CallData™ User's Guide

Create a New User

Create a New User

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Create a New User

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CallData automatically adds extensions and finds the name of the person associated with each extension it finds.

 

The New User screen.<br />

The New User screen.

If you need to manually create a user, simply go to File > New > User to open up the New User screen.

 

The New User screen will ask you to enter the following information:

 

Extension: Enter the user's extension.
Username: Enter the user's full name as it appears in your company's phone directory.
Password: Enter a password for the user.
Department: Select a department for the user.
Location: Select the location for the user.
Active: Check whether or not the user is currently active.
User Level: Specify the permissions that the user will be granted.

 

After entering all of the information, click Save to add the user.

 

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Note:

This will only add the user to the CallData list of users. It doesn't add or modify anything on your phone system, computer or network.

 

Permissions

 

Every user is assigned permissions within CallData. Depending on the User Level assigned to the user, the user will be granted permission to access different functions within CallData. The table below outlines the permissions that each User Level is granted.

 

User Level

Permissions

Personal

Able to run personal reports & change personal settings

Department

Able to run reports on their department

Location

Able to run reports on their location

Admin

Able to run reports on every location, department, and extension

System Admin

Completely unrestricted access to everything

 

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Note:

Each User Level's permissions increase from Personal to Department to Location, etc... So a user with Department Level access also has the permissions granted through the Personal Level.

 


See Also:

Location Information
Department Setup
Call Cost Configuration
Using Setup Wizards
Import Existing Call Records
Configure Alerts
User Configuration and Security
Create a New Phone Number Group