Account management

Account is the basic unit of system user, and we can define different authorization type by setting different account type and role.

On the left list, Account and authorization –> Account management, we can see the list of accounts which already exist in the system.

Click Add and open the account add page.

• Username：the name consists of letters, numbers,chinese characters, underline, and @. And the name is used as login name and the name shown in the system, and cannot be repeated. You cannot use the system administrator user as the name here.
• Password： Set the login password.
• Account code：Automatically generated by the system, and not changeable, to identify you in the system；
• Last name：The last name of the agent；
• Email： Enter one of your emails, and the related business information will be sent to this email address.
• Credit limit：the limit ot overrun；
• Status：whether to enable this account；
• Monitor force：Whether to record this account, disabled by default.
• 付费方式：可选无限制，后付费或预付费。
  • 每个账户都会有一定的资金用于通话，当期资金不够时，是否可以继续通话，就要看本字段的设置情况。
  • 无限制，对账户的使用情况没有任何限制。
  • 后付费，当账户资金不够时，允许其继续使用，但受额度字段规定的金额限制。
  • 预付费，当账户资金不够时，不能继续通话，即必须预存话费。
• 导出时间限制：当执行导出任务时，该账户是否收到系统中设定的导出时间的限制。
• 账户类型：有系统管理员，团队管理员，普通用户可选；
  • 系统管理员，默认得到系统管理员的角色，可以管理整个系统和系统下所有用户，这是最高级别的类型。
  • 团队管理员，默认得到团队管理员的角色，可以管理某个团队下所有的用户。
  • 用户: 需自行为其选择角色和所在团队。
• Role： give the account a role, and he will pocess all the permission of this role.

• First name： the first name of the agent
• Credit limit：After choose afterpay or prepay, you need to enter the limit to overrun.
• Team：Add this account to the team you choose, and only enable this when it is used by team adnimistrator or users.
• Account group admin：there can be many account groups under a team, and here we can set this account as the administrator of this group. Only when the account type is user is necessary.

• 拨入费用：当我们为坐席设定了呼入费率时，该字段将显示累计产生的呼入费用。
• 头 像：可以上传一张该坐席的照片；
• 话 费：此帐号累计电话费用总和；
• 成 本：此帐号在本系统的成本费用；

点击 【保存按钮】 就可以成功添加这条信息了，这时会出现为该账号添加分机向导，见截图

Now we can add devices for this account (details in the next chapter)

When the account is added, and if you choose to continue adding, and a yellow banner shows and requires a reload.

Click the banner, and the system shows reload succeeded. The banner disappears:

According to the frequency of use, we have 3 wizard button for account type user: view device, add device, and config device. And other account types do not have them. View device：

This page requires all device brief information under this account. Click View detail, the page will turn to PBX→device, and edit page of this message will be opened. It is like editing the device in the device management page. Add Device： same as click Add in PBX→ Device and add devices to this account.

Config Device： Same as click Add in Account and Permission → Agent Management and add devices to this account.

In the table there is brief information of all agents, you can delete it here.

Black list： open the black list edit page

Entering the number, and click Add Blacklist, and the number will be shown below. All the numbers in the black list cannot call into this account. White list： open the white list edit page

Entering the number, and click Add Whitelist, and the number will be shown below. Once you set the white list, all the numbers not in the white list cannot call into this account.