Symptoms

• How to add users in VIP Portal
  
   

Eligibility

This action can only be done by an admin or Office Manager from the VIP Portal for Managers.

Before adding a user in the VIP Portal, the following information will be helpful to have before creating the user:

• First and last name of the new user
• Extension number
• The user’s email address
• The MAC address of the phone they will be using (optional)
• Their User License
   

Procedure

The Users section of the VIP Portal for Managers lets you manage your users in one place.

1. Open the Crexendo VIP Portal as the Office Manager or above.
2. Click the Users button at the top of the navigation row.
3. On the right side of the screen, select Add User.
   
   
4. In the Add a User box, fill out the following information:
   

   Add a User box

   Field Name	Description
   First Name	User’s first name
   Last Name	User’s last name
   Extension Number	This number must be at least three digits and can be any number from 100-8999 except for those noted above.
   Department	This is optional and only for organizational purposes.
   Site	This is optional and used for multi-location-based businesses.
   Email Address	The user’s email address.
   User’s Scope	Contact Crexendo to discover what licenses you currently have. NOTE: Only user licenses that you have already purchased should be selected, or additional charges can occur.
   Emergency Caller ID	This is required and is set up by Crexendo. If a user will be at a different location and phone number that is not listed in the drop-down menu, contact Crexendo to add the number to your emergency caller IDs.
   Enable Voicemail	This allows the user to have a personal voicemail box.
   Add Phone Extension	This option enables the extension number that you have created and makes it active.
   Password Option	You have the option to set a password for the user or leave it blank. Once the user logs in for the first time, they will set a new password.
   Voicemail PIN	Unless it is changed, the default voicemail PIN is 1234

    

    
   
5. Select Add User, and the new user will be added to the Crexendo VIP platform.
    

Escalation Information

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