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Prerequisites
An active administrator account in your own Creatio instance
An active administrator account in Velvetel
Create an account, device, and call flow for each Creatio user in Velvetel.
Sign in to https://portal.velvetel.net/ui/ as Administrator.
Go to the [Applications] section (Fig. 1).
Fig. 1. Opening the Applications section
Select Smart PBX (Fig. 2).
Fig. 2. Opening Smart PBX
Go to the Users tab and click [Add User] (Fig. 3).
Fig. 3. Adding the User in the Smart PBX section
Enter the user information and click [Create User] (Fig. 4).
Fig. 4. Entering the user information.png?version=2&modificationDate=1627633852915&cacheVersion=1&api=v2&width=383)
.png?version=2&modificationDate=1627633852915&cacheVersion=1&api=v2&width=374)
Find this user in the list. By default, the users are created with the "User" role. Click the username. By default, the users are created with the "User" role to adjust the settings such as mailbox, role, time zone, etc. (Fig. 5).
Fig. 5. Adjusting the user settings
Click the corresponding columns to assign extensions, phone numbers (in case you need an external DID number to be routed to this user), and devices to the user (Fig. 6).
Fig. 6. The users table