Adding Users

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Select the Manager tab on the toolbar and click the Manage Users button, or select Manage Users from the Manager menu.

 

To add a user, click the Add button on the User Management window.

 

 AddUser

 

In the example above, we are adding a new user named Jaime.

 

1 - User Account (Mandatory)

Username

Enter a name for the user.  They will use this to login to PhonePad.

Password

Enter a password for the user.  Passwords are required by PhonePad.

Confirm

Enter the password again to make sure you didn't mistype.

 

2 - User Access (Mandatory)

User Type

Select a User Type for the user.  They can be a Standard User (the default), a Manager, or an Administrator.  .

 

Managers can only create Standard User accounts.

Administrators can create all 3 account types.

 

See the Administrators topic for more information

Login Enabled

This should be checked (the default) unless you don't want the user to be able to login.

Login Expires

You can optionally set the user account to automatically expire at a specified date.  This can be useful for temporary employees or contractors.

Hidden Account

A hidden account won't appear in any user lists.  It can be logged into but users won't be able to send messages to this user.

 

3 - User Details (Optional)

Firstname

The user's firstname.

Lastname

The user's lastname.

Email

The user's email address.  If you want to use the I Forgot My Password feature then the email address will be required if forgotten passwords will be sent by email.

Phone

The user's phone number.

Cell/Mobile

The user's cell/mobile number.    If you want to use the I Forgot My Password feature then the cell/mobile number will be required if forgotten passwords will be sent by SMS.

Job Title

The user's job title or position.

Area

Where the user works.

Location

The user's location.

 

4 - Photo (Optional)

Load

Allows you to load a photo of the user.  Only JPG files are currently accepted.

Clear

Removes the photo.

 

5 - Pushover (Optional)

Device Name

Enter a Pushover device name for the user.  The device needs to be listed under your Pushover account for your business.  If you want to use the I Forgot My Password feature then the Pushover device name will be required if forgotten passwords will be sent by Pushover.

 

 

LightBulb

Only User Account and User Access fields are required.  The others are optional.