How to add a user

/ Admin Area

Performed by a network administrator

These steps will add the user into the Windows system so they can sign in on any computer and will configure their icExchange account so they can send and receive email.

  1. Sign in to icExchange
    1. Click Users → Create User
      1. Select Exchange
      2. Generate a temporary password
        • Require a change at first login
      3. Send password to current manager
    2. Go to Services → Mailboxes
      • Click on the newly added user
      • Add user to appropriate distribution lists
        • Do NOT add any user to the “*All Employees” group
        • Each user must be added to at least one “*All Employees in <location>” group
    3. Go to Services → Office Apps
      1. Change the filter from All Users to Users without Office 365 account
      2. Select the user and assign a license
        • Purchase additional licenses when needed
    4. Go to Services → Elevate
      1. Open Phone Numbers and view the list of unassigned numbers
        • There should be none
        • Add a new phone number
      2. Open users and view the list of users without Elevate
        1. Select the correct address location
        2. Select the new number
        3. Change extension to be between 800 and 899
      3. Open users and select the new user
        1. Set the Caller ID
        2. Voicemail
          1. Turn off email notifications
          2. Turn on transcriptions
      4. Open Devices
        1. Assign to user
        2. Ensure E911 address is set to the correct office
        3. Copy phone settings from another phone
  2. Sign in to the appropriate server
    1. Open Active Directory Users and Computers
      1. Add the user in the Employees container
      2. Set the user’s domain to @mrbkcpa.com
      3. Set the password to the one generated by icExchange
      4. User must change password at next logon
    2. Open the user’s properties
      1. Set the Office field to contain this user’s room number
      2. Set the Telephone Number field to this user’s extension
        • Preceded with a lowercase “X”
  3. Configure VPN Access
    1. Open icRouter.Monterey.mrbkcpa.com or icRouter.Salinas.mrbkcpa.com
      • Sign in as an admin user
    2. System → Access → Users
      1. Click the cloud icon in the upper-right corner
        1. Select the new user and press Save
      2. Edit the user
        1. Create a User certificate
          • Method: Create an internal certificate
          • Description: username
          • Key Type: RSA-4096
          • Digest algorithm: SHA512
          • Issuer: OpenVPN CA
          • Lifetime: 3970
        2. Add them to the “users” group
    3. VPN → OpenVPN → Client Export
      1. Export type: File only
      2. Click the cloud next to the user to download their configuration file
    4. Sign into help.mrbkcpa.com and go to icRouter → Upload
      1. Upload the configuration file
  4. Adobe license?

Performed by the user

The following items must be performed on the user’s primary computer and on any remote desktop server the user will use. All computers at a location will share this configuration. For example, if this is done on a computer in the Monterey office, all computers in the Monterey office will automatically download the same configuration. However, if the user were to login to a computer in the Salinas office, they would have to configure these settings. With that said, Any other computer in the Salinas office would automatically download their configuration. Even though the remote desktop servers are at a location, they do not automatically download user configurations so they need to be configured once per user.

See Sign Into A New Workstation

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