Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

By default HUD comes with no extension numbers in it. You must first add extensions to it. That means that your users will not be able to log in until you specify their extensions as “In HUD”. Begin by logging into the PBXtra Admin Web Interface at the following URL:

Normal Customers

Customers enrolled in BETA program

cp.fonality.com

 http://cp2.fonality.com

Note: If you have more than one PBXtra , you must specify which PBXtra server number you want HUD installed on. The server number is listed on the bottom right corner of your Control Panel. If you wish to have HUD on multiple servers, you must purchase HUD for each individual server.

Once you are logged in, click on the “Extensions” tab. For each extension you want to include in HUD in its display, edit the extension and enable the “In HUD” option by setting it to “yes”.

Remember…

•Only the extension numbers you mark as “In HUD” will be able to use HUD. If a username/password for an extension without this setting is used, the login will fail.

•Only extensions marked as "In HUD" (with the proper rights.See rights section) are seen in HUD.If you are not a Call Center Edition customer, all extensions will display by default.

Setting up Rights (Call Center customers)

...

There are two types of HUD rights:

Self Rights

Group Rights

These rights control what a user can do with his/her own extension within HUD.

 

You can find these groups in the PBXtra

 

Rights Group :: HUD self-rights 

These rights control what a user can do to members of other groups within HUD.

 

You can find these groups in the PBXtra

Rights Group :: HUD group-to-group rights

Group-to-group rights can be confusing, so take some time to look at them carefully to understand what they are doing. HUD rights give you the flexibility to prevent those users from performing actions or seeing information that you feel may not be appropriate for them. For example, you probably want to restrict who can record the CEO’s calls.

...

The following is a breakdown of the people in the company and their position.

Support

Sales

Support Mgr

Sales Mgr

Receptionist

7400

7401

7402

7600

7601

7602

7004

 

7006

 

7000

 

Remember…

·First create your groups, and then assign rights to them. Do not attempt to assign any rights until you have created all your groups. Using this approach will simplify the configuration process for you.

  1. Create all of your groups

    1. Create a rights group called “Support” and add extensions 7400, 7401, and 7402 to the “Users in Group” box and click “Add Rights Group” at the bottom of the page.

    2. Create a rights group called “Sales” and add extensions 7600, 7601, and 7602 to the “Users in Group” box and click “Add Rights Group” at the bottom of the page.

    3. Create a rights group called “Support Manager” and add extension 7004 to the “Users in Group” box and click “Add Rights Group” at the bottom of the page.

    4. Create a rights group called “Sales Manager” and add extension 7006 to the “Users in Group” box and click “Add Rights Group” at the bottom of the page.

    5. Create a rights group called “Reception” and add extension 7000 to the “Users in Group” box and click “Add Rights Group” at the bottom of the page.

  2. Add rights to each group

    1. Now that your groups are created, it’s time to assign rights to them. The first right we want to apply will allow managers to see, barge and record calls only from their own department. We will also allow managers to record their own calls. We will allow the receptionist to see all extensions in the company and transfer calls to them. We also want each person from the sales and support department to see everyone in their department and be able to transfer calls to them, including their manager. Members of each department will be restricted from seeing any details about their manager’s calls.

  3. Edit the “Support” group.

    1. In “HUD self-rights” add “Transfer call from my extension” to “Current Self Rights”.

    2. In “HUD group-to-group rights #1” add “See other’s extensions”, “Show other’s call detail”, “Show other’s call state”, “Transfer to other’s extension”, and “Transfer call to VM” to “Current HUD Rights”. Then add “Support” to “Current Groups”.

    3. In “HUD group-to-group rights #2” add “See other’s extensions”, “Show other’s call state”, “Transfer to other’s extension”, and “Transfer call to VM” to “Current HUD Rights”. Then add “Support Manager” to “Current Groups”.

    4. Click “Update Rights Group” at the bottom of the page.

  4. Edit the “Sales” group.

    1. In “HUD self-rights” add “Transfer call from my extension” to “Current Self Rights”.

    2. In “HUD group-to-group rights #1” add “See other’s extensions”, “Show other’s call detail”, “Show other’s call state”, “Transfer to other’s extension”, and “Transfer call to VM” to “Current HUD Rights”. Then add “Sales” to “Current Groups”.

    3. In “HUD group-to-group rights #2” add “See other’s extensions”, “Show other’s call state”, “Transfer to other’s extension”, and “Transfer call to VM” to “Current HUD Rights”. Then add “Sales Manager” to “Current Groups”.

    4. Click “Update Rights Group” at the bottom of the page.

  5. Edit the “Support Manager” group.

    1. In “HUD self-rights” add “Transfer call from my extension” and “Record my calls” to “Current Self Rights”.

    2. In “HUD group-to-group rights #1” add “Barge”, “Record other’s calls”, “See other’s extensions”, “Show other’s call detail”, “Show other’s call state”, “Transfer to other’s extension”, and “Transfer call to VM” to “Current HUD Rights”. Then add “Support” to “Current Groups”.

    3. Click “Update Rights Group” at the bottom of the page.

  6. Edit the “Sales Manager” group.

    1. In “HUD self-rights” add “Transfer call from my extension” and “Record my calls” to “Current Self Rights”.

    2. In “HUD group-to-group rights #1” add “Barge”, “Record other’s calls”, “See other’s extensions”, “Show other’s call detail”, “Show other’s call state”, “Transfer to other’s extension”, and “Transfer call to VM” to “Current HUD Rights”. Then add “Sales” to “Current Groups”.

    3. Click “Update Rights Group” at the bottom of the page.

  7. Edit the “Reception” group.

    1. In “HUD self-rights” add “Transfer call from my extension” to “Current Self Rights”.

    2. In “HUD group-to-group rights #1” add “See other’s extensions”, “Show other’s call detail”, “Show other’s call state”, “Transfer to other’s extension”, and “Transfer call to VM” to “Current HUD Rights”. Then add “Sales”, “Support”, “Sales Manager”, and “Support Manager” to “Current Groups”.

    3. Click “Update Rights Group” at the bottom of the page.

...

Once you have configured your HUD rights, you will be ready to download the HUD application software from the Internet.

Important

  • If you have not (1) set up who is “In HUD” and (2) configured your rights groups, you should do that before you attempt to install HUD. If you don’t, nobody will be able to log into HUD. If you don’t set up your rights groups, your HUD software will not show any information when you launch it. See the prior sections of this guide for information about setting up your rights groups.

  • PBXtra

Standard Edition users do not set up rights. Everyone is allowed to do everything. Note that the Barge and Call Recording features are not available without PBXtra Call Center Edition .

To download the HUD installer, please use this link:

...

Much of the interaction with HUD is performed via drag-and-drop, or right clicking extensions. Here are some of the main features in HUD. Here are some of the most commonly used features in HUD.

Instructions for use of popular features

Transferring a call

Drag the active call to another extension. The software is set to perform a blind transfer by default. In order to see transfer options when dragging the call to another extension, the blind transfer option needs to be disabled in HUD. Please see below the feature listing for instructions.

Starting a new call

Double click and extension or right click an extension and select “Call” to create a call to another extension.

Sending a call to your voicemail

Click the mail icon in your “My Extension” area (the top section) when your extension is ringing or when you are on a call.

<o:p> </o:p>

Recording a call

Click the "Record" button in your "My Extension" area (the top section) when your extension is on a call.

Barging a call (join an existing call)

Right click an extension when they are on a call and select “Barge”.All barged calls start as “muted” so that the barged parties are unaware of your presence.

Record another extension’s call

Right click the extension on an active call and select “Record”.

In order to have the transfer menu appear, we need to first disable the blind transfer option in HUD:

...

You may use HUD at a remote location. Please see How do I configure HUD for remote use? for details on how to configure your network, and the remote computer(s)

...