Adding Users in Velvetel

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.

1. Sign in to https://portal.velvetel.net/ui/ as Administrator.

2. Go to the [Applications] section (Fig. 1).
   
   Fig. 1. Opening the Applications section
   
   
   

3. Select Smart PBX (Fig. 2).
   
   Fig. 2. Opening Smart PBX
   
   
   

4.  Go to the Users tab and click [Add User] (Fig. 3).
   
   Fig. 3. Adding the User in the Smart PBX section
   
   

5. Enter the user information and click [Create User] (Fig. 4).
   
   Fig. 4. Entering the user information 
   

   

6. 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
   
   
   

7.  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