Extensions are endpoints in your Office Phone, to where someone can contact you. Since that OneContactPortal handles all extensions as convergent extensions, they can be accessible by different endpoints simultaneously.
On the extension page, you can:
- Edit extension information
- Edit extension profile
- Edit members configuration
- Edit communication settings
- Edit forwarding settings
Edit extension information
Click on to open the Edit Extension pop-up window:
On the pop-up window:
- Drag an image file or click to upload the image file associated with the user.
- Insert a username (mandatory).
- Insert the user's full name.
- Select if authentication is a single step process or if it requires a personal contact as a second step verification.
- Insert the user's personal contact (it will be mandatory if 2 step verification is selected).
- Select if user is allowed to log in.
- Select the user's role from the drop-down menu (mandatory).
- Click SAVE to apply changes and close the pop-up window.
Edit extension profile
Click on to open the drop-down menu:
On the drop-down menu you can:
- Reset password - If the user forgot his password, reset it, so he can choose a new one.
- Duplicate - Duplicate he user information.
- Unregister - Force the extension logout by disconnecting it's SIP user.
- Delete - Delete the user.
Edit members configuration
Click on to open the Groups pop-up window:
On the Groups pop-up window:
- Click on
to open the Add Groups pop-up window:
- On the pop-up window:
- Select the group(s) to add the extension to.
- Click ADD GROUPS to apply changes and close the pop-up window.
- Click on
to delete the group from the extension's list.
- Click SAVE to apply changes and close the pop-up window.
Edit communication settings
On the COMMUNICATIONS tab you can:
- Configure number settings
- Configure allowed endpoint
- Configure voicemail
- Configure call waiting & holding
- Configure monitoring
- Configure phone numbers
Configure number settings
Click on , on Number settings, to open the number settings pop-up window:
On the Number settings pop-up window:
- Insert the extension in Short number.
- Select the presentation number from the drop-down menu.
- Select the dial plan profile from the drop-down menu.
- Select the country from the drop-down menu..
- Select, on Display presentation number, if the number is displayed on outgoing calls or the calls are anonymous.
- Select, on Presence, if the extension can be monitored.
- Select, on Recorded calls, if the extension can be recorded.
- Click Save to apply the changes and close the pop-up window.
Configure allowed endpoint
Click on , on allowed endpoints, to open the allowed settings pop-up window:
On the Allowed endpoints pop-up window:
- Select, on Softphone, if a softphone can be used.
- If selected that user can use the integrated softphone, select if it's a basic softphone cliente or operator console.
- Select, on Mobile application, if the mobile app can be used.
- Select, on Third party softphones, if a third party softphone can be used.
- If selected that user can use third party softphones, insert the SIP username and SIP password.
- Select, on IP phone, if an IP phone can be used.
- If selected that user can use a IP Phone, select the device from the drop-down menu.
Note: To know more about creating devices, click here.
- If selected that user can use a IP Phone, select the device from the drop-down menu.
- Click Save to apply the changes and close the pop-up window.
Configure voicemail
Click on , on voicemail, to open the voicemail pop-up window:
On the Voicemail pop-up window:
- Select if unanswered calls are ended or sent to voicemail.
- If you select to send unanswered calls to voicemail, the pop-up window will expand:
- On the Voicemail expanded pop-up window:
- Insert a PIN number.
- Select, on Welcome message, the message clients will hear, from the drop-down menu.
Note: If you select Create Announcement, a pop-up window will appear. To know more about Create Announcement, click here.
- If you select to send unanswered calls to voicemail, the pop-up window will expand:
- Select, on Email notification, if an email is sent when a voicemail is received.
- If you select to activate the email notification when a voicemail is received, you'll be required to insert an Email address (mandatory):
- If you select to activate the email notification when a voicemail is received, you'll be required to insert an Email address (mandatory):
- Click Save to apply the changes and close the pop-up window.
Configure call waiting & holding
Click on , on call waiting & holding, to open the call waiting & holding pop-up window:
On the Call waiting & holding pop-up window:
- Select if calls are queued or not.
- If you select to queue calls, the pop-up window expands:
- Set the maximum waiting calls allowed.
- Select, on Waiting queue welcome message, the message clients will hear while on queue, from the drop-down menu.
Note: If you select Create Announcement, a pop-up window will appear. To know more about Create Announcement, click here.
- If you select to queue calls, the pop-up window expands:
- Set the maximum simultaneous calls allowed.
- Select, on Music on hold, the audio file clients will hear while on hold, from the drop-down menu.
Note: If you select Create Announcement, a pop-up window will appear. To know more about Create Announcement, click here.
- Click Save to apply the changes and close the pop-up window.
Configure monitoring
Click on , on monitoring, to open the monitoring pop-up window:
On the Monitoring pop-up window:
- Select, on Monitor user's calls, if the extension can listen to other user's calls.
- Select, on Allow calls to be monitored, if other users can listen to this extension calls.
- Click Save to apply the changes and close the pop-up window.
Configure phone numbers
Click on , on phone numbers, to open the phone numbers pop-up window:
On open the Number settings pop-up window:
- Click on
to open the add numbers pop-up window:
- Select the numbers you want to add.
- click ADD NUMBERS to apply changes.
- Click on
to delete numbers from the extension's list.
- Click SAVE to apply changes and close the pop-up window.
Edit forwarding settings
On the FORWARDING tab you can:
User unconditional forward
Click on , on Unconditional forward, to open the unconditional forward pop-up window:
On the User unconditional forward pop-up window:
- Select, on Call forwarding, if:
- Don't forward calls.
- Forward calls to a destination number.
- Select a destination number from the drop-down menu:
- Select a destination number from the drop-down menu:
- Forward calls according to schedule rules.
- Click on ADD SCHEDULE, to open the CREATE RULE pop-up window:
- Click on ADD SCHEDULE, and configure the time and days.
- Click Save to apply the changes and close the pop-up window.
- Click on ADD SCHEDULE, to open the CREATE RULE pop-up window:
- Click Save to apply the changes and close the pop-up window.
Exception numbers
Click on , on Exception numbers, to open the exception numbers pop-up window:
On the Exception numbers pop-up window:
- Click on ADD NUMBER.
- Select the number from the drop-down menu or insert it manually.
- Click on
to delete a number from the exception numbers list.
- Click Save to apply the changes and close the pop-up window.
Note: You can add as much numbers as you want to the exception numbers list.
Conditional forward
Click on , on Conditional forward, to open the conditional forward pop-up window:
On the Conditional forward pop-up window:
- Select, on Forward calls when not reachable, if calls are ended or forwarded.
- If you select forward calls, select a destination number from the drop-down menu.
- Select, on Forward calls when number is busy, if calls are ended or forwarded.
- If you select forward calls, select a destination number from the drop-down menu.
- Select, on Forward calls when number doesn't answer, if calls are ended or forwarded.
- If you select forward calls:
- Set the Extension ring time.
- Select a destination number from the drop-down menu.
- If you select forward calls:
- Click Save to apply the changes and close the pop-up window.
Note: Keep in mind that configuring unconditional forwarding will override conditional forwarding configuration (within the period set on the unconditional forwarding).