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Users

Manage users in PBX Stats by creating new accounts, editing existing ones, and deleting unnecessary ones. Assign users roles and desks, enable or disable their accounts, and configure two-factor authentication (2FA) for added security.

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To work with PBX Stats, all users need an account, through which they can obtain roles and access to desks.

Users with relevant permissions can view, create, edit, and delete other users.

The Users Manager page is available under the Configuration menu.

Screenshot of the **Users Manager** page

Users Manager page

Users Table

The table on the Users Manager page provides details about each user.

ColumnDescription
UsernameThe user's name in the system
EmailThe user's email address
RolesThe role(s) granted to the user. Hovering over a role will show its description.
Roles with special permissions will be displayed here, too.
DesksThe desks the user is assigned to
Two-FactorModify 2FA settings for the user by selecting an option from the drop-down list:

- Disabled (for all users except admins)
- Email Code
- OTP Authenticator
If the authenticator option is enabled, reset the OTP Authenticator Secret when needed.
ActionsPerform the actions to the user account by selecting options in the drop-down list:

- edit the account
- change the password
- delete the user
- terminate all user sessions.
Visit the Live Sessions page to check which users are now active and for more termination options.

New User Creation

To create a new user:

  1. Click Create New User in the top right corner of the Users Manager page.

  2. In the New User window, enter the user's email address and create credentials for the user.

  3. Select 2FA method:

    • Disabled: the user can log in without 2FA by providing their login credentials.

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      NOTE

      2FA for users with admin roles is mandatory, and the system will return an error if you disable it.

      Screenshot of the 2FA Method error notification

      2FA Method error notification

    • Email Code: the user will be asked to complete 2FA by email.
    • OTP Authenticator: the user will be asked to complete 2FA via the OTP Authenticator app.
    Screenshot of the **New User** form: **2FA Method** selection

    New User form: 2FA Method selection

  4. Please select one or more roles for the user and assign the user to one or more desks.

    Screenshot of the **New User** form: **Roles** and **Desks** selections

    New User form: Roles and Desks selections

  5. Click Save. The new user will appear in the list.

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NOTE

New users are enabled by default.

Editing Existing Users

You can edit previously created users as follows:

  • Change the user's email and username
  • Assign them new roles and desks or remove the existing ones
  • Disable the user.

To edit a user:

  1. On the Users Manager page, select Edit in the Actions column for the needed user.

    Screenshot of the **Users Manager** page: **Edit** action selection

    Users Manager page: Edit action selection

  2. Make changes in the user window and click Save.

    Screenshot of the **Edit User** form

    Edit User form

    The Actions column also has options to change the user's password and delete the user.

Enabling 2FA Login

You can turn on or off two-factor authentication for existing users.

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NOTE

2FA is mandatory for admins, and any attempt to disable it will return an error.

To enable 2FA:

  1. Click Disabled in the Two-Factor column.

  2. Select a verification method:

    • Email Code - enable validation using a temporary password emailed to the user. First, the users will need to enter login credentials. In the second step, they must also validate their email addresses by entering quick codes emailed to them.
    • OTP Authenticator - enable validation using the Google Authenticator app. If activated, the users will be asked to configure the Google Authenticator app after entering their credentials. Then, they will be able to generate ten recovery codes.

  3. Click Change to confirm.

    Screenshot of the changing authentication method confirmation dialog

    Changing authentication method confirmation dialog

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NOTE

If the recovery codes become inactive or the user lost them, click Reset OTP Authenticator Secret in the Two-Factor column. The system will ask the user to reconfigure the Authenticator app and generate new recovery codes on the next login.

Updated 5 days ago