New users

Here, we describe the settings needed for most users. Below, we assume that a PBX has been created and that numbers have been added.

Create a new user

Under the company tab, click on "Users → Users", then click to add a new user. A form will open on the right side, allowing you to enter the initial details for the user. Once all the fields below are filled in, click .

Name*: Users first name
Surname*: Users last name
Email/Username*: Make sure the email address is correct for the "Forgot Password" function to work. If the user does not have an email address, a username in the form of an email address must be provided. It must be unique within the PBX.
Password*: A password is automatically generated. Make sure to use unique and strong passwords.
User Template: Select a predefined user template for the user. More information about templates can be found here: Templates - User Settings
Profile Template: Select a predefined profile template for the user. More information can be found here: Templates - Profiles
Department: Add the user to the correct department.
Phone number*: Select the user's phone number in the PBX-system.
Mobile number: Add the user's mobile number (the number must be registered in the system).
Short number / extension*: It is recommended to use 4 digits, preferably the last 4 digits of the fixed phone number.
Default display number*: The number the user displays externally for outgoing calls. If the number is not already in use, it will be added as an incoming number, so we recommend always specifying the direct number here. If, for example, a switchboard number should be displayed, go into the user settings later and add it.
* = Mandatory and must be specified for the user to be created.

Four tabs

Once the user is created, the form expands with additional settings divided into four different tabs. At the top, you will see the user's name, active profile, and profile picture (avatar). Below, we will go through each tab with settings.

Locked User
If multiple people are administering the switchboard, only one person can edit a specific user at a time. Once a user is being edited, no one else can make changes to that user simultaneously, and the user will remain locked until the first person is finished. A locked user is indicated by the icon along with the name of the person who is currently working on the user.

General

The first tab contains essentially the same information as when you created the user above. If you need to adjust, add, or remove any details about the user, you can do so. Keep in mind that the mandatory fields must contain relevant data.

Reset Link
If you need to change a user's password, it is always recommended to send a reset link for the password so the user can choose their own password.

Medlemmar & Säkerhet

General

Department: Add the user to the correct department. Departments are managed under "Main Menu → Users → Departments."

Security

SMS-login: When logging in, an SMS with a code for login is sent.
Force SSO: This forces the user to use Single Sign-On for logging in.
Force TFA: This forces the user to log in with Two-Factor Authentication.

Queues

Add User to Queues: Add the user to queues in the system.
Log In/Out: The button indicates whether the user is logged in or out of the queue.
Remove: By clicking the trash can icon, you remove the user from the queue.

Ring groups

Add User to Ring Groups: Add the user to ring groups in the system.
Log In/Out: The button indicates whether the user is logged in or out of the ring group.
Remove: By clicking the trash can icon, you remove the user from the ring group.

Access groups

Add the user to the appropriate access groups.

Call management

Features

Hidden caller id: Activate this option for the user to display a hidden number for outgoing calls.
Call waiting: The user will be notified of incoming calls even if they are engaged in another call, provided the device supports this feature.
Busy on all: If the user is busy on one device, all other devices will be marked as busy.

Settings

Ring time: The duration for which the phone should ring for incoming calls before being redirected or missed.
Call method mobile app: The method to be used for outgoing calls from Infinity Mobile. More information here: Call with mobile client
Standard profil: Select the user's default profile, which is used when no other profile is activated. Typically, this is "Available."

Record

Record incomming calls: Choose how incoming calls should be recorded.
Record outgoing calls: Choose how outgoing calls should be recorded.
Record incoming queue calls: Choose how incoming queue calls should be recorded.
(Options: On demand = manually start recording, Always = all calls are recorded, Never = no calls are recorded)

Voicemail

Activate: Check this box to activate voicemail for the user.
Voicemail password: The PIN code the user needs to enter to log in to voicemail and listen to messages.
Send voicemail via email: Enter the email address that will be notified of new voicemail messages. Voicemail-file will be attached in email.
Send SMS to number: Enter the mobile number that will be notified of new voicemail messages.
Delete voicemail: This function deletes the voicemail message from the system. It is often used when listening to voicemails via email.

Devices

All users devices are listed.

Call blocks

Activate call blocks for domestic calls and paid calls.

Miscellaneous

Aliases

Exchange-alias: Used for calendar and contact sync with O365, more info: Calendar and Contact sync with Microsoft
Google-alias: Used for calendar and contact sync with Google, more info: Calendar and Contact sync with Google

Other

Hide in phonebook: Check this to hide the user in the phonebook.
Partner Mex billing number: Which number should be charged for outgoing calls, only applies when Partner MEX is used.
Description: A note that is displayed in the portal for administrators.

Location

Country: Select the country where the user is located.
Language: Select the language the user prefers, the language will be reflected in the applications.
Timezon: Set the time zone where the user is located.

Fields

Add extra fields to the user, such as an additional email address or phone number.

Customer Data

Here you can add additional information about the user, such as Title, Location, etc.