This step-by-step guide leads you through the process of activation and configuration of the Wildix system



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5.1. Add / Import users


Go to Users > Users

Click “+” to add a new user and enter the parameters into the table:




  • User: select the user type:

    • Admin – system administrator with WMS access

    • User – a normal user of the system

    • Fax – T.38 support for FXS (analog phones, faxes)




  • User Name: name and surname




  • Login: used for AD integration (see Documentation on Import of users)



DOCUMENTATION:
Import of users and phonebooks from MySQL / MSSQL / LDAP / AD / Office 365 / Google / Exchange server: https://manuals.wildix.com/import-of-contacts-and-users/


  • Phone: the extension number (normally in format 1XX, 2XX)




  • Fax and Office: DID number for faxes and calls

Note: the number to call user directly from outside lines

DOCUMENTATION:
Fax server is by default enabled on all the Wildix PBXs and allows you to:

  • Send faxes and SMS messages from Wildix Collaboration

  • Send faxes from different Mac OS X and Windows applications

  • Send messages via remote PBX in WMS Network

  • Use Fax2Mail services

  • Use Mail2Fax and Mail2SMS service


Fax Server Quick Guide: https://manuals.wildix.com/fax-server-quick-guide/


  • Email: personal email address for notifications (Voicemail, call recordings)




Note: Mobility feature allows users to receive calls to their mobile phone numbers, for more information see Appendix 7.


  • Dialplan: dialplan procedure for outgoing calls (by default “users”)

Note: in case outgoing calls should be processed in a different way for some users, create more procedures in Dialplan > Dialplan rules and assign them to users


  • Fax dialplan: dialplan procedure for sending faxes from Wildix Collaboration (by default “users”)




  • Language: the interface language




  • Group: the ACL group

Note: by default newly created users belong to default” group; go to Users > Groups and select the default” group to see and edit the permissions for this group of users.


DOCUMENTATION:
ACL and Call classes management GUIDE https://manuals.wildix.com/acl-and-call-classes/
In this guide you can find the information on:

  • managing permissions of users to call certain destinations and use certain Unified Communications services

  • managing permissions of PBX administrators (PBX users with type admin) to manage PBXs and to access certain menus of WMS

  • supported Countries and call class management


  • Department: this line is used for notes *


*IMPORTANT: In Wildix Collaboration interface, users are grouped either by parameter Groupor by Department(if the last one is filled out)

Once created, users appear in the table:


NOTE:

The first column displays the user type (admin / user / fax). The second column displays the user status. At the moment status is grey, because users have no devices registered to their accounts and they are not connected to Wildix Collaboration.
1 - “+”: add user
2 - Edit”: edit the basic information that appears in the table (User Name, Phone, Fax, etc)
3 - -”: delete one or multiple users
4 - Set passwords: change user passwords
Note: you can only set passwords, you can not view existing passwords for security reasons. To know the users passwords, use “Export CSVoption (available only for the admin user)


  • WEB - password to access to WMS / Collaboration

  • SIP/VoIP - password to assign remote phones

Click “Generate” to automatically generate a strong password (click “Show” to see the password generated by the system)



You can compose your own password, consisting of at least 8 symbols, at least 1 uppercase, 1 lowercase, 1 digit.

5 - Edit preferences: here you can manage all the user settings and phone features, see Appendix 2 for details
6 - Send Welcome Message: send a message to newly created users with details of access to Wildix Collaboration (URL, login, password); the email template is customizable
7 - Move users to another PBX: in case of WMS Network, you can select one or more users and move them to another PBX in the network.
IMPORTANT: you must do it from the destination PBX, otherwise user image and settings will not be moved.

Example: User 100 belongs to PBX A and must be moved to PBX B; access the PBX B, select user 100 and click “Move users to another PBX”


8 - Export CSV (available only for the admin user): save a CSV file containing users information to your PC

Note: In this way the admin user can know the passwords of users.
9 - Import: import users from MySQL / MSSQL, LDAP / AD, Google, Office 365, Exchange Server, CSV file.


DOCUMENTATION:
Import of users and phonebooks from MySQL / MSSQL / LDAP / AD / Office 365 / Google / Exchange server: https://manuals.wildix.com/import-of-contacts-and-users/


10 - Search field
11 - Select PBX: in case of WMS Network, you can select to view users of a different PBX in the Network or to view all the users registered to all the PBXs in the WMS Network.
NOTE: admin users cannot edit other admins and set their passwords (this option is available only for the super admin for security reasons)

Appendix 2: User preferences


Note: all the features except for Shared voicemailand Hotline” can be modified directly by user via Collaboration interface (Settings); Featuressection can be also modified from Wildix phones (WP).
Features: phone features for different call classes


  • Classes: select the call class (internal / external / whitelist / blacklist) before modifying the phone features below; the phone features will be applied only to the selected call class







  • Busy call forward / Unavailable call forward / Force call forward: enable call forwarding in case user is busy / unavailable / unconditional call forwarding; enter the destination number or VOICEMAIL into the field




  • Call waiting: enable the option to receive more than one call at a time




  • Call timeout: if enabled, the call is terminated in case there is no answer within the specified timeout (enter timeout in seconds into the field)




  • Mobility extension management: if enabled, the call is routed also to the user mobile phone number (mobile phone number must be present for this user) after the specified timeout (enter timeout in seconds into the field)

Read the Mobility Guide (Mobility Enterprisesection): https://manuals.wildix.com/#uc


  • Mobility confirmation: if enabled, the user is notified on who the caller is once he receives the call to mobility extension number




  • Notify missed calls via email / via sms: enable missed calls notification to email / via SMS




Note: ringtones can be uploaded via Sounds menu (more information in Dialplan management chapter)

Settings:


  • Shared voicemail: enable this option to subscribe this user to the Voicemail of another user; enter the extension number to subscribe to




  • Hotline: if enabled, the number you enter into the field is automatically dialled once the user lifts the handset (indicate the timeout in seconds in the corresponding field)

NOTE: Shared voicemailand Hotline” are especially useful for Directory / Secretary settings, allowing secretaries to check the Voicemail of Director and enabling Director to dial the Secretary by lifting the handset


  • Phonebooks: select the Phonebooks which can be accessed by user from Collaboration and Wildix phones (move the phonebooks from “Available” to “Selected” section)




  • Popup URL: allows you to specify the URL to open upon receiving / placing a call

Format: http://yourhost.com/variable1={param}

Where {param} can be: {CALLERNUM} - Caller number; {CALLERNAME} - Caller name; {USERNUM} - User number; {USERNAME} - User name; {CALLTYPE} - Call Type (incoming / outgoing); {TAGS} - Call tags


  • Function keys: set up the behavior of Wildix phone (WP) BLF keys

More information in Wildix Collaboration Guide (Settings > Function keys)

https://manuals.wildix.com/wildix-collaboration


  • Modify classes by phone: if disabled, Phone features (“Features” section) can be modified from Wildix phone (WP) only for internal call class; if enabled, it’s possible to modify phone features for other call classes




  • Company / Fax machine id / Fax header / Company logo: Fax cover settings

Note: Fax Server is by default enabled on your Wildix PBX
Roster: select the users which appear in Wildix Collaboration > Colleagues menu (move users from “Available” to “Selected” section)


PART 6. Provisioning of devices
PART 6. Provisioning of devices

6.1. Provisioning modes supported by Wildix PBX

6.1.1 Auto-configuration via auto.wildixin.com

Appendix 3: Network configuration for auto.wildixin.com provisioning

Appendix 4: Auto-configuration of W01GSM with auto.wildixin.com

6.1.2 Auto-provisioning (Automatic mode)

6.1.2 Remote provisioning (Semi-Automatic mode)



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