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 the phone system via Automation Manager (if allowed)
• Generate System Reports (if allowed)

Manage Users

The User List can be found in Automation 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. Note: Once created, a User's Role can only be changed by the Account Owner
   • 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:
     • The Username MUST be a valid email address and must be unique among all CoreNexa Users. If the User Name is already in use, you will be prompted to change it. Use a Google email address to support Google Integrations, including Sign On, Contacts and Scheduling support.
     • !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 user'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 UC, Desktop or Mobile App
       • If the User will be using Desktop/Teams/Mobile App, a Standard Extension needs to be assigned as the Primary
       • Special Note: An Extension can only be assigned as the Primary Extension within a single User Account. If an Extension had previously been assigned to a User, that old User Account must be Disabled.
   • Group Membership: rarely used
4. Click Save

Delete/Disable User Account

User Accounts can be modified or disabled, but they can not be deleted.

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"