HELP FILE

How do I create a user with or without a device?

Create a standalone user or a user with a line and device - whether that's a deskphone or a softphone.

Before you begin: You must have admin or super admin permissions.
About this task:
Attention: This action creates a new billable device if you select an option under User and Device Settings. If you have purchased the Connect Bundle, this process will also auto-generate your user license for GoToMeeting.
  1. Log in at https://my.jive.com/pbx.
  2. Click Users in the left sidebar and then click Add User.
  3. Enter the user’s First Name, Last Name, and Email.

    Note: The email address entered here will be used as the JiveID to login to any applications and softphones.

  4. The next available number will automatically populate the Extension Number; change this as needed.
  5. Complete the User and Device Settings:
    Option Description
    Enable Softphone Allows the user to access GoToConnect desktop or mobile.
    Assign a Deskphone Allows the user to choose an existing phone or add a new phone.
    • New: Creates a new device and links it to the new user.
      • MAC Address: A 12 digit string which is typically found on the bottom of the device.
      • Model (Optional): You can leave this field blank and it will automatically populate when you provision the device. It is therefore optional for all devices except some paging devices.
    • Existing: Links the device to a previously created hardware profile upon selection.

    Tip: You can leave both options unchecked to create a standalone user as long as the Identification fields are complete.

  6. Complete the Administrator's Permissions (Optional):
    Option Description
    Super Administrator Allows the user full access to the PBX.
    Custom Allows the user to choose from the following permissions:
    • Configure PBX
    • View Invoices
    • Pay Invoices
    • View Reports
    None Does not add any user permissions.
  7. Click Ok and then click the new user to configure their settings.
  8. Optional: Click Devices or Lines in the left sidebar to configure the user's phone or line settings.
What to do next: To bring your user and their phone to life, have them register their email/JiveID and then route a phone number to their line, add the user into a user group, add their line into a dial plan, give the user various permissions, or set them up with GoToConnect on their mobile or desktop.