Reassign End User Account (BCC)

No matter your industry or size, all businesses experience growth and decline. Your ability to offer your end customers a scalable and flexible solution is a competitive advantage. This feature allows you to reassign an end user’s account settings to another user. So, if one employee leaves the organization, their phone number, caller ID, device lines, IVR/Auto-Attendant references, etc. can be reassigned to their replacement with the click of a button. It's an absolute time saver for SMBs.

Account Managers and Admin end users can also use this feature in the Voice Portal. See End User Access (below) for steps.

How It Works

When an end user account is reassigned, it is renamed and given to a new user. Not all of the previous user's settings make the switch, though. Here's how it works:

New user default settings

The name, username, and email address are updated with the new user's information. For privacy reasons, the following features and settings are reset to default:

• Call Handling
• Call Screening
• Voicemail greetings, messages, and PIN

Features and Settings that Switch

The original end user's features and settings will be assigned to the new user, including but not limited to:

• Calling plan assignments (not minutes used)
• Product tier
• Voice Portal access
• End user role (Admin or Limited)
• Caller ID phone number and settings
• Device lines assigned to the user
• Phone numbers routing to the user
• Cymbus device lines
• Extension number
• Language
• Time zone
• Shared lines, speed dials, and BLFs owned by or reference the user
• Paging and Pick Up Groups to which the user belongs
• Queues to which the user belongs
• IVR/Auto-Attendant references that point to the user, their device lines, or their voicemail box
• SIP trunk overflow routing (pointed at the user or their voicemail)

Steps to Reassign an End User

1. In the Admin Portal, go to Business Cloud > Users and edit the user whose account you want to reassign.
2. In the user's Settings tab, scroll down to the bottom and click [Reassign].
   
   Account Managers and Admin end users can also manage this setting, if given the right permissions. See End User Access below for details.
   
3. Enter the new user's information. Enter the name, username, and email address for the new user. If you do not want the user to receive the welcome email yet, check Block the welcome email. Then click [Continue].
   
4. Read and agree to the warning: The current user will be removed from the system, and their account settings will be reassigned to a new user. Please read the warning message carefully to understand what will and will not be switched.
   
   If you still want to proceed with the reassignment, click [Save].
   
5. Reassignment successful. The original user's account settings have been successfully reassigned to a new user. Unless it was blocked, the new user can click the link in the Welcome email to create a password and log in to the Voice Portal.

End User Access

Account Managers and Admin end users can reassign users on their account in the Voice Portal, but you'll need to give them permission first.

1. Go to Account > Settings > User Access.

2. Scroll to Voice Portal Permissions.

3. For Reassign end users, select Allow editing.

4. Click [Save].