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.
The Calls tab lists the user’s phone number(s) and the settings that control how incoming calls to this user are handled.
All phone numbers pointing to this user are listed here. Incoming calls to these numbers will follow the user’s Call Handling and Call Screening options as defined below. To add or remove a phone number, please contact Customer Support.
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, or Voicemail.
See Call Screening for more information.
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.
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.
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 included here.
This is the Cymbus feature plan assigned to the user. If necessary, click the drop-down menu to select a different plan.
- STANDARD. Basic voice features
- ADVANCED. All Standard features + Cymbus softphone app
- PROFESSIONAL. All Standard and Advanced features + Collaboration (screen sharing and video conferencing)
Click the drop-down menu to select a different plan.
The calling plan(s) assigned to the user dictates where that user can call and if calls will be rated or use plan minutes. 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.
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.
|Name||The user’s first and last name.|
|Extension Number||The user’s phone extension.|
|Language||The language used in the Voice Portal and voicemail menu: English or French.|
||The time zone displayed on the user’s device and call records.|
The user’s role determines what level of access they have in the Voice Portal.
You cannot change your own End-User Role.
This is the username they will use to log in to the Voice Portal. This cannot be changed.
This is where the user’s Welcome and Forgot Password emails are sent.
|Reset End-User Password
Reset the user’s password. The new password is generated by the system:
Reset the user’s voicemail box PIN to 1234. See also: Voicemail Local Access
Using a compatible phone, users can see the name and number of the party calling their phone. When a call is placed, the user's name and phone number are sent with the call. Users can control when their caller ID information is sent by dialing star codes.
|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. This field is required.
It is important to choose a number here, even if you choose to disable caller ID (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 (CNAM)||
The name associated with the phone number that will display on the phone of the person being called.
|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.
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.
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.
Don't forget to save any changes!