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Manage Users Effectively

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The Admin Portal allows administrators to create and manage user accounts easily. This guide outlines the steps for creating user accounts, setting essential details, and customizing preferences to align with your organization’s needs.

Create a New User​

Follow these steps to create a new user:

  1. Log in to the Admin Portal.
  2. Navigate to Activations > Users from the sidebar menu.
  3. Click the New button in the top blue bar.

A Create User pop-up will guide you through the different settings options:

General Settings​

Fill out the user profile and their communication preference:

  1. User Group (required): Select an existing user group from the dropdown menu.
    E.g., Group 1

  2. First Name (required): Enter the user's first name.
    E.g., Rafael

  3. Last Name (optional): Enter the user's last name.
    E.g., Fernandes

  4. Email (optional): Enter the user's email address.
    E.g., rafael.fer@wiline.com

  5. Cell Phone Number (optional): Enter the user's cellphone number.
    E.g., 6465230987

    important

    Entering a cell phone number is crucial for enabling the Cellular Mode feature. This feature allows incoming calls to be redirected to your mobile phone when an internet connection is unavailable. Additionally, if you experience poor call quality due to network issues, you can activate Cellular Mode during an active call by dialing *28. The system will then bridge your mobile number with the intended recipient, ensuring a seamless connection.

  6. Primary Extension (optional): Choose a unique extension from the dropdown menu.
    E.g., 152

  7. Include in Directory (optional): Check this option to include the user in the directory.

  8. Primary DID (optional): Assign a primary Direct Inward Dialing (DID) number if applicable.

  9. Ring Timeout Seconds (optional): Define the ring timeout duration in seconds.
    E.g., 15

    Create new user: general settings

    Figure 1: Creating a new user: general settings.

Once all the details are entered, click Create. To start over, click Clear, or select Close to exit without saving.

View or Edit a User​

To view your users list, follow these steps:

  1. Log in to the Admin Portal.
  2. Navigate to Activations > Users from the left-side menu.

A list of all your created users will appear on your dashboard.

View Users

Figure 4. Viewing and filtering users.

  1. To reorder or filter the results:
    • Click the column headers such as First Name, Last Name and Extension to organize the results in ascending or descending order.
    • To filter or search for specific items, type in the fields under the corresponding headers.

Edit a User​

To edit a user:

  1. Double-click an item from the list, or
  2. Select a user and click the yellow View/Edit button in the options bar.

An Edit User pop-up window will open, allowing you to modify the user details.

Edit a User Group

Figure 3. Editing a user.

  1. Follow these steps, similar to the instructions in the Create a New User section, to update the user details:

General Settings​

Edit the user's basic details:

  • Modify the User Group name (e.g., Group 1).

  • Update First Name and Last Name (e.g., Raphael Fernandez).

  • Email (optional): Modify the user's email.
    E.g., raphaelf@wiline.com

  • Cell Phone Number (optional): Modify the user's cellphone number.
    E.g., 6465230987

    important

    Ensure the Cell Phone Number is correctly entered and up to date to enable the Cellular Mode feature. This feature allows calls to be redirected to the user's mobile phone when an internet connection is unavailable. Additionally, if the user experiences poor call quality, they can activate Cellular Mode during an active call by dialing *28. The system will then bridge the user's mobile number with the intended recipient, ensuring uninterrupted communication.

  • Primary Extension (optional): Modify the extension from the dropdown menu.
    E.g., 152

  • Include in Directory (optional): Check to list or unlist the user in the directory.

  • Primary DID (optional): Assign or unassign a Direct Inward Dialing (DID) number.

  • Ring Timeout Seconds (optional): Modify the ring timeout duration.
    E.g., 10

Once all necessary edits are made, click Update. To start over, click Reset, or select Close to exit without saving.

Delete a User​

To delete a user, follow these steps:

  1. Log in to the Admin Portal.
  2. Navigate to Activations > Users from the left-side menu.
  3. Select the user from the list.
  4. Click the red Delete button in the options bar.

Delete User Group

Figure 3. Deleting a user.

A confirmation pop-up will appear. Click Delete to confirm, or Cancel to stop the process.

note

You can only delete users that you created.

By following this guide, you can efficiently manage user accounts within the Admin Portal, ensuring that their settings align with your organization's specific needs and preferences.