Managing Users

Selecting the Users icon will take you to the User’s Center. This is where you can create and manage the users in your platform.

  • Deleting Phones

    If you no longer need a phone that is associated with a user, you can delete the phone. In the Phones tab, hover over the phone, and then click the…

  • Editing Answering Rules

    To edit an answering rule for this user: In the Answering Rules tab, hover over the answering rule, and then click the Edit icon at the far right of the…

  • Navigating the User’s Page

    The Search field at the top left allows you to search users by entering their name, extension, or department, and then clicking the magnifying glass icon: To sort users by…

  • Bulk Importing Users

    The Import option will allow you to bulk import users from a comma-separated-value (CSV) file.  As part of this procedure, you can download a CSV-formatted template that can be opened…

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