Define user settings

help Configuration Planner › Creating a configuration package › Define user settings

A user is a person, a group or a location (for example, a conference room), for whom/which an account has been set up on the SwyxServer.

When saving and processing personal data, observe the respective applicable legal data protection regulations.

To define user settings

1 In the menu select “Users”.

The “Users” list appears.

2 Click on the “Add User” button.

The “General” tab appears.

Label	Explanation
Name	Enter the name of the user (e. g. Jones, John).
Description	Enter a brief description.
Location	Select a defined location to which the new user should be assigned.
Email	Enter the email address of the user. The user must be assigned a unique email address for SwyxWare integration in Microsoft Office (SwyxIt! function “Office Communication AddIn”). The email address indicated must be the primary SMTP email address set up for the user on the company’s email server (e. g. Microsoft Exchange Server). This email address is also the default setting for delivering voicemails. The voicemail address can be configured by the user directly or in the SwyxWare administration in the “forwarding” dialog. Additionally you can send the user welcome emails with his registration data and configurations via this address.
Administration Profile	Select the administration profile of the user. System Administrator These administrators have unrestricted access to SwyxWare. Backoffice Administrator These administrators have all the necessary rights for configuring SwyxServer. Above all, these administrators can create or alter feature profiles. User Administrator This administrator can undertake all configurations for users and groups. In particular, the numbers and administrator profiles assignment and group configuration can be carried out. The exceptions here are the trunks and trunk groups, and the feature profiles. User Operator This administrator is able to change user properties as well as create or delete users. These rights are typically needed by an administrator who is not meant to change the system configuration. Call Status Operator This administrator can see the current call status in the administration, e. g. whether any calls are currently made. Phonebook Operator Users with this right can edit the Global Phone Book, e. g. add or change important phone numbers for the whole company. No Administrator This profile is the default profile for a new user.
Calling Right	Select the call permissions of the user. Deny all calls No outgoing calls can be initiated. This configuration can make sense for a user (script) who should only be called. Internal calls Only calls to internal SwyxServer subscribers can be initiated. Calls into local public network Only local calls, i. e. within the area code can be made. National destinations Only calls within a country (same country code) can be initiated. European destinations Only calls within Europe can be made, i. e. the country code must start with 3 or 4. No call restrictions There are no call restrictions.
Encryption Mode	Select the encryption mode you want. No encryption The voice data is not encrypted. Encryption preferred When “Encryption preferred” is selected, the voice data is only encrypted if the call partner has configured either “Encryption preferred” or “Encryption mandatory”. If this is not the case, the voice data is not encrypted, but phoning is still possible. Encryption mandatory When "Encryption mandatory" is selected, voice data encryption is obligatory. This means that either encryption always occurs or the call is aborted with the reason "Incompatible encryption settings". This can be the case, for example, when the call partner has configured the mode "No encryption".
User is activated	Activate the check box, so that the user can log in to SwyxWare and use telephone functions after the system has been installed.

3 Select the “Numbers” tab.

Label	Explanation
Internal Number 1	Enter the internal number for this user.
Public Number 1	If the internal number is to be reached from the public telephone network, it must be mapped to an external number.
Internal Number 2	Enter the second internal number for this user, if available.
Public Number 2	If the internal number is to be reached from the public telephone network, it must be mapped to an external number.
Internal Fax Number	Enter the internal fax number for this user.
Public Fax Number	If the user also receives faxes from the public telephone network, an external fax number has to be assigned to the internal fax number.
Deliver fax to User’s FaxClient	Activate the check box, if fax documents should be delivered directly to the user’s FaxClient.
Deliver fax as PDF to User’s email	Activate the check box, if fax documents should be sent to the user’s email address as a PDF file.
Deliver fax as TIFF to User’s email	Activate the check box, if fax documents should be sent to the user’s email address as a TIFF file.

4 Select the “Windows Account” tab (not available for SwyxON).

When a user logs on using a Windows user account, the user and SwyxServer need to be within the same domain.

Label	Explanation
Authenticate via Windows Account	Activate the check box, if the user is allowed to log in to SwyxIt! with his Windows Account.
Associated Windows User Account	Enter the Windows Account(s) assigned to the user.

5 Select the “Desk Phone” tab.

Label	Explanation
Phone MAC Address	Activate the check box “Automatic logon” in order to log the user on without entering the PIN. In this case, after the desk phone has been restarted this user is permanently logged on to this desk phone. The MAC address must be configured so that SwyxServer can assign the desk phone to the appropriate user on automatic logon. If you do not enter any information here, the SwyxServer will remember the MAC address of the desk phone when the user logs on for the first time. All desk phones request entry of a PIN in the display and can therefore easily be logged on by the user.
PIN
Automatic logon

6 Select the “SwyxWare Account” tab.

Label	Explanation
Authentication with User Name and Password	Activate the check box, if the user should use his user name and password to log on to SwyxWare.
Password	Enter the password, which the user can apply to log on to SwyxWare.
Confirm password	Confirm the password you entered.
User must change password at next logon	Activate the check box, so that the user will have to change the given password at the initial login. If a user receives the account data from an administrator, then the new password will only be known to the user after it is changed.

7 Select the “SIP Login” tab.

Label	Explanation
Allow login via SIP	Activate the check box, if the user is generally allowed to log on to the server using a SIP device.
Use SIP devices as system phone	Activate the check box to authorize SwyxCTI+ with a telephony device.
SIP Authentication Mode	Define whether the user should always or never be required to authenticate him- or herself, or required to do so in accordance with the default server settings.
SIP User ID	The data entered here are for internally logging the SIP terminal on to SwyxServer, i. e. the Administrator can freely choose a user name and password here. As default, the SwyxWare user name is entered and used here as SIP user name and as SIP user ID. If a SIP terminal from another manufacturer needs other settings here, e. g. different ID and user name, you can change these defaults here. The user's password is used as password for the SIP authentication. This password is configured on the "Authentication" tab. A separate SIP password different from the SwyxWare password can also be assigned here. The login data of the SIP provider is given directly in the configuration of the SIP trunk; the data entered here is used for internally logging the SIP terminal on to SwyxServer. For information on how to set the SIP user ID, SIP user name and password in the SIP terminal, please see the documentation for the particular terminal.
SIP User Name
SIP Password
Confirm password	Confirm the password you entered.

8 Select the “Rights” tab.

Label	Explanation
CTI+ for an external phone by its number	Activate the check box, if the user is allowed to control an external telephone via its phone number with CTI+.

9 Select the “Misc.” tab, if required.

The entries on the tab “Misc.” are optional, provided for information purposes only and have no effect on the SwyxWare configuration. The eventually entered data appears in a file <Projekt-ID>_<Site>_<Date>-<Time>.xlsx in the folder “Documentation” of the Configuration Package.

10 Click on the “Apply” button to save the settings.

The new user appears in the list.

Last modified date: 07/17/2019