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 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

Start by navigating to the System Users screen and click the New User button. The following information in the table below represent the available settings when creating a new User. The permission options will be covered in a later step. Enter the information descried below, once you have entered the required option the click the Save New User button. Afterwards you will see a message stating Changes Saved.

	Field	Type	Description
Required	First Name	Field	First name of User
	Last Name	Field	Last name of User
	Email	Field	Email address of user (for logging in)
Optional	Phone Number	Phone Number #	Users phone number (direct line, cell phone, etc.)
	Pin	Numerical	Always recomended; pin number to login into web portal

Note

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

Next set the permissions for the User in question. The individual permission are defined in the table below. 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.

Web Enabled	Check for the user to access 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.

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.

Removing a System User

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