When you open an account with ExtraFax Cloud, a user is automatically created and assigned the ‘Account Manager’ level of permissions, account managers can then add further users under an account.
Account managers may add users, view user profiles, view user inboxes, manage user groups, manage a user’s permissions, force user password resets and close users.
In the above screenshot, we can see the ‘Account Manager’ user ‘extracomm’.
Users can be assigned individual services (send faxes, receive faxes) and personalised options, furthermore documents can be shared between users or groups of users and individual permissions assigned.
- For more information on managing user’s services (Adding services, amending services), please see the support section here.
- For more information regarding groups and sharing, please see the support section here.
- To get started, log in and expand the ‘Account Settings’ tab, then click on the ‘Users’ link.
Adding users to an account
If you would like to add a new user to your account:
- log in as an account manager,
- Expand the ‘Account Management’ tab and click on the ‘Users’ menu item,
- In the Header section at the top of the page, click the
icon to ‘Add user’, - A pop up window will be displayed:
- Fill in the details to be assigned and define their permissions (Regular or Account Manager),
- Click the ‘Add’ button to save.
Once the new user has been created, a ‘Successful’ notification will be displayed on screen and you will now be able to locate the user in the ‘Users’ list and manage the user’s Services.
Removing users from an account
Please note that closing a user will also close any services associated with that user.If you would like to remove a user from your account:
- log in as an account manager,
- Expand the ‘Account Management’ tab and click on the ‘Users’ menu item,
- Click the ‘More Options’ icon
at the right hand side of the user’s entry in the list,
- Click on ‘Close user’,
- You will be prompted to enter your password to confirm.
Viewing a user’s profile
Account managers may view and amend the profiles of the users under the account, without having to log in to those users individually:
- log in as an account manager,
- Expand the ‘Account Management’ tab and click on the ‘Users’ menu item,
- Click the ‘More Options’ icon at the right hand side of the user’s entry in the list,
- Click on ‘View Profile’.
Viewing a user’s inbox
Account managers may view the inboxes of the users under the account, without having to log in to those users individually:
- log in as an account manager,
- Expand the ‘Account Management’ tab and click on the ‘Users’ menu item,
- Click the ‘More Options’ icon at the right hand side of the user’s entry in the list,
- Click on ‘View user’s inbox’.
Manage a user's groups
Account managers may view and amend the groups that users are associated with, without having to log in to those users individually:
- log in as an account manager,
- Expand the ‘Account Management’ tab and click on the ‘Users’ menu item,
- Click the ‘More Options’ icon at the right hand side of the user’s entry in the list,
- Click on ‘Manage user’s groups’,
- A pop up window will be displayed:
- The list shown will display all groups the user is associated with, the number of users in that group and the number of documents shared with that group.
- If you wish to delete a user from a group, click the trash icon on the right hand side,
- Click on ‘Ok’ to confirm.
View and edit a user’s permissions
- log in as an account manager,
- Expand the ‘Account Management’ tab and click on the ‘Users’ menu item,
- Click the ‘More Options’ icon at the right hand side of the user’s entry in the list,
- Click on ‘Change permission’,
- A pop up window will be displayed.
- Use the dropdown to select the required permissions for the user (Regular or Account Manager)
- Click ‘Update’ to save.
Force password resets for users
- log in as an account manager,
- Expand the ‘Account Management’ tab and click on the ‘Users’ menu item,
- Click the ‘More Options’ icon at the right hand side of the user’s entry in the list,
- Click on ‘Reset Password’,
- A pop up window will be displayed.
- Confirm the email address to send the password reset link to,
- Click ‘Submit’ to confirm.