Fax User Management: Managing User Accounts and Permissions

MANAGE TEAM PERMISSIONS AND FAX WORKFLOWS

Add and remove members in just a few clicks
Assign fax numbers, set permissions, and manage roles
Empower team collaboration with faxing capabilities

HOW FAX USER MANAGEMENT WORKS

Track user activity, control access, and manage fax workflow—all in one place

Streamlined fax user management

Assign user-specific roles and permissions. Easily add, remove, and modify user access, making it easier to scale up or down based on your current faxing needs or operational demands.

Set custom user permissions

By default, the role assigned will automatically set the permissions allowed for each user. However, you can update these roles provided you have administrator access.

To do so, all you need to do is follow these steps:

From Settings, go to Team & SSO and select the Users tab.
Tick the box next to the user’s name.
Click Assign Permission Group (human icon) on the Item Selected bar.
Check or uncheck the items based on your desired access level.
Click Apply to save the changes.

Control what type of faxes users can see

For users with access to inbound faxes, you can limit the type of faxes they can see and only grant access to faxes relevant to their department or role.

Here’s how to do it:

Go to Team & SSO > User.
Click the three dots icon next to the user whose permissions you wish to edit. Then select Edit.
Go to the Inbound section and click the dropdown box below View.
Choose your desired access level:

All team faxes
Only faxes for their given numbers
Only faxes assigned

Note: The user’s access number and assigned fax numbers may differ. Always double-check the selected options to avoid errors and confusion.

Permit users and groups access to specific fax folders

Meeting the specific needs of various user and group roles within your organization has never been easier. Just tick the box next to a folder to grant instant access.

iFax’s advanced team management features make granting access permissions to specific folders easier and more streamlined, enhancing data security and improving overall user experience.

Assign fax numbers to users

With the iFax fax user management feature, you can also assign specific numbers to each user. Doing so is ideal, especially if your business or organization has multiple departments or teams.

On the Edit User window, scroll down to the Fax Numbers section.
Open the dropdown menu and uncheck Select All.
Select the specific fax number you want to assign. Note: This number will appear as the user’s default caller ID.
Click the dropdown for Auto-Assign Faxes to select a dedicated fax number. All faxes sent to this number will be automatically routed to a particular user.
Click Save to apply the changes made.

Experience Hassle-Free User Management With iFax

With iFax, you can set up and configure secure user accounts in minutes.
Add or remove fax users, assign fax numbers, and customize user permissions.