EDIFY CONSOLE, ACCOUNT MENU
Users

Users is a sub-category of Account that gives Huddle Admins access to creating new users and modifying user accounts in these settings areas: basic, voice, email signature, connections, voicemail, queue, user permissions, tags, group assignments, queue permissions, and queues logged into.

 

  • Add New Users
    1. Once logged into Console, click Account drop-down menu
    2. Click Users
      update-user-1
    3. Click + New User
    4. Complete User Setup form
    5. Click Submit
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    6. Update user permissions by modifying each settings field
    7. Click USERS to return to the user library

    NOTE:

    • User Profile: User profile pictures can be added by admins through Console (once the user is created) or uploaded by the user through the App under Settings.
  • Update a User
    1. Once logged into Console, click Account drop-down menu
    2. Click Users
      update-user-1
    3. Select the user that needs modification from User List View
    4. Click the Edit icon for the settings field that requires updates
      update-user-2
    5. Modify the field
    6. Click Save
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    7. Click USERS to return to the user library
Ring Groups

Ring Groups in Console is a sub-category of Account that allows the Admin to group multiple phone numbers together. When a ring group number is dialed, all the phones in that group will ring simultaneously. Ring Groups are used in the case that one user is unavailable, another user is able to answer the interaction. Use these guides to create and modify Ring Groups to support the specific needs for your company.

  • Create New Ring Group
    1. Once logged into Console, open the Account drop-down menu
    2. Click Ring Groups
    3. Click +New Ring Group
    4. Complete Ring Group Setup form
    5. Click Save
      Screen Shot 2020-07-10 at 4.52.27 PM
    6. Notice the system populates an alert and creates the ring group
    7. Add users to ring group:
      1. Use Filter Search to find user
      2. Click user’s name to add to the list
      3. Notice the user populates at the top of the user box
      4. Repeat until all users are added to the ring group
      5. Click Save
        Screen Shot 2020-07-10 at 4.56.28 PM
    8. Add external number(s): (if applicable)
      1. Enter a phone number under NUMBER
      2. Enter a name under NAME to create a title
      3. Click Add
      4. Repeat steps for all external numbers for the ring group
      5. Click Save
        Screen Shot 2020-07-10 at 5.01.06 PM
    9. Click RING GROUPS to return to current library
  • Modify Ring Group
    1. Once logged into Console, open the Account drop-down menu
    2. Click Ring Groups
      Screen Shot 2020-07-10 at 5.04.47 PM
    3. Use the SEARCH field to find group
    4. Select group to modify
    5. Modify the ring group:
      1. Navigate to the field that needs modification
      2. Update form details
    6. Click Save
    7. Click RING GROUPS to return to group library

 

 

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