Quick Guide to Common Tasks

Step by step guide to common tasks within the premier business portal.

Topics:

• Resetting a Password
• Replacing Employees
• Moving a Phone
• Changing Open Hours
• Setting New Holidays
• Setting Call Forwarding
• Blocking a Caller

Resetting a Password

1. On the menu bar, click Users
2. Click the name of the user that needs a password change.
3. Scroll down to the Change Password section, and then enter a new numeric password in the New Password and Confirm New Password fields.
4. Click Save.

Replacing Employees

If you have a new employee taking over an old employee’s Extension:

1. On the menu bar, click Users
2. Click the name of the user being replaced.
3. Change the name, department, email address, and password, as appropriate, and then click Save.
4. To reset the mailbox for the new employee, click the Voicemail tab, scroll down to the Data section, click Clear Data followed by Yes at the confirmation prompt, and then click Save.

Moving a Phone

If a user changes offices, we recommend moving the phone. The user’s extension will follow the phone. Otherwise, use the following procedure to reassign phones:

1. On the menu bar, click Inventory
2. Click the Phone Hardware tab.
3. Click the MAC address of the appropriate phone.
4. In the pop-up window, reassign the extensions, and then click Save.

Changing Open Hours

1. On the menu bar, click Time Frames
2. Click the name of the time frame you want to edit.
3. In the pop-up window, change the When setting. Use the check boxes, sliders, and text fields to adjust the open hours rules, as appropriate.
4. Click Save

 

Setting New Holidays

Setting new holidays is a 2-step procedure. First, create or edit a Time Frame, and then configure user Answering Rules for that time frame.

1. Set the time frame:
2. On the menu bar, click Time Frames
3. Click Add Time Frame to add a new time frame or click the Name of the time frame you want to edit.
4. In the pop-up window, enter or edit the name for the holiday, click when it occurs, and use the check boxes, sliders, and text fields to adjust the rules, as appropriate.
5. Click Save.
6. Set the user answering rules:
7. On the menu bar, click Users
8. Click the Name of a user who needs the time frame applied to him.
9. Click the Answering Rules link.
10. Check to see whether the time frame already applies to that user. Otherwise click Add Rule.
11. Using the Time Frame drop-down list, select the time frame you defined in step 1.
12. Complete the other settings as appropriate.
13. Click Save.
14. Reorder the time frames as needed to ensure the new rule will take precedence.

Setting Call Forwarding

1. On the menu bar, click Users
2. Click the name of the user you want to forward.
3. Click the Answering Rules tab.
4. Hover over a time frame, and then click the pencil icon.
5. In the pop-up window, select the appropriate Call Forwarding check box and enter the extension, number, or phone.
   
   Note: Your main number usually is associated with a user called the “Inbound Route.” For more information about Call Forwarding, see “Adding Answering Rules” on page.
6. Click Save

Blocking a Caller

1. On the menu bar, click Users
2. Click the name of the user that needs a block. To block a caller from the main number, look for the Inbound Route user.
3. Click the Answering Rules tab.
4. Click the Allow/Block button.
5. In the pop-up window, enter the caller’s number under BLOCKED NUMBERS, and then click '**+**'
6. Click Done.