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en:newbie:add_account [2012/02/03 09:48] wangl created |
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| ====Add account==== | ====Add account==== | ||
| - | Next, we will be able to set up the account, to match the different roles for each account, to limit their use of the functions of the system. | + | Next, we are able to set up the accounts, and each of them will play a different role, in order to limit their use of the system's functions. |
| - | Accounts and permissions management system under the management of the list on the left side click -> account management, access as shown below page add the account: | + | In manage list on the left, click Accounts and permissions management-> account management, and enter the page shown as below to add an account: |
| - | {{:zh:账号1.png|}} | + | {{:en:newbie:addaccount01.png?|}} |
| - | User Name: can be letters, numbers, characters, underscores, @ any combination, as the logon user name and the name is displayed in the system, the user name the same team can not repeat, you can not use the system administrator user nameas their user name; | + | User Name: which may consist of letters, numbers, characters, underscores and @, served as the login user name displayed in the system. Within one team, there should not be any same name. You can not use the system administrator's user name as your user name; |
| - | Account number: a string of numbers generated by the system automatically add the account can not be changed, used to identify your status in the system; | + | Account code: a string of numbers generated by the system automatically to identify you in the system, which will never change; |
| - | Password: The password used to set the login system; | + | Password: The password used to login the system; |
| - | E-mail: Fill out a contact to your e-mail system-related business information will be sent to the mailbox; | + | E-mail: enter your e-mail address that we can connect with you via it, and the system-related business information will be sent to this mailbox; |
| - | The limit on the amount: Allow account limit cost overruns; | + | Credit limit: the amount of money allowed to exceed; |
| - | Account type: system administrator, team administrator, user-selectable; | + | User type: system administrator, team administrator, or user; |
| - | State: set up the account is available; | + | Status: you can choose whether the account is available; |
| - | Team: the current account to join the team of your choice; | + | Team: add the account to the team you choose here; |
| - | Mandatory recording: whether the account mandatory recording system is disabled by default; | + | Monitor force: whether to mandatorily record this account, forbidden by default; |
| - | Role: the account is assigned a role, he will have all available rights in the role; | + | Rolename: the account is to be appointed to a certain role, so he will have the rights under this name; |
| - | Payment: optional unlimited postpaid or prepaid. Each account will have a certain amount of funds used to call, when the current is not enough money, whether it can continue to call, depends on the settings of this field. | + | Limittype: non-limit, postpaid or prepaid. Each account will have a certain amount of funds used to call, When money runs out, you can choose whether the calls can still be made or not. |
| - | The group administrator: a team of more than one group, this can set the account served as administrator of the group. | + | is group admin: there can be a few groups under a team, here this account can be set as the administrator of the group. |
| - | * Items to be filled, fill in the rest may be necessary to select completed click the "Save" button can successfully add this information, then add the extension wizard for the account: | + | * Items are obliged to fill, the rest can be filled out when you find it necessary. when you complete, click “Save” button. |
| - | {{:zh:分机向导.png|}} | + | then the guide which will help you build up more devices shows up: |
| - | Depending on your needs, you can now add the account extension. | + | {{:en:newbie:addaccount02.png?|}} |
| - | To add an extension to stay to the next section to detail, skip this first. | + | According to your needs, you can now add devices for your accounts. |
| - | Account at the top of the Account Management page, add after a yellow tip strip requirements overloaded. | + | We will explain how to add devices later. |
| - | {{:zh:重载11.png|}} | + | There will be a yellow prompt which asks you to reload appearing at top of the account management page when you have added an account. |
| - | Click on the yellow tip strip, the system returns, suggesting that the success of overloading the yellow bar disappears. | + | {{:en:newbie:addaccount03.png?|}} |
| - | We enter the data list, double-click a message will pop up an interface, this interface, you can edit on account. | + | Click the yellow prompt, the system would inform you that it has successfully reloaded, and the yellow prompt would disappear. |
| - | {{:zh:修改编辑.png|}} | + | We enter the data list, double-click a message and here will pop up an interface, where you can edit on the account. |
| - | Display can not edit the information was representative of the black font editor, a gray font. | + | {{:en:newbie:addaccount04.png?|}} |
| - | The edit page much more than adding two display fields: | + | The information in black means they are editable, and the grey ones are not. |
| - | {{:zh:字段.png|}} | + | There are two more fields in the edit page than the previous one: |
| - | ** Calls: ** This account is the cumulative sum of the telephone charges; | + | {{:en:newbie:addaccount05.png?|}} |
| - | * Cost: ** This account in the cost of the system; | + | **Credit: ** the total telephone expenses of this account; |
| - | Edit page button detail: | + | **Cost: ** the cost of this account in this system; |
| - | According to the frequency of use is the user's account type, an additional three wizard button (View extension, add the extension, add seats), the other user types, no such button. | + | Details on the buttons on the edit page: |
| - | * View extension: ** Click on a pop-up interface: | + | We added three wizard buttons: view device, add device and add agent |
| - | {{:zh:查看.png|}} | + | ** View device: ** Click it and there pops up an interface: |
| - | This interface would be logical to list all extension brief information under the account, click on "View Details" page will go to the PBX to manage -> Device Manager, and help you to open the editing interface of the information, the equivalent of the device management page on the targetextension for editing functions. | + | {{:en:newbie:addaccount06.png?|}} |
| - | * Add the extension: ** the same as in PBX Management -> Device Manager, click the Add button, add an extension to this account. | + | This interface lists all the devices' brief information under this account. Click ViewDetail to get in the PBX management ->device management page, and in the meantime open the edit page of the information, equals to editing a device on the device management page. |
| - | ** Add seats: ** the same as in the accounts and rights management - the management of> seats click Add button to add seating with this account. | + | ** Add device: ** the same as in PBX Management -> Device Management page, click the Add button and add an device in this account. |
| - | {{:zh:添加坐席.png|}} | + | ** Add agent: ** the same as in the Accounts and permissions management -> Agent management page, click Add button to add an agent in this account. |
| - | The table area listed under all the seats in the account summary information, you can delete it. | + | {{:en:newbie:addaccount07.png?|}} |
| + | |||
| + | The table area lists the brief information of all the agents under this account, you can delete it. | ||
| ==== Add the account group ==== | ==== Add the account group ==== | ||
| + | |||
| <note tip> | <note tip> | ||
| - | The account group is used to help rate management -> seats incoming rate management, some of the policies of the same account can be summarized into a group, then such a set of unified billing, account extremely easy to manage them below agents rates. | + | The account group is used to help Rate management -> Agent incoming call rate management. You can put the accounts with the same policies into a group to unify the charge calculation, which can simplify the management of the numerous accounts and agent rates. |
| </note> | </note> | ||
| - | Accounts and permissions management system under the management of the list on the left side click -> Account group management, access to that shown below page add the account group: | ||
| - | {{:zh:账号组.png|}} | + | Under the manage list on the left side, click Account and permissions management -> Account group management, enter the page as below to add an account group: |
| - | The account group name: Any fill in for the group of managers to identify the account; | + | {{:en:newbie:addaccount08.png?|}} |
| - | Team: set up the account group belongs to the team, only the team account added to this group; | + | Group name: write a name for your group as an identification. |
| - | Account: Click this button to bring up the account selection screen: | + | Team name: you can choose which team you belong to. And only the accounts under this team can get in this group. |
| - | {{:zh:账号组1.png|}} | + | User name: Click the button "Add account"to enter the page where you can choose the accounts. |
| - | Stood in the list on the left can be added to this account group accounts, click on the "right" will be added to this group. The right side of the list of account is the account of account group has been selected click on the "left" about to this account set aside to change the account group. | + | {{:en:newbie:addaccount09.png?|}} |
| - | Finished, click the [Save] button, a new account group is created, double-click which information can be edited to modify | + | The accounts which can be chosen into the group are listed on the left, click the "Right" button to add them into the group. The accounts in the list on the right are those already in the account group, you can click "Left" button to remove them. |
| - | {{:zh:组.png|}} | + | When you finished this step, click "Save" button and a new account group is completed. Double-click the information to edit it. |
| - | Display can not edit the information was representative of the black font editor, a gray font. | + | {{:en:newbie:addaccount10.png?|}} |
| - | Click on "Edit Account" button and add the same operation, are removed in order to increase or to a group account. | + | The information in black means they are editable, and the grey ones are not. |
| - | At this point, you have learned the team and account established. | + | The "Edit the account" button means exactly the same as adding accounts. They are all for adding or removing accounts of the group. |
| - | **Continue to understand the [[Add the extension]]** | + | At this point, you have already known how to set up a team and an account. |
| + | **Continue to learn [[Add the extension]]** | ||
| - | {{tag>:zh:新手上路 :zh:账号}} | ||
| + | {{tag>:en:newbie :en:Add account}} | ||
| - | {{topic>:zh:账号}} | ||
