Read on to learn about editing a user line or user account in Management Portal.
Overview
You can edit a user line or user account from the Accounts screen.
- Edit Line allows you to set permissions, turn features on and off, set a forwarding number, delete, and view activity for a user.
- Edit Account allows you to move, delete, edit the name of a user, account ID, and notification address.
Before you start
- An admin must have "Accounts" Privilege in their Role in the organization to do these instructions. See What Admin Privileges are in Management Portal?.
- For instructions on searching for a user account, see Search user accounts using filters.
Edit a user line
- Go to Accounts.
- Find the user line you want to edit. Select the expand icon to view details.
- Select Edit Line icon
from the details that display.
- Make changes, then select Save.
Field | Description |
---|---|
MultiLine | (Uneditable) Number assigned to user |
User Permissions | Assigns user permissions to the user; See Create user permissions |
Organization | (Uneditable) Organization user belongs to |
Device # | (Uneditable) Phone number of device SIM |
Language | Language |
Forwarding Number | (Optional) When set, all calls to this user will route to the forwarding number |
Emergency Services | When checked, user can use MultiLine to dial 911 (USA Only) |
Usage | Voice and Minutes consumption for user |
Features | Toggle features on and off |
Edit a user account
- Go to Accounts.
- Find the user account you want to edit. Select the Edit pencil
in the Edit column.
Field | Description |
---|---|
First Name | User's first name |
Last Name | User's last name |
MultiLine Status | (Uneditable) Activated, Invited, Not Invited, Suspended, Invitation Failed |
Organization | Organization user belongs to |
Account ID | Email or phone number |
Notification Address Same As Account ID | When checked, notifications sent to same email as Account ID. Otherwise, set email to receive notifications |
Notes | (Optional) Editable field for MultiLine Administrator to put notes about user |
Invitation Sent | (Uneditable) Time and date invitation is sent |
Applications | Allows specifying the MultiLine application for the user |
Assign Number | Allows selection of a number for the user |
User Permissions | Assigns user permissions to the user; See Create user permissions |
Forwarding Number | (Optional) When set, all calls to this user will route to the forwarding number |