Difference between revisions of "M4 Users"
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=Where to find user details?= | |||
Go to '''SETTINGS –> Users''' | |||
Here you can see list of all users. | |||
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'''. | |||
<br><br> | |||
= 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. | |||
<br><br> | |||
= General = | |||
* '''Username''' – username for user to login to MOR GUI. | |||
* '''Password''' – password for user to login to MOR GUI. | |||
* '''[[Users#User_types | User type]]''' – by default it is "user". | |||
* '''[[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? | |||
* '''Default Currency''' – User's default Currency | |||
* '''Time Zone''' – User's native Time Zone | |||
* '''Responsible accountant''' – dropdown to choose accountant responsible for User's Profit. | |||
* '''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 --> | |||
<br><br> | |||
= Blocking = | |||
Various options for [[User Blocking]]. | |||
<br><br> | |||
= 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: [[Warning balance]] | |||
<br><br> | |||
= Invoices = | |||
* '''Generate Invoice''' – should we generate an invoice for this user when we choose to generate invoices for a period? | |||
* '''Billing Period''' – select period for which Invoice should be generated | |||
* '''Grace Period''' | |||
<br><br> | |||
= 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/ | |||
<br><br> | |||
= Company Emails = | |||
Self-explanatory: | |||
* '''Main email''' | |||
* '''NOC email''' | |||
* '''Billing email''' | |||
* '''Rates email''' | |||
<br><br> | |||
= Taxes = | |||
Here tax parameters are entered for the user. | |||
The tax system is explained [[Multi-Tax system | here]]. | |||
<br><br> | |||
= Registration Address = | |||
Self-explanatory. | |||
<br><br> | |||
= Recordings = | |||
Self-explanatory. | |||
<br><br> |
Revision as of 18:26, 28 January 2014
WIP
Where to find user details?
Go to SETTINGS –> Users
Here you can see list of all users.
Select the 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.
NOTE that admin is not shown in Users list. To see your own details go to PERSONAL MENU –> Details.
Details update
Every User can update his own details in PERSONAL MENU –> Details.
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.
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.
General
- Username – username for user to login to MOR GUI.
- Password – password for user to login to MOR GUI.
- User type – by default it is "user".
- Balance – the user's balance.
- Balance range – minimal and maximal balance which User will be able to have.
- Minimal Charge for Calls – minimum charge user pays for voice calls.
- Minimal Charge for Calls Date – date since when the previous option is valid.
- Not Hidden/Hidden – is this user hidden?
- Call Limit – how many simultaneous calls the user can make?
- Default Currency – User's default Currency
- Time Zone – User's native Time Zone
- Responsible accountant – dropdown to choose accountant responsible for User's Profit.
- 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.
Blocking
Various options for User Blocking.
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: Warning balance
Invoices
- Generate Invoice – should we generate an invoice for this user when we choose to generate invoices for a period?
- Billing Period – select period for which Invoice should be generated
- Grace Period
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/
Company Emails
Self-explanatory:
- Main email
- NOC email
- Billing email
- Rates email
Taxes
Here tax parameters are entered for the user.
The tax system is explained here.
Registration Address
Self-explanatory.
Recordings
Self-explanatory.