This is not a “How To” guide, but rather the step by step process for setting up a User through the Portal. For
specifics, please see the “How To” guide with the associated step.
- Identify the correct Tenant that you want the new user to be associated with.
- Note: You may be the only Tenant available as a Corporate Edition customer; if so, ignore this step.
- Create a new User in Manage Users
- You can adjust permission after the User has been created
- If the User is using their email to send and receive faxes please be sure adjust their notification settings appropriately
- Assign the route to the User in Routing Assignment
- Send a test fax to the assigned DID to test delivery and, if set up, email notification delivery
