Managing Users

Working with Domains

In the SNAPsolution application, a domain is used to partition companies or regions into separate PBX or application instances. Each domain has its own IVR and voice mail instances. The domain is usually entered as the company name. It can be entered without an extension, or with an extension such as .com.

Domains are managed using the Domains page.

To Display the Domains Page

On the Users menu, click Domains.

Column	Description
Domain	Names of the domain in the SNAPsolution software.
Reseller	A domain can be set up to belong to a certain reseller partition.
Music On Hold	Indicates whether music is played when a caller is on hold. Yes = Music-On-Hold is played. No = Music-On-Hold is not played. (default)
Music On Ring	When a call is answered by the Auto attendant and then sent to an extension, indicates whether a caller hears music instead of the phrase, “Your call is now being forwarded.” Yes = Music-On-Ring is played. No = Music-On-Ring is not played. (default)
Rating	Determines whether the domain will be rated by a rating server (NAS). Yes = domain is rated via NAS. No = domain is not rated via NAS. (default)
Residential	Indicates whether the user is a residential customer Yes = residential user No = not residential user
Domain Policy	Determines whether a domain is locked or active. Used to temporarily disable a domain. Locked = domain is not currently active. Active = domain is active. (default)
Call Limit	Determines the maximum number of concurrent calls that can be made
Active Call	Displays the number of active calls
Max # Sub	The maximum number of subscribers that can be created in this domain
# Sub	The number of subscribers that have been created in this domain
E-Mail Sender	The email address that voicemail notifications are sent from
Description	A description that helps others when troubleshooting.

Initially, the Domains page shows all domains in the system. To locate a particular domain, you can search the name in the Find Domain field at the top right side of the Domains page . You can also use the Select Reseller drop-down list at the bottom-left side of the Domain page to filter domains by reseller.

If the number of domains shown exceeds what the page can display, a next link appears at the lower right area of the page. Click this link to display the next page of domains.

The Domains page also has a Refresh button. After you add, edit, or delete a domain, click this button to update the contents on this page.

Finding a Domain

To find a domain on the Domains page:

In the Find Domain field, enter the first few characters of the domain you want to find. For example, to find the domain “citilife.com,” you can type cit or life.

Click the Refresh button. Only the domains that match the characters you typed appear in the Domains page.

Filtering Domains by Reseller

Initially, the Select Reseller field contains an asterisk. This character means the Domains page shows domains for all resellers. To filter the domains by a particular reseller:

In the Select Reseller drop-down list, select a reseller.

Click the Refresh button. Only the domains that correspond to the reseller you selected are displayed in the Domains page. If you are a reseller, this option may not be available to you.

Adding New Domains

After you delete a user account, the devices associated with the user must be deleted separately by going to the Connections, User Devices page from the main menu.

From the Domains page, click the Add button. The Add dialog box appears

Complete the fields in the Add dialog box
Click the Create button to exit the dialog box, then click the Refresh button. The domain you added appears on the Domains page, with the settings you selected in the Add dialog box.

Column	Description
Domain	Enter a name for the domain. In the Details dialog box (usually the name of the company).
Reseller	Select a reseller from the drop-down list. To set up resellers, see section 4.
Description	Enter a description that identifies this domain.
Music On Hold	Use the drop-down list to indicate whether music-on-hold will be enabled for this domain. Yes = music-on-hold is enabled. No = music-on-hold is disabled. (default)
Music On Ring	Use the drop-down list to indicate whether music-on-ring will be enabled for this domain. Yes = music-on-ring is enabled. No = music-on-ring is disabled. (default)
Rating	Use the drop-down list to indicate whether rating will be enabled for this domain. Yes = rating is enabled. No = rating is disabled. (default)
Residential	Indicates whether the user is a residential customer Yes = residential user No = not residential user
Call Limit	Determines the maximum number of concurrent calls that can be made
Max # Sub	The maximum number of subscribers that can be created in this domain
Domain Policy	Use the drop-down list to indicate whether the domain will be active or locked (no calls in or out) for this domain. Default is Active.
Email Sender	The email address that voicemail notifications are sent from
Time Zone	The time zone of the domain being created.
Dial Translation (copy from)	An existing dial translation that you wish to use OR copy from
Create New Dial Translation	Yes = Create a new translation from the dial translation selected above (default) No = Use the existing dial translation selected above without creating a new one
New Dial Translation	Name of new dial translation to be created. Leave blank if no new dial translation being created.
New Dial Translation Description	Description of new dial translation to be created. Leave blank if no new dial translation being created.
Dial Permission (copy from)	An existing dial permission that you wish to use OR copy from
Create New Dial Permission	Yes = Create a new permission from the dial permission selected above No = Use the existing dial permission selected above without creating a new one (default)
New Dial Permission	Name of new dial permission to be created. Leave blank if no new dial permission being created.
New Dial Translation Permission	Description of new dial permission to be created. Leave blank if no new dial permission being created.

Editing a Domain

There may be times when you need to edit the information for a domain. To edit a domain:

From the Domains page, under the Domain column, click the domain you want to edit. The Details dialog box appears

Change the values in the Details dialog box as necessary

Click the Modify button to submit the change, then click the Refresh button to update the screen.

Deleting Domains

If you no longer need a domain, use the following procedure to delete it from the system.

From the Domains page, under the Domain column, click the domain you want to delete. The Details dialog box appears

Click the Delete button. A precautionary message asks if you are sure you want to delete the item.

Click the OK button to delete the domain (or click Cancel to retain it).

Click the Refresh button to update the screen.

Deleting the domain does not delete users and devices. The users and devices will be assigned nil@nil for domain

Working with Users

After you define one or more domains in the system, use the following procedure to add user accounts. This section also describes how to edit user account settings and delete user accounts from the system, as well as add departments and operators.

Users are managed using the Users page.

To Display the Users Page

On the Users menu, click Configuration.

To view the configuration of a user, click a user name.

To view user-configurable features such as call forwards and simultaneous ring, click Show Features.

Column	Description
User Name	The name of the user. This is usually an extension number, so it can be dialed. However, it can also be a virtual user with no devices for forwarding, in which case it can be an alphabetic name.
Domain	The domain to which the user belongs
Dept.	Only used to assign auto attendant selection of a department via a dialed digit. For example: For Sales dial 3.
Last Name	User’s last name.
First Name	User’s first name.
Date Created	Year, month, and day when the user account was created.
Dir Match	Used in the company directory from auto attendant. The first three letters of the user’s last name as represented by the digits on a phone keypad. The user must have a User name recorded. This can be set by departments for use with auto attendant.
Dir Ord	Directory Order - In the example above, if two people have similar names, this setting determines which one is played first. Also, used to determine the order a department will be announced in auto attendant when directory match is set to departments.
Dir Anc	Determines whether the name of this user will be announced in the company directory. Yes = the name of this user will be announced in the company directory. No = the name of this user will not be announced in the company directory. (default)
Dir List	Directory List Yes = this user will appear in the domain directory. (default) No = this user will not appear in the domain directory.
Time Zone	Time zone in which the user resides.
NoAns T/O(s)	No answer timer. Determines the number of seconds that the phone will ring before the next application is selected. For example, a ring that is not answered after this time automatically goes to voice mail.
VMail Prov	Determines whether this caller will have voice mail. Yes = this caller will have voice mail. No = this caller will not have voice mail. (default)
Data Limit	Determines the limits to how much data can be stored in voicemail and greetings combined; possible options are 5, 10, 25, 50, 100 or 500MB
Caller ID Name	User’s caller ID name. Used for outgoing calls. Can be overwritten by the carrier.
Caller ID Number	User’s caller ID number. Used for outgoing calls. Can be overwritten by the carrier.
911 Caller ID	User’s 911 caller ID number. Used for outgoing calls. Can be overwritten by the carrier.
Area Code	This allows you to create general dial translation rules pertaining to local calls based on your area code.
Dial Translation	Dial translation name to be used on all outbound calls from this user.
Dial Permission	Allows restriction of certain calls based on user. Choices are permit all, deny all, and user-defined (in Dial Permission page).
Service Code	Service Code Regular = Regular Subscriber. (default) Test = Test Subscriber.

Initially, the Users page shows all the users in the system. To locate a particular user, you can search using the Find User field at the top right side of the Users page, or the Select Reseller and/or Domain drop-down lists at the bottom-left side of the User page to filter users by reseller and/or domain.

If the number of users shown exceeds what the page can display, a next link appears at the lower right area of the page. Click this link to display the next page of users.

The Users page also has a Refresh button. After you add, edit, or delete user accounts, click this button to update the contents on this page.

Finding a User

In the Find User field, enter the first few characters of the user you want to find. For example, to find the user “John Goldstein,” you can type john or gold.

Click the Refresh button. Only the users that match the characters you typed appear in the Users page.

Filtering Users by Reseller and/or Domain

Initially, the Select Reseller and Domain fields contain an asterisk. This character means the Users page shows users for all resellers and domains

To filter users by a particular reseller, select a reseller in the Select Reseller drop-down list

To filter users by a particular domain, select a domain in the Domain drop-down list.

Click the Refresh button. Only the users that correspond to the reseller and/or domain you selected wil displayed in the Users page.

The Select Reseller and Domain drop-down lists can be used together to narrow your view by filtering users by reseller and domain.

Adding New User Accounts

The following procedure describes how to add a new user account.

You must configure a user-named “domain” to have music-on-hold and some other auto attendant features. Configure this user as any other, but use the User Name “domain”

From the Users page, click the Add User button. The Add page will appear, prompting you to select a domain

In the Domain column, click a domain. The Add dialog box will appear

Complete the fields in the Add dialog box

Click the Create button to exit the dialog box, then click the Refresh button. The user account you added will appear on the Users page, with the settings you selected in the Add dialog box.

Column	Description
User Name	Enter a user name for the user (usually an extension number). When adding an operator account, this field is read only and displays the setting operator.
Domain	Read-only screen that shows the name of the domain you selected. The user, department, or operator you add will belong to this domain. When editing a user account or adding a department or operator account, this field is read only.
First Name	Enter the user’s first name.
Last Name	Enter the user’s last name.
PIN	Enter a Personal Identification Number for the user. This number is used for the password for your Web user interface login and for the voice mail features password when accessing via the phone.
Dept	This is the department that the user belongs to
Dir Match By	The first three digits of the name of the user. This is used in auto attendant when the prompt says, “Enter the first three digits of the last name of the party you are calling, using the keypad on your telephone.” If this field is set to “departments”, this user will be announced as a choice in the auto attendant as a department. For example, “For Sales dial 3.” When adding an operator account, this field displays as Dir Match in the dialog box, is read only, and displays the setting operator.
Dir Ord	Directory Order -Enter the order in which this person’s name is announced in the company directory when there are others in the company directory whose names begin with the same first three letters. This field is also used in the auto attendant to decide the order departments are announced. This field does not appear when adding an operator account.
Dir Anc	Directory Announcement - Read-only field that shows whether the user name will be announced in the auto attendant directory when the first three digits of the name are dialed. This field will not be allowed a drop down until the user has recorded their name in their voice mail greetings. When adding an operator account, this field is read only and displays the setting No.
Dir Lst	Select whether the user be displayed in the domain directory list. Yes = user will be displayed in the domain directory list. (default) No = user will not be displayed in the domain directory list.
Time Zone	Time zone where the user resides
NoAns T/O(s)	The time, in seconds, this user will ring before going to the next application. For example; An inbound call may ring the user for 20 seconds then go to voice mail or forward to another user. Values are from never to 300.
VMail Prov	Provision the voice mail function for the user. Yes = voice mail is provisioned for the user. (default) No = voice mail is not provisioned for the user.
VMail U-Ctrl	If the user is provisioned with voice mail (i.e. "VMail Prov" is Yes) this is the control by the user over its voice mail. Yes = user has enabled its voice mail. (default) No = user has disabled its voice mail
Data Limit	Determines the limits to how much data can be stored in voicemail and greetings combined; possible options are 5, 10, 25, 50, 100 or 500MB
Caller ID Name	Enter the Caller ID name to be sent out from this user on outbound calls. Many times the CID name is overwritten by the carrier. The default setting [*] specifies that the Caller ID name, as translated through the dial translation and call routing ,will simply be passed through.
Caller ID Number	Enter the Caller ID number to be sent out from this user on outbound calls. The default setting [*] specifies that the Caller ID number, as translated through the dial translation and call routing, will simply be passed through.
911 Caller ID	Enter the User’s 911 caller ID number. Used for outgoing calls. Can be overwritten by the carrier.
Dial Translation	Select from the drop down, the dial translation this user will hit for outbound calls. For information about adding a dial translation, see section 6.1.
Dial Permission	Select to permit all or deny all dial permissions. In addition, a custom Permission table can be configured.
Service Code	Service Code Regular = Regular Subscriber. (default) Test = Test Subscriber.
Create User Device	Displays the Create a User page where you can configure the user devices. If you do not need a user device, select No.

Editing User Accounts

There may be times when you need to edit the information for a user account. To edit a user account:

From the Users page, under the User Name column, click the user you want to edit. The Details dialog box will appear

Change the values in the Details dialog box as necessary

Click the Modify button to exit the dialog box, then click the Refresh button to update the screen.

Deleting User Accounts

If you no longer need a user account, use the following procedure to delete it from the system.

After you delete a user account, the devices associated with the user must be deleted separately by going to the Connections, User Devices page from the main menu

From the Users page, under the User Name column, click the user account you want to delete. The Details dialog box will appear

Click the Delete button. A precautionary message asks if you are sure you want to delete the item.

Click OK to delete the user account (or click Cancel to retain it).

Click the Refresh button to update the screen.

Adding New Department Accounts

A department is a virtual user, such as Sales or Support, that is defined for the purpose of ringing multiple users or being a selection in auto attendant. A department is not a hunt group.

From the Users page, click the Add Department button.

The Add page will appear, prompting you to select a domain

In the Domain column, click a domain. The Add dialog box will appear

Complete the fields in the Add dialog box

Click the Create button to exit the dialog box, then click the Refresh button. The department account you added will appear on the Users page, with the settings you selected in the Add dialog box.

Adding New Operator Accounts

An operator is a user just like any other. However, the operator is usually used as the central answer point.

From the Users page, click the Add Operator button. The Add page will appear, prompting you to select a domain

In the Domain column, click a domain. The Add dialog box will appear

Complete the fields in the Add dialog box

Click the Create button to exit the dialog box, then click the Refresh button. The operator account you added will appear on the Users page, with the settings you selected in the Add dialog box.

Enabling Reseller Users

Go the UI Config settings and set SCOPE_ALLOW_RESELLER to yes.

Working with Resellers

In the SNAPsolution application, a reseller portal is used to manage a set of domains. Resellers are managed using the Resellers page.

To Display the Resellers Page

On the Users menu, click Resellers.

Column	Description
Reseller	Names of the resellers in the SNAPsolution software.
Description	Description of the resellers in the SNAPsolution software.
# Domains	Number of domains associated with the reseller.
# Accounts	Number of accounts associated with the reseller.

If the number of resellers shown exceeds what the page can display, a next link appears at the lower right area of the page. Click this link to display the next page of resellers.

The Resellers page also has a Refresh button. After you add, edit, or delete reseller accounts, click this button to update the contents on this page.

Adding New Reseller Accounts

From the Resellers page, click the Add button. The Add dialog box will appear

Complete the fields in the Add dialog box

Click the Create button to exit the dialog box, then click the Refresh button. The reseller account you added will appear on the Resellers page, with the settings you selected in the Add dialog box.

Column	Description
Reseller	Enter a name for the reseller. In the Details dialog box, this field is read only.
Description	Enter a description that identifies the reseller.

Editing Reseller Accounts

There may be times when you want to edit the description for a reseller account. To edit a reseller account description:

From the Resellers page, under the Reseller column, click the reseller you want to edit. The Details dialog box will appear

Change the values in the Details dialog box as necessary

Click the Modify button to exit the dialog box, then click the Refresh button to update the screen.

Deleting Reseller Accounts

If you no longer need a reseller account, use the following procedure to delete it from the system.

Before you can delete a reseller, remove all domains from the reseller. To remove the domain from the reseller, go to Users > Domains and use the drop-down list to change resellers for that domain.

From the Resellers page, under the Reseller column, click the reseller you want to delete. The Details dialog box will appear

Click the Delete button. A precautionary message will ask if you are sure you want to delete the item.

Click OK to delete the reseller account (or click Cancel to retain it).

Click the Refresh button to update the screen.

Getting Started

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