Administration – VitalPBX Wiki

Administration

admin — Fri, 01 Dec 2023 16:20:50 +0000

Users

admin — Fri, 01 Dec 2023 16:23:12 +0000

You can create multiple users associated with your own extension. Each user can have certain privileges regulated by the Roles to which he is associated. To configure users, go to Administration/Users and create Users.

ill the following information:

Full name, full name of the person.
Username, username to login to the application.
E-mail, Email associated with the user.
Password, password to login to the application.
Repeat Password, confirm password to login to the application.
Role, select the role (created previously).
Tenant, allows you to define to which tenant belongs to this user. When this user logged into to the platform, it will be able to only see info for the tenant assigned.
Layout, select Layout to show it in startup.
Assigned Extension, the user can use this extension to login to the system or execute any allowed actions.
Supervisor’s Extension, the users with a supervisor assigned will be able to request help to its supervisor from the.
Time Zone, time zone of the user.
Language, language to show the interface.
Queue Sound Notification, if is checked, a sound notification is played when a new caller joins to any queue visible in your switchboard.

Activate Account, if you un-check this option the user won’t be able to login to the GUI.

Roles

admin — Fri, 01 Dec 2023 16:27:45 +0000

Roles are the rights that each user has. To configure it you must go to Roles and select the option that you want the Role to have access to.

Fill the following information:

Role Name,
Update Profile, If checked, the users with this role assigned will be capable to configures its own user settings.
Share Layouts, Defines if the users with this role will be able to share its layouts with others users.
Layouts Creation, If checked, the users withs this role assigned will be able to create its own layouts
Default layout, If checked, the users withs this role assigned will be able to access to the default layout.
Agent Mode, If checked, the users with this role won’t be able to execute any actions on the widgets except on their own extension.
Menu Access

Switchboard, Gives access to the Switchboard, seeing PBX activity in real time.
Users, Gives permissions to create users.
Roles, Gives permissions to create Roles for users.
Settings, Gives permissions to create Pause Causes and modify the menu context trigger.
Licensing, Gives permissions to activate/revoke or view license status.

Then in the Privileges, we have two options. One, the items included in the Role, and the second include Actions.

Next we are going to select the different privileges that the user will have at the level of Extensions, Queues parking lots, Conference and Trunks.

Extensions, Allow you to define the allowed Extensions by this role.
Queues, Allow you to define the allowed Queues> by this role.
Parking Lots, Allow you to define the allowed Parking Lots by this role.
Conferences, Allow you to define the allowed Conferences by this role.
Trunks, Allow you to define the allowed Trunks by this role.

In Extensions Actions, we have:

Extensions Actions, Allow you to define the allowed Extensions actions by this role.

Originate Call,
Spy,
Spy with Whisper,
Hang-up,
Pickup Call,
Transfer,
Supervise Transfer,

In Queue Actions, Allow you to define the allowed Queues actions by this role.

Add Member,
Remove Member,
Pause/Unpause Agent,

In Parking Action, Allow you to define the allowed Parking Lots actions by this role.

Un-park

In Conferences Actions, Allow you to define the allowed Conferences actions by this role.

Kick,
Mute/Un-Mute,

In Queue Calls Action, Allow you to define the allowed Queued Calls actions by this role.

Take Call,
Transfer Calls

Trunk Actions,

Hangup,

Settings

admin — Fri, 01 Dec 2023 16:29:43 +0000

In Settings the reasons of Pause are configured, very useful when creating reports by agents. To configure this option, go to Switchboard/Administration Settings.

Fill the following information:

Queues pause Reasons, add the different pause reasons.
Contextual menu Trigger, specifies what event on widgets elements triggers the context menu.

License

admin — Fri, 01 Dec 2023 16:30:41 +0000

Sonata Switchboard installs a free version that is limited to monitor 15 extensions and create 3 Widgets, if you want the Pro version, you must enter the code in Administration/Licensing. You can buy this code on our website, https://www.vitalpbx.org.

Layout Management

admin — Fri, 01 Dec 2023 17:18:00 +0000

You can manage the Layout by pressing the button. If you want to edit the Layout, first choose the Layout and then select Edit.

Possible options:

Edit, change the arrangement or the size of the Widgets, also add a new Widget.
Share/Un-Share, Share Layout with other users.
New, create new Layout
Delete, delete the current Layout.

Note:

You cannot edit or delete the Default Layout.

Technical Specification

admin — Fri, 01 Dec 2023 17:19:34 +0000

Name	Sonata Switchboard
Version	4.0.0-1
OS	Linux Debian 11 64 bits
Compatibility	VitalPBX 4.x
Database	MariaDB 10.x
Developed Language	PHP, HTML, NodeJS
Necessary Memory	2 GB
Necessary HDD	250 MB
Packet Technology	DEB
Dependency	Already installed in VitalPBX 4.x