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Introduction
Within the Admin Portal, you can configure or set up several features for users in your company. This guide covers the following topics related to configuring user features.
1.
Call Forwarding
From the Call Features tab, there are three types of call forwarding that can be set up for a user.
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- Call Forwarding Always – This feature forwards all incoming calls to the destination you choose. To enable, select the On radio button and enter the number you would like to forward your calls to. You also have the option to enable a ring reminder that plays a brief tone on your phone when a call has been forwarded. Select Save to save your changes.
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- Call Forwarding Busy – This feature will forward all your incoming calls to a different number if you are busy and cannot accept a call. To enable, select the On radio button and enter the number you would like to forward your calls to. Select Save to save your changes.
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- Call Forward No Answer – This feature forwards calls only when you don’t answer your phone. To enable, select the On radio button and enter the number you would like to forward calls to. Next, select the amount of times you want your phone to ring before calls are forwarded from the drop-down menu. Select Save to save your changes.
2.
Do Not Disturb
This feature automatically forwards all your incoming calls to voicemail. If no voicemail service is configured, the caller will hear a busy tone instead. To enable, select the On radio button and select Save. Once a call is forwarded it does not come back to the user’s voicemail if the forwarded location does not answer.
3.
CCI Anywhere
CCI 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 he or she is in the office. The CCI Anywhere 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 CCI 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 CCI Anywhere device. Conversely, while on an active call on a designated CCI Anywhere phone, users can pull the call to the desktop phone.
Once the designated CCI Anywhere device is set up, to place and receive Anywhere calls, users must first dial the CCI Portal number. As an administrator, you may alter the CCI Anywhere Portal settings as needed. To set up this feature for a user, follow these steps:
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- From the Calling Features tab, go to CCI Anywhere.
- To add an Anywhere device, select Add.
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- Type the 10-digit telephone number (no spaces or dashes).
- Enter a description, for example Mobile.
- Select Enable this location.
- Select Enable Diversion Inhibitor to keep calls from reaching voicemail on an Anywhere device that is internal to the organization.
- Select Require Answer Confirmation to be notified on an Anywhere device that is external to the organization, such as cell or home phones. You will be prompted to press a key on your phone to accept the call.
4.
Voicemail to Email
As an Administrator, you can set up voicemail to email settings for a user. Follow these steps:
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- From the Calling Features tab, scroll to the Messaging section.
- Select Edit next to Voice Email Management.
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- Select Use unified messaging to allow the user to access voicemail from the voice portal both from their phone and dialing in remotely, apps such as the UC-One ProConnect applications and email. To enable the Message Waiting Indicator light, the red light on the phone alerting the User to new voicemail messages, check the box next to Use Phone Message Waiting Indicator.
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- To have messages forwarded to the user’s email, check the box next to Forward it to this e-mail address and enter the user’s email address. Note: If you choose this option, the user will not be able to access your voicemail through the voice portal.
Note: Users will still need to access the voice portal to record their busy and no answer greetings.
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- Select additional options, if applicable:
- E-mail address for new message notifications – If unified messaging is selected, this option will send a notification sent to the user’s email. Note: This is a notification and not the actual voicemail message. If selected, enter the user’s email address.
- Transfer on ‘0’ to Phone Number – This allows callers that reach the voicemail to escape to a different number. To enable, select On and enter the extension or any 10-digit number in this field. Now, if the caller presses 0 during the greeting those callers would be automatically routed to that extension or phone number. It is recommended to have the user record this instruction in their greeting to notify the caller of this option. For example, “I am away from my desk, if you need immediate assistance press 0 to reach the receptionist.”
- Select additional options, if applicable:
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- Select Save to save your settings.
5.
Additional User Settings
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- To navigate to additional settings, select View All Services.
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- You will be routed to a new page with additional service types:
- Incoming calls – Make changes to how calls are routed to a user.
- Outgoing calls – To make changes that impact how calls are placed.
- Call control – Access advanced features for the user (e.g. Anywhere).
- Calling plans – View the calling plan assigned to the user.
- Messaging – Make changes to voicemail and voicemail-to-email settings.
- Client applications – If the user is a receptionist or call center agent or supervisor, you can modify his or her applications here.
- You will be routed to a new page with additional service types:
Note: If you make changes to any of the features on the page, you must click ‘save’ to save your changes. The Save button is located at the top and bottom of the listed features.