Target Audience: Company Administrator
Related Offers:  Essential , Business , Enterprise

How to Manage My Company Members?

Associate a Member with his Office Phone:

1. Click on "Manage your Company" in the upper band of your screen.
2. In the left tab, click on "My Company" to access settings.
3. Then, select the tab "Members" to display the users of your Company.
4. Click on the member you want to update to open its settings. Choose the "Phone" sub-tab to access the phone information.
5. Select the equipment (PBX) where the member's telephone is connected.
6. Associate the correct extension number. Pre-filtering using the member name is automatically performed.
7. If the member has one, indicate his public number. This number will be indicated as a professional number in his profile.
8. Click on "Apply" to save the settings.

Note: Associating a Rainbow user with his phone is the first step in using the Telephony features. Learn more

Warning: If you don't find the right Equipment or Extension number, please contact your Rainbow Resseller who manage these topics.

Grant a License to a Member:

1. Click on "Manage your Company" in the upper band of your screen.
2. In the left tab, click on "My Company" to access settings.
3. Then, select the tab "Members" to display the users of your Company.
4. Click on the member you want to update to open its settings. Choose the "Service" sub-tab to access the phone information.
5. Choose a subscription among those available and activate one or more option.
6. Click on "Apply" to save the settings.

Note: Each subscription gives access to specific functionalities. The official feature list shows all the functions available by subscription. Learn more

Warning: If you want to activate new subscriptions or increase the number of licenses, please contact your Rainbow Resseller who is in charge of these topics.

Grant Specific Rights (Role) to a Member:

1. Click on "Manage your Company" in the upper band of your screen.
2. In the left tab, click on "My Company" to access settings.
3. Then, select the tab "Members" to display the users of your Company.
4. Click on the member you want to update to open its settings. Choose the "Role" sub-tab to access the phone information.
5. Choose the rights you want to add from those available. Please note that some rights are only available for users with an  Enterprise license (e. g. Channel creation).
6. Click on "Apply" to save the settings.
7. You can filter the members of your Company to display only the administrators and manage them more easily.

Manage a Member's Authentification Methods:

1. Click on "Manage your Company" in the upper band of your screen.
2. In the left tab, click on "My Company" to access settings.
3. Then, select the tab "Members" to display the users of your Company.
4. Click on the member you want to update to open its settings. Choose the "Security" sub-tab to access the phone information.
5. Here you can change your member's password. Please note that they will not be informed of this change, so you must send them the new password.
6. you can also define a sign-in method in order to active e. g. a single sign on with Microsoft Azure Active Directory.
7. Click on "Apply" to save the settings.

Note: The prior configuration of a connection method is required to activate this option. To continue using the Rainbow password, choose "Rainbow credentials". Learn more

Next step: Explore how to manage your Company members by bulk using the mass provisionning feature. Learn more