UC Users

Adds and manages user accounts in the Xima UCaaS Admin Portal, the NetSapiens-based interface for phones, extensions, and scope-based permissions.

The Xima UCaaS Admin Portal is the NetSapiens-based interface used to manage users, extensions, and phone system settings independently of CCaaS. Each user created here is a live phone system user — distinct from a virtual handset extension registered to CCaaS for call routing, see SIP Extensions.

Accessing Users

Select Users from the top of the Xima UCaaS Admin Portal
Existing users are listed on this page, alongside each user's Department, Site, Scope, Email, Dial Permission, and Status

Adding a User

Selecting Add User opens the Add a User form, covering identity, emergency information, permission scope, and voicemail for a single extension:

Field	Description
First Name / Last Name	The user's name
Extension	The extension assigned to the user. Fixed once the account is created and cannot be changed afterward.
Department	The department the user belongs to
Site	The user's physical location
Email Address(es)	One or more addresses used to send the user their password setup email; additional addresses can be added with the `+` icon
Emergency Address	The address forwarded to emergency services if the user places an emergency call, selected from the domain's configured addresses
User's Scope	Determines the user's access level — see below
Area Code	The user's area code, defaulted from the domain
Caller ID	The number displayed to customers the user calls, selected from the domain's available numbers
Emergency Caller ID	The number emergency services see and can call back on, selected from the domain's available numbers
Enable Voicemail	Optional
Add Phone Extension	Should generally remain checked, so the user is provisioned a phone device alongside the extension

Selecting Add User again submits the form and creates the account, which then appears in the Users list. From there, the Pencil icon edits the user and the X icon deletes them.

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Dial Permission
Dial Permission — the calling regions a user is permitted to dial out to — appears as a column in the Users list but is not part of the Add a User form; where it is configured has not yet been confirmed.

User's Scope

Scope	Description
Basic User	The default scope, for customer-facing users with no administrative access
Call Center Agent	Adds access to log into and handle calls from UC Call Queues
Site Manager	Access to all information related to the user's assigned Site
Office Manager	Access to all information related to the entire domain

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Site Manager Requires a Site
Assigning a Site to a user is what allows a Site Manager–scoped login to be scoped to that same site. Sites themselves are managed from the Sites tab alongside Users.

Password and Voicemail PIN

A New Password and Voicemail PIN are optional at creation — either can be left for the user to set from their own setup email — but are validated against the following requirements if entered directly:

Field	Requirements
New Password / Confirm Password	At least 8 characters, including at least 1 capital letter and 1 number; cannot contain the user's extension
Voicemail PIN	At least 4 characters; cannot contain the user's extension

Managing the Users List

Shared Contacts — manages contacts visible to users across the domain
Columns — selects which fields display in the Users list
Import / Export — bulk-loads or downloads user data as a file
The search field filters the list by name, extension, site, or department

Updated about 3 hours ago