Tutorials: Add Users (V20)

Add Users (V20)

Enter your credentials.

Click on "Admin" on the lower left side of the screen.

Click on the "Users" tab.

Click on the "+ Add user" tab.

  • Extension: An extension number is auto-generated. However, you could set it to whichever number is available.
  • Email: Enter the user's email address.
  • First Name: Enter the user's first name here.
  • Last Name: Enter the user's last name here.
  • Role: Set the user's role from the drop down menu.

Optional:

  • Mobile: Type in the user's mobile number.
  • Outbound Caller ID: Type in a custom Caller ID number or select one from the drop-down menu (if one is set up).
  • Assigned DID number(s): The DID number(s) assigned here will route directly to this user.

Optional: Set up 3CX Live Chat & Talk and 3CX Quick Meeting so that you can place a link in either your email signature or website to allow people to call/meet with a single click.

Configure the following:

  • Friendly name: This field is auto-generated from the name of your user.
  • Ask customer for: Set it to ask for customers' name and/or email address, or set it to none.

Optional: Set this extension to use either default or specific office hours. If you choose to set up specific office hours, click on the Add button beneath each day of the week you want to set up a time range.

Once you click on a day of the week, it will give you a time range to set up:

Click on the "Save" button when you are finished.