User Options for Implementation

User Options for Implementation

In order for the technicians to create your users correctly, they need some information from you!

Here is the absolute minimum they will need, and why:
  1. Name. Why? Because they have to call the user something!
  2. Email (if user has one). Why? This is how the user will receive their portal login information.
  3. Phone Model being used (if you have ordered more than one).  Why? Our technicians pre-program your phones, and that means connecting the users to the appropriate phones.  If you ordered multiple models, the technicians do not know which users are getting which models and can not proceed
  4. Extension.  Why? If you want users to have specific extensions, this is the time to show us!
Extensions can not be changed once created, if one is not given, our technicians will start the extension list at 101, 102, 103...

Now that you know the minimum requirements, here is additional information that can tailor make your Users experience:
  1. Voicemail Enabled. Why?  We may not enable this by default, so if you would like it for certain users please let us know.
  2. Forward # if offline.  Why?  If users need to be reachable even when offline, we need to know where we can send calls.
  3. Administrator Access. Why?  Admin access can be given out selectively if needed.  This allows Users to change Auto Attendant settings, Call Queue's, etc.  It is a very powerful access level that has the potential to trigger additional billing and needs to be treated with caution.
On the questionnaire sent to you, you can input information via the table, the text box, or by uploading your own document (which is linked below).

User List (Google Doc) - Please download the document, and then fill it in and upload it onto the form that sent you to this page. Thank you

    • Related Articles

    • Working With Users

      This article goes over adding and editing user accounts. To see how to delete, reset or recycle users/ extensions see Article: Deleting, Resetting and Recycling Users Prerequisites Portal access with privileges higher than Office Manager scope. ...
    • Deleting, Resetting and Recycling Users

      Deleting Users If you no longer need a user, you can delete the user from the system. From the Users page, hover over the user, and then click the  icon at the far right of the row. A confirmation prompt appears. Click Yes to delete the user or No to ...
    • Fax Solutions

      Contrary to popular belief, fax is actually growing in popularity. Fax grew 28% in 2018 and projections show a potential growth of 25% through 2019-2020 according to an International Data Corporation (IDC) comprehensive study. Internet Fax Internet ...
    • Configuring Options for Call Queues

      This article covers setting up the pre-queue options for call queues. Prerequisites Call Center Supervisor or higher permissions Configuring Queue Options Round Robin Round robin is a queue that routes callers to the available agent that has been ...
    • Registering an Algo 8301 to a paging user extension

      Register Period (seconds)Prerequisites Active internet connection laptop/desktop connected to the network which the device is connected Portal configuration Create a User in extension 5800 Navigate to new user Navigate to the "Phones" tab Click ...