Manage End Users (CPBX)

Modified on Tue, 14 Jan at 11:05 PM

Account > Business Cloud > Users

End users, the heart of any account, are managed here. Each end user is set up with a device, phone number, calling plan, etc. If Voice Portal access is enabled, they can manage their account settings in the end user portal.

Go to Account > Users, then select a user to view and manage their settings.

Users CPBX-New

FieldDescription
[+ Add User]Begins the process of adding a new Cloud PBX user to the account.
Menu Icon Menu

Click the menu for the following options:

  • Send Unsent Welcome Emails. Sends the Welcome email to new users who were created in a "pending" status and haven't received it yet.
  • Bulk Import Users. Select to access Bulk Import Users.
See also: Block the Welcome Email and Add Users in "Pending" Status.
User FilterFilter the displayed users by username, first or last name, extension, device, MAC address, phone number, caller ID number, or user tag.
NameThe user's first and last name or the name of the line.
Username

Their Voice Portal username. If this is blank, the user does not have access to the Voice Portal.

See also: Voice Portal Access Toggle

ExtensionThe dial-able extension assigned to the user on the account.
Edit

Click Edit to expand the user and manage their details in each tab. See the following articles for details:

  • User Call Details
  • User Call Handling
  • User Call Screening
  • User Device Settings
  • User Settings (CPBX)
  • User Voicemail Management

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