Creating New Accounts

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General

Before you can use an account, you must first create it. In order to do this, click on the create button in the accounts menu in the domain mode.

When you create an account, you must select what type it will be. The type can not be changed later.

Every account may have several names. One name is the primary name and the other names are the alias names. Please enter the names in the Account Names field. If you use a space between the names, the PBX will set up several accounts for you. If you use a slash between the names, you will set up one account with different alias names. For example, "123/theo 124/fred" will set up two accounts, the first with the names "123" and "theo" and the second with the names "124" and "fred".

A good username is a name that consists only of the letters 0-9, a-z and '+', '-', '_' and '.'. If you want to use PSTN-like numbers, you should use only names with 0-9. However, it does not hurt to create alias names that contain alphanumeric letters like in emails, for example like "joe.average" or "ja". All account names must be lowercase. The PBX changes input automatically to lower case.

Usernames may start with the special prefix "tel:". This has a special meaning. Accounts with this name have a global scope in the PBX. This is useful to do DID Routing. See Tel Alias for more information.

Creating Extensions

Image:Creating_extensions.gif

When you select the extension type, you will be able to add up to ten accounts in one go. You can not only define the account name, you can define also the most important settings for those accounts right during the creation.

First of all, you can select which dial plan those extension will have. If you want to use the default dial plan, you can just leave this selection box unchanged.

If the accounts should be assigned by an automatic plug and play mechanism, you can select either permanent or temporary assignment modes. See Prepare an Extension for Plug and Play for more details on this topic.

Creating Other Types

Image:Create_other.gif

Creating other types does not offer any additional parameters. You need to edit the account's parameter later by selecting them from the Existing Account List.

Using CSV import

Accounts can be created using the 'Import CSV" option. When you click on the "Accounts->Create" in the domains page, you will be presented with the following page.

File:ImportCSV1.gif

Select "Import CSV" option under "Account Type". Now you will be presented with a text box to enter the data in a certain format.

File:ImportCSV2.gif

Below is the sample format that you can use to create your data.

type;alias;ani;password;web_password;first_name;display_name;mb_pin;email_address;mac
extensions;234 jsmith;9787461111;secret1;secret2;John;Smith;1234;js@bizfon.com;000413123456
extensions;235;9787462222;secret1;secret2;Mary;Magdaline1234;mm@bizfon.com;000413123457

The first line represents the actual field names. You can add or remove fields from this line based on your need. For the complete list of database fields that you can choose for the 'extensions', please refer Extensions.

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