Add and manage users

Add a colleague to your phone system, give them an extension and a subscription plan, and remove them when they leave.

Add a colleague to your phone system, give them an extension and a subscription plan, and remove them when they leave.

Add a user

1. In WMS, go to Users.
2. Click Add.
3. Fill in the name, extension and email address. The email address matters: it is how the person signs in to Collaboration 7 or x-bees.
4. Set the License type to the plan this person needs.
5. Set the Group to the right ACL group, usually Default.
6. Save.

The new user can sign in straight away. Send them an invitation from the same screen if they use x-bees.

Change someone's details

Select the user and click Edit. Changing the email address signs that person out of x-bees, and they will need to sign in again with the new address. Their earlier conversations do not carry over.

Remove a user

1. Select the user in the Users list.
2. Click Delete.

Removing a user frees up their licence, which you can then assign to someone else. Before you delete, check whether they are a member of a call group or named as a missed calls manager, because those references need a replacement.

Add several people at once

For a larger group, import them from a file rather than adding them one by one. See Import users and contacts.

See also

• Set up departments
• Assign a subscription plan to a user
• What each ACL group can do
• Wildix subscription plans explained