User Accounts

User Accounts allow employees to access the TelNexa platform for various purposes

• Log into Teams/UC Client
• Log into Corenexa Mobile App
• Manage Extension settings using Account Manager
• Manage the phone system (if allowed)
• Generate System Reports (if allowed)

Manage Users

The User List can be found in Account Manager at Settings > Manage Users > Users.

Searching for Users

1. Type a name in the Search box at the top right of the screen.
2. To include Disabled Users in the list:
   1. Click Advanced Search
   2. Click the Show Disabled Users box
3. Click Search
   The Search Results are displayed in the User List.

Tip: Click x in the Search box to clear the Search Results

Create a New User

From the Account Manager Home Screen:

1. Click Create New dropdown menu (left side of screen).
   
2. Select User from the dropdown list.
   The New User screen is displayed (Settings >> Manage Users >> Users >> New User).
3. Fill in the fields as desired. Mandatory fields are marked with an asterisk:
   • Role*: Standard User is default and advised. The Administrator Role can make changes to any Extension.
   • Profile*: A Profile is a pre-configured set of permissions that controls what a user can view, create, update, and delete in the system. A user must have at least one Profile.. Most Users should be assigned to "Standard User" to allow them to only make changes to their assigned Extensions/Mailboxes. System Administrators can be granted wider Account Manager access with the "Administrator" profile. The use of other Profiles should be done cautiously and with the advice of NexLine Tech Support.
   • First/Last Name*: Enter the user’s first and last names as you want them to appear in Teams/Mobile App
   • User Name*: This will be used for signing into the system and must meet the following criteria:
     • Name must be unique among all TelNexa Users. It is strongly advised that the user's business email address be used. If the User Name has already been created (by another Customer) you will be prompted to change it.
     • The name can be any length and include any combination of letters, numbers, and special characters
     • !Alert! The User Name is case sensitive.
   • Password*: Enter a password the meets the following criteria:
     • Minimum length of 8 characters
     • Must contain a minimum of: one lower case letter, one upper case letter, and one number
     • May contain special characters and spaces
     • Cannot match the User Name
   • Email*: Some system-generated emails may be sent to his address
   • External ID: Freeform text field for additional information
   • Contact Type: Adds the user to various system-generated email lists. Should be left unchecked in most cases.
   • Time Zone: Change the default if the user is in a time zone other than the system's default setting
   • Address Fields: The users's address can be manually filed or automatically populated.
     • click the House icon to fill the field's with the Company's address as it exists in the system
   • Phone Number/Email Addresses: Add any additional Phone Numbers or Email Addresses that should be listed in the User's Profile.
   • Applications: If your system has been licensed to access additional applications (such as Dashboard or MS Outlook Plugin) you may assign them to Users here
   • Extensions: Assign Extensions that can be accessed/managed by the User:
     
     • Select desired extensions from the list on the left and click Add or Add All.
       • The User will be able to manage the Extension and Mailbox Settings for all selected Extensions in Account Manager
     • Remove extensions by selecting them in the right box and clicking Remove or Remove All.
     • Assign the Primary Extension in the Selected box. All User Accounts require a Primary Extension
       • The Primary Extension is the extension that will be mirrored when the User logs into Teams or Mobile App
       • If the User will be using Teams/Mobile App, a Standard Extension needs to be assigned as the Primary
       • An Extension can only be assigned as the Primary Extension within a single User Account.
   • Group Membership: rarely used
4. Click Save

Delete/Disable User Account

User Accounts can be modified or disabled, but they can not be deleted. At this time, completely disabling a user is a two-part process:

1. Disable the Account
2. Remove the Primary Extension from the Account

Disable a User Account

1. Enter the User's settings by clicking on the User ID or the Edit icon
2. Change the Enabled dropdown box to "No"
3. Click "Save"

Remove Primary Extension from Account

1. Include Disabled Users in the User List
   1. Click Advanced Search
   2. Click the Show Disabled Users box
2. Enter the User's settings by clicking on the User ID or the Edit icon
3. Highlight all Extensions in the Selected box and click Remove All
4. Once the Selected box is completely empty, Click "Save"