How to password protect all outbound calls

The Switchvox SMB software can be configured to require the user's voicemail password before making any outbound call. In order to achieve this configuration, you will need to a special outgoing call rule and one IVR.   It will use the phone's voicemail password in order to make outbound calls.
 

Step 1: Create the IVR

IVR Menu Name: Password_protect

Actions:

1. Set Variable (Set PIN_Number = DIALED_NUMBER)

   • Variable to set: (Create a new Variable): PIN_Number

   • Set to value to System Variable: DIALED _NUMBER

2. Conditional Clause (If PIN_Number = 888)

   • Conditional Clause:

     • If PIN_Number = 888

     • Go To IVR Menu: Password_protect

     • IVR Menu Entry Point: 13. Play Sound (Not Permitted)

3. Set Variable (Set PIN_Extension = CALLER_ID_NUMBER)

   • Variable to set: (Create a new Variable): PIN_Extension

   • Set to value to System Variable: CALLER_ID _NUMBER

4. Play Sound (Password)

   • Folder: Voicemail

   • Language To Play: Call Language

   • Sound to Play: Password

   • Sound Description: Password.

   • Interruptible: No

5. Record Digits (Record 0 digits to "PIN_Password")

   • Action Type: Record Digits

   • Beep before Recording: Yes

   • Stop recording after this many digits: 0

   • Recorded Digits Variable Name

     • Create a new variable:  PIN_Password

6. Check User Password (Result stored in PIN_Result)

   • Variable Name for Result: PIN_Result

   • Choose variable where the extension is stored: PIN_Extension

   • Choose variable where the password is stored: PIN_Password

7. Conditional Clause (If PIN_Result != 1)

   • Action Type: Conditional Clause

   • Conditional Clause: If PIN_Result != 1

   • Go To IVR Menu: Password_protect

   • IVR Menu Entry Point: 10. Play Sound (Password mismatch)

8. Send to External Number (PIN_Number)

   • Select an existing variable: PIN_Number

   • Outgoing call rules for this number

     • Important: Specify an outgoing call rule.  If unsure which select them all to ensure that the call goes through.

9. Hang Up

10. Play Sound (Password mismatch)

    • Folder: Voicemail

    • Language To Play: Call Language

    • Sound to Play: Password mismatch

    • Sound Description: The password you entered and re-entered did not match. Please try again.

    • Interruptible: No

11. Go To IVR Menu / Action

    • Go To IVR Menu: Password_protect

    • IVR Menu Entry Point: 5. Record Digits (Record 0 digits to "PIN_Password")

12. Hang Up

13. Play Sound (Not Permitted)

    • Folder: Authentication

    • Language: Call Language

    • Sound to Play: Not Permitted

    • Sound Description: You are not permitted to dial this number.

    • Interruptible: No

14. Hang Up

Step 2: Assign an extension to the IVR

1. Go to Setup > Extensions > Manage

2. Create Extension

3. Extension Type :IVR

Step 3: Create Outgoing Call Rule 

1.  Go to Setup > Call Routing > Outgoing Call Rules

2. Create Outgoing Call

   • Rule Name: Password Protect

   • Is this rule Final?: Yes

   • Allow all existing extensions to use this rule: NO

   • Pattern to match:

     • Number begins with the digits   [ leave blank]

     • The rest of the number must be between   [ 0]    to   [20]

     • Before connecting the call, trim   [ 20]      digits from the front,

     • and then prepend the digits    [ ivr_ext ]     to the number

3. Call Through: Internal

4. Reorder 'Password Protect' call rule so that this is directly before 'Internal' Outgoing Call Rule

Step 4: Set permission for specific user

1. Go to Server > Extensions > Manage

2. Modify extension

3. Go to Outgoing Call Rules

4. Remove all outgoing call rules except for 'Password Protect' and 'Internal'