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PBX 2.1 Select and update a PBX user

PBX 2.1 Users Overview

The user list runs down the left of the page, each entry showing the person's name above their email address. The record opens on four tabs: Overview, Numbers & Extensions, Auto Provision and Features.

  • Open PBX Manager > Users.
  • Use Search to locate the user, then select them.
  • On the Overview tab, under Basic Information ("Manage user profile and account details."), complete the fields:
FieldNotes
First NameMarked mandatory with an asterisk.
Last NameNot marked mandatory.
EmailMarked mandatory with an asterisk.
  • Set Status, described on screen as "User is active and can make/receive calls".
  • Select or clear Add to company directory. This is the working route into the company directory (see PBX 1.2).
  • Review the assigned SIP Accounts. The table shows Name, Status and Actions, with a status such as Registered. Select Add SIP Account to assign another, or Unassign to remove the assignment shown.
  • Select Save, or Cancel to discard.

Status here is telephony, not portal access. Setting a PBX user's Status so they cannot call is a different action from disabling their tenant user record (see 2.7 in the Tenant module draft). A user can hold a live portal login and still be unable to place a call, and the two states are set on two different pages. When someone reports that they can sign in but cannot dial, check this Status first.

Figure key, PBX user Overview​

  • Breadcrumb.
  • Left navigation, with Users selected.
  • Search field.
  • User list, with the selected user highlighted.
  • Overview tab, selected.
  • Numbers & Extensions tab.
  • Auto Provision tab.
  • Features tab.
  • First Name field.
  • Last Name field.
  • Email field, disabled.
  • Status control.
  • Add to company directory control.
  • SIP Accounts section, with Add SIP Account and Unassign.
  • Cancel button.
  • Save button.