Scope
The following steps will allow you to reset a user account for a new employee. Below are options for resetting a single user or multiple users as needed. Use caution. These actions are not reversible.
Items Needed
Access to Manager Portal with scope of Office Manager or higher.
Reset a Single User
Log into the Manager Portal
Click on the Users button
At the far right of the user you want to reset click on the Edit icon then click on Advanced
On the next page click the Reset User button
Select each of the items you wish to reset. See below for descriptions of each.
Optional: If you already have a name and email for the new user make sure that Recycle User is selected
Click the Reset button
Review your selections and click the Reset button
Reset Multiple Users
Log into the Manager Portal
Click on the Users button
Select each of the users you would like to reset
Click the Bulk Action button
Select the radio option for Reset Users and click Complete Action
Select each of the items you wish to reset. See below for descriptions of each.
Optional: If you already have a name and email for the new user make sure that Recycle User is selected
Click the Reset button
Review your selections and click the Reset button
Conclusion
If you did not select Recycle User you will be taken back to the user screen. The First Name, Last Name and Email fields will be empty and ready for the next user.
If you did select to Recycle User you will be presented with a new screen prompting you to enter the First Name, Last Name and Email for each new user.
If the new user has an email address be sure to select Send Welcome Email
Click the Save button
or
The new user will receive a welcome email informing them of their login along with a link to reset their password.
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Reset Options
The following is a list of options for resetting users
Delete Voicemail Messages: Deletes any voicemail messages for the user. Includes New, Saved and Trash boxes.
Delete Voicemail Greetings: Any voicemail greetings, including those with time frames and recorded name will be deleted.
Delete Answering Rules: All rules will be deleted. Default rule to ring user's phones will be put back in place.
Delete Custom Contacts: All custom contacts will be deleted. Shared contacts will not be touched.
Unassign Phone Number: If a DID is routed directly to the user it will be changed to "Available Number". It will still be available in the inventory.
Remove lines from physical phones: Any phones with MAC addresses will be removed from the user. Additionally, soft phones and SNAPmobile phones will be removed.
Recycle User: Name and email will be cleared whenever a user is reset. If this option is selected you will have the opportunity to enter new names and emails.