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2015年10月25日 (日) 10:30的版本

User Management Module User Guide

THIS WIKI HAS BEEN UPDATED FOR VERSION 13 OF YOUR PBX GUI


Overview

The User Management ("userman") module is replacing several modules that have attempted to create and manage users separately from the Extensions Module. Modules such as iSymphony, XactView, and RestAPI are a few examples. In PBX software version 12 and newer, the new [file:///E:/pages/viewpage.action%3fpageId=28180526 User Control Panel (UCP)] utilizes the User Management module. UCP replaces the old ARI.

In this module, you can create users who have access to extensions or device/user mode users and the settings associated with those devices. For example, a user could be allowed to log into the User Control Panel and access the voicemail of three other accounts or manage your API tokens.

Note

In version 13+ of the PBX GUI software, fax options have moved from the Extensions module to the User Management module.

Logging In

  • On the top menu click Admin
  • In the drop down click User Management

The Users tab should be active, and a list of current users should be displayed.

user-manager-home.png

Creating / Editing a User

A new user may be auto-generated upon creating an extension in the extension module. To edit an existing user, click the edit button.edit-button.png

You can also create a new user manually. In the Users tab, click the Add button. This should take you to the Login Details tab for the new user.

add-button.png

Login Details

add-user-screen.png

Login Name

This is the login username that the user will use to log into anything external, such as the User Control Panel (UCP) in version 12 and up, [ iSymphony/XactView] version 3 and up, [file:///E:/display/FPG/XMPP+Chat+Management XMPP Chat], and other items that tie to this module.

Description

A friendly name or brief description for this user.

Password

Password for the user. Note: If you proceed to enable XMPP later, the password will be exposed in the database, and you will need to redefine it.

Groups

A list of groups the user belongs to, if any. To select a group, begin typing the group name into the field, and when the system finds it, click on the name. You can add multiple groups.

Primary Linked Extension

This is the extension this user is linked to. A single user can only be linked to one extension, and one extension can only be linked to a single user.

User Details

All of the fields in this tab are optional. This information is stored for use in other apps. Most fields are self-explanatory. The Display Name is a customized username that will be displayed in UCP and Contact Manager. You will need to enter an Email Address for the user if you plan to have the system send the user a welcome e-mail message.

user-details-tab.png

Administration GUI

Here you can give a user administrative access to your PBX. You can control the user's level of privileges.

freepbx-admin-gui.png

Allow Administration Login

Use the Yes / No / Inherit buttons to select whether this user can log in to the PBX Administration pages.

Grant Full Administration Rights

Use the Yes / No / Inherit buttons to select whether to grant this user full administration rights regardless of extension range or module access.

Visible Extension Range

(Optional) Enter a starting number and ending number if you want to restrict this user's view to only the extensions, ring groups, and queues within this range. You can only enter one range.

Administration Access

Select the Admin Sections this user should have access to. The default is None selected. If you need to grant access to modules, click the None selected button to bring up a drop-down menu. Then either click the check box next to Select all (for all modules), or click the check box(es) next to the module(s) this user will be allowed to access.

If you grant access to modules, the area next to "Administration Access" will change to show you the modules selected (or a quantity, if several are selected).

administration-access.png

Contact Manager

show-in-contact-manager.png

Show in Contact Manager

Use the Yes / No / Inherit buttons to select whether to show this user in Contact Manager。

Fax

 In PBX GUI software version 13+, fax options are now found in the User Management module instead of the Extensions module.

The Fax tab is only available if the user has been linked to an extension. If the user hasn't yet been linked to an extension, select the primary linked extension in the Login Details tab, submit settings and apply config, and you should now see the Fax tab. fax-tab.png

Enabled

Yes/No/Inherit: Whether to enable fax for the user.

Attachment Format

The format to convert the incoming fax file to before e-mailing it.

Store Locally

Yes/No/Inherit: Whether faxes will be stored by the server and be accessible via the User Control Panel (UCP).

Outgoing Station ID

The outgoing Fax Machine Identifier. This is usually your fax number.

Outgoing Header

The outgoing Fax Machine Header. This usually contains the name of the person or entity sending the fax.

Coversheet name

The name that will appear on the outbound cover sheet.

''''Coversheet Tel

The phone number that will appear on the cover sheet.

Coversheet Email

The email address that will appear on the coversheet.

Email Results

When to email the results of an outgoing fax.

Retries

Number of times to retry sending a failed fax.

Rest API

This section is used in conjunction with the RESTful Phone Apps module, which gives you access to a range of phone-side applications. It requires the commercial [file:///E:/display/FPG/End+Point+Manager End Point Manager (EPM)] to configure your devices, as it needs to receive data from EPM in order for most applications to work correctly.

If RestAPI is enabled here for a user, it will create a token and define the restrictions of what this REST API user has access to. 

rest-enabled.png

Enabled

Use the Yes / No / Inherit buttons to select whether RestAPI is enabled for this user. If you enable RestAPI, you will gain access to the rest of the options below.

''''Extensions

Enter the extension(s) this user will be able to control. Click on the Extensions field to display a drop-down menu of available extensions. Click on an extension to select it. To add more extensions, repeat the process.

avail-extensions.png

Modules

Select which modules the user will have access to. The default is "All." Click the All button to display a menu of available modules. Use the checkboxes to select modules.

rest-module-extension.png

Rate Limit

Enter the quantity of API requests that this user can make per hour. The default is 1000.

UCP

User Control Panel (UCP) is a user interface for the PBX. This section has several tabs that control a user's privileges in UCP.

General

allow-login-inherit.png

Allow Login

Use the Yes / No / Inherit buttons to select whether this user is allowed to log into the User Control Panel (UCP).

Active Sessions

If a user is currently logged into UCP, you will see the IP address(es) of the active session(s). To log-out or "boot" a user from a currently active session, you can click the trash can icon trash-can-small.png? next to the session. On the user's end, they will be required to login again to get back in.

Miscellaneous

ucp-miscellaneous-tab.png

Allowed Extension Settings

The user will be able to edit settings such as call waiting, call forwarding, find me/follow me, and others for these extensions. Select an extension by clicking in the field. A menu of available extensions will show up. Click on an extension to select it. Repeat the process if you would like to add multiple extensions.

extension-list-misc-tab.png

Enable Originating Calls

Use the Yes / No / Inherit buttons to select whether this user is allowed to originate calls from within UCP. This is not the same as WebRTC.

Call History

call-history-tab.png

Allow CDR

Use the Yes / No / Inherit buttons to select whether to allow the user to access Call Detail Records (CDR) for one or more extensions.

CDR Access

Enter the extension(s) whose CDR data this user will be able to view.

Allow CDR Playback

Use the Yes / No / Inherit buttons to select whether to allow this user to play call recordings in UCP.

Allow CDR Downloads

Use the Yes / No / Inherit buttons to select whether to allow users to download call recordings in UCP.

Call Event Logging

call-event-logging.png

Allow CEL

Use the Yes / No / Inherit buttons to select whether to enable Call Event Logging (CEL) for this user in UCP.

Allowed CEL

Enter the extensions whose CEL this user will be able to view.

Conferences

conferences.png

Enable Conference Access

Use the Yes / No / Inherit buttons to select whether to allow this user to access conferences in UCP.

Allowed Conference Bridges

Select which conference bridge(s) the user will be able to access in UCP. Click in the field to display a drop-down list of available conferences. Click on a conference's name to select it. Repeat the process to select multiple conference bridges.

selected-conferences.png

Presence State

presence-state.png

Enable Presence

Use the Yes / No / Inherit buttons to select whether to enable presence. Enabling presence allows a user to select their presence state from a drop-down menu in UCP, which changes call behavior according to the selected state. You can customize the available presence states in the [file:///E:/display/FPG/Presence+State+Module Presence States module]. For more information on what this means, see our wiki [file:///E:/pages/viewpage.action%3fpageId=28180596 What is Presence?]

SIPStation SMS

sms-assigned-dids.png

SMS Assigned DIDs

Select the DID(s), if any, that you would like to give this user access to for text messaging (SMS) within UCP. By default, none are selected. To add a DID, click the None selected button and choose one or more DIDs from the drop-down menu.

Voicemail

ucp-voicemail.png

Enable Voicemail Access

Use the Yes / No / Inherit buttons to select whether this user can view and listen to voicemail within UCP.

Allowed Voicemail

Enter the extension(s) whose voicemail this user will be able to access.

''''WebRTC

WebRTC, or Web Real-Time Communication, is a technology that enables browser-to-browser voice calls and other services such as video chat and P2P file sharing. You can enable WebRTC to allow users to make web-based phone calls in UCP.

You may see an error message "The STUN Server address is blank. In many cases this can cause issues. Please define a valid server in the Asterisk SIP Settings module." If you see this error, you can refer to our wiki [file:///E:/display/FPG/STUN+Servers STUN Servers] for a list of STUN servers, and enter one in the [file:///E:/display/FPG/Asterisk+SIP+Settings Asterisk SIP Settings] module.

web-rtc.png

Enable WebRTC Phone

Use the Yes / No / Inherit buttons to select whether to enable 

WebRTC Certificate

Select a certificate from the drop-down menu. This is the certificate the phone will use for this user.

XMPP

This section controls whether the user has access to XMPP in UCP. XMPP stands for Extensible Messaging and Presence Protocol, which is a communications protocol for message-oriented milddleware XML.

If enabled, the user can login to the XMPP server at localhost using <username>@localhost

xmpp-tab.png

Enabled

Use the Yes / No / Inherit buttons to select whether the user has access to XMPP in UCP. You will need to redefine the user's password after clicking Yes.