Create groups and users

User management allows admins to create, manage, update, and delete groups and users.

• By default, there are two user groups: Adminstrator and Default Group.

  • Using groups can help with efficiency and make it easier for an admin when groups containing multiple administrators or users are assigned to numerous faxboxes repeatedly.

• There are also two default roles: Admin and User.

  • Admins can perform the following actions: add, update, and delete users, admins, user groups, and admin groups. Admins can also add and delete folders, create, update, and delete faxboxes, assign fax numbers to faxboxes, assign users and admins to faxboxes, edit users, and more.

  • Users can read, send, move, print, download, delete, and search for faxes in their assigned faxboxes.

• Admins and users can be assigned to multiple faxboxes.

Before assigning users and user groups to faxboxes, the admin of a faxbox must first create the users and user groups within User Management.

Create a group

1. Click the Settings icon on the main Retarus Fax Portal page.
   → The User management screen displays, shows any admins with access, and lists the default group and any other groups that may have been previously created.

2. Click the Create group button.
   → The Create a group screen displays and prompts you to enter the user group name, group owner name, and group members' names.

3. Click inside the User group field and type the name of the new User group. The User group name is limited to a maximum of 36 characters.
   → The new User Group could be for a group of all admins or all users or a group containing users and admins.

4. Click inside the Group Owner field, type the first few letters of the admin’s name to display the autocomplete list of available admins, and select the desired admin from the dropdown list.

5. Click inside the Members field, type the first few letters of the member’s name to display the autocomplete list of available members, and select the desired member from the dropdown list.
   → Repeat this step until all members have been added to the group.

To complete the creation of the new group:

6. Click the Create button.
   → The group created message displays at the bottom of the page and returns you to the User Management page.

Create a user

7. Click the Create User button.
   → The Create User screen displays and prompts you to enter a username, first name, last name and valid email. It also prompts you to select a role (admin or user) and assign the user to a group.

8. Click inside the Add username field and type the desired username.
   → The username is up to the discretion of the admin and their organization or company.
   → As a guideline, the username is usually something like the user’s first name and first initial of their last name (e.g. josht for josh taylor) or their last name and the first initial of their first name (e.g. taylorj for josh taylor).

9. Click inside the Add first name field and type the user's first name.

10. Click inside the Add last name field and type the user’s last name.

11. Click inside the Add valid email field and type the user’s valid, internet email address.

12. Click to select either the Admin role checkbox, or the User role checkbox, or in the instance that the user needs to be assigned both roles, select both the Admin role and User role checkboxes.

To assign the user to a user group,

13. Click inside the Search user group field, type the first few letters of the group name to display the autocomplete list of available groups, and select the desired group from the dropdown list.

To complete the creation of the new user:

14. Click the Create button.
    → The user created message displays at the bottom of the page and returns you to the User Management page.

When you are done adding user groups and users:

15. To return to your list of faxboxes, click the Retarus Enterprise Fax Portal button at the top left in the menu ribbon.
    → Your list of available faxboxes displays.