- Old KB
- Control Portal
- Users
-
1Stream Platform
- Admin User Functions
- Application Download
- AutoTask Integration
- BrightGauge
- Call Routing Features
- Call Tools
- ConnectWise Integration
- CrewHu
- CRM Management
- DropBox Integration
- End User Management
- Enterprise Portal
- HubSpot Integration
- Freshdesk Integration
- General Troubleshooting
- Hudu
- InfusionSoft Integration
- Insightly
- Liongard Integration
- Kaseya BMS
- MSPbots Integration
- OneDrive Integration
- Power BI
- Progressive Dialer
- Reports
- Salesforce
- ServiceNow Integration
- Signal
- SyncroMSP
- ZenDesk Integration
- Halo Integration
- Transcription and Analytics
-
Control Portal
- Auto Attendant Functionality
- BLF Keys
- bvoip Fundamentals
- Call Flow
- Call Queue
- Call Recordings
- Call Rules
- Desktop Application User Documentation
- Dial Codes
- DIDs
- Extensions
- Extension Tools
- FAQs
- Google Integration
- Microsoft 365
- Multifactor Authentication
- Phone Hours
- Settings
- Security
- Shop
- SIP Trunks
- SIPTrunk.com Partnership
- Storage
- System Notifications
- System Tools
- Troubleshooting Guides
- Users
- Webclient User Documentation
- Whitelabelling
- Zoho Integration
- WhatsApp Integration
-
Device Management & Provisioning
-
Nucleus for Microsoft Teams
-
1Stream Client
-
Messaging
New User Guide
This guide can be used to ensure that new users can log into the bvoip phone system with SSO and MFA.
Using Microsoft 365?
Follow the guide New User with Microsoft 365 instead for a smoother experience.
Creating New Users
Follow the guides below to first create the extension in the phone system, then create the user in the Control portal, and finally bind them together.
The binding will make it where the extension user and 1Stream user will sync up with the Control level user, causing one login to be used when logging into the softphone, 1Stream chrome extension, and management portals if they have that level of access.
Check Extension Configuration and Licensing
Ensure that the extension is created the way you want it to be with all necessary features.
- Need call recordings? Check out Call Recording for Extensions.
- Using a physical phone? Ensure "Disallow use of extension outside the LAN" is unchecked.
- Ensure the extension is licensed properly using the 1Stream User License Tool.
Granting Management Access
You can either grant full "Admin" permissions to all phone systems you control, or more granular limited Roles & Rights to specific phone systems, depending on your needs.
See our "User Role Guide" for more detail on the differences, and you can follow the guides below to configure these for a user.
Disable Access
While you can set a user's Is Active flag in the User Access tab to No to disable them, that does not immediately terminate their sessions to the web client and does not disconnect their physical devices. That is best used for extended absences.
To ensure the user's access is terminated immediately, please follow the guide below to remove the Control user and extension if applicable.