Manage smartnumbers Account Users

This topic describes how to:

 

You will need to login as an account administrator to be able to manage any users.

If you registered the account and are the only user you are an account administrator by default.

 

  1. Select the smartnumbers tab in the Numbering system.

    smartnumbers tab

  2. Login with your username and password in the Registered customers box. The smartnumbers Dashboard will display.

    smartnumbers Dashboard

 

You can perform the following on being logged in as account administrator:

 

Create a user

  1. Select the Account tab. The 'Account details' page will display.

    Account details page

  1. Select the Create user tab. The 'Create user page' will display.

    Create user page

  2. Enter the user's title, names, email address and phone number.

  3. Click Create. The user will be created.

 

Update a user's details

  1. Select the Account tab. The 'Account details' page will display.

    Account details page

  2. Select the Search users tab. The 'Search users' page will display.

    Search users page

  3. Tick Include removed users to include removed users in your search.

  4. Enter a username, surname or email address to search or leave blank to search for all users.

  5. Click Search. The search results will display showing account users.

    CSP users search results

Note: An administrator is denoted with a star.

Note: If multiple rows are displayed, click on Next to navigate through them. You can also change the number of rows displayed per page to 25, 50 or 100. You can also sort by column headers.

Note: You can click Clear to redo your search.

  1. For the user you want to update, click Update in the Action column. The 'Account user details' page will display.

    Account user details page

  2. If applicable, type a new contact email address in the Email address box and an alternative in the Alternative email address box.

  3. If applicable, type a new contact phone number in the Phone number box and an alternative in the Alternative phone number box.

  4. Click Save. The user's details will be updated.

 

Reset a user's password

  1. Select the Account tab. The 'Account details' page will display.

    Account details page

  2. Select the Search users tab. The 'Search users' page will display.

    Search users page

  3. Enter a username, surname or email address to search or leave blank to search for all users.

  4. Click Search. The search results will display showing account users.

    Search users search results

Note: An administrator is denoted with a star.

Note: If multiple rows are displayed, click on Next to navigate through them. You can also change the number of rows displayed per page to 25, 50 or 100. You can also sort by column headers.

Note: You can click Clear to redo your search.

  1. For the user you want to reset the password for, select Reset password from the Update dropdown menu in the Action column. The 'Reset password' dialog box will display.

    Reset password dialog box

  2. Click Reset password. The user's password will be reset.

 

Remove a user

  1. Select the Account tab. The 'Account details' page will display.

    Account details page

  2. Select the Search users tab. The 'Search users' page will display.

    Search users page

  3. Enter a username, surname or email address to search or leave blank to search for all users.

  4. Click Search. The search results will display showing account users.

    Search users search results

Note: An administrator is denoted with a star.

Note: If multiple rows are displayed, click on Next to navigate through them. You can also change the number of rows displayed per page to 25, 50 or 100. You can also sort by column headers.

Note: You can click Clear to redo your search.

  1. For the user you want to remove, select Remove from the Update dropdown menu in the Action column. The 'Remove user' dialog box will display.

    Remove user dialog box

  2. Click Remove. The user will be removed.