Phones

The Phones landing page provides an overview of the resources and actions available at the current hierarchy level.

Component Description
Counters

Cards indicating the total number of phones, and the total number of unassigned phones.

Click on a counter to open a summary list view of the resource.
Quick Actions

Links to actions:

  • View Phones: opens a list view showing all phones at the current hierarchy, with details for the following: device name, description, product, registration status, IP address, owner user ID, phone button template, softkey template, device pool name, location.
    • Click on a phone in the list to open the phone detail page.
    • In the list view, you can click the toolbar icon Fetch real-time phone status to fetch and display the latest data for phones. To use this feature, you must be an administrator with an appropriate role and access profile. See Configure Phones for details.
  • Add Phone: opens the Add Phone page, where you can add a new phone.

Add a Phone

To add a phone in the Business Admin Portal:

  1. Log in to the Business Admin Portal.

  2. Click Phones in the left-side menu to open the Phones landing page.

  3. Use either of the following methods to open the Add Phones page from the landing page:

    • In the Quick Actions, click Add Phone.
    • Click the Phones counter to open the list view; then, in the list view, click the toolbar Plus icon (+).

  4. In the organization picker, select the site where you want to add the phone.

  5. In the Phone Details field group:

    • Select the device type. Available device types are determined by the phone template.

    • Add a description for the phone. The text you add here will override the description in the phone template, or can be combined with phone template data using a macro in the template. Description values could for example include the phone extension.

    • Add a phone name.

      Note

      The phone name must include the correct prefix for the specified device type, for example:

      • Android = BOT
      • Carrier Integrated Mobile = CIM
      • Cisco 69XX, 78XX and 88XX = SEP
      • CTI Remote Device = CTI
      • iPhone = TCT
      • Jabber = CSF or TAB.

    • Select a phone template, which will be used as the phone configuration settings.

      Note

      The phone template you choose determines the available phone types and associated default settings when adding a phone. Additional custom settings are populated using Configuration template values. The Default option is always selected unless a different phone template is chosen from the drop-down list.

      Phone settings configured by the phone template and configuration templates can be viewed and edited on the detail dashboard for the phone.

    • Select Standalone Phone if this phone will not be associated with a subscriber, else, clear the checkbox, and then select a username.

  6. In the Lines field group, click the Plus sign to open the Lines information dialog; then, fill out the line details:

    • Select a line template for the configuration settings. This template configures device attributes from values in the site default that apply to the organization selection.
    • Select an inventory filter, for example, to show only unused numbers with associated E164s, or to show only used numbers.
    • Select a directory number. Numbers are filtered based on the inventory filter.
    • Specify a label and a display value for the line. By default, this will be the directory number.
    • Click OK.

  7. Click Save.

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