Business Voice Portal - How to add Users and Extensions

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.

Open

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.

Open

Save Changes to System

Click the    SAVE CHANGES TO SYSTEM   button after all Users and Extensions have been added.