Ongoing User Management

Scaling your business is the critical next step after setting up your account. This guide will help give added control as you bring on new accounts and provide advanced features for users.

Adding a New Account

Once you bring on a new client or your current client is expanding its business, it might be time to create a new account. No need to fear, we created Account Manager to help you scale quickly and continuously add new users and Accounts. Here's how:

  1. To set up a new account for a new office, school, etc., click in to the Accounts Manager App.
  2. Provide the new Account with the credentials to log in and set an administrator.

  3. Decide what type of trunking you wish to use, as well as per-minute credits and set call restrictions.
  4. Manage what your users can view and can't view. This includes user and account settings, billing options, inbound and outbound trunking and much more.

Once you've set account settings, your account will be created and you'll see it show up on the left side of the interface in the Accounts Manager. To add users to the account, select the account and click "Use Account" on the right side of Accounts Manager. Then proceed to SmartPBX to add users. To create a new user, click on the “users” tab to the left of the dashboard. Then click on the “Add User” and provide your user’s first name, last name, email address and create a password. The user can change this later. Follow this link for more assistance with user creation: https://forums.2600hz.com/forums/academy/getting-started/setting-up-your-first-office/

Managing a current User

  1. Click on Users tab within the SmartPBX App.
  2. Click on the Specific User’s “User Settings.”
  3. There you will have the ability to include users in the Company Directory, Change the timezone, change Main Extension Number, set the Ringing Timeout and more. Also by clicking on the specific user’s Extensions, Phone Numbers, Devices and User Features you can change settings.​

Deleting a current User

  1. Click on Users tab within the SmartPBX App.
  2. Click on the Specific User’s “User Settings.”
  3. Within the popup, delete a user in the bottom left of the screen. Once the user is deleted, the associated device will be unassigned and the phone number will go back into Spare Numbers.

Manage User Groups

Once you have created enough users, you can begin creating user groups. This is extremely useful if you have users that work in the same department, such as a sales or marketing team.

To add a new group click on the “Groups” tab in SmartPBX, then click “Add Group.” The interface has a handy drag and drop. Drag the available users over to selected users, create a name for your new group and add an extension. Create multiple User groups in an office and handle calls efficiently.

Create Multiple Main Numbers

As you add a new office or business within the same company. You may need to create multiple main office numbers and can create one Virtual Receptionist for both locations.

To Create another Main Number

  1. Go to the dashboard in SmartPBX and click “Main Number.”
  2. Click “Main Company Numbers” and add a spare number or buy numbers.
  3. Customize Incoming Call Handling. Multiple users in separate locations can be reached by enabling the Virtual Receptionist.