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.

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Topics include:

On the Page of Account Management

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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

  1. Click Account Management -> Account.

  2. Click +Add.

  3. 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.

  1. Click Confirm button.

Add Accounts via a Template

You can add more devices at once via a template.

 Procedure

  1. Click Account Management -> Account.

  2. Click Download Template  on the top left corner and save template.

  3. Open the template and enter account information. Save as a new file.

  4. Click Import  on the top left corner and choose the new file.

  5. Click Confirm button.

Edit an Account

Procedure

  1. Click Account Management -> Account.

  2. Click image-20240710-010507.png  on the right side of SIP account.

  3. Edit information of SIP account.

  4. Click Confirm button.

Search Accounts

Procedure

  1. Click Account Management -> Account.

  2. Enter the value of search options.

  3. Click Search button and the account list will refresh. You can click Reset button to Reenter filter criteria.

Push Accounts to Devices

Procedure

  1. Click Account Management -> Account.

  2. Click  on the right side of the account.

  3. 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 ->image-20240710-010627.png  of a device.

  1. Click Push To Update button.

  2. Select the execution mode of push update in the pop-up box.

  3. 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

  1. Click Account Management -> Account.

  2. You can delete an account or accounts.

a)  Click image-20240710-010844.png 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?

  1. Click Confirm button.