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Introduction
Within the admin portal, you can configure or set up several features for users in your company. This guide reviews some of the most common user features and how you can configure them for users.
1.
Call Forwarding
You can enable and modify call forwarding settings for a user within the admin portal. This is helpful when a user is out of the office unexpectedly or when troubleshooting for a user having issues with call forwarding settings.
The following call forwarding options are available:
- Forward All Calls To Voicemail
- Call Forward Always
- Call Forwarding Busy
- Call Forwarding No Answer
2.
Modifying Call Forwarding
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- From the dashboard, select the Users tab in the left-hand navigation. Here you will see a list of users assigned to this group/location.
- Select the user you would like to modify the call forwarding settings for. The user’s settings appear, including the call forwarding options available under Calling Features.
- Choose the call forwarding option you would like to enable or modify for the user.
- Call Forward Always - Choose this option to have all calls forwarded to a specific number. To enable, select the toggle. Then select the checkbox next to Is Active. To enable a Ring Splash, check the box next to Is Ring Splash Active. Then enter the number where you would like calls forwarded to. Select Save to save your changes.
- Call Forwarding Busy - Choose this option to forward calls when the line is busy or set to Do Not Disturb. To enable, select the toggle. Check the box next to Is Active. Then enter the number where you would like calls forwarded to. Select Save to save your changes.
- Call Forwarding No Answer - Choose this option to forward when the call exceeds a set number of rings. To enable, select the toggle. Check the box next to Is Active. Enter the number where you would like calls forwarded to. Enter the Number Of Rings. Once a call exceeds this number of rings, it will be forwarded to the phone number entered. Select Save to save your changes.
3.
Hoteling
Hoteling allows a user to associate their service profile (phone number, features, and calling plan) with a host user and use the host user's device as their primary device. The hoteling feature has two parts — Hoteling Host and Hoteling Guest — that work together to allow you to designate specific phones (hosts) that users (guests) can temporarily log in to and use as their phone. When a guest logs in to a hosted phone, their user profile is automatically transferred to the device. The host device then becomes the user’s primary device while they are logged in to it.
The hoteling feature is useful for companies with traveling users, which enables employees to be in a remote office but still have the functionality of their main desk phone with the same features. It is also useful in a call center environment where a site may have a limited number of phones. With the hoteling feature, employees can share phones over multiple shifts while being able to maintain their profile (e.g., acting as their agent identity in the call center).
4.
Configuring Hoteling Host
To enable a user to be a hoteling host, follow these steps at the Group level:
- From the dashboard, select Hoteling Host under User Bulk Features.
- The list of users able to be a hoteling host appears. Select the user you would like to enable or modify.
- On the edit pop-up, configure the following:
- Is Active - Check this box to enable the user as a hoteling host.
- Remove Guest (User) Association - Check this box to remove a user from being able to be selected as a hoteling host.
- Enforce Association Limit - Check this box to limit the amount of time that the user is allowed to be a hoteling host of the associated guest. Then, enter the number of hours under Enforce Association Limit Hours.
- Access Level - From the drop-down menu, select the hoteling host access level for this user — Group or Enterprise.
- Select Save to save your changes.
5.
Configuring Hoteling Guest
To enable a user to be a hoteling guest, follow these steps:
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- From the dashboard, select the Users tab in the left-hand navigation. Here you will see a list of users assigned to this group/location.
- Select the user you would like to enable hoteling guest settings for.
- Then select Hoteling Guest.
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- The Edit Settings window will appear. Here you can modify the following:
- Is Active - Check this box to enable the user as a hoteling guest.
- Enforce Association Limit - Check this box to limit the amount of time that the user is allowed to be a hoteling guest of the associated host. Then, enter the number of hours under Enforce Association Limit Hours.
- Host - From the drop-down menu, select the hoteling host to associate this guest with.
- The Edit Settings window will appear. Here you can modify the following:
- Select Save to save your changes.
6.
Do Not Disturb
This feature automatically forwards all incoming calls to voicemail. If no voicemail service is configured, the caller will hear a busy tone instead. To enable a user to be a hoteling guest, follow these steps:
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- From the dashboard, select the Users tab in the left-hand navigation. Here you will see a list of users assigned to this group/location.
- Select the user you would like to enable Do Not Disturb for.
- Click the toggle to enable.
- Click Do Not Disturb to add a Ring Splash.
Note: Once a call is forwarded it does not come back to the user’s voicemail if the forwarded location does not answer.
7.
Anywhere Mobile
Anywhere is a feature that allows end-users to receive the added benefit of a common business calling experience across all devices. This capability allows you to dial colleagues with a four-digit extension from your mobile phone or transfer calls taken from your mobile phone to another colleague’s desk or mobile phone without having to know whether they are in the office. The Anywhere feature allows users to:
- Receive calls on an alternate phone – Allows calls placed to a user’s office phone to ring any phone(s) setup with the feature. Most users will designate their mobile phone as their Anywhere phone.
- Place calls from an alternate phone – Users can place calls that display the outbound Caller ID of their desktop phone.
- Pull active calls between desktop and mobile phones – When on an active call using a desktop phone, users may push that call to their Anywhere device. Conversely, while on an active call on a designated Anywhere phone, users can pull the call to the desktop phone.
Once the designated Anywhere device is set up, to place and receive Anywhere calls, users must first dial the Anywhere Portal number. As an administrator, you may alter the Anywhere Portal settings, as needed. To set up this feature for a user, follow these steps:
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- From the dashboard, select the Users tab in the left-hand navigation. Here you will see a list of users assigned to this group/location.
- Select the user you would like to enable Anywhere for.
- Click the toggle to enable.
- Click Office Anywhere to open additional settings.
- To add alerts for click-to-dial calls and group paging calls, select the Settings icon next to BroadWorks Anywhere.
- To add phone numbers, select the Plus icon next to Phone Numbers.