Managing System Users - 365 Management

The Users screen is where you can add and manage users on your system, create roles for them, and configure the user password criteria. 

To access this screen:

1. Click on Users from the General Settings dropdown menu.
   
   

Users

The Users tab is where you can add and manage system users.

Add user

To add a new user:

1. Click on the Add button on the right-hand side. 
   
   
2. Enter any required user details (marked with an asterisk *).
   
   
3. Then click Create.

Roles

The Roles tab is where you can add custom roles that can be assigned to your users.

Add role

To add a new role:

1. Click on the Add button on the right-hand side. 
   
   
2. Configure the role:
   
   Name: Enter a unique name for the role (E.g. Operator, Admin, Accountant).
   Exclude From Call Statistics: Enable to exclude this role from the call statistics.
   Enable Company Filter: Enable to use the company filter table.
   Can only connect from Allowed IPs: Enable to only allow this role to be logged-in from IP addresses in the Allowed list.
   Company Filter: Click on the (Tick) or (Cross) icon to allow or disallow this role from logging in to certain companies on your system. 
   
   
3. Click Create and then click Yes.
   
   
4. Click on the (Tick) or (Cross) icon to toggle which permissions are allowed for this role.
   
   
5. Then click Save.

Settings

The Settings tab is where you can configure the minimum criteria for user passwords. 

• Password Strength: Select how strong you wish your user passwords to be.
• Password Minimum Length: Set the minimum length of your user passwords.
• Password Expiry In Days: Enable to set an expiry date for user passwords (E.g. 180).