Qvara: Create a user and assign permissions
What are Users?
User accounts play a vital role in allowing customers to access their phone system. This includes access to features such as faxing, reporting, and extension customization. Additionally, users who would like more granular control over their phone system can be granted a higher level of access so to edit their own call flow or view more detailed reports.
User Roles
User: This is the lowest role that can be given access to individual level features such sending and receiving faxes, sending and receiving SMS and MMS messages, minor adjustments to call flow, basic reports, visual voicemail, and all others under the PBX User tab.
Admin: This role has assumed access to all user-level permissions, in addition to the ability to manage any users or PBX phone systems to which they are assigned.
Reseller User: This role has assumed access to all admin-level permissions, in addition to the ability to manage any customers assigned to that reseller and lower-level users associated with those customers.
Reseller Admin: This role has assumed access to all reseller user-level permissions, in addition to the ability to manage reseller users.
Creating a User
- Navigate to the Users tab, then select the "Create User" button.
- Enter the user's email address and select a role. Check "send setup email immediately" if applicable.
Note: You are unable to assign a user a role higher than your own.
Additional Settings
Further details can be adjusted after the user has been created by selecting the pencil icon to the right of the user on the Users page.
- Profile tab: add and update a user's name and profile picture.
- Login tab: reset a user's password and enable/disable two-factor authentication.
- Permissions tab: update permissions and allow users to manage other users of their own role.
- Logs tab: view logs of changes made by the user.
- Role tab: view and change the user's role.
Impersonating a User
Qvara offers the ability to impersonate a user to diagnose portal issues, improve customer support, and provide a better user experience. To impersonate a user, navigate to the Users tab and select the yellow person icon to the right of the user. To exit impersonation, select the purple "Exit Impersonation" button at the top right.
Deactivating a User
To deactivate a user, navigate to the Users tab and select the red trash can icon to the right of the user.
Reactivating a User
To reactivate a user, navigate to the Users tab and update the drop down next to the search field to show deleted users. Then, select the purple restore icon to the right of the user.
Related Articles
User Management
This is the User Management screen. It may look a little different, depending on your permissions. User Profile First and Last Name are used for display purposes and identification. Primary Email is for logging in & recovering their account. Backup ...Yealink T31G User's Guide
Yealink T31G User's Guide Below is a diagram of a Yealink T31G IP Phone. The features, keys, and functions you will learn throughout this user's guide will be the same across most Yealink phone models. Line Keys: Allow you to select a line to dial ...Yealink T33G User's Guide
Yealink T33G User's Guide Below is a diagram of a Yealink T33G IP Phone. The features, keys, and functions you will learn throughout this user's guide will be the same across most Yealink phone models. Line Keys: Holds programmable buttons such as ...(Qvara) Answering Service Basic Setup
Step 1: Create a Customer Go to the Customers tab at the top, and add a new Customer to your account. A "Customer" is what was previously referred to as a "Tenant" on the legacy platform. Each Customer is unique and self-contained: customers cannot ...Setting up eFax / SMS for a User (The UCP)
What is the UCP (User Control Panel)? The UCP is a "basic version" of the phone system admin portal that lets individual users/employees get very basic access to their OWN extensions, call history, call recordings, and voicemail. Additionally, the ...