Update PBX User

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This article provides steps on how to update a single PBX User.

If wanting to update several users, check the Update PBX Users (Bulk).

Part I: Edit the User

  1. From the Enterprise Admin Menu, click on the Users menu item.

     

  2. Search for the target user using the quick search box, then click on the PBX Username which is a hyperlink.


    The Edit User form displays.

  3. Fill out the fields.


    To learn more about the definition of each field, refer to the Set Up PBX User (Individual) article.


    Here are more details about the following fields in the Edit User form.

    Use Teams Voicemail:

    The Current setting displays the most recently configured voicemail setting for the user, as recorded by the ConnecttoTeams system.
    Note: If the voicemail settings were modified directly in the Teams Admin Center (TAC), those changes will not appear here.

    Enter your preferred change in Save/Update Teams To:

    - Don’t Update : Keep the user’s existing voicemail setting in Teams unchanged.

    - Yes : This will change the Call answer rules in Teams Voicemail to ‘Let the caller record a message’.

    - No : This will change the Call answer rules in Teams Voicemail to ‘End the call without playing your greeting’.


    DialPlan Policy:

    The Current setting displays the most recently configured DialPlan Policy setting for the user as known by the ConnecttoTeams system.
    Note: If the DialPlan Policy settings have been changed directly in the Teams Admin Center (TAC), those changes will not appear here.


    Enter your preferred change in Save/Update Teams To:

    - Don’t Update : Keep the user’s existing Voice Routing Policy in Teams unchanged.

    - Enable : Set the user’s Voice Routing Policy to the custom policy defined by your ConnecttoTeams provider.

    - Disable : Revert the user’s Voice Routing Policy to ‘Global (Org-wide default)’.

  4. Click Save.

Part II: Sync Changes to Microsoft

If changes to user/s were made by a Service Provider without Service Provider management consent, the Enterprise Admin must log into the Enterprise Portal and click on Sync Teams Users.

If changes user/s were made by the Enterprise Admin or a Service Provider with management consent, the system automatically syncs the changes. No further action is required.

Check Sync Status

The user provisioning status will be reflected in the Enterprise Dashboard. Click here for more info about User Provisioning Status Indicators.

Expect:
- That the first time sync will take up to 24 hours. Come back to check the status.
- That succeeding syncs will take up to 4 hours. Come back to check the status.
If sync is not completing within these wait times, contact your Service Provider.

Result:

When you have successfully added a user, you will receive an email confirmation similar to the following:

Suggested Further Reading