Overview

Administrators can create and set up new employees for a site in the Business Portal. This article describes the process to accomplish this.

Prerequisites

• • Administrator role in the Business Portal.

Solution

<supportagent> To access the customer's business portal:

1. Log into the Business Portal.
2. Navigate to the Companies section.
3. Search for the customer by Company Name.
4. Click on the Select option for the company in the results section.

</supportagent>

1. In the Business Portal, go to the Employees tab.
2. Click on the Add Employee option on the left-hand side menu.
3. Enter a Username.
4. Select the Employee role and the desired Language.
5. Enter a password for the user and confirm it.
6. Enter the employee's First Name, Surname, and Email Address.
7. Select the desired Country.
8. (Optional) Enter the additional address details.
9. Click on Save & Activate.
10. Select the correct Site Name.
11. In the Employee Settings section, make sure the selected User Type is IP Centrex User.
12. Review that the rest of the information in this section is correct.
13. In the Primary Number section, select the Area Code and Number, and enter an Extension.
14. In the Feature Package section, select the desired user license type for the employee.
15. Enable all required Add-On Feature Packages.
16. If you want to assign a device:
    • If the device already added to the platform:
      1. Select the Existing Device option.
      2. Select the device from the Device ID dropdown list.
    • If it is a new device:
      1. Select the New Device option.
      2. Select the Device Type from the dropdown list.
      3. Enter the MAC Address.
17. Click on Activate.

Testing

To verify the Employee was created correctly, go to the Employees tab. The new user should be included in the Employees list. After the new employee has been created, a welcome e-mail will be sent to the email address specified with the credentials required to access the Business Portal.