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Manage Your Users

Updated: 11/9/2019 4:36 AM

You can add new users to your account and assign them to available extensions. 

  • A Super User can add and manage services for Administrators and End Users.
  • An Account Administrator or User Administrator can add and manage services for the following: 
     
    • End Users 
    • Call Queue Administrator 
    • Reports Administrator 
    • User Administrator
See User Types/Roles for details.
Add a User
  1. Sign in to the Admin Portal.
  2. Click Phone System, then click Users.
  3. Click Add New (top right) and complete fields.
     
    First NameUsers first name.
    Last NameUsers last name.
    Username

    Can contain 6 to 50 alphanumeric and special characters <A to Z, 0 to 9, #>, hyphens, commas, periods, and ampersands (@).

    User Type 
    Account AdministratorCan only add End Users and manage services, features, and billing.

    NOTE: This option is visible to the Super User only.
    End UserCan manage features for their own extension only.
    Call Queue AdministratorCan manage call queues and company recordings.
    Reports Administrator Can view all reports on the account.
    User AdministratorCan manage users and extensions on the account.

    NOTES: 
     
    • Only a Super User can add an Account Administrator.
    • See User Types/Roles for details.
    EmailEnter the email address of the user. 

    NOTE: A temporary password is sent to this email address if you do not mark the option for Check this box to NOT allow this user to login to the web portal at bottom of page.
    Confirm EmailRe-enter the email address to confirm.
    Select an Extension OptionSelect from the following options:
     
    Assign an Available ExtensionDisplays the Extensions setting. Click Select from available extensions to assign an existing one to this user. 
    Purchase a New Extension

    Contact Customer Care to purchase a new extension for the account.

    User Does Not Need an ExtensionA user without an extension cannot make and receive calls, send and receive messages, or access their Online Account.
    NOTE: If a user does not need an extension, mark the option for Check this box to NOT allow this user to login to the web portal at bottom of the page.
    Contact NumbersEnter information for the following fields as applicable:
     
    • Mobile
    • Home
    • Fax
  4. Set permissions for the user:
     
    Please update me with important service announcements.User receives notices by email.
    Check this box to NOT allow this user to login to the web portal.​​Prevents the End user from signing in to the Online Account to manage their extension.
    Allow this user to set and block the outbound caller id for extensions. Lets the user enable or disable outbound Caller ID for their extension.
    Allow this user to manage Call Blocking rules for their extension(s).Lets the user block inbound and outbound calls on their extension.
  5. Click Save.
Reset a User Password
  1. Sign in to the Admin Portal.
  2. Click Phone System, then click Users.
  3. Hover over the user you want to remove and click the Tool (Reset Password) icon.
  4. Click Yes to confirm you want to reset the password for the specified user.

    A Reset Password email is sent to the user. The user must follow steps in the email to reset their password.
Resend New User Emails

Use the following steps to resend the Welcome Email and Amazon Chime Invite.

  1. Sign in to the Admin Portal.
  2. Click Phone System and then click Users.
  3. Hover over the user you want to manage and click the Arrow icon.
Change Super User

A Super User can transfer the Super User role to another user. Once transferred, the former Super User changes to the Account Administrator role.

  1. Sign in to the Admin Portal.
  2. Click Phone System and then click Users.
  3. Click the Change Super User button.
  4. Select a user and then click OK.
Manage User Details and Extensions
Change Username
  1. Sign in to the Admin Portal.
  2. Click Phone System and then click Users.
  3. Hover over the user you want to modify and click the Pencil icon.
  4. Go to Username to make changes.
  5. Click Save.
Change Permissions
  1. Sign in to the Admin Portal.
  2. Click Phone System and then click Users.
  3. Hover over the user you want to modify and click the Pencil icon.
  4. Click Settings and Permissions to make changes.
Assign an Extension
  1. Sign in to the Admin Portal.
  2. Click Phone System, then click Users.
  3. Hover over the user you want to modify and click the Pencil icon.
  4. Click Extensions and then click the Assign Extension button.
  5. Mark the box next to the extension to assign it.

    NOTE: Repeat these steps to assign more extensions.
Unassign an Extension
  1. Sign in to the Admin Portal.
  2. Click Phone System, then click Users.
  3. Hover over the user you want to modify and click the Pencil icon.
  4. Click Extensions, hover over the extension you want to unassign and then click the Unassign Extension icon.
Change Default Extension
  1. Sign in to the Admin Portal.
  2. Click Phone System, then click Users.
  3. Hover over the user you want to modify and click the Pencil icon.
  4. Click Extensions and then click the Change Default button.
  5. Click Make Default next to the extension you want to set as default.

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