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en:newbie:add_account [2012/02/09 12:01] shangy |
en:newbie:add_account [2017/12/12 03:05] (current) |
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| ====Add account==== | ====Add account==== | ||
| - | Next, we will be able to set up the accounts, and each of them will play different roles, in order 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. |
| - | In the left side of the manage list, click Accounts and permissions management-> account management, and enter the page shown as below to add an 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: |
| {{:en:newbie:addaccount01.png?|}} | {{:en:newbie:addaccount01.png?|}} | ||
| - | User Name: which can consist of letters, numbers, characters,underscores and @, as the login user name displaying in the system. In one team, there should not be same names. You can not use the system administrator user name as your 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 code: a string of numbers generated by the system automatically to identify you in the system, which will never change; | Account code: a string of numbers generated by the system automatically to identify you in the system, which will never change; | ||
| Line 33: | Line 33: | ||
| * Items are obliged to fill, the rest can be filled out when you find it necessary. when you complete, click “Save” button. | * Items are obliged to fill, the rest can be filled out when you find it necessary. when you complete, click “Save” button. | ||
| - | then the guide which will help you build up more extensions shows up: | + | then the guide which will help you build up more devices shows up: |
| {{:en:newbie:addaccount02.png?|}} | {{:en:newbie:addaccount02.png?|}} | ||
| - | Depending on your needs, you can now add the account extension. | + | According to your needs, you can now add devices for your accounts. |
| - | To add an extension to stay to the next section to detail, skip this first. | + | We will explain how to add devices later. |
| - | Account at the top of the Account Management page, add after a yellow tip strip requirements overloaded. | + | 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. |
| {{:en:newbie:addaccount03.png?|}} | {{:en:newbie:addaccount03.png?|}} | ||
| - | Click on the yellow tip strip, the system returns, suggesting that the success of overloading the yellow bar disappears. | + | Click the yellow prompt, the system would inform you that it has successfully reloaded, and the yellow prompt would disappear. |
| - | We enter the data list, double-click a message will pop up an interface, this interface, you can edit on account. | + | We enter the data list, double-click a message and here will pop up an interface, where you can edit on the account. |
| {{:en:newbie:addaccount04.png?|}} | {{:en:newbie:addaccount04.png?|}} | ||
| - | Display can not edit the information was representative of the black font editor, a gray font. | + | The information in black means they are editable, and the grey ones are not. |
| - | The edit page much more than adding two display fields: | + | There are two more fields in the edit page than the previous one: |
| {{:en:newbie:addaccount05.png?|}} | {{:en:newbie:addaccount05.png?|}} | ||
| - | ** Calls: ** This account is the cumulative sum of the telephone charges; | + | **Credit: ** the total telephone expenses of this account; |
| - | **Cost: ** This account in the cost of the system; | + | **Cost: ** the cost of this account in this system; |
| - | Edit page button detail: | + | Details on the buttons on the edit page: |
| - | 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. | + | We added three wizard buttons: view device, add device and add agent |
| - | ** View extension: ** Click on a pop-up interface: | + | ** View device: ** Click it and there pops up an interface: |
| {{:en:newbie:addaccount06.png?|}} | {{:en:newbie:addaccount06.png?|}} | ||
| - | 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. | + | 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 the extension: ** the same as in PBX Management -> Device Manager, click the Add button, add an extension to this account. | + | ** Add device: ** the same as in PBX Management -> Device Management page, click the Add button and add an device in this account. |
| - | ** 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 agent: ** the same as in the Accounts and permissions management -> Agent management page, click Add button to add an agent in this account. |
| {{:en:newbie:addaccount07.png?|}} | {{:en:newbie:addaccount07.png?|}} | ||
| - | The table area listed under all the seats in the account summary information, you can delete it. | + | 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: | + | |
| + | 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: | ||
| {{:en:newbie:addaccount08.png?|}} | {{:en:newbie:addaccount08.png?|}} | ||
| - | The account group name: Any fill in for the group of managers to identify the account; | + | Group name: write a name for your group as an identification. |
| - | Team: set up the account group belongs to the team, only the team account added to this group; | + | Team name: you can choose which team you belong to. And only the accounts under this team can get in this group. |
| - | Account: Click this button to bring up the account selection screen: | + | User name: Click the button "Add account"to enter the page where you can choose the accounts. |
| {{:en:newbie:addaccount09.png?|}} | {{:en:newbie:addaccount09.png?|}} | ||
| - | 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. | + | 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. |
| - | Finished, click the [Save] button, a new account group is created, double-click which information can be edited to modify | + | When you finished this step, click "Save" button and a new account group is completed. Double-click the information to edit it. |
| {{:en:newbie:addaccount10.png?|}} | {{:en:newbie:addaccount10.png?|}} | ||
| - | Display can not edit the information was representative of the black font editor, a gray font. | + | The information in black means they are editable, and the grey ones are not. |
| - | Click on "Edit Account" button and add the same operation, are removed in order to increase or to a group account. | + | The "Edit the account" button means exactly the same as adding accounts. They are all for adding or removing accounts of the group. |
| - | At this point, you have learned the team and account established. | + | At this point, you have already known how to set up a team and an account. |
| - | **Continue to understand the [[Add the extension]]** | + | **Continue to learn [[Add the extension]]** |
| {{tag>:en:newbie :en:Add account}} | {{tag>:en:newbie :en:Add account}} | ||