General (Users)

Owned by Olesya Tantsyura
Last updated: Sep 17, 2024
3 min read

1. Description

Here you can enter general information about the User.

Consists of fields (Fig. 1):

  1. Name;

  2. Extensions;

  3. Login;

  4. Email address;

  5. Password;

  6. Contact;

  7. Two-factor authentication.

 Click the Save button to save.

The Save button becomes active:

  • after entering data in the required fields, if created;

  • after a change in any of the fields, in the case of editing.

Required fields are marked with *.

The Permissions tab becomes available after saving the data of the General tab during creation.

Fig. 1. General tab

1.1. Name

The name of the User is entered here.

1.2. Extensions

The extension number of the User of the Webitel system must be unique for each User. If you do not set the number, then such a User will not be able to register a SIP phone and will not be able to make a call.

1.3. Login

Required field. The User will use the value of this field to log in. The login must be unique for each User. When creating a login, you can use Latin letters, numbers, dashes (-), underscores (_), and dots (.). The @ sign and space in the login are not allowed.

1.4. Email address

The User's email address is entered here. This email is used to connect with OAuth2 authentication.

1.5. Password

The field for creating a password.

When you hover over the icon  next to Password, help information is displayed.

You can create a password by yourself or use a password generator (). The generated or entered password can be copied using the copy button -  (which appears in the Password field after entering data).

Attention!

The password must be saved or remembered because it will not be available for viewing after creating the User.

 

1.6. Contact

This field is used to link the User with the Contact.

For a User who does not have a CUSTOMER_SERVICE licence, the Contact field is disabled.

1.7. Two-factor authentication

It is displayed if two-factor authentication is enabled for Users with the Change User Password permission.

It is presented as a QR code and Download and Regenerate buttons.

The QR code is scanned using an authenticator app.

The applications that are recommended for scanning are:

  • Google Authentificator;

  • Microsoft Authentificator.

This User enters the received code when logging into the system - Step 3.

Download button - downloads the image of the QR code.

Regenerate button - re-genitises the QR code, and the User needs to enter a new code to log in (scan a new QR code). The Warning modal window opens (Fig.2) after you click the Regenerate button.

Fig. 2.  Warning modal window

The Yes button - regenerates the code, displays the new one.

The No button - closes the modal window.

2.  Opportunities

2.1. Change the Name/Login/Password/Extensions 

Goal

 Change the Name/Login/Password/Extensions 

Goal

 Change the Name/Login/Password/Extensions 

Preconditions

  1. Access to the Admin application;

  2. Access to the Users section in the Admin application;

  3. Permission to edit or create in the Users section;

  4. Having at least one User or creating a new one.

Steps

 

  1. Click on the field you want to change.

  2. Make the necessary changes

  3. Click the Save button

Result

Data saved.