Users The Users screen is for managing people who will have access to the IntellaSoft Web Portal to make changes to the phone system, delegate permissions, or other functions such as accessing call logs and voicemail. When a new user account is added, by default that user will be able to log in and see their own voicemail. It is up to the manager who is creating the account to check / un-check the specific permissions for what screens that user should have access to.  A very important aspect is the delegation of what users a user can control via the Permission Mode  setting with  Include  or  Exclude mode (more on this below). Adding a New User Removing a User Including/Excluding Users Including/Excluding Phone Numbers Video Tutorial -- Please watch Full Screen Adding a New User 1) Navigate to the  Users screen 2) Click the  New User button. 3) The following fields are required when creating a new  User . Field Type Description User Text This will be the username for logging into the portal. Password Text For logging into the web portal Department List Select a department the user will be in Permission Mode List Either exclude or include as described below 4) Fill in  User , Password , and Department . 5) Then set  Permission Mode  to Include or Exclude. (Explained below) Permission Mode Include : By default, the user will not have access to any other users. Allowed users will be determined by which ones are  Included. For example, use this mode when setting up a manager of a small department. The manager may need access to users Abby, Bob, and Chris. These users would be added as Included Users Permission Mode Exclude : By default, the user will automatically have access to ALL USERS . Hidden users will be determined by which ones are Excluded. For example, use this mode when setting up an admin that needs access to the entire system except for the calls and voicemails of the President and Vice President. The President and Vice President would then be added as Excluded Use 6) After selecting the permission mode, select the appropriate  Permissions  the user will have access to. You will need to use the scroll bar located at the bottom of the users table to view additional permissions. Permissions are on a Per-Screen basis. For example, if a supervisor account was needed that could only view the call history of the system in  Call Logs. Make sure that the 'Admin' permission is u nchecked Make sure that ALL other permissions are unchecked Make sure that 'Call Logs' is checked This user will now only have access to view the Call Logs screen. 7) After you have confirmed that all the options for the new user are correct, save by clicking on  Save New User , or cancel if applicable. Afterwards, a green message will appear stating  Changes Saved.  Removing a User 1) Navigate to the  Users screen  from the  Navigation Panel.  2) From the  Users  tab, select the correct User  you wish to delete. The user you selected will be highlighted in blue, as shown below. 3) Use the navigation bar on the bottom of the page to navigate to the far right, until you see the column of red X's under Delete . Click the X that corresponds with the User you want to delete. 4) A confirmation pop-up will appear confirming your selection. If you wish to delete, click  OK. You will see a message stating Changes Saved. If this is not the entry you wish to delete click Cancel . Including/Excluding Users For this example, we will use a  User  that has their permission mode to  Include. This means that by default, the  User  will not have access to any other  Users and you must manually include Users. (On the other hand, Users  set with an  Exclude  permission mode will have access to all Users  if no users are added to the exclude list.) Select a  User  to start adding other users to their  Exclude or Include  list (permission dependent). The  User  you are currently adding  users  for will have its row highlighted like the example below. There are two endpoints before we add any users.   In addition to the  Users  panel, there is also the  Include/Excluded Users panel (see "1" below. Again this is dependent on what the Permission Mode  mode for this particular user is set, if it's an  Exclude  the text would say  Excluded Users  as opposed to  Included Users ) which shows all the users that have been added to the  Included/Excluded User  list) and the  Available Users  (shown are all users that can  be added to  Excluded/Included  User  list). Again it's important to note that in this particular example, the User  Tracy has a  Permission Mode  set to  Include , so these available  users  are the ones she does  NOT  have access to.  There are three options for adding users to list. You can select the  Include All Button  ( 1 , adds all the available to  users  to the list),  Green Arrow  in the  Include Column  ( 2 , adds each  User  to the list individually) or using the  Quick Department Include  ( 3 , or  Exclude , if applicable). For the purposes we are going to add  users  using the  Quick Department Include  function. To do this simply click on the drop down menu and a list of the available  Departments  will appear. This will add  Users  based on their department and who is available to add in the  Available Users  list.  As you can see by the example all  Users  in the Equipment department were added to the available user list. You can also go through and add  Users  individually too, or include them all if applicable.  Removing  Users  from an  Include/Exclude  Users  list works in the opposite way of adding them to list from the  Available Users  list. You are able to remove them individually via the right pointing green arrow, remove all at once, or remove by department   (the same way you can from the  Available User list). Including/Excluding Phone Numbers You can also grant permissions to a User on a per-phone number basis, allowing them to see call records for users they are not otherwise allowed to modify. 1) Start by navigating to the  Users  module via the  Navigation Panel . The  Phone Numbers  panel is the middle bottom panel within the Users  screen. Select a  User  you wish to include/exclude numbers from. Ensure the User you wish to edit is highlighted. 2) While in the  Phone Numbers  panel click the button labeled  New Phone Numbe r, a row editor will appear in the grid below.  Enter a  permission type  from the drop-down based on the phone number you are going to include  or  exclude  for this user. Afterwards, enter a phone number. This can range from an internal extension to an outside long-distance phone number. When you are satisfied click the Save New Number button, after you will see a message stating  Changes Saved. If you need to remove a member, locate the Phone Numbers  panel after you've selected the  User  you wish to modify, and click the red X in the  Delete column . A confirmation pop-up will appear confirming your selection. If you wish to delete, click OK. You will see a message stating  Changes Saved. If this is not the entry to wish to delete, click Cancel .