Extensions & Users
- Lucky Clarke
- Eric Chavez
On the Extensions/Users page, you will see a list of all your extensions here is where you can add and edit your current extensions.
+Add User
Each User can utilize up to 3 devices
1 x Handset
1 x Mobile App
1 x Windows App
To Create user click on “USERS” and click on the button at the top of the page “Add User”
Add Call Pack
This is also where you can add and remove call packs, call packs give an extension/user Unlimited outbound calls to local, national, and mobile calls (13/1300 not included) if your extension does not have a call pack you simply pay per call.
From the Dropdown menu select the extension you wish to assign the call back and check the Classic call pack box. Click “Add Call Pack” to complete your purchase.
This can also be done within the Users profile and removed.
Export Extension List
Your entire extension list under “My Extensions & Users” and clicking on Address book export.
Once downloaded the CSV file, open to view your entire list of extensions.
extensions/names/address and email addresses of those extensions will be exported.
Configuring an Extension
Once clicking on an extension you can configure the following settings
Extension Details
This is where you can name your extension and set your caller ID. click on “Edit” on the right hand top of the window.
User setup and Mobile app Email setup
Setting Caller ID
Under Voice - Click on Edit
Here you will be able to edit the caller ID to your choosing.
Select the number you wish to use. also check if required to place that extension on private you can check the box.
Click Save to save the settings.
Voicemail Settings
Here is where you can add your email address for voicemail to email, upload/record your voicemail message, or set your diversion settings.
To Upload a voicemail click on “Upload” to upload your audio file
*Please note Access PIN is no longer used for the VM option
If voicemail settings have been disabled, please note that the diversion delay (aka Time-out) will be defaulted to 30 seconds. If you wish to adjust this setting you will need to change the diversion delay prior to disabling the voicemail settings.
Example below shows the diversion delay has been set to 45 seconds after this time the system will then end the call if the agent has not answered the call as the voicemail option had been disabled.
Mange Voicemail Messages
Privacy Settings
Here you can choose to display your online/offline status to other extensions or not.
Music On Hold Settings -
Here you can choose what hold music your extension will play when you place someone on hold
Call Packs
Here you can add or remove call packs from your extension, call packs give you unlimited outbound calling to local, national and mobile.
Manage Handset Type
Here is all the tools and information you need to register your extension to either a Uniden handset (plug and play), Mobile app, Windows app, or 3rd party SIP phone.
How to send instructions
To send instructions to your staff member on how to setup their extension, click on the device they wish to setup Mobile Phone or PC Phone.
On the top right a button will appear “Send”, Click the button to send instructions via email.
How to configure a plug and play Uniden EVOC handset.
Simply add the MAC address of the handset to the extension you wish to configure the handset for.
Your MAC address can be found on the back of the phone itself or on the box in which the handset came in.
Enter in MAC address and hit Save
How to configure your extension to a Mobile app
Clicking “Send Email invitation” will send information to the email which was setup under the users profile. Click to View
Click on the Mobile Phone tab, download and install the app, download the app either from the Apple store or Google play once you open the app you will be asked to either Login or scan a QR code you need to Click to Scan QR code.
How to configure your Windows app
First, you need to download the windows app HERE and then simply click on the PC Phone tab and click Show Pin this will display the PIN for that extension.
Importing Address Book
You are able to Import your own address book using our CSV Template.
Go to the desired extension and click on “Local Address book”
Click on “Import CSV” (using our CSV Template for the correct format)
Once completed import your finished CSV file into each extension which requires the phonebook list.
Click “Import” and follow prompts.
Once uploaded your address book will appear on that extension.
Address Groups
Notice in the image above that you are able to group customers in your address book. You will need to create those groups by clicking on “Groups” on the Local Address book page.
Once created then you can update your CSV, where it has the column in the spreadsheet Groups.