Adding a User

Content

A user is a person that has an associated phone profile within your phone system. ShoreTel Connect CLOUD Decision Makers and Phone Managers can add users to their account. You can make a new user an Authorized Contact by assigning the desired roles while adding the user. 

  1. Log in to the ShoreTel Connect Portal.
  2. On the Phone System menu, click Users.
  3. Click Add User on the toolbar.

    The Add User dialog box appears.

  4. In the Contact panel, under Contact Information, do the following:
    • Next to Name, in the First and Last fields, type a first and last name for the user.
    • Next to Email, in the Business field, type the business email address for the user.
    • (Optional) Next to Email, in the Personal field, type the personal email address for the user.
    • In the Billing Location list, select the billing location for the user.
    • (Optional) In the Title box, type a title for the user such as a job title, Mr, Mrs, or Ms.
    • (Optional) Next to Phone, in the Mobile box, type the mobile phone number for the user.
    • (Optional) Next to Phone, in the Home box, type the home phone number for the user.
    • In the Preferred Notification Email list, select the preferred email address to use when sending notifications to the user.
    • In the Preferred Contact Method list, select the preferred email address or phone number to use when contacting the user.
  5. Under ShoreTel Connect Log In, do the following:
    1. In the Username box, accept the default user name or type a new email address to use as the user name.

      The default user name is the business email address associated with the user.

    2. In the Password and Confirm Password fields, type a password for the user.

      See Resetting a ShoreTel Connect Portal Password for password requirements.

  6. Click Next.
  7. To assign a profile to the new user, do the following under Create a Phone in the Phone panel:
    • In the Phone Location list, select the geographic location of the phone.

      NOTE: Only locations that use the same currency as the Billing Location selected for the user are displayed and can be selected.

    • In the Phone Type list, select the desired profile type for the user; Essentials CLOUD, Standard CLOUD, Advanced CLOUD, Telephony CLOUD, Courtesy CLOUD, or Voicemail CLOUD.
    • Above the Phone Number list, select the Show phone numbers from all locations check box to select a profile that is associated with a location different from the location associated with the user.
    • In the Phone Number list, select an available phone number to assign to the profile.
    • In the Extension field, leave the pre-populated extension or type a new extension for the user.
    • In the User Group list, select the user group to assign the user to. For more information about user groups, see Managing User Groups.
    • In the Activation Date box, type or select the date to activate the user profile.

      NOTE: You can set an activation date up to 30 days in the future; you cannot set the activation date to a date in the past.

    • If you do not want the user to be accessible in any Dial by Name directories for your account, select the Do not include in dial-by-name groups check box.
  8. (Optional) Under Add-On Features, do the following:
    • Under Bundle Included, select the check box next to each add-on feature to enable for the user.

      These features are included in profile type selected for the user.

    • Under “A la carte” Options, select the check box next to each add-on feature to enable for the user.

      These features are not included in profile type selected for the user but are available for an additional charge.

      NOTE: Add-on features are not available for Courtesy CLOUD profiles. ShoreTel Connect Scribe is the only add-on feature available for Voicemail CLOUD profiles. If an add-on feature is displayed but is not selectable, the add-on feature has not yet been enabled for your account. The add-on feature can still be enabled for the user after the add-on feature is enabled for the account. For information about enabling add-on features for your account, see ShoreTel Connect CLOUD Add-On Feature Management.

  9. (Optional) Under Add-On Feature Settings, select the check box next to each add-on feature setting to enable for the user:
    • Enable IM - to enable IM for the user for both the ShoreTel Connect client and ShoreTel Mobility, if applicable.
    • Enable Desktop Video - to enable video for the user for the ShoreTel Connect client.
    • Enable Mobility Video - to enable video for the user for ShoreTel Mobility. This option is only available when Connect CLOUD Mobility is selected for the user.
  10. Click Next.
  11. (Optional) Do one of the following on the Hardware panel:
    • To initiate a phone order when creating the contact, do the following:
      1. Select the Add Hardware Phone check box.
      2. In the Type list, select the desired rental or purchase option.
      3. In the Model list, select the desired phone model.
      4. In the Requested Delivery Date box, type or select the desired date to receive the phone.

        NOTE: Expedited charges may apply if the date chosen is sooner than the standard delivery time window.

      5. Select the Include Power Supply check box to receive a power supply with the phone.
    • To assign a phone to a user, do the following:
      1. Select the Assign Phone check box.
      2. In the MAC field, type the MAC address of the phone you want to assign to the user.
      3. In the Model list, select the phone model.

        The user is automatically logged into the phone once the phone is connected.

        NOTE: The phone must also be added to your account from the Phones page of the ShoreTel Connect Portal. For information about adding a phone to your account, see Managing Phones.

  12. Click Next.
  13. (Optional): In the Roles and Permissions panel, do the following:
    1. Select a role to assign to the user, and then click Add.

      The role is added to the list.

      NOTES:

      • A Phone Manager cannot assign the role of Decision Maker or Billing Contact.
      • Resell Partners, see ShoreTel Connect CLOUD Resell Partners for important information about assigning Authorized Contact roles for your customer accounts.
    2. In the Scope column, select one of the following:
      • Account - to assign the user the selected role for the entire account.
      • Location - to assign the user the selected role for a specific location only.

        NOTE: A user can only be assigned a role once per location or account. Location cannot be selected for the Decision Maker or Billing role; these roles are account-level roles only.

    3. If you selected Location, select the desired location in the Location list.
    4. Repeat steps a-c to add additional roles to the user.
  14. Click Next.
  15. In the Confirmation panel, verify the displayed information.
  16. Click Finish to add the new user.

Related Articles

Adding a Contact
Adding an Extension Only Profile
Editing User Information
Resetting Passwords
Managing User Groups
Swapping ShoreTel Connect Profile Types
ShoreTel Connect Portal Documentation

ShoreTel Dates

Created Date 2016-08-12 - Modified Date 2017-04-17


Article: 000012049