How to add a new user
Access the Extension function described above
Under the ADD AN EXTENSION section:
Select Add a new user in the User drop down field.
Enter the following information:
Prefix: Hover over the field for help text.
First Name: Enter the user's first name.
Last Name: Enter the user's last name.
Suffix: Hover over the field for help text.
Email: This will become the User User ID when the user logs into the Portal.
Title: Enter the user's work title/position.
Supplementary Phone Number: Hover over the field for help text.
Administrator: Hover over the field for help text.
Allow portal login: Check this box if the user will be allowed to log into the portal.
Click the Add User button.
How to add an extension
Access the Extension function described above.
Enter the following fields:
User: Select a user from the dropdown, or Add a new user (Ref. the How to add a new user section).
Extension: The extension number will default to the next available extension.
Extension Name: Enter a name for the extension.
Enable Voicemail Box: Select Yes to enable the voicemail box for the extension.
Outgoing CallerID: Defaults to the Location Name. To restrict displaying a caller ID when making a call, select the Block option.
Phone: Select the type of Phone device or Phone Application that will be used with this extension Note: Based on the selection made, the following fields fields will be displayed:
Mobile Phone Applications options:
Mobile Extension: This field will be auto checked if the selected Phone type is an application. (Example TeamHub, Sangoma Connect, IOS, Android).
Notification timeout: Defaults to 30 seconds.
Enable Softphone notifications:
Hard Phone options:
Receptionist Line Keys: Select the appropriate value.
Remote / Cloud Remote: Check this option if the device is used at a remote location.
Expansion Module: If expansion Module(s) have been added to the device select the appropriate type.
Add Remote Address: If the device is being used at a remote location you can add a Remote Address to validate endpoint address and automatically assign E911 number.
Outbound Area Code: Defaults to the Locations area code.
Time Zone: Set the appropriate time zone.
Does this extension observe daylight saving time? Ensure this is checked if the phone’s location observes daylight saving time.
The following options can be selected for each extension:
Allow intracompany calls
Allow local calls
Allow long distance calls
Allow international rate calls
Allow toll-free calls
Allow 411 calls
Hide extension from Company Directory
Hide extension Help
Enable Call Accounting Code Prompt
Add CACs (Call Accounting Codes)
Click the Add Extension button.
Save Changes to System
Click the SAVE CHANGES TO SYSTEM button after all Users and Extensions have been added.
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