View source for M4 Users

=Where to find user details?=

Go to '''SETTINGS –> Users'''

Here you can see list of all users.
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[[File:M4_Users_path_2.png]] 
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Select the [[image:icon_edit.png]] icon in window above and you will reach personal User settings page. In this window you will see a lot of options grouped into sections.

<!---This functionality is available from MOR X4--->
'''NOTE''' that admin is not shown in Users list. To see your own details go to '''PERSONAL MENU –> Details'''.
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Select the [[image:icon_edit.png]] Bulk management icon in a window above to access bulk management options.
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[[File:M4_Users_path_bulk_management.png]]

= Details update = 

Every User can update his own details in '''PERSONAL MENU –> Details'''.<br><br>
To disallow users to change their details Admin/Reseller has to check setting "Do not allow users to change their Personal Details" in '''SETTINGS -> Setup -> Settings -> Various'''. After this User Details can only be updated by user's owner.<br><br>
'''NOTE''' that even if User is not allowed to update his own details, he still can see it in '''PERSONAL MENU –> Details''' as form with not editable options.
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= General =

* '''Status''' - indicates User status for accounting purposes. It is just a note and does not affect functionality in any way.
* '''Username''' – username for user to login to MOR GUI.
* '''Password''' – password for user to login to MOR GUI.
* '''Suggest strong password''' - secure password will be generated and filled in the password field.
* '''2FA Enabled''' - enables two factors authentication for this User. Only visible if 2FA is enabled in system settings.
* '''[[Balance and Credit | Balance]]''' – the user's balance.
* '''Balance range''' – minimal and maximal balance which User will be able to have.
* '''[[Minimum contract billing | Minimal Charge for Calls]]''' – minimum charge user pays for voice calls.
* '''[[Minimum contract billing | Minimal Charge for Calls Date]]''' – date since when the previous option is valid.
* '''[[Hide Users | Not Hidden/Hidden]]''' – is this user hidden?
* '''[[Simultaneous call limitation | Call Limit]]''' – how many simultaneous calls the user can make?
* '''Max Call rate''' - set maximum allowed rate (price per min) when making calls (0 - unlimited).
* '''Price Protection''' - set User's Price Protection method. 
** '''Off''' - Price Protection disabled (default)
** '''Minimal Rate Margin''' - if margin is lower than this value, call will fail with [[Rate margin is lower than allowed|HGC 324 - Rate margin is lower than allowed]]
** '''Minimal Rate Margin Percent''' - if margin percent is lower than this value, call will fail with [[Rate margin is lower than allowed|HGC 324 - Rate margin is lower than allowed]]
* '''Default Currency''' – User's default Currency
* '''Time Zone''' –  User's native Time Zone
* '''Time Format''' –  Available options - '''Default''' from general settings, '''H:M:S''', '''M:S'''. The option is taken into account when showing the user info on the GUI and creating invoices for the user.
* '''Responsible Manager''' – dropdown to choose Manager responsible for this User. (only Admin can set Responsible Manager)
* '''PBX Pool''' – PBX pool assigned to User
* '''Hide Non-Answered calls''' – with this option enabled simple user sees only answered calls in [[Last Calls]] and in Detailed Statistics page. <!-- veikia su x5_functionality_15 --> 
* '''Ignore Global Alerts''' – check and User will be ignored on checking for [[M2_Alerts | Alerts]]
* '''Show Hangup Cause''' – allow User to see numeric hangup cause value (for example '''FAILED (41)''' instead of '''FAILED''').
* '''Round Call Price in CDR''' - Yes or No. This is not a visual setting. For E.g. Call Price will be saved in CDR rounded by these settings.
* '''Digits used for Price''' - round the call price to this many decimal places.
* '''Rounding method''' - rounding method to use for the call price.
* '''Rate Notification Template''' - [[Rate Notifications | select desired template]]'''
* '''Hide financial data in Quick Stats''' - if enabled, financial data in Quick Stats will be hidden.
* '''  Show Calls Statistics for last''' - allows to set a day amount limit on shown calls statistics.
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= Fraud Protection =
* '''Enforce Daily Limit''' - enable or disable Fraud Protection.
* '''Daily Spend Limit''' - limit in User's currency. When Daily Spend Limit value reached, the User cannot make more calls. Daily Spend Limit value is reset at midnight in the User's time zone.
* '''Daily Spend Warning''' - the User will receive an email with a warning message once set value reached.
* '''Kill Calls In Progress''' - kill all User's calls when Daily Spend Limit reached.
* '''Show Daily Limit''' - the User will see Daily Spend Limit in his account dashboard.
* '''Allow Customer To Edit''' - the User can set his Fraud Protection Daily Spend Limit value.
* '''Kill All Calls Now''' - all User's calls will be terminated.
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= Blocking =

Various options for [[User Blocking]].
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= Warning Balance Email =

If you want to get and email notification or send it to a User and Accountant (or take another action) when his balance drops lower than a certain amount, check this setting and enter the desired amount.

More details: [[M2 Warning Balance | Warning Balance]]
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= Invoices =

* '''Generate Invoice automatically''' – should we generate Invoices for this User automatically based on set Billing Period?
* '''Generate Invoice manually''' - should this user be included when we generate Invoice manually with option "All Users"?
* '''Billing Period''' – select period for which Invoice should be generated.
* '''Grace Period''' – select period for which Invoice should be paid by User. For example, if you generate Invoice for January 1-31, and you set Grace Period 15 days, then User will see Due Date February 15 (15 days after Invoice period end).
* '''Create Invoices on Manual Payments''' - generate an Invoice when a new [[M2 Payments | Payment]] (of type Payment from Client) is made. An invoice will be sent to the User's email and will be listed in the Invoice list. It is not possible to recalculate such an invoice.
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== Static Invoice Billing Period time ==
[[File:InvoicesStaticPeriod.png]]
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Static Billing Period time can be set to one of these values: Weekly, Bi-weekly, Monthly, Bimonthly, Quarterly, Half-yearly. 

Once the Period will be selected, information will be displayed about the First Day of the Period, the Last Day of the Period, and the Invoice creation date.


==Every X days in Dynamic Periodic type==

[[File:Everyxdaysm2.png]]
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Dynamic Periodic Type allows selecting flexible billing periods.
If '''Generation time:''' is set to 24 hours (default value), Invoice will be generated at midnight (00:00), at today + period day(s) + 2.

For example, let's say today is 2018-09-06 and we choose parameter '''From date''' 2018-09-06 and parameter '''every 4 days''' and '''Generation time:''' 24 hours (default value).
System will start to generate the invoice at 2018-09-11 00:00:00  and invoice will be generated for period 2018-09-06 and 2018-09-09.
Next invoice generation will begin at 2018-09-15 and period for this invoice will be 2018-09-10 and 2018-09-13.

If '''Generation time:''' is less than 24 hours, invoice will be generated at selected hour, at today + period day(s) + 1 day + Generation time. This is handy if we want to generate invoice for each day.
For example, let's say today is 2018-09-06  and we set parameter '''From date''' 2018-09-06 and parameter '''every 1 days''' and '''Generation time:''' 23 hours.
Invoice will be generated for 2018-09-06 00:00:00 - 23:59:59 at 2018-09-07 23:00:00. Next invoice will be generated at 2018-09-08 23:00:00 for 2018-09-07 00:00:00 - 23:59:59 and so on.
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= Documents =
Here Admin can upload documents for simple Users. Each document can have a comment made by Admin. Admin can upload, download and delete documents for simple Users. 

Simple users can see these documents under their '''Personal Details''' menu. Simple User can only download documents, it is not possible to delete or upload new Documents for him/her.
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[[File:documents_admin.png]]

= PayPal =
[[File:M2_users_paypal.png]]

* '''Allow PayPal''' - enable or disable PayPal payments for user. If enabled, PayPal will be displayed on the user's dashboard.
* '''Need Approval''' - if enabled, the user's balance will be updated only when the admin confirms the payment.
* '''Credit Entered Amount''' - credit entered amount minus the calculated fee.
* '''Credit Net Amount''' - amount returned by PayPal minus the calculated fee.
* '''Charge Fee on Entered Amount''' - amount in percent.
* '''Charge Fee on Net Amount''' - amount in percent.
* '''Do not send confirmation email''' - if enabled, a confirmation email is not sent to the user.

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= Details =

Self-explanatory.

If Country of Taxation is in the EU, validation of TAX Registration Number will be checked from this website: http://ec.europa.eu/taxation_customs/vies/
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= Company Emails =

Self-explanatory:

* '''Main email'''
* '''NOC email'''
* '''Billing email'''
* '''Rates email'''
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= Taxes =

Here tax parameters are entered for the user.

The tax system is explained [[Multi-Tax system | here]].
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= Registration Address =

Self-explanatory.

'''NOTE:'''

From version 2.255, '''Email''' field was removed. All entered email addresses are moved to '''Main Email''' field in section '''Company Emails'''.
<!-- http://trac.kolmisoft.com/trac/ticket/16273 -->
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=Blacklists / Whitelists=

'''Enable static Source''' - enables static Blacklist or Whitelist<br>
* '''No''' - do not use any Blacklist or Whitelist
* '''Blacklist''' - choose [[Number Pool]] which will be used to block calls sent by User specific Source numbers. If User sends CallerID number which is in selected [[Number Pool]] then call will be hangup with hangupcause ''334 - Source number is in blacklist''
* '''Whitelist''' - choose [[Number Pool]] which will be used to allow User to send only specific Source numbers. If User sends number which is NOT in selected [[Number Pool]] then call will be hangup with hangupcause ''335 - Source number is not in whitelist''

'''Enable static Destination''' - enables static Blacklist or Whitelist<br>
* '''No''' - do not use any Blacklist or Whitelist
* '''Blacklist''' - choose [[Number Pool]] which will be used to block User from calling specific Destination numbers. If User calls number which is in selected [[Number Pool]] then call will be hangup with hangupcause ''325 - Destination is in blacklist''
* '''Whitelist''' - choose [[Number Pool]] which will be used to allow User to call only specific Destination numbers. If User calls number which is NOT in selected [[Number Pool]] then call will be hangup with hangupcause ''326 - Destination is not in whitelist''
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'''Note:''' when using Number Pools for Blacklist/Whitelist, it is possible to upload prefixes. To do so, just import prefixes with percent sign at the end (example: 370% will act as prefix for 370xxxxxxxx number).
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'''Important:''' Blacklists / Whitelists work for Originator only. They will not work for Terminator.