Cloud PBX Guide: Quick Guide to Common Tasks

Cloud PBX Guide: Quick Guide to Common Tasks 

Contents

Overview        2

Resetting a Password        3

Replacing Employees        4

Moving a Phone        5

Changing Open Hours        6

Setting New Holidays        7

Setting Call Forwarding        8

Blocking a Caller        9

Adding/Editing Answering Rules Table        10

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Overview

This document describes frequently-performed tasks.

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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”.

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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”.

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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”.

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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”.

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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:

1. On the menu bar, click “Time Frame”.
2. Click “Add Time Frame” to add a new time frame or click the “Name” of the time frame you want to edit.
3. 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.

2. Set the user answering rules:

1. On the menu bar, click “Users”.
2. Click the “Name” of a user who needs the time frame applied to him.
3. Click the “Answering Rules” link.
4. Check to see whether the time frame already applies to that user. Otherwise click “Add Rule”.
5. Using the “Time Frame” drop-down list, select the time frame you defined in step 1.
6. Complete the other settings as appropriate, per the “Adding/Editing Answering Rules” table.
7. Click “Save”.
8. Reorder the time frames as needed to ensure the new rule will take precedence.

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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 checkbox, and enter the extension, number, or phone.
   Note: Your main number usually is associated with a user called the “Inbound Route.”
6. Click “Save”.

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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”.

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Adding/Editing Answering Rules Table

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