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#6

6. CREATE USERS FOR THE INTULSE APP

Users are the people who can log into the Intulse App. These are typically all of the employees in your organization. Each user is linked to an extension on your phone system and can be assigned special licenses. You do not need to create users for every extension. For example, a conference room extension does not need a user.


Let's Add Intulse App Users

  1. In the Account Center, scroll down to the Intulse App section on the left hand side and click on Users › Create.
  2. Here you can manually create users one at a time ...
    • To create one new user, select the Create One tab. Enter their name, email, and mobile number. Then click the Create button.
    • You can choose to Send the new user a Welcome email to help them get started with the Intulse app.
  3. Once users have been created, go to the Manage screen to assign specific permissions.

... or you can create multiple users at once based on the extensions set up on your system.

  • To create several users at one time, select the Create From Extensions tab. Check any extensions for which you would like to create a user. Then click the Create button.
  • You can choose to Send the new user a Welcome email to help them get started with the Intulse app.
  • Once users have been created, go to the Manage screen to assign specific permissions.

You can click on a user's name to assign permissions for that specific user.

  • Grant them Admin rights in the app
  • Allow them to turn call recording on/off on demand
  • Require multi-factor authentication to log into the app
  • Allow them to listen to call recordings on call history screen
  • Allow them to forward calls
  • Allow them to use Follow Me
  • Allow them to transfer calls to their cell using their carrier
  • Allow them to download voicemail recordings

Your users can now download the Intulse App to begin making and receiving calls. The next step will provide a complete walkthrough of the app, available for your entire team.

Watch this video showing you how to create users in the Intulse App, or scroll down to move on to Step 7.