To create a new user, client admin has to navigate [Control Manager] -> [Users] tab and click on [Add User] button.
Basic Info for creating new users
Basic info for setting up new users is as follows:
First Name and Last name
Admin should enter first name and last name of the user.
A valid email address through which all the communications regarding the user will happen.
Password
A password should be set for the user to login to the user portal. The password is auto generated.
Extension Number
Main extension number will be assigned to the user. User has provision to edit the main extension number.
As admin clicks on [Add User] button, the new user will be created and the newly created user will be listed in the user’s page. Similarly we can add multiple users to the system. Admin can make changes to the users added. Select one user from users list and that user’s details will be displayed. The following fields can be edited in a user.
User Settings
User settings tab allows admin users to edit the basic info regarding users. Admin can edit the basic info which has been provided at the time of creation of user.
Extension
This tab would display the main extension number. Admin can add new extension, Un-assign the extension.
Add Extension
Admin can add new extensions to the users. Multiple extensions can be added to single users. Admin has to click on Save Changes to save the newly added extensions. Admin has provision to edit newly added extensions.
Phone Number
This tab will allow the admin to assign multiple DID numbers to the user.
Add Phone Numbers
Admin user can assign multiple DID numbers to the users, provided there should be spare numbers in that account. The assigned number will be displayed on the Phone Numbers column in users tab.
Add From Spare
Add from spare will allow the admin to select the numbers from the spare list and assign it to the user.
Devices
For a user to make/ receive calls, he/she requires devices to be assigned to the user. Devices tab allows you to create new SIP as well as mobile device. Also devices tab allows you to add devices from spare devices.
Add New SIP Device
Client admin can add a new SIP device by providing following details:
Device Name: Generic name given to the device to identify the device.
User Name: It should be unique name given to the device. This user name is used to register the device in any hard phone or any SIP clients
Password: User can set a password for the device and this password is used along with user name to register the device.
Auto Provisioning
The newly added device can be automatically configured on hard phones using this feature. User should provide MAC Address of the hard phone and also should select the make and model of the device from the dropdown. When user clicks on “Create Device”, new device will be automatically registered on the hard phone. Provisioning URL should be configured in the hard phone.
QR Code Scanning
If a user wants to log in to Voifinity mobile app, then user can use the QR code scanning feature in the app. User can view the QR code of the device from device listings page in devices tab.
User Features
Caller ID Number
Admin can set a caller ID number, which would display at far end whenever the user makes any calls. To set a caller ID number, admin should have at least one phone number assigned to him.
Call Forwarding
As admin turns on call forwarding, admin has to select whether user has to forward the call to desk phone or mobile phone and provide the number to which the call has to be forwarded.
If admin selects fail over mode in call forwarding, then call will be forwarded to the given number, only if all devices under the user are unregistered.
User can enable three features in call forwarding:
Require key Press- If selected, user has to press any to accept the incoming calls.
Forward direct calls only- direct calls will be forwarded to user.
Keep your caller-ID – Caller ID would display as user’s caller id on the forwarded number.
If admin has already enabled find me follow me, then admin will not be able to enable call forwarding for the user.
Hot Desking
User have to dial “*11” and enter the hot desking PIN so that user can use any phones as his own device. This feature can be used in offices, where they have shared work spaces.
Voicemails
Voicemails will be enabled by default and user can disable it by changing the settings. User can also select to delete the messages from database after sending notifications.
Music on Hold
Admin will be able to upload .mp3 or .wav files, which they can set as their hold music. Admin can upload multiple files and change the hold music accordingly.
Find Me Follow Me
User can distribute the calls among multiple devices if the user has more than one registered device. He can set the strategy how incoming calls should ring into his device. Eg: Ring both devices simultaneously or First 30 sec one device and rest the other device.
This would be helpful for the user because he wouldn’t miss any calls. If user has already enabled call forwarding then user will not be able to enable find me follow me.
User Role
To set user role, Client Admin has to navigate [Control Manager]->[User Settings]->[User Role]. Client admin can change the role of users any time. User role can be changed to PBX Admin, Supervisor, Agent or Receptionist.
PBX Admin
PBX Admin gets all the privileges of the Client Admin except Call Recordings.
Receptionist
User with Receptionist role can access Receptionist App in addition to the privileges of a normal user.
Agent
A User assigned as Agent gets access to Agent Portal where he/she acts as an agent.
Supervisor
Supervisor gets access to Contact Centre App (except Call Recordings) and Agent Portal.