This page contains instructions on how to add limits and permissions to a User account.
Overview
To configure the user's permissions and limits, select the Choose roles and phone numbers checkbox in the Add New User page and click OK. In the Roles and Phone Numbers for <user_name> page, you are able to make all the necessary settings. If the administrator has enabled the User account creation option from its Email Templates page, the information on the newly created account gets sent by email to the account owner (contact person) after clicking the OK button.
Set permissions
This section allows you to enable or disable permissions such as sound management or SIP management.
| Permission | When Enabled | Additional Info |
| Extensions management | The can add and remove extensions from their account. | Selecting the Extensions management checkbox will automatically select the Extensions feature management checkbox. |
| Extension features management | The user can manage the functions of the extension. | If this permission is not activated, the user cannot enable/disable voicemail, call recording and conference features on Phone terminal extensions or change the queue size on Queue extensions. |
| Phone extension SIP management | The user account owner canuse the provisioning features on their Phone terminalextensions. | |
| SIP Trunking management | The user can activate SIP Trunking on an extension. | This permission cannot be activated unless the Phone extension SIP management option is enabled. |
| Sound management | The user account owner can manage, add, remove or edit sound and music on hold files, folders and languages. | This option is not available unless the user's parent accounts have enabled the Sound management permission. |
| Phone number management | The user can assign public phone numbers to their extensions from their own public phone numbers pool. | |
| UnifiedAPI management | The user can use UnifiedAPI and manage third-party applications that are allowed to access the system resources on its behalf, as resource owner. Remote applications are able to handle local and external calls using their extensions; they are authenticated with the OAuth protocol. | This permission is not available unless the organization has enabled the UnifiedAPI management option . Even if this option is not enabled, the user can still manage the SystemAPI Control. When this option is disabled, the Call Events feature is also disabled for the user's extensions. |
| CallerID management | The user account owner can edit the CallerID of their extensions. |
Furthermore:
| Permission | Description |
| Allow to provision devices | Choose the provisioning permission level granted to the user account. Depending on your selection, the user account owner will be able to add new SIP devices or not:
For more details on the user's rights to provision and manage SIP devices, please read this page. |
Set limits
In this area you can set functionality limitations for the the extension. Where available, you can select the Unlimited checkbox if you do not want to restrict the extension.
The maximum available disk space and the other limitations depend on the values set for the organization the user belongs to. You get an error message when the disk space allocated to the user exceeds the one allocated to the organization.
| Limit | Details |
| Maximum number of phone extensions | The maximum number of Phone terminal extensions that can be created by the user account. |
| Maximum number of queue extensions | The maximum number of Queue extensions that can be created by the user account. |
| Maximum number of IVR extensions | The maximum number of IVR extensions that can be created by the user account. |
| Maximum number of voicemail center extensions | The maximum number of Voicemail center extensions that can be created by the user account. |
| Maximum number of queue login center extensions | The maximum number of Queue login center extensions that can be created by the user account. |
| Maximum number of conference extensions | The maximum number of Conference extensions that can be created by the user account. |
| Maximum number of callback extensions | The maximum number of Callback extensions that can be created by the user account. |
| Maximum number of callback callerIDs | The maximum number of Callback callerIDs. |
| Maximum number of calling card extensions | The maximum number of Calling Card extensions that can be created by the user account. |
| Maximum number of calling card codes | The maximum number of calling card codes that can be created by the user account. |
| Maximum number of intercom/paging extensions | The maximum number of Intercom/paging extensions that can be created by the user account. |
| Maximum public concurrent calls | Limits the number of active simultaneous calls between the extension and any other public network destination. The maximum value depends on the ones set for the extension's parent accounts and cannot exceed the license limitation. Both incoming and outgoing calls are included. By default, when adding a new account, the Maximum public concurrent calls value is set to |
| Maximum internal concurrent calls | Limits the number of active simultaneous calls between the extension and any other internal network destination. Both incoming and outgoing calls are included! |
| Maximum number of queue members | Limits the number of agents that can be added to the queue. Displayed for |
| Maximum number of mailboxes | The maximum number of extensions allowed to have the voicemail option enabled. |
Maximum storage | Prior to VoipNow 5.0.0, each category of resources (voicemail messages, call recordings, sound files, music on hold, fax files) had a dedicated storage space. As of VoipNow 5.0.0, maximum storage is represents the total storage space allocated to all the above-mentioned resources. If at least one of these former limits had an Unlimited value, then the maximum storage will be Unlimited as well. |
| Account expires in | If you want to set an expiration date for the extension account, deselect the Unlimited checkbox and press the calendar button. Click the date on which you want the account to expire. |
Select incoming phone numbers
In this area you can assign/unassign public phone numbers to the user account. This section is not displayed unless the organization has at least one public phone number available in the system (i.e. a phone number is available if it has not been assigned to another user account).
- Available public phone numbers: The list contains all the unassigned public phone numbers in the system. To assign a public phone number to the user, click the desired number and it gets automatically moved into the Assigned public phone numbers pool.
- Assigned public phone numbers: This list contains all the public phone numbers assigned to the user. To remove a phone number from the pool, click the desired number and it gets automatically moved back into the Available public phone numbers list.
Have in mind that, when you unassign a public phone number that is used as a CallerID by a Phone terminal extension, you are also removing it removed from the CallerIDs list.
Set sharing policies
This option allows the extension to share data with other extensions in the same group(s) or in the same company. Using the controls available, you can allow the user to share its data with other users in the same group(s) or in the same company. The user will be able to read the shared information from his own interface, but he will not be able to delete anything.
You cannot control the user's sharing policies unless its User is multi user aware permission is enabled.
Create associated extension
Read here to learn more on the steps you need to take to create an extension.
Click OK to set the permissions, limits, and phone numbers for the new user or Cancel to add the user without saving the permissions and phone numbers.
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