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
From the Enterprise Admin Menu, click on the Users menu item.
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.Fill out the fields. To learn more about the definition of each field, refer to the Set Up PBX User (Individual) article. Then click Save.
Part II: Sync Changes to Microsoft
The changes mentioned in Part I above are applied only to ConnecttoTeams databases and the PBX system. The changes need to be pushed to Microsoft as well so that the Teams Users will actually be able to receive and make calls thru the PBX.
To push user changes to Microsoft Teams, the Global Admin must trigger the Sync Teams Users process except when certain conditions are met.
When Sync Teams Users is not required:
SKIP this sync when BOTH of these conditions are met.
(1) This is NOT the first time the Sync Teams Users is done. In other words, the initial set of users were already configured.
(2) The enterprise consented to “Allow Management by Service Provider”
The above conditions allow automatic sync’ing of teams users.
This picture shows consent was granted.
Proceed to monitor the sync user status.
If Sync Teams Users is required, the following steps must be taken:
The Global Admin (and only the Global Admin can do this) must go to the Enterprise Dashboard.
In the Enterprise Admin Action Items table, click Sync Teams Users.
This action will take time. Do not click again until you check the status as instructed below.
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.Check Sync Status
The user provisioning status will be reflected in the Enterprise Dashboard. Click here for more info about User Provisioning Status Indicators.
Note to the Service Provider
If sync is not completing within these wait times, request from help from ConnecttoTeams Support.
Result:
When you have successfully added a user, you will receive an email confirmation similar to the following:
Suggested Further Reading
Learn more about Caller ID, Caller Name and PAI Controls
Learn more about User Provisioning Status Indicators.
To update several users, check Update PBX Users (Bulk).