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Phones

The Phones dashboard 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 the summary list view of the resource.

Quick Actions

Links to frequently used 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 settings page.

    • In the list view, click the toolbar Fetch real-time phone status icon to retrieve and display the latest data for phones (phone registration and IP address status). 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. Choose the site.

  3. Click Phones in the left-side menu to open the Phones dashboard.

  4. Add a phone, via either of the following methods:

    • In Quick Actions, click Add Phone to open the Phones/Add Phone page.

    • Click in the Phones counter to open the list view. From the list view, click the toolbar Plus icon (+)

  5. Choose the relevant site (where you want to add the phone).

  6. In Phone Details:

    • Choose a device type. Available options are determined by the phone template.

    • Add a description for the phone (if required).

      Note

      This text overrides 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.

    • Choose a phone template.

      Note

      The phone template configures the phone settings. It defines available phone types and associated default settings when adding a phone.

      Additional custom settings are populated using configuration template values. If you don’t choose an option, the default applies.

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

    • If this phone will not be associated with a subscriber, select Standalone Phone. Clear the checkbox to select a username.

  7. In Lines:

    1. Click the Plus sign to open the Lines dialog. Fill out line details:

      • Choose a line template to apply device attributes from values in the site defaults.

      • Choose an inventory filter, for example, to show only unused numbers with associated E164s, or to show only used numbers.

      • Choose a directory number. Numbers are filtered based on the inventory filter.

      • Specify a label and a display value for the line. By default, this is the directory number.

    2. Click OK.

  8. Save your changes.

Related Topics

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Subscribers

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Headsets