Create a New User
To add a new user to a department one at a time, click the Add button at the top of the list of users. Fill out the fields and select "submit." Click on any existing user to edit these fields. Add multiple users at once using Bulk Add Users.
Descriptions of the fields are shown below.
| Label | Description |
| User Login | Unique username that will be seen by other devices. User names must be between 3 and 24 characters in length and must consist of letters, numbers and "." Example formats are John.Smith and Bus.57. |
| Department | When an enterprise has multiple departments, select the correct department for this new user from the drop down list. |
| First Name | User's first name must be at least one character. This field must contain letters or numbers. |
| Last Name | User's last name must be at least three characters long. This field must contain letters or numbers. |
| Phone Number | Fill in the entire phone number; the country will be selected by the default country code. |
| Email Address | An email can be user in addition to or instead of a phone number for delivery of activation information to the device. |
| Trusted | No action required during user creation. A new user is created as "untrusted" until the user signs in on their device. Thereafter, the trusted key will display as checked and the settings tab will show that user as "Trusted = yes." |
| Activation Method | This setting will display as "Automatic." No action required. See instructions below for activation via device IMEI. |
| Send Text | This ensures that the activation code will be sent to the device. If your company is set to accept texts, enable this option by clicking the button in order to generate an activation text to the user. The default is set to NO. Be sure to select the box and include a valid phone number if you want the user to get a text on their device. ESChat does not support international SMS. |
| Priority | User priority can be set to value between 0 (lowest) and 5 (highest). Higher priority users have the ability to interrupt ESChat conversations between lower priority users. For more information, click here. |
| Client Type | A drop down list of client device type options. if you do not know, choose Unknown. With no option suggested, the field will auto fill in when the user provisions, However, adding a user that is an RTP Gateway requires assigning the correct client type. |
| Maximal Contact | The default is set to maximal contacts, which will populate the new user's device with all department members available as ESChat contacts and they in turn will be inserted into all of the other department members' contact lists. If for any reason you wish to delay adding contacts to a new user, turn Maximal contacts to OFF. |
Activate via IMEI
Activate a device using the 13 or 15 digit IMEI code unique to that device. In the Add user window, under Activation Method, select Manual and type in the IMEI as shown below.
Edit a User
Once a user has been created, their details may be edited at any time. View the user, choose the setting tab, and select "Edit." You'll be able to modify the information in the popup window shown below.