# Adding and Editing Accounts

The Account Details page provides the fields and options to create and configure an account. At a minimum, you must configure the Login Settings and Licensed Features sections of the Account Details page, when you create an account.

Then at a later time, you can edit the account information, and provide additional details for the account.
Note: Some configuration settings do not apply to MiCollab Client Stand-alone Web Client users (see table for details).

In addition, chat history is managed on this page.

## To create an account:

1. Configure the account Create Account Details(Login Settings).

   - First name: Type the first name for the account holder.
   - Middle name: Type the middle name for the account holder.
   - Last name: (Required) Type the last name for the account holder.
   - Login ID (case insensitive): (Required) Type the Login ID that the account holder will use to log in to the Desktop Client (for example, <first name_last name>). You can use upper or lower case for this field.
   - Password: (Required) Type the password that the account holder will use to log in to the Desktop Client.
   - PBX node: (Required) Select the PBX node that provides phone service to the account holder. Select [None] if the account is in Teamwork Mode and not associated with any PBX node.
     Note: A Teamwork Mode account that has a PBX Node value of [None] can be later moved to a real PBX node if they get assigned a phone on that PBX. However, an account that is assigned to a real PBX node cannot be moved back to Teamwork Mode.
   - Mailbox number: Type the extension for the account holder's mailbox extension.
   - Voice mail server: (Optional) This field can be used to override the Voice mail server field configured on the PBX Node Details page for the PBX node associated with this account. Leave this field blank if you want to use the value specified for the PBX node. This field is blank by default. The maximum length is 128 characters, and must include a valid IP address or hostname.
   - Voice mail public number: (Optional) This field can be used to override the Voice mail public number field configured on the PBX Node Details page for the PBX node associated with this account. Leave this field blank if you want to use the value specified for the PBX node. This field is blank by default. The maximum length is 32 characters.
   - Language: (Optional) Select a language from the list if you want to override the Enterprise and PBX language settings for this account. You can configure the language parameter on the Enterprise, PBX, or account level. The Enterprise language field sets the default language for all accounts on the Enterprise. The PBX language setting overrides the Enterprise setting, and the account setting overrides the PBX setting. The user's language setting determines which language the Welcome E-mail Message is generated in for that user.
   - Country: Select the country that the account holder resides in.
   - Refresh line monitors on save: MiVoice Business only. If the primary MiVoice Business was not running when MiCollab Client started, the Mitai monitors for non-resilient devices are not set. Select this option to restart the Mitai monitors and receive updated line configuration from MiVoice Business .
   - Reset dynamic statuses on save: If there are PRG/MDUG provisioning changes, including the addition or deletion of phones from PRG/MDUG, dynamic status needs to be created. Select this option to recreate dynamic statuses for this account.
     - A status reset removes all custom statuses and custom routing rules created by the end user.
     - The account language setting is used to determine which language to use for the new statuses created by the system.
     - Users need to log back into MiCollab Client after dynamic statuses have been reset.

   - Presence Privacy Configuration Settings: This setting controls whether the user's presence information (dynamic status, telephony status, video availability, and calendar advisory) is displayed to other users or not.

     Show Presence for User: This setting is only available if Presence Privacy Service is Enabled at the Enterprise level. By default the Show Presence for user setting is checked.
     - If this setting is checked, the presence information of users on local and peered servers is displayed.
     - If this setting is unchecked, no presence is shown to users on local and peered servers unless they are added in the presence allowed list of the user.
       Note: If show presence to all setting is enabled at the Enterprise level and disabled at the Account level, account setting will always take the priority over the Enterprise setting (the user's presence will be status unknown to other users).
     Limitations:

     - Presence Privacy Service is not supported in Co-located mode.

     - On peered servers, the Presence Privacy setting at the local server will be given preference. For example, if the setting on peered server A is Enabled and the setting on peered server B is Disabled, peered user's presence will be displayed based on the local server setting and not the server where the user actually exists.

     - Telephony presence status of other users does not turn off immediately. The user must re-login to the client. When user is re-logged into the client, telephony presence will turn off from corporate directory, call history, search tab, and from legacy console.

     - Video call functionality will not work for those users whose presence privacy setting is enabled.

     - In MiCollab peered server setup, if one of the server is at version lower than MiCollab 9.0, users on that server will see the presence information of all users on all the peered servers irrespective of presence feature is enabled or disabled on those servers.

     - If MiVoice Business Controller is lower than 9.0 and InAttend servers are SIP-based subscription, enabling the presence privacy setting will not impact the dynamic status and the telephony presence (presence status will not change to status unknown).

2. Configure the Licensed Features for the account.

   Select a Feature profile to assign to the account.

   The following information is displayed for the Feature profile:
   - Profile features: A read-only list of features included in the selected profile.
   - Add-on features: The list of features available to select from that are not included in the selected profile.
   To add/remove features to an account:
   1. Select/deselect the features from the Add-on features list.
   2. Click Save.
      Note: Both Web Portal features are set automatically when you select either one of them.
3. Click Create. You are returned to the Accounts tab.

To complete the account configuration, click the account name from the Accounts tab, and edit the account information.
Note: If creating a Teamwork Mode account through AD/LDAP synchronization, fill out all fields in active directory as you would for a regular account except for the following:

1. Set PBX node value to <enterpriseId>.local, where <enterpriseId> is the ID of the enterprise being created and can be found on Enterprise Tab.
2. Do not fill out fields for desk phone and softphone.

## To edit an account:

1. Edit the account Edit Account Details(Login Settings).
   - First name: Type the first name for the account holder.
   - Middle name: Type the middle name for the account holder.
   - Last name: (Required) Type the last name for the account holder.
   - Login ID: (Required) Type the Login ID that the account holder will use to log in to the Desktop Client (for example, <first name_last name>). You can use upper or lower case for this field.
   - Password: (Required) Type the password that the account holder will use to log in to the desktop client.
   - Reset Password on Save: Select this option to reset the account password to a random value. When you click Save, an e-mail message providing the new password is sent to the user. Make sure you have programmed an e-mail address for the account under the Contact Information section of this page. If the account does not have a programmed e-mail address, an error message is generated and the option is cleared.
   - PBX node: (Required) Select the PBX node that provides phone service to the account holder. Optionally, select [None] if this account is to operate in Teamwork mode.
   - Primary Extension: (Required only for Priority Ring Group PBX synch only) Type the primary extension for the account holder. Select the type of device of this primary extension (from drop-down menu select Deskphone, Softphone or SIP).
   - Mailbox number: Type the extension for the account holder's mailbox extension.
   - Voice mail server: (Optional) This field can be used to override the Voice mail server field configured on the PBX Node Details page for the PBX node associated with this account. Leave this field blank if you want to use the value specified for the PBX node. This field is blank by default. The maximum length is 128 characters, and must include a valid IP address or hostname.
   - Voice mail public number: (Optional) This field can be used to override the Voice mail public number field configured on the PBX Node Details page for the PBX node associated with this account. Leave this field blank if you want to use the value specified for the PBX node. This field is blank by default. The maximum length is 32 characters.
   - Country: Select the country that the account holder resides in.
   - Allow user to upload display photo: Select this option if you want to allow the user to upload and save a photo to the MiCollab Client Service . When the photo is uploaded to the server, it is displayed on this page along with the user's other account information. The user's photo is then displayed in the MiCollab Desktop and Web clients.

   - Upload new photo: You can also upload a photo of the user to the server if you have one available. Uploaded photos must adhere to the standard guidelines.

   Standard guidelines to upload a photo:
   - Supported photo file types include .jpg, .png, and .gif.
   - The maximum file size for photos is 25600 bytes.
   - The administrator's interface does not allow you to crop photos.
   - All uploaded photos will be resized to 128x128 pixels.
   To upload a photo:

   1. Click Upload New Photo.

   2. Browse to the photo location.

   3. Select the photo and click Open.

   4. Click Upload. The photo is displayed on the page.

   To cancel the upload, click Cancel New Photo.
   Note: Do not update AWV password from MiCollab Client Service Configuration Account tab when MiCollab is in integrated mode because updating AWV password may cause authentication issue while using MiTeam Classic feature.
2. Edit the Licensed Features for the account.

   - Select a Feature profile to assign to the account.

   - The following information is displayed for the Feature profile:
     - Profile features: A read-only list of features included in the selected profile.
     - Add-on features: The list of features available to select from that are not included in the selected profile.
   - To add/remove features to an account:
     1. Select/deselect the features from the Add-on features list.
     2. Click Save.
     Note: Both Web Portal features are set automatically when you select either one of them.

3. Edit the Phone Numbers for the account

   Select Add to create a new device:
   - Type: the type can be either Desk Phone, MiNet Softphone, SIP Softphone, Phone, PRG, or Voice Mail.
   - Label: Enter a label for each device created.
   - Number: Enter an extension number for each device created.

   - Published: The option to publish the phone numbers can be selected.

     - On MiVoice 5000 communication platform, if the Published setting is unchecked, the phone number of the user will be obfuscated. The Client also obfuscates the number in the Call History and Voicemail menu for the called party. The called party will not be able to call back or copy the obfuscated number.
     - If Privacy Flag is set to On in MiVoice Business communication platform and the Published setting is unchecked in MiCollab, then the number will not be visible in MiCollab incoming calls, Search results, Call History, Contacts menu, contact card, activity tab, voicemail history, and notifications. Following are the limitations:
       - If the unpublished number was previously recorded in the call logs before the feature was enabled, then the menus such as, search, call history, voicemail history, contact card (hover-over), activity will display the number.
       - In the incoming call window, the Decline with a chat option will not be shown for the user with private DN.
       - If the user publish/unpublish the number using their MiCollab Client, then the privacy feature is terminated and the number will be visible in the corporate directory and contact card.
       - Contacts from the peered servers are automatically synched after an interval of 6 hours. For an immediate effect, user must restart their MiCollab Client manually.
       - For voicemail with privacy DN, the Client will only be able to show the name of the party who sent the voicemail and the chat functionality will be disabled.
       - This feature is compatible with MiCollab Client 9.3 and older MiCollab Clients (prior to 9.3) with MiCollab 9.3 server and Privacy DN ON. Restart the MiCollab Client to see the changes.
   - Video Capable: The option to indicate if SIP softphone is video capable.
   Note: On other communication platforms, the number will not appear in the contact card, but incoming calls, call history, and voicemail history will display the number.
   Note: Publishing MDUG non-prime numbers is not supported in MiCollab. Use PRG to publish the non-prime numbers.

   Select Create. When adding a MiNet softphone, a random, unique MAC address is created and appears here. If MiCollab Client is in co-located mode, the field can be edited. If MiCollab Client is in integrated mode, the field is read-only.

   To Delete: select an existing device and select Delete

   To Edit: select next to the desired device.

   When switching from SIP softphone to MiNet softphone perform the following procedure to register the MiNet Softphone:

   1. Delete the user name folder in "`C:\Users\\AppData\Roaming\Mitel\UC\`"

      CAUTION:
      Deleting the application folder will also remove all the existing settings for the user.

   2. Re-launch the Legacy MiCollab Desktop Client application.

   3. Switch from SIP softphone to MiNet softphone.

4. Configure the account Contact Information.

   - Company name: Type the account holder's company name.

   - Address: Type the street address for the company.

   - City: Type the city where the company is located.

   - State/Province: Type the state where the company is located.

   - ZIP/Postal code: Type the zip code where the company is located.

   - Add, Edit, and Delete the following for the account:

     - Phone Numbers: Includes the following types:

     - PRG: Includes PRG extensions programmed on the PBX. You can edit the Label only for these types of phone numbers.

     - EHDU: Includes phone numbers programmed as External Hot Desk User devices. You can edit the Label and Number for these types of phone numbers.

     - Phone: Includes other devices programmed for the account. You can edit the Label and Number for these types of phone numbers.

       Note: By default, phone numbers are published to the Corporate Contacts list. Deselect the Published option if you want the phone number to remain unpublished.

   - E-mail Addresses

   - IM Addresses

5. Configure the Account Settings.

   The Account Settings area on the Account Details page allows you to overwrite the Default Account Settings (configured on the Enterprise Tab) for the specified account. If necessary, configure the following settings for the account:
   - Phone Settings: Configure the following for the account holder's phone:
     - Account code length: Select the number of digits for account codes. Options include 0-12. The default is 0.
     - Auto Upgrade Client: Auto upgrade client provides an option to control the automatic client upgrades.

     - - Select Default to retrieve the client upgrade information from the Enterprise setting. By default, this option is set to default.

       - Select Enable to push the automatic client upgrade (if there is a new version of the client available) for the user. The user will get a client upgrade pop-up notification.

       - Select Disable to disable the client upgrade for the selected user.

     - Enable ACD features in client: Select this option if you want the account holder to have access to the ACD view and corresponding features in the Desktop Client.
   - RSS Window: Configure the following for the account holder's RSS window:
     - URL: Type the URL of the RSS Web page that you want to appear in the account holder's RSS window on the desktop client. For example, http://www.mitel.com/RSSNewsRelease. RSS feeds are formatted by a script on the Unified Communications server that provides an HTML scrolling interface to the user.
     - Always On: Select this option if you want the RSS window to always be visible in the account holder's desktop client.
     - User Modifiable: Select this option if you want the user to be able to modify the URL from the Desktop Client.
   - Collaboration: Configure the following collaboration settings for the account holder:
     - Username: Type the username that the account holder uses to log on to the collaboration Web interface.
       Note: Set the Username equal to MiCollab Audio, Web and Video Conferencing e-mail address.
     - Password: Type the password that the account holder uses to log on to the collaboration Web interface.
     - Collaboration server: Select the account holder's collaboration server, or select [Default] to use the collaboration sever configured for the Enterprise.
   - Mobile Settings: If desired, enable the User can manage MiCollab corporate locations option. When this option is enabled the user can manage Corporate Locations from his or her MiCollab Mobile Client and upload the information to the MiCollab Client Service . By default, this option is disabled.
   - Client Upgrade Settings: Select Do not provision new MiCollab Client for PC option to disable provisioning MiCollab for PC for the selected user.
     Note: Use this option in case of mixed deployment of MiCollab Clients (Desktop Client and MiCollab for PC for different users).
     Note: If Provision new MiCollab for PC option under Enterprise tab is disabled, then Client Upgrade Settings will not modify the default settings.
   - Group Presence Control Settings: The default value is false. If desired, select the Users can manage group presence checkbox to allow MiCollab for Mobile users on MiVoice Business integrations only to update their group presence and retrieve the group list. Enable this checkbox to display the Ring Groups in the left drawer of the MiCollab Client.
     Note: This feature is supported on MiVoice Business . If enabled for other PBX types, you will receive an error message indicating support for MiVoice Business only.
     Note: The Group Presence Control COS option must be enabled for extensions on MiVoice Business for this feature to work.
     Note: Admin must configure a Ring Group in MiVoice Business and the user's DN needs to be added as a ring group member. After the sync between MiVoice Business and MiCollab, the user will be able to see the Ring Groups menu in the left drawer of the MiCollab Client.
   - USB Devices: Configure the following USB device options:
   - User can configure local USB devices: Select this option if you want the account holder to have the ability to configure USB devices on his or her computer using the MiCollab Desktop Client.
   - User can manage USB device profiles: Select this option if you want the account holder to have the ability to manage (upload, edit, delete) USB device profiles on the Unified Communications server from the MiCollab Desktop client. Mitel recommends that you enable this option for a very limited number of users (1-2) on the system.
     Note: Enabling this option, automatically enables the User can configure local USB devices option.
6. Click Save to save the account information.
   Note: Accounts synchronized with the PBX: After you complete phone extension configuration changes (add, delete, move, change) on the PBX, perform a manual synchronization (Sync Now button on the Synchronization Tab) to immediately update the affected MiCollab Client accounts. If you do not perform a manual synchronization, the affected MiCollab Client accounts will be updated at the next scheduled synchronization.

   In addition, for those MiCollab Client users whose extensions are affected by the configuration changes you make on the PBX, instruct the users to exit and then restart their MiCollab Desktop Clients to refresh extension information.

Note: Some configuration fields are disabled if MiCollab Client is running in MiCollab -integrated mode.

MiVoice Conference/Video Phone devices must be set to video enabled in order to allow video calls. See MiVoice Conference/Video Phone device for further details.

Parent topic: Accounts Tab
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