Creating a Website User

The following describes how to create a website user account, which will allow an individual to access the admin portal. As part of this process, you will determine what the new account is able to do while they are logged in.

Implementation

  1. Access the Website Users list.

    To view and make changes to a list of website users, your own user account will need to be given the Can Administer Other Website Users permission. Speak to a system Administrator to request this.

    1. Access the resources page for the intended Customer.

      1. Access the details page for the intended Customer.

        1. Type the Customer’s name into the search field at the top of any page.
        2. Click the intended Customer in the search results. This opens the Customer Details page.
      1. Select the Customer Resources tab.
    1. Click the Users and Access Policy hyperlink.

    Alternatively, while viewing any page relating to the intended Customer, you can hover over their name in the top navigation bar, then select Users and Access Policy from the resulting menu.

    1. Access the details of the relevant Reseller.
      1. Access your list of Resellers.
        1. Access the Partner Properties page.
          1. Hover the cursor over your company name in the top-left corner of any page. This will open a context menu.
          1. Select Your PartnerProperties. This opens the Partner page, with the Contact Details tab selected.
        1. Select the Resellers tab.
      1. Locate the intended Reseller, and click its Details hyperlink.
    1. Hover over the name of the Reseller in the top navigation bar, and select Users and Access Policy.

    In fact, you can access this link from the Reseller's context menu on any page that relates to them, not just their details page. The details page is suggested because it's one of the most direct methods available.

    1. Hover the cursor over your company name in the top-left corner of any page. This will open a context menu.
    1. Select Users and Access Policy. This opens the Users page, with the User List tab selected.
  1. Scroll down until you locate the New User button, and click it.
  2. Use the various sections to configure the new user.

    Provide the following information about the user:

    • Their full Name.
    • The User Name they will use to log in.
    • An appropriate Email address for them.
    • (Optionally) Their Mobile phone number, if needed.

    Assign a new password to the user by typing it, then confirming it, in the fields provided.

    If the user is expected to log in using a limited (e.g. mobile) browser, tick the Disable Navigation Bar check box.

    Use the check boxes here to control whether the user:

    • …is read only (meaning they cannot make changes to the portal)
    • …has access to call logs only
    • …is denied access to call logs
    • …can administer other website users
    • …can action GDPR removal requests

    Use the check boxes here to control whether the user:

    • …can create or edit price lists
    • …can modify billing settings
    • …can assign tariffs
    • …has billing details hidden

    Use the check boxes here to control whether the user:

    • …is denied access to call recordings
    • …is denied access to delete call recordings
    • …can download/e-mail call recordings
    1. If you want to apply a Time Zone offset to the account, use the drop-down provided to select it.
    2. If necessary, use the Restrict to Specific Pages section to limit which features this user can access.
    3. If necessary, use the Restrict to Specific Call Log Reports section to select only relevant call logs for this user.

    This section only applies to non-Customer users.

    To limit which providers the user is able to provision numbers from, use the Restrict Number Provisioning list to select a single provider, or hold down Ctrl to select multiple providers. No restrictions are applied by default.

  3. Click Add User to confirm creation of the website user account.

Further Reading