Adding and removing CallPilot administrators

If you are maintaining a staff of CallPilot administrators you might need to carry out the following tasks:

• Create sets of user creation templates and corresponding mailbox classes, based on the Administrator and Admin Only templates and mailbox classes.

• Add a group of full or specialized administrators in a single operation

• Update the administrative staff by adding individual administrators, one at a time

What you need to know to add an individual administrator

• the name of the user creation template that provides information for the user type

• first and last names of the CallPilot administrator

• If the new administrator is also a new mailbox owner:

• mailbox number (extension DN)

• optional: any shared distribution lists to which the administrator should be added

What you need to know to add a group of administrators

• the user creation template that is set up for the new administrators

• the name and path of the formatted data input file that contains new administrator information

• If the input data file is an Excel spreadsheet: the name of the worksheet on which the data is stored

You cannot add an individual administrator or several administrators  to a remote server.

To add an individual specialized administrator

User > Add User

1. Type the required information. Each required field is marked with an asterisk (*).

2. Optional: To display the user creation template and enter additional information for the new user, click the Advanced User Add button and assign administrative privileges.

3. Click the Add button. The Results page displays the information added to the CallPilot database.

4. To add another individual, click the Add Another User button.

To add a group of specialized administrators in a single operation

User > Auto Admin

1. In the Template Name list, click the appropriate Administrator template name for the type of specialized administrator you are adding.

2. In the File Name box,  type the complete path name of the input data file.
   You can browse for the file.

3. If the input file is an Excel spreadsheet: in the Worksheet Name box type the name of the worksheet on which the data is stored

4. Click the Upload File button.

5. To confirm that you have uploaded the correct file:

6. Review the name of the uploaded file and the number of entries.

7. Review the columns that appear.

8. For each column heading In the column heading list, click the type of information contained in the column.
   If the column contains the user creation template name, or information that does not belong in the CallPilot database, leave "Ignore" as the column heading.

9. Click the Add Users button.

10. As the operation progresses, monitor the operation. To cancel the operation, click the Stop Bulk Add button.

To remove one or more specialized administrators

User > User Search

1. Execute a search for the administrator or administrators you want to remove.

2. In the Search Results list, click the empty box next to each administrator you want to delete.
   To select all administrators listed, click the empty box in the column header.

3. Click the Delete Selected button.