Add, edit, and delete users

Log in as a Customer Administrator from Management Portal and create, modify, and delete users.

Note: After you create a user or update a user's Direct Number, the change may not appear in the Direct Number list right away. The Direct Number list will update after the data from MiVoice Business is synchronized with MiCollab.

To add a user:

1. From the Customer Administrator portal, click the Users tab.

2. Click Add New.

3. User Profile

   1. Enter the User details. Fields marked with an asterisk (*) are required. Enter a minimum of 4 characters for the username.

   2. Click Next.

4. Service Plan

   1. Click Select to choose a phone plan for the User. The chosen plan is highlighted and Selected will display.

   2. Click Next.

5. Service Programming

   1. Select the service details for the User. Fields marked with an asterisk (*) are required.

      When you create an ACD Hotdesk user with a softphone, a shared device is automatically created for the user.
      If you select a basic plan that does not include voicemail, you can still forward calls to voicemail (Call Handling Rules) however the calls will go to your corporate voicemail.

   2. Click Next.

6. Phones

   1. From the Phone Type list, select the type of phone for this user.

   2. From the Emergency Response Location list, select the location to which emergency call will be sent.

   3. (Optional): From the Select a predefined key template to be applied to this phone drop-down list, choose a key template for the primary phone. Phone key templates apply to the primary phone only.

   4. (Optional): Enter the MAC Address of the phone.

      When a user is created without MAC address, in case of registration from the device using **##, admin need has to run the billing sync to add the device on MBG.

   5. Click Next.

7. Phone Keys(optional)
   When you choose a MiNet phone type, a step is added to allow you to program the phone keys. You can also edit the prime phone key and specify the Ring type on all phones that allow key programming.
   When you select a MiNet Phone type for example the 5330e IP, you can program the phone keys as follows:

   1. Click a key on the phone diagram.

   2. Select what should happen when a phone user presses the key.

   3. Click OK.

   4. Repeat steps a to c to program other keys and click Save.

8. Advanced

   1. Select the call handling rules.

9. Click Save.

To edit a user:

Important: If you change the e-mail address from MiCollab Client Service, it will not update in Management Portal. See How Management Portal manages users.

1. From the Customer Administrator portal, click the Users tab and select one or more users.

2. Make the required changes to the user's profile.

   Only similar types of bundles are listed in the Service Plan tab.

3. Click Save.

To delete a user:

Deleting a user is quick when you use the action list. The Delete User action permanently removes the user’s profile and access to the Management Portal. You can delete one user at a time only.

1. From the Customer Administrator portal, click the Users tab and select one or more users.

2. Click Delete.
   If you are trying to delete more than one user, a message is displayed that deleting the users belonging to n group(s) takes n mins.