Installation guide

How to set user options 11-2
Chapter 11: Managing Users and Roles
Wave Global Administrator Guide
Unlike a traditional PBX, Wave manages phone traffic by user and role, rather than by device,
giving the system the flexibility to handle users who move from phone to phone. Roles are
templates of specific permissions that you can use to create categories of users with different
permission levels, such as Admin users (see “Managing roles” on page 11-104.)
How to set user options
User options are set in both the User/Group Management applet and ViewPoint.
• Some options can only be set in the User/Group Management applet. These options
are described in detail in this chapter.
• Some options can only be set in ViewPoint. These include the user’s routing lists,
contacts, voicemail greetings, call rules, and personal ViewPoint Groups. ViewPoint
options are described in detail in Wave ViewPoint User Guide.
• Some options can be set in both places. You can set up users with standard defaults for
your organization and then individual users can override or customize the settings further.
You also can restrict the some of options that users can customize.
You can also set user options in bulk via user templates. See “Creating and updating users via a
user template” on page 11-92 for more information.
The Queue\ Skills tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-88
The Dial-by-name Directory tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-89
The ViewPoint tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-90
The Sharing tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-91
Creating and updating users via a user template . . . . . . . . . . . . . . . . . . . . . . 11-92
Importing users via a CSV file. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-99
Managing roles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-104
Wave permissions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-109
Release 2.0
September 2010