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System Users

Overview

The System Users screen is specifically meant for creating web portal accounts for Users to access and manage IntellaConference functions. Similar to the core Intellasoft Users screen, part of your core IntellaSoft screen, you will have the options for adding individual users and the ability to manage their permissions within the IntellaConference web portal.

Adding a New System User


1)

Start by navigatingNavigate to the System Users screen

and

2) clickClick the New User button. The following information in the table below representrepresents the available settings whenfor creating a new User. The permission options will be covered in a later step. Enter(* theIndicates information descried below, once you have entered thea required option the click the Save New User button. Afterwards you will see a message stating Changes Saved.field)


 Field
 Type
 Description
RequiredFirst NameName* Field First name of User

Last NameName* Field Last name of User

EmailEmail* Field Email address of the user (for logging in)
OptionalPhone Number Phone Number # UsersUser's phone number (direct line, cell phone, etc.)

Pin Numerical Always recomended;recommended; pin number to login into web portal

3)

Once you have entered the required options, click the Save New User button. You will see a message stating Changes Saved.


Note

Note: 

The screenshot below is from a demo system so the full phone number and email have been blurred out for privacy reasons.

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4)

NextNext, set the permissions for the User in question. The individual permissionpermissions are defined in the table below.

5) Once you have set the desired permission for a user click the button labeled Save New User, you will see a message stating Changes Saved, indicating the user has been successfully saved. If you need to edit a User's setting click on the entry from the editor to make changes accordingly.

Permission
Description
Web Enabled Check for the user to have access to the web portal (this in the majority of cases should be checked).
Manager Can only edit pre-existing conferences.
Admin Access to all elements of the IntellaConference web portal such as creating contacts, creating and modifying conferences.
Access Users Has access to the users screen and is able to make changes.
Create Recur User has ability to create recurring conference bridges.

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Note:

Note

You must have the required settings entered to be able to save, additionally it should also be noted that each user must have their own individual unique pin.PIN.

Removing a System User


To remove a web portal User click on the red X under the delete column thatcorresponding correspondsto withthe User you wish to delete. A confirmation pop pop-up will appear confirming that this is the User you wish to delete, click OK. After youYou will see a message stating Changes Saved.

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