Adding users to the PBX

Create the user

1. Open the Smart PBX app, click Users on the left, and then Add User toward the top

   

2. Enter the user details and click Create User

   

   Use a real email address

   This email is what the user signs in with if they need to use the User Portal app.

3. Once the user is created, you will see them listed in your user list. Under the Devices column you will see None, since no devices are associated with them yet.

   

Add a device

1. Click None to open the devices for the user, then click Add New Device

2. When the device type list opens, choose Soft Phone for this example

   

3. Enter any name of your choice, then click Create Device

   

   Write these down

   Make note of the SIP Username, SIP Password and Realm — you need them when configuring your soft phone.

4. You will see the device is now listed

   

Optionally, you may add more devices for this user using the same process.

Related

• Assigning an existing device to a user
• Setting up the mobile app