Webitel: Documentation
Webitel: Documentation
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General (Users)

1. Description

Here you can enter general information about the User.

Consists of fields (Fig. 1):

  1. Name;

  2. Extensions;

  3. Login;

  4. Email address;

  5. Password;

  6. Temporary password switch;

  7. Contact;

  8. Chat display name;

  9. End all sessions button;

  10. Two-factor authentication.

 Click the Save button to save.

The Save button becomes active:

  • after entering data in the required fields, if created;

  • after a change in any of the fields, in the case of editing.

Required fields are marked with *.

The Permissions tab becomes available after saving the data of the General tab during creation.

General_Users.png
Fig. 1. General tab

1.1. Name

Required field. The name of the User is entered here.

1.2. Extensions

The extension number of the User of the Webitel system must be unique for each User. If you do not set the number, then such a User will not be able to register a SIP phone and will not be able to make a call.

The field accepts only numeric values.

When an incorrect value is entered, an error message is displayed below the field (Fig. 2):

Extension must contain only digits .png
Fig. 2. Warning Internal number must contain only digits

1.3. Login

Required field. The User will use the value of this field to log in. The login must be unique for each User. When creating a login, you can use Latin letters, numbers, dashes (-), underscores (_), and dots (.). The @ sign and space in the login are not allowed.

1.4. Email address

The User's email address is entered here. This email is used to connect with OAuth2 authentication.

1.5. Password

The field for creating a password.

When you hover over the icon image2024-2-2_1-0-19.png  next to Password, help information is displayed.

You can create a password by yourself or use a password generator ( image2024-2-2_0-59-0.png ). The generated or entered password can be copied using the copy button - image2024-2-2_0-59-44.png  (which appears in the Password field after entering data).

Attention!

The password must be saved or remembered because it will not be available for viewing after creating the User.

When changing a password, its value is validated according to the parameters configured in the Configuration section.

If the password_regular_expression parameter is set, the password must match the specified regular expression (this parameter has priority over other settings).

If the password_regular_expression parameter is not set, the following restrictions apply:

If the password does not meet the specified requirements:

1.6. Temporary password switch

The switch is used to define the type of the user’s password.

  • If the switch is enabled – image-20260402-160715.png , the set password is considered temporary. After saving the changes, the user will be logged out upon the next interaction with the system and, upon login, must change the password in accordance with the password policy requirements.

  • If the switch is disabled – image-20260402-160735.png , the user logs in with the set password without a mandatory change.

After the user changes the password самостоятельно, the switch is automatically disabled – image-20260402-160735.png .

1.7. Contact

This field is used to link the User with the Contact.

One User can be linked to only one Contact.

For a User who does not have a CUSTOMER_SERVICE licence, the Contact field is disabled.

1.8. Display name in chat

An optional field where you can specify an operator's alias to be displayed in the chat.

The client sees this name during communication, but only if the corresponding templates are configured in the text gateways.

If the field is not filled in, the main User Name is used.

1.9. End all sessions button

The button is used to end all active user sessions on all devices.

If the user is on their own record card and clicks the button, their sessions will be ended on all devices, including the current one.

It is displayed for users who have permissions to manage users.

When hovering over the button, a tooltip is displayed: The user will be logged out from all devices (Fig. 3).

Tooltip.png
Fig. 3. Tooltip display when hovering over the End all sessions button

When clicking the button, a confirmation modal window for ending sessions opens (Fig. 4), which contains:

  • the close icon image-20260402-151920.png — closes the modal window;

  • the No button — closes the modal window without changes;

  • the Yes button — terminates all user sessions.

End session confirmation.png
Fig. 4. End session confirmation modal window

1.10. Two-factor authentication

It is displayed if two-factor authentication is enabled for Users with the Change User Password permission.

The enable_2FA parameter must be set to true on the Configuration page to enable two-factor authentication.

It is presented as a QR code and Download and Regenerate buttons.

The QR code is scanned using an authenticator app.

The applications that are recommended for scanning are:

  • Google Authentificator;

  • Microsoft Authentificator.

This User enters the received code when logging into the system — Step 3.

  • Download button — downloads the image of the QR code.

  • Regenerate button — resensitises the QR code, and the User needs to enter a new code to log in (scan a new QR code). The Warning modal window opens (Fig. 5) after you click the Regenerate button.

Warning modal window.png
Fig. 5.  Warning modal window

  • The Yes button — regenerates the code, displays the new one.

  • The No button — closes the modal window.

2.  Opportunities

2.1. Change the Name/Login/Password/Extensions 

Goal

 Change the Name/Login/Password/Extensions 

Preconditions

  1. Access to the Admin application;

  2. Access to the Users section in the Admin application;

  3. Permission to edit or create in the Users section;

  4. Having at least one User or creating a new one.

Steps

  1. Click on the field you want to change.

  2. Make the necessary changes

  3. Click the Save button

Result

Data saved.