User Management
Introduction
The User Management screen (shown below) allows you to view and manage users within your organization’s phone system. While the layout and available actions may vary slightly depending on your permission level, this is where you can review user profiles, assign or update permissions, and invite new users to join the platform. Each section—Profile, Permissions, and Send Invitations—is designed to give you control over how users access and interact with the system.
User Profile
Under the User Profile tab, you can edit/update the following tabs:
- First and Last Name are used for display purposes and identification.
- Primary Email is for logging in & recovering their account.
- Backup Email is solely used for recovering their account.
- If the user clicks "Forgot your password" on the login screen, the recovery email will be sent to both addresses.
- MFA (Multi Factor Authentication) will add an extra layer of security: Whenever the user logs in, they will receive a 6-digit code from us. They will have a few minutes to enter in the code.
- Manage Other Users (Restricted) will allow a given user account to have access to the User Management application. They can only manage the users that share the same Container Admin access.
- Manage E911 (Restricted) will allow a given user to enable/disable 911 on a DID.
- Manage International Dialing (Restricted) will allow a given user to enable/disable international access on a per-extension basis.
Sending an Invitation
Whenever you create a user, they must be sent a setup email to set up their account.
Clicking Send Invitation (lower left) to an already set-up user will scramble their password and require them to set it up again.
- You can use this function if a user calls you and has forgotten their password (and doesn't feel like going through the Forgot Password process)
Permissions Types
Under the Permissions tab, you can view/edit the following settings:
- Gives this user access to individual/specific UCP Boxes on a container.
- Gives this user access to all UCP Boxes on a container.
- Gives this user access to a single Tenant on a container.
- Does NOT give this user the ability to manage UCP Boxes!
- Does NOT give this user the ability to manage any users! (even if "Manage Other Users" is enabled)
- Does NOT give this user the ability to manage AnswerCare answering service! (from an admin perspective)
- Gives this user access to all Tenants on a container.
- Gives this user access to manage UCP Boxes on a container.
- Gives this user access to manage Users that have access to the same container (if Manage Other Users is enabled)
- Gives this user access to manage AnswerCare answering service settings (from an admin perspective)
- Gives this user to the Advanced panel of a container (which contains sensitive information and API keys)
Related Articles
Yealink T31G User's Guide
Overview 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 out from or to ...Yealink T33G User's Guide
Overview 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 Call Park, Toggles, ...Conference Bridges
What is a Conference Bridge? Our conference bridge allows up to 2,500 people to participate in a scheduled group call meeting. Individuals may dial in to a specified number or extension, provided by the host of a conference call. Access is only ...Yealink T27G User's Guide
Overview Below is a diagram of a Yealink T27 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 out from or to ...Yealink T29G User's Guide
Overview Below is a diagram of a Yealink T29G 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 out from or to ...