Editing a User

The user information that is present in LiveVox PBX is obtained from LVP. This information can be updated to add further details specific to PBX.

To edit user details:

1. Select the user you want to modify on the USERS window and double-click.
   The EDIT USER window appears.
   
2. Make the necessary changes in the General, Call Handling, and Caller IDs tabs. Use the information in the following tables for reference.

   1. General Tab:

      Field	Description
      Mobile Number	Enter the contact number of the user.
      First Name	Enter the user's name. These fields are mandatory.
      Last Name
      Email	Enter the user's email ID. This field is mandatory because this is where the welcome credentials will be sent.
      Security Group	Select the security and permissions group based on the user's role. For example, admin or user.
      Site	Use the dropdown menu to assign the user to a site.
      Time Zone	The time zone of the user
      Emergency Contact Address	The emergency contact address is displayed. Use Manage Addresses to change the address displayed here.
      Manage Addresses	Click to edit the emergency contact address.
      Authentication Type	Select the authentication method to be enforced when the user signs in. Standard SSO
      Password	Enter a password or click Generate to use a system-generated password. The password should contain 8 digits with at least one uppercase letter, one lowercase letter, a special character, and a number.
      Confirm Password	This value must match the value in the Password field.

   2. Call Handling Tab:
      

      The Call Handling tab defines how an incoming call is handled. 

      For example, if the agent is active, the call should ring for 20 secs or a maximum of 4 rings. If the call is unattended, then it is transferred to the number provided in the Number field.

      Click Add Row and enter the required details in each field.

      Field	Description
      Order
      Active	Use the slider to set the status.
      Ring For	Select a value from the dropdown menu.
      Name	External
      Number	Specify the number the call should be transferred to, if the call is unattended within the specified rings/time.

   3. Caller IDs Tab:
      

      Set the user's caller ID on internal calls, outbound calls, and to emergency numbers.

      Field	Description
      Internal Calls
      Caller ID Name	Enter the Caller ID Name for the agent.
      Extension Number	Enter the extension number.
      Outbound Calls
      Caller ID Name	Enter the Caller ID Name for the agent.
      Caller ID Number	Enter the Caller ID number.
      Emergency
      Caller ID Name	Enter the Caller ID Name for the agent.
      Caller ID Number	Enter the Caller ID number.

3. Click Save User to save the changes.