Managing Users

The Users page of a customer account contains the list of all the users in the customer account. All users in a customer account may interact with each other using various Mitel applications after CloudLink integration is enabled on these applications.

The Users page enables Mitel Partners and Account Admins of a customer account to add, edit, view, and search for a user; enable administrative rights for a user; reset passwords of a user; resend welcome email to a user; assign products and licenses to a user; and delete a user from that account.

To access the Users page of a customer account:

Mitel Partner: Click the account from the Accounts page. The Account Information page opens and the Users option will be displayed in the navigation menu in the left side of the Accounts Console Dashboard. Click the Users option.
Account Admin: Click the Users option from the navigation menu in the left side of the Accounts Console Dashboard.

Add User

A Mitel Partner can add users to customer accounts. An Account Admin of a customer account can add users to that account. To add a new user, click the Add User button. You must enter the following details in the form that opens.

Enter a name in at least one of the fields among Name , First Name, and Last Name. This will be displayed as the NAME of the user in the Users page.
Enter a valid email address for the user in the Email field. Make sure that you do not enter an email address already assigned to an existing user in the customer account.

To enable administrative rights to the user, slide the Account Admin toggle button to the right. Click Create. A welcome e-mail is sent to the user's email address, and the user’s edit page opens where the Partner or the Account Admin can assign licenses to the user.

You can also add users in bulk to a customer account in the CloudLink Accounts Console by using the bulk import feature. For more information, see Bulk Import of Users.

Filter Users

The button in the Users page enables the Account Administrator or Mitel Partner to filter the list of users in an account by user type and the products for which they have licenses to. To filter, click the +Add Filter button. A drop-down list is displayed.

To filter the list of users by user type, select Property. From the list of properties that are displayed, choose any type of property. To view a list of administrative users, all users, registered or unregistered users, PBX users, MiCloud or IoT connected users, click the respective options in from the Property list Admins, Users, Registered, Unregistered, PBX Users, MiCloud Connected or IoT Connected.

To filter the list of users based on the products for which they have license to, select Product. The products for which a user is licensed are displayed under the Product list.

Search for Users

In the Search bar, type the name or the email address of the user you are searching for. The Users page displays a list of matching users as you type the letters.

Import Users

To add users in bulk to a customer account, select the customer account and click Import Users. For more information on how to add users in bulk, see Bulk Import of Users.

Note: A Mitel Partner can add users in bulk to all customer accounts. An Account Admin of a customer account can add users in bulk to that account.

Edit User

To edit the details of a user, click the user and edit the user details in the form that opens. You can edit the Name, First Name, Last Name, Email address, and contact number of a user; assign MiTeam Meetings license to a user (if applicable); enable or disable the Account Admin toggle button; resend the welcome email to a user; reset the password of an Account Admin; or Delete a user. Click Save to save the changes or Cancel to discard the changes.

Assign a User as Account Admin

To enable administrative rights for a new user, slide the Account Admin toggle button to the right in the user details form when you create the user. The toggle button turns blue when a user is set as an Account Admin. To enable or disable administrative rights for a user, click the user from the Users page and in the user details form that opens, slide the Account Admin toggle button respectively to the right or to the left.

Reset Passwords

To reset the password of all users in a customer account at once, click the Manage option and from the panel that opens, click Reset passwords for all. To reset the password of selected users, select the users from the Users page and do either of the following.

Click the icon. From the panel that opens, click Reset passwords.
Click the Manage option and from the panel that opens, click Reset passwords.

An email containing the Reset Password link is sent to the user’s registered email address.

Note: The Reset Password email is sent only to users who have registered their details with Mitel and built an account.

Send Welcome Email

To send a welcome email to all the users in the customer account at once, do either of the following:

Click the icon from the Users page and from the panel that opens, click Send welcome emails to all.
Click the Manage option from the Users page, and from the panel that opens, click Send welcome emails to all.

To send a welcome email to selected users, select the users from the Users page and do either of the following:

Click the icon from the Users page and from the panel that opens, click Send welcome emails.
Click the Manage option from the Users page, and from the panel that opens, click Send welcome emails.

Manage

Clicking the Manage option in the Users page of a customer account opens a panel that displays the number of MiTeam Meetings licenses available for that account and options, to assign MiTeam Meetings license to users, to unassign MiTeam Meetings license of existing users, to send welcome emails to all users, and reset the password of users.

Note: MiTeam Meetings licenses details will be displayed only if:

the account has MiTeam Meetings integration turned on and MiCollab integration turned off.
the account has at least one MiTeam Meetings subscription/order assigned to it.
the account is not a Partner Account.

To assign MiTeam Meetings license to all the users in the customer account at once, click the Manage option, and click Assign all from the panel that opens.
To unassign MiTeam Meetings license of all the users in the customer account at once, click the Manage option, and click Unassign all from the panel that opens.
To assign MiTeam Meetings license to selected users, select the users from the Users page, click the Manage option, and click Assign from the panel that opens.
To unassign MiTeam Meetings license to selected users, select the users from the Users page, click the Manage option, and click Unassign from the panel that opens.

Note: If licenses are not available for assigning to users, the message X (number of licenses required) more license(s) are needed to apply to the selected users. Please purchase more or unassign existing licenses and try again is displayed.

Delete User

To delete a user, do either of the following:

Select the user from the Users page and click the Delete button from the form that appears.
Select the check box associated with the users whom you want to delete, and click Delete users from the Users page.

Note:

You cannot delete a Mitel Partner, or a user synced from MiCloud Connect.
Deleting a user synced from a PBX will only remove the CloudLink account of the user and will not delete the user from the PBX. After deletion, the user will continue to be listed in the Users page of the CloudLink Accounts console. To add a CloudLink account to the user again, the Account Admin must send a welcome email to the user.
Deleting the SCIM users synced from Azure Active Directory will only remove the CloudLink account of the user and will not delete the user from Azure Active Directory.