Usage and Viewing Existing Users
The Users & Phones screen lets you create and manage phone system users, their phone lines, and any physical phones that may be associated with their account.
Access it from Admin Center Menu>Users & Phones. If the users list is empty you would want to add new users to the system (see next).
A role is specified for each user and also a registration status to indicate if the user is logged in to their TeleConsole or physical phone.
Check one or more users and select to delete them.
Note that because a user account is associated with several features and phone system components you are not allowed to just confirm the deletion. You need to either enter your password or reassign the features to another user. Select the mini-menu () next to each feature to directly access and reassign it.
Select to download a CSV file of existing users showing the user's system ID, first name, last name, extensions, and role code (1 for account owner, 2 for basic user, 5 for restricted user, and other 3-digit numbers for other roles you created), user name, and registration status (1 for registered, 0 for not.)
Select to search for a specific user by name or user name. You can also search by the user's system ID or role code for non-system roles (so not for codes 1, 2, or 5) from the CSV file.
Sorting Users
By default, users are displayed alphabetically. You can click or tap the Role, Username, or Registered Status columns to sort accordingly in ascending (up arrow) or descending (down arrow) order.
Adding a New User
When adding (purchasing) a new user license to your account, you will be billed for the additional user at the same rate as your existing users. The billing will be effective immediately.
Select ADD USER to create a new user and fill in the new user's First Name, Last Name, and Email.
The user's email is automatically entered as his Username but you can input any other name if you wish.
The system will automatically generate several parameters for the user:
- A random Password. Use it or enter one of your choice. Select to see the password,
- A new extension. Delete the extension number if you don't need the user to have an extension.
- A new mailbox. Delete the mailbox number if you don't need the user to have a mailbox.
The system will use the new extension number for the mailbox, but you can change it to any number you wish. A common practice is to assign the user's line number to the mailbox. You can find the line number after creating the user under his Lines & Devices settings.
- A random mailbox PIN. Use it or enter one of your choice. Select to see it.
- You need to select a Role to set the user's Admin Center access privileges. New roles can be created at Admin Center Menu>Account>User roles & privileges, or you can just use one of the existing system roles:
- Account Owner – the user gets administrator-level access to all the features, options, phone lines, and users of the Admin Center.
- Basic User – the user can only access the Users & Phones options to manage and modify his own phone lines.
- Restricted User – Can only access the TeleConsole but has no access to the Admin Center.
- Account Owner – the user gets administrator-level access to all the features, options, phone lines, and users of the Admin Center.
You can check the box to send the user a welcome email with his login credentials. Select PURCHASE USER and confirm the prompt to finish adding the user.
Users & Phones Settings
Select any user or create a new one to show its settings screen. There are six expandable settings categories. When making changes you need to make sure to SAVE each category separately.
On the top-right you can use the arrows to select the next or previous user without having to go back to the schedule list.
User Profile
You will find and modify the same details here as in the user's profile on the TeleConsole (TeleConsole>Account>Edit Profile. See more details here). A user's profile picture can only be uploaded or changed from the TeleConsole.
First Name/Last Name: Self-Explanatory, but do note that if the user's name changes you may also need to update his name in the description of his phone line(s) (under General Info of his line's setting) or the description of his mailbox(s).
Email/Username: When you create a new user his email will be automatically copied and used for his user name. But you can enter a separate user name, which might offer some extra security.
Role: There are three system roles to choose from (see details above.) New roles can be created at Admin Center Menu>Account>User roles & privileges.
Time zone: It is common to select the company/phone system Default time zone (that is configured in Admin Center Menu>Account>Account Settings), but you can select a specific time zone if the user requires so.
Company/Mobile phone number: Self-Explanatory. The mobile phone number is the user's own personal number (not the business SMS line that can be ordered from Telebroad.)
Change Password/Confirm Password: Enter a new password for the user both fields. Leave these blank if you do not wish to change the user's password.
The user's password applies to both the Admin Center and the TeleConsole. If you do change the password, the user will be immediately signed out of both. You may want to notify him about this beforehand. The desktop TeleConsole's Direct Chat feature is a convenient way to do this.
Extensions
Extensions are short, typically 3-5 digit, numbers assigned to users to make it easier and quicker for other users to call them or for external callers to reach them. Extensions also offer more flexibility when you build a phone system because you can change a user's phone line while keeping the same extension.
Select to edit an existing extension or to to delete it.
Extensions can also be created and managed by going to Admin Center Menu>Voice Features>Extensions. Learn more about extensions here.
Note that if you change the User in the extension's General Setting the extension will seem to have disappeared. You will need to find it by going to the new user to whom you assigned the extension or by going to Voice Features>Extensions.
Adding an Extension
Select ADD EXT. to create a new extension for the user. Enter the Extension number and select a Destination Type and a Destination where the extension will route calls to. You would normally route calls to the user's phone line, but you can select any other type of destination or feature (see the full list here) like a mailbox, hunt group, and even another extension.
Select CREATE to finish adding the extension. You will now be able to edit and modify the extension's settings.
Direct Phone Numbers
Telebroad's phone system is a cloud-based PBX, meaning users are initially only assigned an internal phone line or extension. Inside the company, users can reach each other by dialing these lines or extensions. But for outside callers to reach users, they need to first dial the company's main number and enter the required line or extension (or use the dial-by-name feature.)
A direct phone number lets outside callers reach users faster and more conveniently with a standard ten-digit personal phone number. The feature is also called Direct Inbound Dialing and it can be used for setting up users with fax or SMS numbers.
Creating and Assigning Direct Numbers
To assign direct numbers you need to go to Admin Center Menu>Phone Numbers. Select the number and select the desired user under the General Settings.
The current version of the Admin Center does not yet support adding new phone numbers, but you can always contact us to examine the possibilities of buying or porting phone numbers. Upcoming updates of the Admin Center will add the option to buy and port phone numbers directly from the Phone Numbers screen.
Lines & Devices
Here you can manage a user's internal phone line(s) and any physical phones connected to it.
Select to edit an existing line and access six expandable line/device settings categories.
Lines & Devices are a part of the users' features, but as to not overcomplicate the article you are currently reading, they are discussed in this separate article.
Voicemails
Here you can manage users' voicemails and mailboxes.
Mailboxes can also be created and managed by going to Admin Center Menu>Voice Features>Mailboxes. Select a user on that screen and the Messages tab to listen to and manage his voicemail messages. Learn more about mailboxes here.
Creating a new Mailbox
Select ADD MAILBOX to create a new mailbox for the user. Enter a Mailbox number (minimum two characters) and enter and confirm a PIN (minimum 4 characters). The Personal Identification Number protects the mailbox from unauthorized access.
It is a common practice to use the same number as the user's internal line number for the mailbox number. But you can use any number, especially if the user has several mailboxes.
Select CREATE to finish adding the mailbox. You will now be able to complete the mail edit and modify the mailbox's settings.