To add a User to the account, navigate to the users section and then click on the Add Users button on the top right hand side of the page.

You will then be prompted to fill in a form with an employee’s details such as Username, First name, last name, email address and contact number.


Customisations

You will be able to assign a UC Portal permissions and access levels by selecting a role.

You may also decide if you want the new user to receive email notifications, missed call notifications, to generate voicemails, create callflows and activate the Blueface video conferencing feature.

Finalising Set Up

Once you go to the next step, you will be able to assign the internal and external Caller ID numbers, local prefixes, activate call recordings and select the format of incoming faxes to the user.

You will also be able to set call barring and fax sending setup.

During the next step you will be able to allocate a device to the user.

Before the final confirmation, you will be able to see the summary of the settings and confirm that every detail is correct. After completing setup, you can send the new user an email notification with their username and password.

The newly added User will then be listed within the User List on the left hand side of the page. It is possible to find a specific User via the Search option at the top of the User Page and you can also edit the user’s details by clicking the blue icon to right of each user’s name.