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User settings

Selecting the Users tab displays an overview table of all Email-to-Fax users. User email addresses are listed with the corresponding profile and client and can be sorted by any of the three criteria.

To make changes to individual user settings, select the image-20240521-133054.png button to access the configuration menus and follow the same procedure as described in Customer-level settings and Fax rules & distribution lists. To delete an individual user, select the image-20240521-133141.png button.

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The following table explains the functions under the user overview table:

Function

Description

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Opens the user-level configuration screen.

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Deletes the user.

Add user

Uploads a new user.

Upload users

Uploads a large number of users.

Download users

Downloads a list of users in TXT format.

Clicking the Add user button takes you to the configuration screen for a new user. You can either manually configure individual settings or transfer them from an existing user to the one you are creating. Simply select the existing user from the drop-down menu and click the Preselection button to the right. The entry in the User name field must be a unique, valid email address, but all other settings will be copied from the existing profile.

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A large number of users can be uploaded using the Upload users function. When you select this button, you are taken to the configuration screen where you can define the criteria for uploading users:

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Once you have selected the file to upload, select Upload. If you need to cancel the upload, select Cancel.

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In the example upload shown above, the file was uploaded with column names in the first row. This means that each column name can be selected from the corresponding drop-down menu to simplify the process of displaying them in the file.

You can also configure whether existing users should be overwritten by the newly uploaded users. To do this, activate the Do you want to delete all existing users? option. In this case, the existing users will be overwritten.

Click Accept to complete the upload successfully. You can click the Back arrow (image-20240522-133607.png) at any time to return to the user overview table without saving any changes.

You can download the existing list of users as a TXT file. Simply select the Download users button below the user summary table.

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