Managing Existing Users

On the Users Management page, under the Users menu, you can perform the following actions for selected user accounts in the Cloud PBX:

• Reset passwords

• Update user settings

• View activity

• Delete users.

Searching and filtering users

Use the checkboxes on the left or select users by applying various search filters at the top of the Users page. Just use one or more filters and click Search.
For example, you can filter by desks and roles.

Search results will include a list of users with their details.

Managing single users

You can modify the user settings, reset the password or Google Authenticator, view user activity, or delete a user in the Cloud PBX.

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NOTE

The system will kick off users after you reset passwords, deactivate users, or delete them.

To apply actions to a user account in the Cloud PBX:

1

Find the user

Locate the needed user account on the User Management page and go to the Actions column on the right.

2

Open Select action

Click Select action.

3

Choose an action

You can select an action from the list and perform further steps. The actions are described in the table below.

Resetting passwords

To update a user's password:

1

Open Select action

Click Select action at the end of the user's line.

2

Choose Reset Password

Choose Reset Password.

3

Copy the password

Copy the password immediately while it's on the screen.
If you select Require reset password on next login? users will be prompted to create a permanent password the next time they log in to the Dialer.

4

Reset the password

Click Reset.

NOTE

This action will also kickoff all of the user's active sessions.

Managing multiple users

You can apply the following actions to many users at once:

• Activate/deactivate
• Delete
• Assign desks or roles.

To apply actions to multiple users:

1

Select the users

Select users for whom you wish to use mass actions or set filters in the upper section.

2

Choose an action

Choose an action from the dropdown list at the top of the page.
If you'd like to assign desks, or roles, select those from another box that appears.
​The Delete action will delete selected users from the system and unassign all their leads.

3

Choose who to apply it to

In the next box, choose to whom you wish to apply the action: selected users, those matching the filters, or all users.

4

Process the action

Click Process.