User Settings (CPBX)

Modified on Wed, 15 Jan at 11:08 AM

The user's Settings tab provides some quick information about the selected user. In this tab, you can change the user's Voice Portal access, reset login information, grant Admin privileges (end user role), and manage their calling plans.

There are three sections in the user's Settings tab:

User Information
Voice Portal
Calling Plans

See also: Reassign End User Accounts and Delete End User

User Information

CPBX User Settings

Field	Description
Name	The first and last name of the user of the account.
Language	The user's default language, which applies to the web portal, audio prompts, and system-generated emails. English French (Canadian) Spanish This is separate from the Language setting on the user's Voicemail box. Please remember to set both.
Time zone	The time zone displayed on the user's device and call records.
User tags	User tags is an optional mechanism to organize and search for users by one or more custom identifiers, such as department, location, or anything else. If it would be useful to search for this user by a particular term, enter it here.

Voice Portal

Not every user needs access to the Voice Portal, and we only need an email address for those who do. The Voice Portal Access setting allows you to enable or disable online access for each user. It is disabled for new users by default, so be sure to turn it on for those who need it.

Disabled: The user does not have access to the Voice Portal, and the Email field is optional.
Enabled: The user has access to the Voice Portal, and the Email, Username, and End-User Role fields are required.

CPBX User Settings Portal

Code	Description

Enable Voice Portal access	Check this box to enable access to the end user portal for those who need it, and leave it unchecked for those who don't. See also: Voice Portal User Access
End user role	The level of access this user will have in the end user Voice Portal. Limited: Access to manage their own account features. Admin: Access to manage features for all account users.
Username	The username they use to log in to the end user Voice Portal.
Email	The user's email address. This is where their login information will be sent. A valid and unique email address is required if Voice Portal Access is enabled, but it's optional if the feature is disabled.
[Resend Welcome Email]	Resend the Welcome email with the URL to their account portal, a link to create a password.
[Reset Password]	Send the user an email with a link to reset their password.

Calling Plans

This shows the calling plan(s) assigned to this user. Multiple calling plans can be assigned to a user, and the most permissive settings will apply. A call will go through if any of their calling plans allows it. A call will be blocked if the location is blocked in all of the user's calling plans.

See User Calling Plans for more information.

CPBX User CallingPlan

Unlimited Local Calling

A Caller ID Number is required for all users whose calling plan(s) allow Unlimited Local Calling, even if Caller ID is disabled. It is required to properly rate local calls as local.