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Configure User Management

The User Management module (userman) is the central directory of people (not extensions) on UnifiedBX. Each user record can be linked to one or more extensions and grants access to optional features like the User Control Panel (UCP), softphone provisioning (Sangoma Connect), and password-reset flows.

User Management is separate from:

  • Extensions (the SIP devices)
  • Administrators / ampusers (UnifiedBX GUI logins)
  • Manager Users (Asterisk AMI integrations)

A typical workflow: create the extension first, then create a User Management user that's linked to that extension.

Before You Start

  • The extension(s) the user will be linked to already exist.
  • You know the user's email (used as username for password resets and softphone activation).

Steps

Create a User Management user

  1. Go to User Attributes → User Management.
  2. Click + Add User.
  3. Fill in the General tab:
    • Username — typically email or firstname.lastname.
    • Default Extension — pick the user's primary extension. This is what they'll log in as in UCP and what gets activated for Sangoma Connect.
    • Description — optional.
    • Title / Company / Department — directory metadata.
    • First Name / Last Name — used for display.
    • Primary Email Address — used for password reset and notifications.
    • Cell Phone / Home Phone / Work Phone / Fax — optional contact info, surfaces in directory.
  4. Other → Linked Extensions — additional extensions this user owns (e.g. desk + softphone).
  5. Other → Default Permissions — initial UCP permissions; can be granular per user.
  6. Click Submit.
  7. Click Apply Config.

Set the user's password

Two paths: - Send a password-reset link: in the user's row, click Send Welcome Email — sends an email with a link to set the password (requires email setup in System Admin → Sysadmin → Email Setup). - Set manually: click the user → Change Password → set value → Submit.

Group permissions (optional)

Create user groups for bulk permission management:

  1. Go to User Attributes → User Management → Groups (tab/sub-section).
  2. Click + Add Group.
  3. Set group permissions, add users to the group.
  4. Submit, Apply Config.

Verify

  • The user appears in User Attributes → User Management.
  • They can log into UCP at https://<unifiedbx-fqdn>/ucp/ with their username and password.
  • If linked to Sangoma Connect, they can activate the mobile app via the welcome email link.

Common Issues

  • User can't log into UCP. Default permissions don't include UCP access. Edit user → Other → Default Permissions and enable UCP.
  • Welcome email never arrives. SMTP not configured. Check System Admin → Sysadmin → Email Setup.
  • Sangoma Connect activation fails. User has no Default Extension, or the extension isn't a PJSIP type. Set Default Extension.
  • Password reset link expired. Re-send the welcome email.
  • Conflicts with existing Administrator account. Userman and ampusers are separate stores. The same person needs both records if they need GUI admin AND a SIP extension.