Manage Accounts

You can manage different SIP accounts in Htek Device Management System. You have to add a profile first. Then you can bond an account with a profile.

Topics include:

1 On the Page of Account Management
2 Add an Account
3 Add Accounts via a Template
4 Edit an Account
5 Search Accounts
6 Push Accounts to Devices
7 Export Accounts Information
8 Delete Accounts

On the Page of Account Management

1	The filter area to search accounts.
2	There are five options to deal with the account list.
	You can add or delete accounts.
	You can import a large number of accounts at once.
	You can export all the profiles as a excel file
	You can download a template before import a large number of profiles.
3	The list of Accounts you have created.
	You can edit a specific account.
	You can delete a specific account.
	You can push an account to devices.
Account Status	Online: The account is online now. Offline: The account is offline now.
Assign Status	Allocated: The account is assigned to a device. Unallocated: The account is not assigned to a device.

Add an Account

Procedure

Click Account Management -> Account.
Click +Add.
Enter the relevant information of SIP account.

Name	Name of the account. It is necessary.
Profile	The profile of the account belongs to. It is necessary.
Account Active	If the account is active when allocated to devices.
Label	The label of the account. It is necessary.
SIP User ID	User ID, which is offered by PBX. It is necessary.
Authenticate ID	Authenticate ID, offered by PBX. It is necessary.
Authenticate Password	Authenticate Password. Offered by PBX. It is necessary.
Direct Call Pickup Code	Pickup code of direct call.
Group Call Pickup Code	Pickup code of group call.
Feature Key Sync	The status of Feature Key Sync.
Voice Mail User ID	UserID for voice mail system.
Dial Plan	The format of dialing.
EventList BLF URL	The URL of EventList BLF.
pin	Used when you login a site on the LCD of the device, bound with an account. It is necessary.
Name	The local account name showing on the other device when calling.
Local SIP Port	Local SIP port of the account.
Use Random Port	If use random port for the account.

Click Confirm button.

Add Accounts via a Template

You can add more devices at once via a template.

Procedure

Click Account Management -> Account.
Click Download Template on the top left corner and save template.
Open the template and enter account information. Save as a new file.
Click Import on the top left corner and choose the new file.
Click Confirm button.

Edit an Account

Procedure

Click Account Management -> Account.
Click on the right side of SIP account.
Edit information of SIP account.
Click Confirm button.

Search Accounts

Procedure

Click Account Management -> Account.
Enter the value of search options.
Click Search button and the account list will refresh. You can click Reset button to Reenter filter criteria.

Push Accounts to Devices

Procedure

Click Account Management -> Account.
Click on the right side of the account.
Select the device to push the account.

Only the device that has been bound to the account can be retrieved. To bond a device with an account, you need to choose a profile and an account when adding a device in Device Management -> Device List -> +Add or Click. Device Management -> Device List -> of a device.

Click Push To Update button.
Select the execution mode of push update in the pop-up box.
Click Confirm button.

Export Accounts Information

Procedure

1．Click Account Management -> Account.

2．Choose account(s) and click Export button. The popup will show the tips: Confirm Export?

3．Click Confirm button and save file. You can open this file to see the details of account(s).

Delete Accounts

Procedure

Click Account Management -> Account.
You can delete an account or accounts.

a) Click on the right side of an account. Popup will show the tips: Confirm Delete?

b) Check the accounts you want to delete. Then click the Delete button and popup will show the tips: Confirm Delete?

Click Confirm button.