” section.).
Change the active rule for this user. (See “Changing the Active Answering Rule” section.)
Edit answering rules for this user. (See “Editing Answering Rule” section.)
Delete answering rules for this user. (See “Deleting Answering Rules” section.)

Answering Rules: Allowing or Blocking Calls

In the “Answering Rules” tab, click the “Allow/Block” button. The Allow/Block pop-up window will appear, as follows.

Calls from allowed numbers bypass call screening and server-side Do Not Disturb (not phone-side Do Not Disturb). To allow numbers for this user, enter a number in the “Enter a number field” under “ALLOWED NUMBERS”, and then click the plus sign next to this field. Repeat this step for each additional number you want to allow for this user.

Calls from blocked numbers receive a fast busy or number disconnected message. To block numbers for this user, enter a number in the “Enter a number” field under “BLOCKED NUMBERS”, and then click the plus sign next to this field. Repeat this step for each additional number you want to block for this user.

To block anonymous or unknown numbers, check “Block anonymous or unknown”.

Click “Done”.

Answering Rules: Adding an Answering Rule

Adding additional answering rules allows you specify alternate call answering rules in a different time frame (for example, handle calls differently on a weekend than on a weekday).

In the “Answering Rules” tab, click the “Add Rule” button. The Add an Answering Rule pop-up window will appear, as follows.

Complete the settings in the Add an Answering Rule pop-up window.

Click “Save”.

Repeat this procedure to add additional answering rules for this user.

Answering Rules: Changing the Active Answering Rule

You can define multiple answering rules, but only one rule can be active at a time. The active rule is the first rule with a matching time frame. Best practices dictate that you order answering rules according to how specific they are, with the most specific time frames (for example, Holidays) at the top.

Assume today is Monday, July 4th. In this example, the “Holidays” and “Open” time frames could match the time and date conditions for July 4th. If “Holidays” is the first rule, however, it becomes the active rule. But if “Open” is the first rule, “Open” becomes the active rule.

To specify a rule other than the top one as the active rule:

In the “Answering Rules” tab, find the rule you want to designate as the active rule.

On the left side of the “Answering Rules” tab, hover the mouse over the up/down arrows for that rule. (The pointer changes to a 4-headed arrow.)

Hold down your mouse button, drag the rule to the top row, and then release the mouse button. A message tells you that the answering rules have been re-prioritized and prompts you to click “Save”.