Chapter 5 – Managing Users, Contacts, and Recipients
Importing a CSV File
To import a user only, contact only or user and contact CSV file:
1.
Click Users.
2.
Click Import.
3.
Click Browse and select the file you want to import.
4.
Select an option for Existing Users. Merge is the default.
Merge appends the file to the existing list
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Replace exchanges the existing list with the list you import
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5.
Click Import.
Exporting a User List
If you are moving from one FaxFinder to another, you can export the user list in the correct format from the
old unit and import it into the new one. Otherwise, you need a properly formatted CSV file.
Note:
Only the Administrator can export through the User page. Other users can import contacts through
the Contacts page.
1.
Click Users.
2.
Click Export and then click Save.
3.
Browse to a destination and click Save the file as a CSV file.
Deleting Users
To delete users:
1.
Click Users.
2.
Click Delete All to permanently delete all entries in the users list, except the admin.
Click Delete for an individual user to permanently delete that entry.
3.
Confirm the deletion when prompted.
Editing Users
You can edit user account as well as a user's contacts or groups. To edit a user account:
1.
Click Users.
2.
Click Edit for the user account you want to edit.
3.
Make changes and click Update.
You can edit every user field except Username.
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From the Edit user page, click Edit Contacts for username to add, edit, delete or import contacts
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associated with that user. You can also export this users contact list as a CSV file. You can edit or delete
each contact record. If you are importing contacts through this page, use the
38
Contact Record
format.
FaxFinder x40 Administrator Guide