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Quick Setup Wizard

The Quick Setup Wizard is designed to quickly and easily setup your PBXact within minutes. It provides basic PBX setup. For more advanced options, you can exit the wizard at any point

 

  • Upon first login to PBXact you will be greeted with the Quick Wizard.
    If you wish to skip to advanced mode click on Advanced Mode from the top menu

 

STEP 1: Time Zone and Email

  • System Time Zone- Pick which time zone you want the PBX to use

  • System Email Address- Optionally change what email address the PBX will appear to be sending messages from for things like fax to email or voicemail to email

  • Click the Next button to move to the next step of the Quick Wizard

 

STEP 2: Extension Creation
 

  • this step will create all the extensions for your system. The extensions will be in consecutive order based on the initial created.

  • Insert the first extension number you want in your PBX in Starting Extension

    • In the above example, we selected 4000

  • Insert the number of extensions you want in Extension Count

    • In the above example we selected 15

    • This will create extensions 4000 to 4015

  • Click Next to move to the next step of the Quick Wizard

 

STEP 3: Extension Customization

This step will display all the extensions created from the previous step. As seen in the screen below, the extensions have been created in consecutive order.

  

  • Name- For each extension, you can optionally set a name that internal users will see when receiving a call from this extension. This will also show up at the top of the extension's phone.

    • Email Address- For each extension, you need to set the email address associated with this user.

    • Voicemail Password- You can optionally change the voicemail password here.

    • Administrator- If set to yes, this user can log into the PBXact Admin Panel.

    • Direct Dial DID- If you want a phone number to ring directly to a user's extension, you can choose from your purchased DID (direct inward dial) numbers here

    • Click Next to move to the next step of the Quick Wizard

 

The Quick Wizard will now exit and bring you to the PBXact UC Dashboard, as seen in the screen below

  • Click the Apply Config button on the top right of the window to apply all the configuration

 

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