Introducing the Users Page

This article introduces the Users page and discusses the various ways to manage end users for PBX, Call App and SMS - add, edit, assign to services, disable, delete, export and sync - within the ConnecttoTeams Enterprise Portal.

This article is applicable to you if your enterprise has availed any of the following ConnecttoTeams service:

• PBX

• Call App

• SMS (you can manage SMS from the Trunk Users table too)

For Trunk User management, check the article Introducing Trunk Users Page.

The functionalities discussed in this article are also available in this video.

Before You Begin

• Learn the difference between Enterprise Admins vs. End Users.

• Get an introduction of the Enterprise Portal at Enterprise Portals collection of articles.

Introducing the Users Page

From the Enterprise Admin Menu, the page is launched when clicking the Users menu item.

The Users page lists your Microsoft Teams users that are synchronized with the ConnecttoTeams system. The end users that are listed are limited to the members of your defined Sync User Groups.

Users Table

The columns in the table are:

• Teams User - The Teams User identifier. When already configured for PBX service, the value becomes a clickable link. Clicking on the link leads to the relevant Edit PBX User screen.  

• PBX User - It shows the PBX user linked to the Teams user. This is relevant for enterprises that have availed the PBX services and have configured integration with their underlying PBX Platform.

• SIP AOR - This is the SIP AOR (Address of Record) that identifies the PBX user.

• SBC Location - This is the Session Border Controller (SBC) that services a specific Azure Region. Microsoft Azure operates over 60 regions worldwide, each comprising multiple data centers interconnected by a high-capacity, low-latency network. These regions are organized within specific geographies, such as the United States or Europe, to meet data residency and compliance requirements.

• License Details - This column shows the license subscription of the user with respect to all the Microsoft Licenses required for a calling service. This also includes subscription status for other ConnecttoTeams Services such as SMS and call recording. The meaning of these icons are in the following section.

• Actions -  Various options to further manage the specific end user. Actions may be: change password, disable user, disable calling, manage SMS, and others. These various actions are discussed in later sections.

License Details : More Information About this Column

Once the Teams Users are synchronized into ConnecttoTeams, they are listed in the User tables along with the status of specific Microsoft Licenses and other ConnecttoTeams services.

Hover over your mouse pointer on each icon to get a description of the icon.

This picture shows some of these icons and corresponding descriptions.

Each service documentation (for PBX, Trunk, Call Recording, SMS) discusses these licenses in detail.

Note that for any calling service to work, the following 4 license icons should be green.

Actions on Specific User

For each user in the table, there are applicable actions to change the user record. Use the … (3 dots) on the Actions column to see the available actions.

The actions vary depending on the service assignment of the user. They are:

Change Password: This lets you change the SIP Password of the PBX User.

Disable User: This lets you disable the PBX configuration of the user. A disabled user is then moved from the main Users table into the table accessible in Advanced User Search > Disabled Users.

To disable multiple users, use the Disable Users button located above the Users table.

Enable Calling: This lets you enable the Microsoft settings that allow that User to call from Microsoft Teams.

Disable Calling: This lets you disable the Microsoft settings that allow that User to call from Microsoft Teams.

Note to the Service Provider

The Disable Calling and Enable Calling may be available to Reseller in case when the Enterprise Admin has consent to “Allow Management by Service Provider”.

Manage SMS: This leads to a screen where you could configure SMS service for an end user. This action is available if the enterprise has availed the SMS service.

Disable Call App User: This disables a user designated to use the Call App addon. This action is available if the enterprise has availed either PBX or Trunk service and has availed the Call App addon.

Assign Call Recording Admin: If your enterprise is enabled for the Call Recording add-on, this action allows you to assign this user as administrator in your Call Recording Portal who is allowed to play call recordings and access audit logs.

Unassign Call Recording Admin: If your enterprise is enabled for the Call Recording add-on, this action allows you to in your Call Recording Portal who is allowed to play call recordings and access audit logs. If Call Recording add-on is enabled for your enterprise and this user is a call recording admin, this action removes their admin status.

Other Actions via Buttons

There are several more functionalities available via the buttons located above the Users table.

Sync Users Auto Provisioning: This triggers re-fetch of the SIP credentials by pulling new files from the configured provisioning server. See more details in the Auto Provisioning Settings article.

Update Users: This allows you to update multiple or single PBX users. See the detailed instruction at Update PBX Users article.

Disable Users: This disables configured PBX Users.

To list all disabled users, click on the Advanced User Search button and choose the Disabled Users filter.

Export Users: This lets you export the users information into a CSV file. The file will be generated in the background and, when completed, can be downloaded from the Downloads menu item. Check more details about this in Export Users article.

Set Up Call App User: This is to configure an end user to use the Call App addon. This is available if the enterprise has availed either PBX service and has availed the Call App addon.

Set Up PBX User: This is to configure an end user to use the PBX service. After being linked to a PBX user, the user configuration can be modified by clicking on the Teams Username in the Users table.

Select User Groups: This lets you restrict the users that are synchronized to the ConnecttoTeams database based on Microsoft Groups. Only Users that belong to specified groups will be imported. See the full instruction in the article Manage User Groups.

Quick Search Box

The search box lets you quickly find users in the table by entering a few characters that match their Teams User name or PBX User name.

If the user you're searching for isn't visible in this table, check in the other filters under the Advanced User Search button.

Advanced Search Filters

The Advanced User Search button gives pre-defined search filters to search for disabled, deleted and unlicensed users.

List Unlicensed Users

To list all the unlicensed users, click on Advanced User Search button, then Unlicensed Users option.

This page shows a table containing the users without the required Microsoft license.

The Advanced User Search button, will then give you a new set of relevant filters: Licensed Users to return to the default table, Disabled Users filter, and Deleted Users filter.

List Disabled Users

To list all the disabled users, click on Advanced User Search button, then Disabled Users option.

For each disabled user in the table, the Action column suggests the possible next step—either restoring the user to reactivate their account or permanently deleting the user.

The Advanced User Search button also gives next set of applicable filters: Licensed Users to return to the default table, Unlicensed Users filter, and Deleted Users filter.

List Deleted Users

To list all the deleted users, click on Advanced User Search button, then Deleted Users option.

If “Allow Management by Service Provider” was not previously consented or a non-Global Admin did the deleting of users:

• Those deleted users will appear in this table

• If a Global Admin logins to the ConnecttoTeams Service Portal, a “sync”  operation is automatically triggered. This “sync” pushes and finalizes the changes to the Microsoft Teams system.

For each deleted user in the table here, the available action is to restore the user to re-activate it. The restore action will be available before the above-mentioned re-login.

Deleting Users

To delete users, go to Advanced Search > Disabled Users.

On the Actions column of the subject user, click Delete User.

Carefully review the warning prompt shown to you.

If deciding to proceed with the deletion, click the Delete User button.

You have an opportunity to restore the deleted user by going to the Deleted Users list and clicking the Restore User button.

If “Allow Management by Service Provider” was not previously consented or a non-Global Admin did the deleting of users, those deleted users will appear in this table. A re-login by the Global Admin to the ConnecttoTeams Service Portal triggers a "sync” operation with Microsoft platform and therefore finalizes the user deletion.

Note to Service Provider

The service provider can add or delete PBX Users.

Next Steps

• To define your sync user groups, check the article Manage User Groups.

• To add users individually or in bulk, check the article Add User or Bulk Upload Users.

• To know more about configuring the PBX Service and other functionalities related to PBX Users, check the PBX Connector Configuration Guides.

• End Users for the trunk service are not managed in Users page. Check Introducing the Trunk Users page.