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1. Description

The page is intended for creating usersUsers. Displays information about all users Users in the domain.

It consists of the following elements:

  1. Creation tool (Fig.1(1));
  2. Search field (Fig.1(2));
  3. Import tool (Fig.1(3));
  4. Refresh button (Fig.1(4));
  5. Registry (Fig.1(5));
  6. Pagination (Fig.1(6)).

Fig. 1. Users page

1.1. Creation tool 

Use the Add button (Fig.1 (1)) to create a new object. Access the General tab opens after clicking. You can open unlock access to tabs to an existing user User through the record editing tool (see paragraph 1.5.7).

Tabs:

1.2. Search field

The search is performed on the Name column.

Include Page
Search field
Search field

1.3. Import tool

Use the import button (Fig.1(3)) to load users Users from a CSV file. Hovering over this button will display - Upload. Clicking the button () opens a file selection window.

Select the desired file on your device Device and click the Open button (the file selection window may differ depending on the OS). The Import CSV  modal window opens (Fig.2).

Warning
  • The import document must have headers!

1.3.1. Import CSV  modal window 

They are designed to configure data import.

It consists of the following elements:

  1. Tuning block (Fig.2(1));
  2. Preview block (Fig.2(2));
  3. Selection block (Fig.2(3)).

Fig. 2. Import CSV  modal window 

1.3.1.1. Tuning block

The Skip headers checkbox allows you to skip headers. At the moment, the parameter is not available for changes.

The Char set field is used to select the encoding. At the moment, the parameter is not available for changes. UTF-8 is used by default.

In the Separator field, enter the punctuation mark used in the imported file. The comma is used by default

1.3.1.2. Preview block

This block displays the names of the fields and a few filled lines from the table that is being imported.

1.3.1.3. Selection block

Select the column names (used in the CSV file) in the drop-down lists whose data must match the parameter for which the selection is being made. For example, select login in the username Username drop-down list (Fig.3).

Fig. 3. Customize CSV file import

Consists of fields:

  • username Username - unique login of the userUser;
  • name - usernameUsername;
  • extension - user User extension number;
  • email - userUser's email address.

The Save button becomes active after setting the required fields. Required fields are marked with *. The modal window closes after clicking the Save button, and entries from the CSV file are added to the registry.

1.4. Refresh button

Include Page
Refresh button
Refresh button
(Fig.1 (4)).

1.5. Registry

The registry is a list of entries of existing objects in this partition, each of which consists of a set of fields:

  1. Checkbox;
  2. Name;
  3. Status;
  4. Login;
  5. Extensions;
  6. DnD;
  7. Editing tool;
  8. Removal tool.

1.5.1. Checkbox

Use to select one or more entries. An additional removal tool appears after selecting one or more entries. Information about the number of records entries selected for deletion appears when you hover over this tool. 

1.5.2. Name

The name of the users Users is displayed here.

1.5.3. Status

This column displays four statuses (indicators):

  • Web;
  • SIP;
  • Dlg;
  • DnD.

Indicators have two states: 

  • active - yellow color ,
  • inactive - gray color .

The passive state is displayed by default.

Web - a WebSocket connection has been established (exchange of events). It becomes active when a WebSocket connection is opened - the user User is logged into the Workspace.

SIP - SIP connection established. Becomes active in the following cases:

  • Registration of the device Device to this user User via the SIP protocol;
  • The user User is logged into the the  Workspace and  and has a Default Device set.

Dlg - the state in conversation. Becomes active at the moment when a call occurs;

DnD - displays Do Not Disturb mode. It becomes active when this mode is set. You can install it in:

  • register of user User records (see clause 1.5.6);
  • in Workspace.

1.5.4. Login

This column displays user User logins in the system.

1.5.5. Extensions

This column displays the extension numbers of usersUsers.

1.5.6. DnD

Dnd - Do Not Disturb.
Use the switch in this column to enable/disable DnD.  The DnD indicator in the Status column displayed active or inactive (Fig.4), respectively.

Fig. 4. DnD

1.5.7. Editing tool

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Editing tool
Editing tool

1.5.8. Removal tool

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Removal tool
Removal tool

Fig. 5.  Modal confirmation window

1.5. Pagination

Include Page
Pagination
Pagination

2. Opportunities

2.1. Create a new

user

User

Goal

Create a new userUser

Preconditions
  1. Access to the Admin application;
  2. Access to the Users partition in the Admin application;
  3. Permission to create in the Users partition.

Steps


  1. Click the Add button. The General tab opens.
  2. Enter data. The Save button becomes active.
  3. Click the Save button. Access to the Permissions tab is opened.
  4. Enter the required data.
  5. Click the Save button

Result

Data saved. User The user is created.

2.2. Delete a

user

User

Goal

Delete a userUser

Preconditions
  1. Access to the Admin application;
  2. Access to the Users partition in the Admin application;
  3. Permission to select and delete in the Users partition;
  4. The presence of at least one userUser.

Steps


  1. Find the user User you want to delete in the registry entries;
  2. Click on the delete button - . A modal window opens to confirm the deletion;
  3. Click the Delete button.

Result

The modal window closes. The user User has been removed.

2.3. Delete several

users

Users

Goal

Delete several usersUsers

Preconditions
  1. Access to the Admin application;
  2. Access to the Users partition in the Admin application;
  3. Permission to select and delete in the Users partition;
  4. The presence of at least one userUser.

Steps


  1. Find the users Users you want to delete in the registry entries. Select them using the checkbox;
  2. Click on the delete button at the top of the registry. A modal window opens to confirm the deletion.
  3. Click the Delete button.

Result

The modal window closes. The users Users have been removed.

2.4. Edit a

user

User

Goal

Edit a userUser

Preconditions
  1. Access to the Admin application;
  2. Access to the Users partition in the Admin application;
  3. Permission to edit in the Users partition;
  4. The presence of at least one userUser.

Steps


  1. Find the user User you want to edit in the registry entries.
  2. Click on the edit button in the entry of this userUser. The General tab opens.
  3. Open the tab you need.
  4. Make changes.
  5. Click the Save button.

Result

Data saved.

2.5. Enable/disable DnD status for a

user

User

Goal

Enable DnD status for a userUser

Preconditions
  1. Access to the Admin application;
  2. Access to the Users partition in the Admin application;
  3. Permission to select in the Users partition;
  4. The presence of at least one userUser.

Steps


  1. Find the user User who needs to change status.
  2. Move the switch in the DnD column to the active position.

Result

The DnD indicator in the Status column becomes active. The user User is in DnD status.

2.6. Add

users

Users by importing a CSV file

Goal

Add users Users by importing a CSV file

Preconditions
  1. Access to the Admin application;
  2. Access to the Users partition in the Admin application;
  3. Permission to select in the Users partition;
  4. CSV file with user User data.

Steps


  1. Click the import CSV file button . The Import CSV modal window opens.
  2. Сhange the punctuation mark in the Separator field, if necessary.
  3. Select the column names (used in the CSV file) in the drop-down lists whose data must match the parameter for which the selection is being made. For example, select login in the username Username drop-down list (Fig.3). The Save button becomes active.
  4. Click the Save button.

Result

The modal window is closed. The users Users from the CSV file have been added to the registry.


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