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IP Telecom recommends adding users in the Smart PBX app Adding a user. However, in the Callflow app, from User you can manage some additional user settings.

NOTE: If you want to add a user in the Callflows app, see Adding a user.

Resetting the user password

  1. Go to Callflows > User.
  2. Select the user that you want to reset.
  3. Click Advanced and then go to the Password Management tab.
  4. Enter and confirm the new password for this user.
  5. Save your changes.

    password reset

Updating the user privilege level

  1. Go to Callflow > User.
  2. Select the user that you want to update.
  3. Under Basic Settings, choose the appropriate User privilege level from the dropdown menu.
  4. Save your changes.

Adding a user to a callflow

  1. Add a callflow, see Setting up an advanced callflow.
  2. Route the inbound extension or direct dial (DDI) number to a user which rings all devices associated with that user.
  3. From the Basic actions, drag User across and place on top of the first box.
  4. Select the appropriate user or create a user.
  5. If you are creating a user, enter the following details:

    Basic Settings

    • Username - user name for the device, this name cannot be changed later.
    • First and Last name - actual first and last name.
    • Email - enter email for the user.
    • User Privilege Level - check "Administrator" if you want the user to have access to edit their own PBX settings. Otherwise, leave as "User".
    • Email Notification - if checked, the caller receives voicemails in .mp3 files to their email address.

    In-House Calls

    • Caller ID Name - enter the user name
    • Caller ID Number - enter the extension number

    Outbound Calls

    • Caller ID number - represents how caller ID is displayed for external calls.
    • Caller ID name - leave blank because the name is not forwarded.
  6. Add new devices here if required. Otherwise, see Assigning a device to an existing user.

  7. Save your changes.
  8. Drag Voicemail on top of user if required and choose the correct voicemail box.

NOTE: When there is more than one device assigned to a user and a callflow is pointed to that user, all the devices ring at the same time when a caller dials that extension or DDI number. callflows user

Frequently asked questions

Q: How do I enable/disable "Require Key Press" for desktop phones?

A: Go to Callflows APP > Users > Advanced > Call forwarding.

require key press

Q: How can I hide caller-ID on a user or device?

A: There are several ways to hide caller-ID:

  • Use the Privacy feature code *67 to block your caller-ID from being displayed.
  • Dial 141 before the number or set it as a prepend on the device.
  • Set caller-ID privacy on the account in the control center. Go to Control Center > Account >

controlcenter privacy

Q: If I make changes to user details, will the directory be updated automatically?

A: Yes, the directory will update automatically and you can download a new .pdf version from the Smart PBX dashboard.

Additional Resources