Create Users and Extensions Guide
  • 10 Dec 2024
  • 1 Minute to read
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Create Users and Extensions Guide

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Article summary

Note

This action can only be performed by an admin.

Creating User

1. Go to https://YOUR_DOMAIN_DNS.tegsoftcloud.com/

2. Log in as an administrator
login.png

3. Go to Infrastructure Management > Extensions

go_to_extensions.png

4. Click Insert (Plus icon)

add_new_extension.png

5. Fill in the mandatory fields (Extension, Display Caller ID, Password, Call Profile, Server, Phone Type). The Save button will be activated after you make any changes. Click Save to confirm.

extension_mandatory_fields.png

6. Go to Settings > User Management

user_management.png

7. Click Insert

insert_new_user.png

8. Set the Primary Role (If creating an agent, select Agent from the list)

choose_primary_role.png

9. Fill in the mandatory fields (User Code, Password, Name, Surname and Id). The Save button will be activated after you make any changes. Click Save to confirm.

Note: "User Code" is the "Username" in the login screen.
Note: "Id" is the Extension that you defined at Step 5.
add_new_user.png


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