Urgent Notify - (V4) - Admin Guide

Urgent Notify - (V4) - Admin Guide

Table of Contents

Overview

Note: This guide covers Version 4 of the Urgent Notify application. If you have upgraded to version 5 please use the Urgent Notify - (V5) - Admin Guide. If you are unsure which version you are using, hover over the Urgent Notify option in the left side menu and the version will be displayed.

The Urgent Notify application provides the ability to create event-based notifications that are sent to a designated response team. For example, if someone at your organization dials 911, the Urgent Notify app can send a notification to your crisis team with details of the call.

Different Urgent Notifications can be configured by creating Notification Rules. Each Rule monitors a dialed number from selected locations or extensions and then sends a notification to a designated team.

How to Access the Urgent Notify App.

  • Using a browser, navigate to the Urgent Notify Application by clicking Sangoma Apps .

  • Login using your Business Voice Portal Credential.

How to Create a new Configuration:

  • Select the Configuration option from the menu on the Left side of the page.

  • Click the + Configuration button in the top right corner of the window.

  • Enter the required information as described in the Urgent Notify Configuration section below.

How to Edit an existing Configuration:

  • Select the Configuration option from the menu on the Left side of the page.

  • Hover over the Configuration to be edited.

  • Click the “ Pencil ” Icon on the right side of the configuration row.

  • If the selected Configuration is active, click the INACTIVE button, at the bottom of the configuration page.

  • Make the desired changes as described in the Urgent Notify Configuration section below.

How to Delete an existing Configuration:

  • Select the Configuration option from the menu on the Left side of the page.

  • Hover over the Configuration to be edited.

  • Click the “ Trash ” Icon on the right side of the configuration row.

How to Activate & Deactivate a Configuration

Activate a Configuration

Click the ACTIVE button, at the bottom of the configuration page.

Deactivate a Configuration

Click the INACTIVE button, at the bottom of the configuration page.

Urgent Notify Configuration

1. Name

Enter the following information and then click to the NEXT button in the bottom right corner of the screen.

  • Name *

    • Enter a name for this configuration.

  • SMS *

    • Enter the SMS number that will be used to send out the notifications.

  • Timezone *

    • Select the timezone to be used.

  • Email when errors occur

    • Enter an email address that error messages can be sent to.

2. Trigger

This section of the configuration defines what will trigger the urgent notification. Enter the following information and then click to the NEXT button in the bottom right corner of the screen.

  • When this number is Dialed: *

    • Enter a number or extension that when dialed will trigger the urgent notification. (Example: 911)

  • …by the following locations or extensions

    • Several options are allowed with this information.

      • All Locations - if this is checked then if the trigger number entered above is dialed by any location or extension within the company the urgent notification will be triggered.

      • If “All locations” is uncheck and you select/check 1 or more locations, then if the trigger number entered above is dialed by any extension within the selected locations the urgent notification will be triggered.

      • If “All locations” is uncheck and you select/check 1 or more Extensions, then if the trigger number entered above is dialed by any selected extension the urgent notification will be triggered.

3. Contacts

This section of the configuration defines who will be notified and the method. In this section the list of existing contacts is displayed with the option to Edit, Delete, or Add Contacts.

After clicking the + Contact button or the Edit icon, enter the following information and then click the NEXT button in the bottom right corner of the screen.

  • Name - Enter the name of the contact.

  • Email or Phone - Enter how the contact is notified.

    • Email - Enter the email address where the notification is to be sent.

    • Phone Message - Enter the Text messaging number where the notification is to be sent.

  • Click the Save button.

4. Data

This section is optional and is for advanced users. In this section you can configure the notification flow to retrieve information from an external website. The information retrieved can be added as output data which then can be added to the notification messages.

Note: As stated this section is optional and is for advanced users. If you need assistance please contact Sangoma Sales Engineering or Professional Services.

Select/Check the checkbox next to the “Get additional Data?”. The following screen is displayed.

To create output data enter the following information and then click the NEXT button in the bottom right corner of the screen.