If you are a Decision Maker or a Phone Manager for your account, you can add users, contacts, and extension-only profiles to any location associated with your account. You can also add Authorized Contacts to your account by assigning the desired Authorized Contact roles when adding a user, contact, or extension-only profile.
If you are a Phone Manager for a location, you can add users, contacts, and extension-only profiles for your location only.
User — A user is a person that has an associated phone profile/number within your phone system.
Contact — A contact is a person that does not have an associated phone profile/number. You can add a contact and give that contact access to your account in the Account Portal.
Extension-only profile — An extension-only profile has an associated extension number but does not have an associated telephone number.
NOTE: Before adding global users, you must first contact Support to request phone numbers be added to your account for use with the Global Users service. For details about the Global Users service, see MiCloud Global Users.
Click Add User on the toolbar. The Add User dialog box appears.
In the Contact panel, under Contact Information, do the following:
Next to Name, in the First and Last fields, type a first and last name for the user.
Next to Email, in the Business field, type the business email address for the user.
(Optional) Next to Email, in the Personal field, type the personal email address for the user.
In the User Location list, select the geographic location of the user. NOTES:
You must select a domestic location when adding a contact or extension-only profile; global users require a phone number.
To add a global user, select the country in which the user is located from the Global section of the list. If you want to add a global user who is located in a country that is not listed, contact Support. See MiCloud Global Users for more information about global users.
In the Billing Location list, select the billing location for the user. NOTE: For multi-country accounts, only locations with the same country and currency as the selected User Location are displayed and can be selected. When adding a global user to a multi-country account, you can select any billable location as the billing location for the global user.
(Optional) In the Title field, type a title for the user such as a job title, Mr, Mrs, or Ms.
(Optional) Next to Phone, in the Mobile field, type the mobile phone number for the user.
(Optional) Next to Phone, in the Home field, type the home phone number for the user.
In the Preferred Notification Email list, select the preferred email address to use when sending notifications to the user.
In the Preferred Contact Method list, select the preferred email address or phone number to use when contacting the user.
Under Log In, do the following:
In the Username field, accept the default username or type a new email address to use as the username. The default username is the business email address associated with the user.
In the Password and Confirm Password fields, type a password for the user. See Resetting Passwords for password requirements.
Click Next.
(Not applicable for Contacts) To assign a profile to the new user, do the following under Create a Phone in the Phone panel:
In the Product list, select the desired profile type for the user. For information about the available profile types, see MiCloud Profiles. NOTE: Only Essentials, Premier, and Elite profile types are supported for global users.
In the Phone Number list, select an available phone number to assign to the profile. NOTE: Leave this field blank when creating an extension-only profile.
If you do not want the user to be accessible in any dial-by-name directories for your account, select the Do not include in dial-by-name groups check box.
In the Extension field, leave the prepopulated extension or enter a new extension for the user. NOTE: User extensions must not start with the same digits used for dialing local emergency services.
In the User Group list, select the user group to assign the user to. For more information about user groups, see Managing User Groups.
(Optional; Not applicable for Contacts) Under Add-On Apps, select the check box next to each add-on feature to enable for the user. NOTES:
Some of the add-on features are included with the profile type selected for the user. Additionally, some add-on features are not included with the profile type selected for the user but are available for an additional charge.
Add-on features are not available for Courtesy profiles. MiCloud Scribe is the only add-on feature available for Voicemail profiles. If an add-on feature is displayed but is not selectable, the add-on feature has not yet been enabled for your account. The add-on feature can still be enabled for the user after the add-on feature is enabled for the account. For information about enabling add-on features for your account, see MiCloud Add-On Feature Management.
In the Activation Date field, type, or select the date to activate the user profile. NOTE: You can set an activation date up to 2 months in the future; you cannot set the activation date to a date in the past.
Click Next
(Optional; Not applicable for Contacts) Do one of the following on the Hardware panel: NOTE: The Hardware panel is not displayed for global users. Phones may be ordered and shipped to the account's primary country only; to order phones for global users, contact Support. See MiCloud Global Users for more information about global users.
To initiate a phone order when creating the contact, do the following:
Select the Add Hardware Phone check box.
From the Type list, select the rental or sale new option.
From the Model list, select the phone model.
From the Shipping Speed drop-down, select the shipping speed for the order. NOTE: Shipping costs are calculated at the time of shipment. Expedited shipping incurs an additional cost.
Select the Include Power Supply check box if you want to receive a power supply with the phone. In the Power Supply drop-down list, select the power supply.
Select the Include Accessory check box if you want to receive an accessory with the phone. From the Available Accessories drop-down list, select the accessory and click Add. NOTE: To remove an added accessory, click Remove next to the accessory in the Added Accessories field.
To assign a phone to a user, do the following:
Select the Assign Phone check box.
In the MAC field, type the MAC address of the phone you want to assign to the user.
From the Model list, select the phone model. The user is automatically logged into the phone once the phone is connected. NOTE: The phone must also be added to your account from the Phones page of the Account Portal. For information about adding a phone to your account, see Managing Phones.
Click Next.
(Optional): In the Roles and Permissions panel, do the following:
Select a role to assign to the user, and then click Add. The role is added to the list. NOTE: A Phone Manager cannot assign the role of Decision Maker or Billing Contact.
In the Scope column, select one of the following:
Account — to assign the user the selected role for the entire account.
Location — to assign the user the selected role for a specific location only. NOTE: A user can only be assigned a role once per location or account. Location cannot be selected for the Decision Maker or Billing role; these roles are account-level roles only.
If you selected Location, select the desired location in the Location list.
Repeat steps a-c to add additional roles to the user.
Click Next.
In the Confirmation panel, verify the displayed information.
