Admin Portal – Adding Users

Adding Users

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Users are added through the admin portal. To set up a user, you will need the following information ready:

  • A name and email address.
  • A phone number and extension.
  • An available station (or package) with associated apps to be used.
  • The physical device to be used (optional).

The final step (optional), is assigning the user a device. If you have not already added your devices in the admin portal, you can find the steps for this in the Adding Devices guide. Adding a user is done with a simple setup wizard, which can be found in two places in admin portal:

  • The Set Up a User wizard on the Dashboard.
  • The Set Up a User wizard on the Users page.

If you are adding devices and users for the first time, take a look at this getting started guide – Getting Started: Adding and Assigning Devices and Users.

Adding a User

  1. From the Quick Start menu on the dashboard, select Set Up a User from the Quick Start menu.
  2. Click image for large view
  3. The user setup wizard will appear. Enter the user details including the user’s First and Last Name, Email and User ID. The email entered here will be used as the main method of communication with the user. The user ID must be in the format of the email addres
  4. Select Next to save and continue.
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  6. Next, determine the assignments for the user, including the user’s Phone Number, Extension and Station. After you select the station package for the user, you will be provided with the soft client apps available to assign the user. Place a checkmark next to the apps you would like to assign the user. This can later be modified by editing the user profile on the Users tab.
  7. Note: If you re-assigning a phone number that another user has previously been assigned to, ensure that new user changes their 911 address at once they have the service set up.

  8. Select Next to save and continue.
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Assigning a Device to a User

The final step to adding a user is to assign a device to the user. This step is optional and will pull from the list of devices you have already added to the system.

Your Device screen in the setup wizard will look like the screen shown below, and you will only have the option to assign the device via MAC Address.

  1. Select a Device from the Find and add a device search bar. A list of MAC address and device combinations will appear. Then select the number of ports. This is the line that plugs into the wall.
  2. Select Save to save your changes.
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What’s Next:

  • Now that your device has been assigned, it can be set up manually. You can configure it in the Users or Devices tabs within the admin portal.
  • The user has now been added and is available to configure settings and services on the Users tab in the Calling Admin Portal. For steps on how to configure features and services available for users, see the User Features section of this site.