All users on your account are listed here. To edit the settings for a specific user, hover over the user and click Edit on the right. For each user, there are five tabs that organize the user’s settings: Calls, Devices, Plans, Settings, and Voicemail.
Calls
The Calls tab lists the user’s phone number(s) and the settings that control how incoming calls to this user are handled.
Call Details
| Code | Description |
|---|---|
| Assigned Phone Number | The phone number routed to this user to contact them directly, if any. |
| Extension Number | The dialable extension the user can be reached at on the account. |
| Caller ID Number |
The phone number selected here is displayed on the phone of the person being called. Users can choose the main account number, their phone number, or choose None to not send out any caller ID at all. It is important to choose a number here, even if caller ID is disabled(below). If this field is set to None, outbound calls—even to 911—will be sent out as Anonymous, and the carrier may reject the call. |
| Caller ID Name |
The name associated with the phone number that will display on the phone of the person being called.
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| Caller ID Enabled |
Determines if the Caller ID Name will be shown or not on the phone of the person being called. This setting can also be managed by star code.
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Call Screening
Call Screening can help block unwanted calls from reaching you, and you can decide what happens to the calls you turn away. Are they hung up on automatically, or do they hear a message first? Do you forward them to another number, or do you send them to your voicemail?
Choose how calls from anonymous numbers, toll-free numbers, and other callers—including Custom Callers (specific phone numbers)—will be handled: Allow, Allow with Priority Ring, Block, Block with Message, Forward, and Voicemail.
See Call Screening for more information.
Call Handling
Call Handling determines how incoming calls are routed under various circumstances. In the first section, create or manage your Call Handling Schedules, Call Waiting, and Do Not Disturb settings. Just below that, select and configure a ring strategy.
See Call Handling for more information.
Devices
All devices assigned to the user are listed in the Device Lines section. If the user has a shared line on another user’s device, it will be listed under Referenced Devices.
Devices can be managed at the user level (here) or from the main Devices section in the left navigation menu. In either location, find the device and click Edit on the right to manage its settings:
- DEVICE INFO. View the MAC Address, Device Type, and Configuration Status. There you can also Swap the device for a new one or upload a Bulk Configuration file.
- LINE CONFIGURATION. On an IP phone, you can assign features to lines, including Call Park, Device Line, Paging Group, Presence/BLF, Shared Line, and Speed Dial.
- SIDECAR. Configure a sidecar (key expansion module) on the device.
See Devices for detailed information about these features and settings.
Cymbus Devices
Only physical devices are listed in the Voice Portal. Users on Advanced or Professional plans are automatically assigned two Cymbus softphone devices that are not listed here.
Settings
The Settings tab displays the user’s information and settings, including the outbound caller ID number for that user, the time zone used by the system, and the language used in the voicemail menu. .
To change the user's extension or language settings, please contact Customer Support.
User Information
| Field | Description |
|---|---|
|
Name |
The first and last name of the user of the account. |
|
Language |
The language heard in the telephone user interface (TUI) audio prompts for star codes and the IVR. Select English or French. This is separate from the Language setting in the user's Voicemail tab, which applies specifically to that voicemail box. Please remember to set both. |
|
Time Zone |
The time zone displayed on the user's device and call records. |
Feature Plan & Voice Portal
| Field | Description |
|---|---|
|
Feature Plan |
The user's current feature plan:
To change the user's plan, please contact Customer Support. |
|
Voice Portal Access |
This toggle allows you to enable or disable the user’s access to the Voice Portal. It is automatically enabled for Advanced and Professional users, but it is disabled by default for Standard users. Flip it ON for those who need access and leave it OFF for those who don't. |
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A valid email address is required for every user who has access to the Voice Portal. This is where their Welcome and Forgot Password emails are sent. |
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Username |
Their username. It cannot be changed. The user can log in to the Voice Portal with this or their email address. |
|
End-User Role |
The level of access the user has in the Voice Portal.
You cannot change your own End-User Role. |
|
Resend Welcome Email |
Resend the Welcome email with the Voice Portal URL, a link to create a password, and their softphone account information (if applicable). |
|
Reset Password |
Send the user an email with a link to reset their password. |
Calling Plans
The calling plan(s) assigned to the user dictates where that user can call and if calls will be rated or use plan minutes. Multiple calling plans can be assigned to a user, and the most permissive settings will apply. A call will go through if any of their calling plans allows it. A call will be blocked if the location is blocked in all the user's calling plans.
Expand a plan to see how many minutes have been used.
To add or modify the user’s Calling Plan, including changes to permitted calling areas, please contact Customer Support.
Voicemail
A voicemail box was assigned to each user with their Business Cloud Communication service. In the user’s Voicemail tab, you can manage their voicemail greetings, messages, and message settings.
| Field | Description |
|---|---|
|
Voicemail Box Name |
The voicemail box assigned to the user is listed here. To change the user’s voicemail box assignment, select a different box. |
|
Owner |
The name(s) of the user(s) this voicemail box is assigned to. |
|
Reset PIN |
If the user cannot remember their voicemail box PIN to sign in, click Reset PIN to reset it for them. The default PIN is 1234. The first time the user logs in to their voicemail box in with the default PIN, they will be asked to set a new one. |
Voicemail boxes can be managed at the user level (here) or in the Voicemail section of the Voice Portal. See Voicemail Management for more information about these settings.
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