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This page contains instructions on how to add limits and permissions to a User account.

Overview

To configure the user's permissions and limits, select the Choose roles and phone numbers checkbox in the Add New User page and click OK. In the Roles and Phone Numbers for <user_name> page, you are able to make all the necessary settings. If the administrator has enabled the User account creation option from its Email Templates page, the information on the newly created account gets sent by email to the account owner (contact person) after clicking the OK button.

Set permissions

This section allows you to enable or disable permissions such as sound management or SIP management.

PermissionWhen Enabled
Additional Info
Extensions managementThe can add and remove extensions from their account.

Selecting the Extensions management checkbox will automatically select the Extensions feature management checkbox.

Extension features management

The user can manage the functions of the extension.

If this permission is not activated, the user cannot enable/disable voicemail, call recording and conference features on Phone terminal extensions or change the queue size on Queue extensions.

Phone extension SIP management

The user account owner canuse the provisioning features on their Phone terminalextensions.
The user can choose the Allowed codecs option for their extension.

SIP Trunking ManagementThe user can activate SIP Trunking on an extension.

This permission cannot be activated unless the Phone extension SIP management option is enabled.
Sound management

The user account owner can manage, add, remove or edit sound and music on hold files, folders and languages.

This option is not available unless the user's parent accounts have enabled the Sound management permission.
Phone number managementThe user can assign public phone numbers to their extensions from their own public phone numbers pool.
UnifiedAPI management The user can use UnifiedAPI and manage third-party applications that are allowed to access the system resources on its behalf, as resource owner.
Remote applications are able to handle local and external calls using their extensions; they are authenticated with the OAuth protocol.
This permission is not available unless the organization has enabled the UnifiedAPI management option .
Even if this option is not enabled, the user can still manage the SystemAPI Control.
When this option is disabled, the Call Events feature is also disabled for the user's extensions.
CallerID management The user account owner can edit the CallerID of their extensions.

Furthermore:

PermissionDescription
Allow to provision devices

Choose the provisioning permission level granted to the user account.

Depending on your selection, the user will be able to add new SIP devices or not:

  • Modify - The user account owner has access to the Provisioning fieldset in the Provisioning and SIP Preferences page; it allows him to enable the controls required to add and provision new SIP devices.
  • View - The user account owner is able to see the Provisioning fieldset, but they cannot change anything or add new SIP devices.
  • None - The Provisioning fieldset is not shown; the user is allowed to manage only the other SIP.

Please note that if you have assigned a provisioned device to the user account, the owner is not able to modify it or to add a new one regardless of the permission level selected here.

Set limits

In this area you can set functionality limitations for the the extension. Where available, you can select the Unlimited checkbox if you do not want to restrict the extension.

The maximum available disk space and the other limitations depend on the values set for the organization the user belongs to. You get an error message when the disk space allocated to the user exceeds the one allocated to the organization.

LimitDetails
Maximum number of phone extensions

The maximum number of Phone terminal extensions that can be created by the user account.

Maximum number of queue extensions

The maximum number of Queue extensions that can be created by the user account.

Maximum number of IVR extensions

The maximum number of IVR extensions that can be created by the user account.

Maximum number of conference extensions

The maximum number of Conference extensions that can be created by the user account.

Maximum number of callback extensions

The maximum number of Callback extensions that can be created by the user account.

Maximum number of callback callerIDs

The maximum number of Callback callerIDs.

Maximum number of calling card extensions

The maximum number of Calling Card extensions that can be created by the user account.

Maximum number of calling card codes

The maximum number of calling card codes that can be created by the user account.

Maximum number of intercom/paging extensions

The maximum number of Intercom/paging extensions that can be created by the user account.

Maximum number of voicemail center extensions

The maximum number of Voicemail center extensions that can be created by the user account.

Maximum number of queue login center extensions

The maximum number of Queue login center extensions that can be created by the user account.

Maximum public concurrent calls

Limits the number of active simultaneous calls between the extension and any other public network destination. The maximum value depends on the ones set for the extension's parent accounts and cannot exceed the license limitation. Both incoming and outgoing calls are included.

By default, when adding a new account, the Maximum public concurrent calls value is set to 1 as it is mandatory to allow at least one active call.

The Maximum public concurrent calls depends on the license type, as the sum of values given to this parameter for all the Phone terminal extensions in the system determine the total number of SIP trunking channels, which is limited according to your license.

Have in mind that if you set this parameter to Unlimited, then SIP trunking cannot be enabled from the extension's Provisioning and SIP Preferences page. Therefore, if you want this feature to be used, then it is advisable to set the Maximum public concurrent calls to a value smaller or equal to the limit imposed by your license and by the parent accounts.

The maximum value that can be set for each extension to the Maximum public concurrent calls parameter is the one set for the organization it belongs to.

Example:
If the value set for the organization is 100 and 5 extensions are added to his account, then, for each of them, the Maximum public concurrent calls value can be set to 100.
In case the total active concurrent calls of all the organization's extensions reaches the limit imposed to the organization account, VoipNow will play a busy tone to all the other calls over this limit. In other words, for the above example, only 100 concurrent calls are allowed on the channel for that organization, and the rest, up to 500, the maximum value for all the 5 extensions, is rejected.

Maximum internal concurrent calls

Limits the number of active simultaneous calls between the extension and any other internal network destination. Both incoming and outgoing calls are included!
By default, when adding a new account, the Maximum internal concurrent calls value is set to 1 as it is mandatory to allow at least one active call.

Maximum number of queue members

Limits the number of agents that can be added to the queue. Displayed for Queue extensions only.

Maximum number of mailboxes

The maximum number of extensions allowed to have the voicemail option enabled.

Maximum disk space for voicemail

The maximum storage space reserved for voicemail messages.

Maximum disk space for call recording

The maximum storage space reserved for call recordings.

Maximum disk space for sound files The maximum storage space reserved for sound files.
Maximum disk space for music on hold files The maximum storage space reserved for the music on hold files.
Maximum disk space for received faxes

The maximum storage space reserved for the received fax files.

Account expires in
If you want to set an expiration date for the extension account, deselect the Unlimited checkbox and use the available text box to specify the number of days left in which the account expires.

Select incoming phone numbers

In this area you can assign/unassign public phone numbers to the user account. This section is not displayed unless the organization has at least one public phone number available in the system (i.e. a phone number is available if it has not been assigned to another user account).

  • Available public phone numbers: The list contains all the unassigned public phone numbers in the system. To assign a public phone number to the user, click the desired number and it gets automatically moved into the Assigned public phone numbers pool.
  • Assigned public phone numbers: This list contains all the public phone numbers assigned to the user. To remove a phone number from the pool, click the desired number and it gets automatically moved back into the Available public phone numbers list.
    Have in mind that, when you unassign a public phone number that is used as a CallerID by a Phone terminal extension, you are also removing it removed from the CallerIDs list.

Set sharing policies

This option allows the extension to share data with other extensions in the same group(s) or in the same company. Using the controls available, you can allow the user to share its data with other users in the same group(s) or in the same company. The user will be able to read the shared information from his own interface, but he will not be able to delete anything.

You cannot control the user's sharing policies unless its User is multi user aware permission is enabled.

Create associated extension

Read here to learn more on the steps you need to take to create an extension.

Click OK to set the permissions, limits, and phone numbers for the new user or Cancel to add the user without saving the permissions and phone numbers.

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