Enter the user’s first name. The dial-by-name directory can match on this field, but will by default match Last Name.

Enter the user’s last name. The dial-by-name directory can match on this field.

Enter the user’s extension.

Enter the department to which the user belongs. (ie: Sales, Accounting)

Enter the site to which the user belongs. (ie: New York, Toronto)

Enter the user’s address used for email, password resets, etc. To add email addresses, click the green plus icon.

Select the user’s access level. Choices are the following (your selections might be different):
• Basic user
• Office manager
• Call center agent (may not appear in your drop-down list)
• Call center supervisor (may not appear in your drop-down list)

Caller ID number sent when calling 911. This may be different than a regular caller ID. (Only Administrators with the correct access can view and configure this)

Enable or disable voicemail. Choices are:
• Checked = enable voicemail.
• Not checked = disable voicemail.

Add Phone Extension

This setting allows you to add a phone extension. Phone extensions allow users to be associated with a phone. A user can have one or more phone extensions. For example, user 111 could have three phones designated as 111a, 111b, and 111c. If you check this check box, you can then associate a phone to the user.
Choices are:
• Checked = add phone extension.
• Not checked = do not add phone extension.

Enter a new numeric login password for the user. For security, each typed password character is masked by a dot ().

Enter the same numeric login password you entered in the New Password field. For security, each typed password character is masked by a dot ().

Enter the user’s first name.

Enter the user’s last name. The user’s last name is particularly important for the dial-by-name directory, as it matches on this field.

Read-only field that shows the login name this user uses to log in to the portal.

Enter the department to which the user belongs. (ie: Sales, Accounting)

Enter the site to which the user belongs. (ie: New York, Toronto)

Enter the user’s time zone.

Enter the user’s address used for email, password resets, etc. To add email addresses, click the green plus icon.

Select whether the calls for this user will be recorded (Yes) or not recorded (No).

 Enables or disables announce in auto directory and list in directory features.
• Announce in Audio directory = check to include the user in the dial-by-name directory.
• List in Directory = check to add user to the internal extensions list (contacts).

Area code associated with the user.

Caller ID number that will be displayed for this user.

 Caller ID number sent when calling 911. This may be different than your regular caller ID. (Only Administrators with the correct access can view and configure this)

Enter a new numeric login password for the user. For security, each typed password character is masked by a dot ().

Enter the same numeric login password you entered in the New Password field. For security, each typed password character is masked by a dot ().

Enter a voicemail PIN for the user.

Select a time frame to which this answering rule will be applied.

Add an answering rule: this check box does not appear. Edit an answering rule: enable (check) or disable (uncheck) this time frame
for this user.

Enables or disables the Do Not Disturb feature. Choices are:
• Checked = enable Do Not Disturb. Send all calls directly to voicemail (if available), without ringing the phone.
• Not checked = disable Do Not Disturb.

Enables or disables the Call Screening feature. Choices are:
• Checked = enable Call Screening. System prompts callers to say their
name, and then lets you screen the call before accepting it.
• Not checked = disable Call Screening.

Select the following appropriate Call Forwarding settings. When entering another extension as a Call Forward option, a drop-down menu allows you to forward the call to specific resources associated with that extension. Some settings might not appear, depending on the features associated with the given extension.
Choices are:
• Always = immediately forward calls to the number specified in the text field.
• When busy = forward calls to the number specified in the text field when your extension has used all available call paths.
• When unanswered = forward calls to the number specified in the text field if the call is not answered after the specified ring timeout.
• When offline = automatically forward calls to the number specified in the text field if your desk phone has lost communication (for example, during a power outage).

Simultaneous Ring

Simultaneous ring allows multiple phones to ring at the same time. Check boxes allow you to include the user’s extension, ring all user phones at the same time, and use answer confirmation for offnet numbers.
• Include user’s extension = check to ring the phone with the same extension as the user.
• Ring all user’s phones = ring all phones associated with this user at the same time.
• Answer confirmation for offnet numbers = ensures when conducting a simring to a cell/landline that the answering party is a person instead of voicemail by requesting them to press 1 to accept the call.
In this field, you can enter the extension of another telephone you want to ring.The clock icon allows you to specify a ring delay. A ring delay allows you to enter the amount of time before the call rings at the destination. To add other phones to the simring, click the green plus icon.

Enables or disables the ringing of your telephone only.
• Checked = incoming call rings just your telephone.
• Not checked = feature is disabled.

Enable (check) or disable (uncheck) voicemail.

This setting affects audio voicemail (calling into voicemail), but does not affect the web portal voice messages. Check the appropriate inbox options. Choices are:
• Sort Voicemail inbox by latest first = plays newest messages first.
• Announce voicemail received time = plays the timestamp of the message.
• Announce incoming call ID = plays the caller ID number if available.

This setting determines where a call is sent if the caller presses 0 while the voicemail greeting is being played. When using this feature, tell callers near the beginning of your recorded voicemail greeting that they can press 0 to redirect their call.

Read-only field that shows the current count of messages. Click the Clear messages link to delete messages, but leave greetings in place

Read-only field that shows user’s storage limit.

Read-only field that shows user’s used storage. Click the Clear data link to delete all messages, greetings, and the name recording.

To select an active voicemail greeting, click a greeting from the drop-down list.
To play the selected greeting, click the  icon.
To download the selected greeting, click the  icon.
To upload or record a greeting, click the icon  to display the Manage Greetings pop-up window. Greetings must be in MP3 or WAV format.
To upload a greeting:

• Next to New Greeting, click Upload.
• Use the Browse button to select the file.
• In the Greeting Name field, enter a name for the greeting.
• Click Save and Done.

To record a greeting:

• Next to New Greeting, click Record.
• In the Call me field, enter number to call (either an extension or a telephone number such as your cell phone).
• In the Greeting Name field, enter a name for the greeting.
• Click Call. Your phone will be called. At the prompt, record the new greeting, and then press # when you finish your recording.
• Click Done. (Or click Add Greeting to add another greeting.)

Email Notification

Adding a phone: Enter a name for this phone. The name should allow you to differentiate this phone from other phones you associated. For example, if you add phones for x111, you can name them 111a, 111b, and so on.
Editing a phone: read-only field that shows the name of the phone.

Select whether calls will be recorded (Yes) or not recorded (No).

Select the telephone model. The remaining settings in the window change depending on the model selected.

Overrides