Overview

Follow this procedure to manually create a new user.

Configuration

To create a new user:

1. Access the Features -> Users & Business Units section.
2. Select the parent business unit that this new User will belong to.
3. Click New underneath the list of users on the right hand pane, or right click in the right hand pane and select New User.
4. On the Account tab enter the following details.
   • First name: The first name of the user, this is used to tag against any calls that they are associated with.
   • Last name: The last name of the user, this is used to tag against any calls that they are associated with.
   • Email: This is the email address used by MCS to contact the user.

   The default password for a user when it has been created automatically when based on extension or agent is Ext3ns10n.

   •            
   • Username: This is the username required for the user to access the website. Use this if not using Windows username to authenticate
   • New password: This is for changing the current users password, enter the new password here or leave blank to keep the existing password.
   • Windows Username: If Windows Authentication is being used then configure the Active Directory Domain username. See Website for details.
   • Role: The User Role to associate this user with. Their specifies what rights they have if they login to the server website UI.

   If a user is not granted any role then they cannot login to the website, but they will have their user linked to calls with the associated agent or at the extension.

   • Client Profile: This is the client profile for this User if they require Phone Manager access. This is what assigns the license features to the user's Phone Manager software. See the Client Profiles section for details.
   • Hide call information for this user from other users: When enabled, any caller ID for external calls the user is receiving or making will not be visible to other users via the contacts screen within Phone Manager.
   • Disable user: This can be used to stop the user being able to connect as a Phone Manager client.
5. On the Information tab enter the following details. This information can also be configured from the Phone Manager client under Settings -> User Preferences.
   • Save Hot Desk passcode: When this option is enabled the user's passcode will be saved and automatically entered when they login with their Hot Desk Profiles using Phone Manager.
   • Hot Desk passcode: This is the users hot desking passcode for their hot desk profile. This can be blank.
   • Log Hot Desk off on shutdown: When this is checked and the user closes Phone Manager then their hot desk extension will also be logged out.
   • Voicemail box: This is the user's mailbox number. This will default to be the same as the user's Primary Extension
   • Prompt for Voicemail passcode: When this is enabled Phone Manager will prompt the user for passcodes when accessing voicemails. If not, the user will have to enter the passcode using DTMF on the extension or the Phone Manager Dial Pad.
   • Save Voicemail passcode: Enabling this option allows Phone Manager to persistently store the user's mailbox passcode for future attempts.
   • Voicemail passcode: This is the users voicemail passcode. This is used to automatically access their voicemail mailbox when retrieving messages. This can be blank.
   • Meet-Me access code: If applicable enter the user's Meet-Me conference access code. This will be used by the @ACCESSCODE variable when creating Microsoft® Outlook calendar appointments in the Phone Manager Outlook Add on (see Application Support document for Microsoft Outlook)
   • External Direct Dial: This number is the external direct dial for the user's Primary Extension. This is used by Phone Manager Mobile to avoid having to dial through the Auto Attendant.
6. On the Devices tab enter the following details
   • Primary Extension: This should be set to be the user's main extension. If the user is a Hot Desk user then this should be their Hot Desk extension. If the user is user DEE on the telephone system then this should be their main DEE extension. Any calls made on this extension will be logged against the user historically.
   • Secondary Extensions: any secondary extensions in use by the user should be added here if the call history needs to be logged against the user.
   • Primary Agent: This is the primary agent ID in use by the user. This ID will be displayed to the user in the Phone Manager UI when they attempt to log in. If the user is using Phone Manager Outbound then this agent ID will be used it the sync ACD agent status feature is being used.
   • Secondary Agents: Any other agent IDs the user may need to use.

   Any calls made on extensions that have been mapped to a user will be logged against that user. An extension can only be mapped to one use at a time.

   If the user's Primary Extension is a DEE extension then the DEE internal extensions will display as read-only on this page. To see the DEE devices you will need to close and re-open the form when a Primary Extension has just been assigned.

7. On the Numbers tab enter the following details
   • Outside Numbers: Any external numbers the user may be contacted on. When these are configured other users will see these numbers in the list of available numbers when they dial them from the Phone Manager contacts window.
   • Active Directory (Home, Mobile, Work): If the user is linked with an Active Directory account then their external numbers will appear read-only here,

   If the user's Primary Extension is a DEE extension then the DEE external numbers will display as read-only on this page. To see the DEE devices you will need to close and re-open the form when a Primary Extension has just been assigned.