User Configuration Configuring a new User
Configuring a new User
You can view the most important settings for all configured users in the tabular detail view of the user folder:
* Name
* Name and an additional description text
* Number(s), internal and public
* E-mail address
* Forwardings (Unconditional, Busy and No Reply)
* SIP User ID
* Logon status and terminal devices used
* Assigned user accounts
* Total size of all user-specific files in the database
* Internal and public fax numbers, and fax forwardings.
* CTI+ numbers and CTI + (defines, whether CTI+ is configured for the user)
How to check / change a user’s settings
How to deactivate a user
How to send a Welcome email
How to create a new user
1 Click with the right mouse button on the “User” directory located in the window on the left.
2 Select “Add User…”.
3 Name and type of new user:
Enter the name of the new user and, if applicable, a brief description.
Click on ”Next>”.
4 Location of the new user:
Select a location for the user from the dropdown list. The location determines site-specific parameters such as country and area code, prefixes, public line access prefix(es) and the time zone, see also Locations.
Click on ”Next>”.
5 Internal numbers of the new user:
Enter the internal number for this user here.
Use "Verify" to immediately check whether this number has already been assigned.
Clicking on “Next unused” will automatically assign the next unused internal number to the user. You can also enter a number, e.g. 210, in order to leave the number range below untouched. Clicking on “Next unused” will be assign the next unused internal number to the user. "Check" lets you check whether an entered internal number is already present.
Activate the checkbox "Show in Phonebook" if this number is to be listed in the Global Phonebook. Name resolution is always performed, regardless of whether the user is entered in the Global Phonebook.
Click on ”Next>”.
6 Internal number mapping:
If the internal number is to be reachable from the public telephone network, it must be mapped to an external number. You can enter this public number directly in the field or click "Select...".
The "Choose public number" window will appear.
Select the SIP URI or public number here.
If the public number is to be taken from a numbers range, double-click on that range.
Assign the external number in the "Mapped Public Number:" field and click "OK".
If the number entered is shorter than the numbers range of the trunk/s, a warning signal is generated. If the numbers range is defined as +491234777 000-999, you a warning occurs, if you e.g. assign the number +49123477755 to a user. See External numbers.
Click on ”Next>”.
7 Terminals:
Choose the terminals with which the user will log in to SwyxServer. This selection will determine which configuration dialogs must be completed. The entries relating to the terminal equipment will later be used to authenticate the user on the SwyxServer. You have several different options:
* SwyxIt! and SwyxFax Client
Define the logon procedure. You can choose between the Windows user account or UPN user name with Password or allow both variants for authentication. See The "Authentication" Tab.
Windows User Account
Here, it is necessary that the computer of the SwyxIt! user and SwyxServer are within the same domain. For installations within one company, this is usually the case. You can enter the user account in the form “<Domain> \ <Account Name>”. “Browse…” allows you to select a user from the domain.
Username and Password
When logging on SwyxServer the user enters his UPN and password. He can save both in his local SwyxIt!.
* SIP Devices
Enter the following user information. Specify whether the authentication mode is chosen according to the server standard settings, or whether authentication should always or never take place. If authentication is required, enter here the necessary data for authentication, such as the user name and the password. These do not need to be identical to the SwyxWare user name and password that you may have configured for logon with a SwyxIt!.
You can make special adaptations for SIP devices from another manufacturer after creating the user, in his Properties.
See The “SIP Registration" Tab.
* SwyxPhone Lxxx
Assign the user a PIN, with which he logs on to the SwyxServer. This PIN must contain between 1 and 16 digits.
See The Tab "SwyxPhone Lxxx".
* A virtual user for Call Routing purposes.
This user is not allowed to log on with a terminal.
Click on ”Next>”.
8 E-mail address:
The user must be assigned a unique e-mail address for SwyxWare integration in Microsoft Office (SwyxIt! function "Office Communication AddIn"). The e-mail address indicated must be the primary SMTP e-mail address set up for the user on the company's e-mail server (e.g. Microsoft Exchange Server).
This e-mail address is also the default setting for delivering voicemails. The voicemail address can be configured by the user directly or in SwyxWare administration in the "forwarding" dialog, see The “Standard Voicemail” Tab.
Additionally you can send the user via this address welcome emails with his registration data and configurations, see Welcome E-mail.
Configuring the special voicemail address has no influence on the existing e-mail address created for MS Office integration.
Click on ”Next>”.
9 Call Permissions:
Call permissions and restrictions are grouped together in a profile.
See Call Permissions.
Select a call permissions profile for the user from the selection list.
Click on ”Next>”.
10 Feature Profile:
The feature profile determines which functions are available to this user in principle.
See Feature Profile.
11 Transfer properties to the new user:
You have the option of applying a configured user's properties to the new user you are creating. These properties include group memberships, relationships and call forwardings, and also most of the settings for SwyxIt! and the rules for the Call Routing Manager.
Select the option “Create new user account and apply the properties of an existing user”, in order make use of this option. Then choose the user whose properties you would like to apply from the selection list. Alternatively, you can use the appropriate option to create an empty user account (with or without sample files for the Call Routing Manager) and manually configure the above-mentioned properties later.
Activate the “Open properties after finish” checkbox if the user properties shall be opened after the creation process.
Activate the “Send welcome E-mail“ checkbox if you wish to send the user an E-mail with his registration data and configurations. You can also send the Welcome email after setting up the user at any time, e.g. due to configuration changes ( Welcome E-mail).
12 Complete the set up of a new user by clicking on “Finish”.
A new user is created. The “Waiting for user creation" dialog window will appear. Then, possibly the newly created user’s properties are displayed.
13 If you do not need the newly created user’s properties, click on “Cancel”.
The user is created and appears in the user list.
Create a dummy user, which is configured as you wish and provided with a deactivated account, to be used as a template.