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Using Your Web Portal M6 Release 7.1 Business Feature Set Revised Oct 28, 2008 TR-71-0010-102808

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Using Your Web Portal. M6 Release 7.1 Business Feature Set Revised Oct 28, 2008 TR-71-0010-102808. About the Web Portal Web Portal Capabilities Web Browser Requirements Logging Into Your Web Portal Account Configuring Your Web Portal Account Using the Web Portal Directories - PowerPoint PPT Presentation

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Page 1: Using Your Web Portal

Using Your Web PortalM6 Release 7.1 Business Feature Set

Revised Oct 28, 2008 TR-71-0010-102808

Page 2: Using Your Web Portal

2 2008 BroadSoft®, Inc. Proprietary and confidential; do not copy, duplicate, or distribute

Table of ContentsTable of Contents•About the Web Portal

•Web Portal Capabilities

•Web Browser Requirements

•Logging Into Your Web Portal Account

•Configuring Your Web Portal Account

•Using the Web Portal– Directories

•Navigating Contacts•Creating a Personal Contact•Deleting a Personal Contact•Importing Contacts

– Voicemail

– Conferencing

– Call Management•Call Logs•Find Me•Call Treatments•Call Jump

– Options

– Voice Assistant

Page 3: Using Your Web Portal

3 2008 BroadSoft®, Inc. Proprietary and confidential; do not copy, duplicate, or distribute

About the Web PortalAbout the Web Portal

• The Web Portal enables you to monitor, manage and control your phone and your communications service using an intuitive web-based graphical user interface.

• While the colors and logos of your particular web portal account may differ from those illustrated within this presentation, the functional structure and usage of the various web portal features will, in many cases, be similar.

• In order to access the web portal, your account must be provisioned for web portal access by the service administrator.

Page 4: Using Your Web Portal

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Web Portal OverviewWeb Portal Overview•The Web Portal consists of two primary components:

– Main Portal•The main portal is the web page

which you log into.•The main portal organizes its various

capabilities into an intuitive tabbed format consisting of the following tabs:

»Directory tab»Voicemail tab»Conferencing tab»Call Management tab»Options tab

•Note: Certain tabs may not be visible if you have not been provisioned for the capability.

– Voice Assistant•The Voice Assistant is an application

component which enables real-time call control and management.

Page 5: Using Your Web Portal

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Web Portal CapabilitiesWeb Portal Capabilities•Directory tab

– Company Directory

– Personal Directory

– My Numbers

•Voice Mail– Message Retrieval and Management

•Inbox & Saved

– Mailbox Configuration•Remote Notification•Distribution Groups•Voice Mail Password•Email Forwarding•Playback Order Selection•Custom Operator (Zero Out)

•Meet-Me Conferencing– Manage Conference Reservations

– Moderator Floor-Control Functions

– Find & Join Conferences

•Call Management– Call Logs

– Call Control

– Call Jump

– Find-Me

– Speed Dials

– Privacy Guard

•Call Treatments– Manage Default Inbound Call Treatment– Manage Custom Per-Caller Call Treatment– Treatment Actions

•Disabled•Call Block•Forward to Number•Forward to Voice Mail•Priority Call•Urgent Call •Virtual Ring•Find Me•Forward when Busy•Forward when No Answer•Selective Call Forwarding•Ringback Tone•Day-of-Week/Time-of-Day Options

– Call Treatment Options•Selective Forwarding Number•OOS Forwarding Number•Call Treatment Delay

•Options– Remote Phone– Reassign Phone– Phone Password– Profile– PC Integration with Outlook Contacts– Ringback Tones

Page 6: Using Your Web Portal

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Web Portal CapabilitiesWeb Portal Capabilities•Voice Assistant

– Make a Call– Pickup a Ringing Call– Listen to Voicemail– Enable/Disable Do Not Disturb

(phone dependent)– Call Forwarding Configuration

•All Calls•Busy•No Answer•Out of Service

– Dynamic Inbound Call Control•Answer•Redirect Call•Send to Voicemail•Ignore•Hold Call•Call Later

– In Call Features•Hold/Resume•End•Transfer•Start a Conference•Park•Resume•Make a New Call

•Voice Assistant (cont’d)– Conferencing

•Start a Conference•End a Conference•Conference Two Calls•Leave Conference•Add to Conference•Show Conference List

– Transfer•Transfer Call•Complete Transfer

– Screen Pops•Name/Number Display•Inbound Call Control•Answer•Hold•Redirect•Ignore•Send to Voicemail•Call Later

Page 7: Using Your Web Portal

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Web Browser RequirementsWeb Browser Requirements• In order to access your Web Portal account, you must use a web browser

application. The following web browser applications are supported:

– Microsoft Internet Explorer (Version 5.5 or higher)

• Certain elements of the Web Portal (e.g., the Voice Assistant) use ActiveX for enhanced capabilities. For this reason, Microsoft Internet Explorer is recommended.

– Voice Assistant

– Meet-Me Conferencing Floor Control

– Voice Mail Player

• NOTE: If you are using any other web browser besides Internet Explorer, then the standard Call Control window will be presented instead of the Voice Assistant. Also, Meet-Me Conferencing and the Voice Mail Player will be unavailable.

• PC Requirements:

– PC Running Windows 2000, XP or Vista• If you run Windows XP with Service Pack 2 and Internet Explorer, you will need to install

AcitveX controls for Voice Assistant, Meet-Me Floor Control and Voice Mail Player to work properly.

Page 8: Using Your Web Portal

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Logging Into Your Web Portal AccountLogging Into Your Web Portal Account

1.Enter the Web Portal URL specified by your service provider into the Address field of your web browser.

2.Click Go

3.Enter your telephone number into the Phone Number field.

If you have a Direct Inward Dial account (i.e., you have your own telephone number) use your own complete telephone number. In North America, this is usually a 10-digit telephone number.

If you have an Extension-Only account, use your company’s main telephone number followed by “x” and your extension (e.g., 9723542100x2184).

4.Enter your Web Portal password into the Password field

5.Enable the Click to Call checkbox, if it is not already enabled.

6.Click OK

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Page 9: Using Your Web Portal

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Configuring Your Web Portal AccountConfiguring Your Web Portal Account

1. Click on the Options tab

2. Click on the Profile tab

3. Select which Web Portal page should be displayed when you first log into the portal using the Home Page drop-down menu.

4. Enter how many Rows Per Page of contacts, call logs, messages etc. you’d like displayed.

5. Select which method you wish to have Meet-Me Conference notifications.

6. Enable Click to Call by checking the Click to Call checkbox.

7. Enable the Voice Assistant for real-time call control:– Enable the “Launch VA at Startup” checkbox

– Your service provider should give you the IP Address of their Call Agent. Enter this address into CA Address 1 field.

– If your service provider gave you a second address, enter it into the CA Address 2 field.

8. Click Submit

9. Click Call Control to open the Voice Assistant and confirm that it is configured correctly.

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The first time you access your web portal, you’ll want to configure it for optimal use. You need only configure the web portal once, but can change the configuration at any time.

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Page 10: Using Your Web Portal

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DirectoriesDirectories•The web portal provides three different contact directories.

– The Personal Directory provides your own private directory of contacts. You manage them and only you can see them.

– The Corporate Directory is managed by your service provider or by your enterprise administrator. It displays all the employees of your organization and is visible to everyone.

– My Numbers provides a central location to enter your telephone numbers to be used in other features such as Find Me and Remote Phone.

•You can use the entries in your directories in a variety of ways:

– Click-to-Dial – Call your contacts by simply pointing at the telephone number and clicking.

– Send an Email – Create a new email message and address the message automatically by clicking on the email icon for any entry that has email address information

– Build a Call Screening Profile – Create a custom call treatment so that calls from this person are handled differently than any other calls.

– Add to Conference – Bridge any of your contacts onto an existing call to create an instant conference call

Personal Directory

Corporate Directory

Page 11: Using Your Web Portal

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DirectoriesDirectories•My Numbers:

– Users can enter several of their personal and business telephone numbers for use in other areas of web portal.

– This central repository of these numbers ensures a number change only has to be made in one location in web portal.

My Numbers

Page 12: Using Your Web Portal

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Directories (cont’d)Directories (cont’d)•Accessing your Directories

1. Click on the Directory tab

2. Click on the Personal tab for your Personal Directory or the Corporate tab for your Corporate Directory

•Navigating Directories– Directory entries are arranged in

tables. Tables may span multiple tables depending upon the number of entries and how you configured your profile.

– If one page of a table is taller than your screen, you may need to use your browser’s scroll bar to view different portions of a page.

– When the table spans multiple pages, you can view different pages using the various navigation buttons:• First – Jumps to the first page• Previous – Jumps to the previous page• Next – Jumps to the next page• Last – Jumps to the last page• Page – Jumps to a specific page

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Navigation Buttons

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Page 13: Using Your Web Portal

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Directories (cont’d)Directories (cont’d)•Sorting Contacts

– You can sort your Directories using any of the table headers that are underlined:• Last Name• First Name• Company• Phone Number

– To sort the table, click on any of the underlined headers. Click on the same header again to change the sort direction (e.g., ascending or descending).

– The Sort Indicator in the header row indicates the current sort order and the sort direction.

•Searching Contacts

1. Select the field to search

2. Enter the search information into the search field

3. Click Go

– Note: Search will open the page on which the first search result is located.

Sort Indicator

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Page 14: Using Your Web Portal

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Directories (cont’d)Directories (cont’d)

•Creating a Personal Contact

1. Click on the Directory tab

2. Click on the Personal tab

3. Click Add

4. Enter the contact information

5. Click Save

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Page 15: Using Your Web Portal

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Directories (cont’d)Directories (cont’d)

•Importing a File of Personal Contacts– You can import a file of contact entries

that has been formatted as a Comma Separated Value (CSV) text file (e.g., an exported Microsoft Outlook Contacts folder)

– The columns must be in the following order:• First Name• Last Name• Company• Job Title• Business Phone• Business Fax• Home Phone• Mobile Phone• Pager• Email Address

Page 16: Using Your Web Portal

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Directories (cont’d)Directories (cont’d)•Importing a File of Personal Contacts (cont’d)

1. Click on the Directory tab

2. Click on the Personal tab

3. Click Import

4. Choose how to import the contacts:– Append – Adds the new contacts to

the existing table of entries. If any duplicates are detected, the import will fail.

– Append, Ignore Duplicates – Adds the new contacts to the existing table, creating duplicates, if necessary.

– Overwrite – Adds the new contacts to the existing table of entries. If any duplicates are detected, the old information is overwritten with the new information.

5. Either type the complete path and filename to the contact entry file or use the Browse button to locate the file

6. Click Import

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Page 17: Using Your Web Portal

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Directories (cont’d)Directories (cont’d)•Exporting a File of Contacts

1. Click on the Directory tab

2. Click on either the Personal tab or the Corporate tab

3. Click Export

4. In the File Download dialog, click Save to save the file to your local disk.

5. In the Save As dialog, navigate to the desired disk/folder.

6. Enter an appropriate filename (ending in .CSV)

7. Click Save.

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Page 18: Using Your Web Portal

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Directories (cont’d)Directories (cont’d)

•Editing a Personal Contact

1. Click on the Directory tab

2. Click on the Personal tab

3. Navigate to the entry you wish to modify

4. Click the Edit icon

5. Modify the contact information

6. Click Save

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Page 19: Using Your Web Portal

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Directories (cont’d)Directories (cont’d)

•Deleting a Personal Contact

1. Click on the Directory tab

2. Click on the Personal tab

3. Navigate to the entry you wish to delete

4. Check the Select checkbox for the appropriate entry

5. Click Delete

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Page 20: Using Your Web Portal

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Directories (cont’d)Directories (cont’d)•Click-to-Dial a Contact

1. Click on the Directory tab

2. Click on either the Personal tab or Corporate tab

3. Navigate to the entry you wish to call

4. Click on the telephone number you wish to call (i.e., business, home, mobile etc).

5. If you are using an IP Phone, your phone will go off-hook and dial the desired party. If you are using an analog phone, your phone will ring.

– Click-to-Dial also works in conjunction with Remote Phone. Thus, if you are away from your office, you can enable Remote Phone and configure it to use your home telephone or your mobile phone. If you then Click-to-Dial while you are at home or on the road, your Remote Phone will ring and will dial the desired party. See Remote Phone in the Options section of this presentation for more information.

– Note: Click-to-Dial is only available if you enabled the capability by checking the Click-to-Dial checkbox in your Profile when you configured your web portal.

– Note: You may be prevented from dialing certain destinations due to toll-restrictions/call-restrictions.

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Page 21: Using Your Web Portal

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Directories (cont’d)Directories (cont’d)

•Sending an Email to a Contact

1. Click on the Directory tab

2. Click on either the Personal tab or Corporate tab

3. Navigate to the entry you wish to email

4. Click on the email icon, if available, associated with the desired party

5. Your email client will open and a new email will be addressed to the desired recipient.

– Note: The email icon is only available if an email address has been entered into the contact entry.

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Page 22: Using Your Web Portal

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Directories (cont’d)Directories (cont’d)•Conferencing In a Contact

1. Click on the Directory tab

2. Click on either the Personal tab or Corporate tab

3. Navigate to the entry you wish to call

4. Click on the conference icon for the desired party

5. In the Conference In window, click on the telephone number you wish to add to the conference.

6. The party will be dialed and bridged onto your existing call.

7. Click Cancel to close the Conference In window and return to the Directory

– Note: The Conference In capability requires that a call is already active. To initiate a new call, use the Click-to-Dial capability instead.

– Note: You may be prevented from dialing certain destinations due to toll-restrictions/call-restrictions.

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Page 23: Using Your Web Portal

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Directories (cont’d)Directories (cont’d)•Creating a Custom Call Screening for a Contact

– Call Screening allows you to configure how incoming calls from a specific caller are treated.

– You can configure Call Screening to handle calls the same regardless of time-of-day or you can configure different treatments for up to three pre-defined time-of-day/day-of-week periods as well as a default treatment for calls arriving outside of those pre-defined periods.

– The following types of treatments are available:• Disabled – This indicates that the specified Time of

Day action is not in effect.• Call Block – This selection will block calls from this

phone number. The caller will hear a recorded message that you are not accepting calls.• Forward to Number – Calls from this number will be

forwarded to the phone number that you specify in the Forward to field. The original called number is bypassed and does not ring.• Forward to Voicemail – The call goes directly to voice

mail without ringing your phone.• Selective Forwarding – This caller will be forwarded

to a specified number. NOTE: This option will only be displayed if a selective forwarding number has already been defined. See Selective Forwarding for more information about this feature.

•Priority Call – This will mark this number as a priority call and it will have a priority ring tone. The priority ring tone you will hear depends on the type of phone you have.

•Urgent Call – This will mark the call as urgent, and will override Do Not Disturb, if you have it set on your phone. If you do not answer the phone, and if it is forwarded to voice mail, then it is tagged as an urgent message. If you want to be paged when you receive an urgent message, make sure that you have checked both the "Paging" and "Urgent" settings in Pager Notifications under Voice Mail.

•Virtual Ring – The caller always hears a ring. To the caller it appears as if their call is not being answered. Actually the call does not ring at your phone, nor does it go to voice mail, it is simply routed to a virtual phone.

•Find-Me – This option will only be displayed if at least one Find-Me list has been created. The Find-Me feature will forward the incoming call to a list of phone numbers specified by the user.

•Forward when Busy – If your phone is busy when this call comes in, the call will be forwarded to the number specified in the Forward to field.

•Forward when No Answer – If you miss the call, it will be forwarded to the number specified in the Forward to field.

Page 24: Using Your Web Portal

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Directories (cont’d)Directories (cont’d)

•Creating a Custom Call Screening for a Contact (cont’d)

1. Click on the Directory tab

2. Click on either the Personal tab or Corporate tab

3. Navigate to the entry you wish to screen

4. Click on the Options icon for the desired contact. Note that the Options window provides different capabilities for Personal contacts and Corporate Contacts.

5. Call Screening is performed based upon the caller’s Caller ID information. Using the radio buttons in the Call Screening section, select which of the contact’s numbers you wish to screen.

6. Click Add to Call Screening

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Page 25: Using Your Web Portal

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Directories (cont’d)Directories (cont’d)•Creating a Custom Call Screening for a Contact (cont’d)

7. If desired, define one or more Time of Day Actions

A.Select the desired action from the drop-down menu

B.Configure any action-specific parameters (e.g., Call Forwarding Destination etc.)

C.Define the active periods for the action by choosing the start-time, end-time and day(s) of week the action should be performed

8. Define the Default Action that should always be performed if no Time of Day Actions were defined or during any unspecified periods of time if one or more Time of Day Actions were defined.

A.Select the desired action from the drop-down menu

B.Configure any action-specific parameters (e.g., Call Forwarding Destination, Find-Me List etc.)

9. Click Save

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Page 26: Using Your Web Portal

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Directories (cont’d)Directories (cont’d)•Copying a Corporate Contact to your Personal Directory

1. Click on the Directory tab

2. Click on the Corporate tab

3. Navigate to the entry you wish to copy

4. Click on the Options icon

5. Check the checkbox for the extension

6. Click Add to Personal Directory

7. In the Contact Entry form, add any additional information for the personal contact entry

8. Click Save

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Page 27: Using Your Web Portal

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VoicemailVoicemail•Accessing your Voicemail

1. Click on the Voicemail tab

2. Click on the Inbox tab for your new messages or the Saved tab for your saved messages

•Navigating Voicemail Messages– Voicemail messages are arranged in

tables. Tables may span multiple tables depending upon the number of entries and how you configured your profile.

– If one page of a table is taller than your screen, you may need to use your browser’s scroll bar to view different portions of a page.

– When the table spans multiple pages, you can view different pages using the various navigation buttons:• First – Jumps to the first page• Previous – Jumps to the previous

page• Next – Jumps to the next page• Last – Jumps to the last page• Page – Jumps to a specific page

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Page 28: Using Your Web Portal

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Voicemail (cont’d)Voicemail (cont’d)•Sorting Voicemail Messages

– You can sort your voicemail messages using any of the table headers that are underlined:• Priority• Name• Phone Number• Date/Time Received• Length

– To sort the table, click on any of the underlined headers. Click on the same header again to change the sort direction (e.g., ascending or descending).

– The Sort Indicator in the header row indicates the current sort order and the sort direction.

Sort Indicator

Page 29: Using Your Web Portal

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Voicemail (cont’d)Voicemail (cont’d)•Listening to Voicemail Messages on your PC

1. Click on the Voicemail tab

2. Click either the Inbox tab or the Saved tab depending upon which messages you wish to hear

3. Navigate to the message you wish to hear

4. To hear the message played through the speakers on your PC, click the Play to Speaker button. Note that your PC must have a sound card and speakers to use this feature.

5. The voicemail message will be downloaded to your PC and the Voice Mail Player will open. Note: If you’ve never listened to voicemail messages through your PC before, you will be prompted to install the Voice Mail Player.

6. The Voice Mail Player provides a variety of capabilities during and after message playback including:

– Play– Pause– Stop– Back 5 Seconds– Ahead 5 Seconds– Rewind to Beginning– Fast Forward to End– Open a Voicemail File– Save a Voicemail File

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Voice Mail Player –During Playback

Voice Mail Player –After Playback

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Page 30: Using Your Web Portal

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Voicemail (cont’d)Voicemail (cont’d)•Listening to Voicemail Messages through your Phone

1. Click on the Voicemail tab

2. Click on either the Inbox tab or the Saved tab depending upon which messages you wish to hear

3. Navigate to the message you wish to hear

4. To hear the message played through your phone, click the Play to Phone icon.

5. Depending upon your phone, your phone will either ring or go off-hook and start playing the message.

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Page 31: Using Your Web Portal

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Voicemail (cont’d)Voicemail (cont’d)•Adding the Caller to your Personal Directory

1. Click on the Voicemail tab

2. Click on either the Inbox tab or the Saved tab

3. Navigate to the message from the appropriate caller

4. Click the Options icon

5. Select the radio button to identify which type of phone number the caller used.

6. Click Add to Personal Directory

7. In the Contact Entry form, add any additional information for the personal contact entry

8. Click Save

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Page 32: Using Your Web Portal

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Voicemail (cont’d)Voicemail (cont’d)

•Moving a New Message to the Saved Folder

1. Click on the Voicemail tab

2. Click on the Inbox tab

3. Navigate to the message you wish to move

4. Check the Select checkbox for the message(s) you wish to move

5. Click Move to Saved

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Page 33: Using Your Web Portal

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Voicemail (cont’d)Voicemail (cont’d)

•Click-to-Dial a Voicemail Message Originator

1. Click on the Voicemail tab

2. Click either the Inbox tab or the Saved tab

3. Navigate to the entry you wish to call

4. Click on the telephone number from which the caller left their voicemail message

5. If you are using an IP Phone, your phone will go off-hook and dial the desired party. If you are using an analog phone, your phone will ring.

– Click-to-Dial also works in conjunction with Remote Phone. Thus, if you are away from your office, you can enable Remote Phone and configure it to use your home telephone or your mobile phone. If you then Click-to-Dial while you are at home or on the road, your Remote Phone will ring and will dial the desired party. See Remote Phone in the Options section of this presentation for more information.

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– Note: Click-to-Dial is only available if you enabled the capability by checking the Click-to-Dial checkbox in your Profile when you configured your web portal.

– Note: You may be prevented from dialing certain destinations due to toll-restrictions/call-restrictions.

Page 34: Using Your Web Portal

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Voicemail (cont’d)Voicemail (cont’d)•Forwarding a Voicemail Message

1. Click on the Voicemail tab

2. Click on either the Inbox tab or the Saved tab

3. Navigate to the message you wish to forward

4. Click the Forward icon

5. Build the recipient list by adding one or more voicemail distribution groups and/or individual extensions.

A.To Add Distribution Groups:1.Click Add Distribution Group2.Navigate the Distribution Groups and check the

Select checkboxes for each Distribution Group you wish to include.

3.Click Save

B.To Add Extensions:1.Click Add Extension2.Navigate the Corporate Directory and check the

Select checkboxes for each Extension you wish to include.

3.Click Save

6. Click Forward

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Voicemail (cont’d)Voicemail (cont’d)

•Forwarding a Voicemail Message to Email

1. Click on the Voicemail tab

2. Click on either the Inbox tab or the Saved tab

3. Navigate to the message you wish to forward

4. Click the Forward to Email icon

5. Enter the Email Address for the intended recipient

6. Click Forward

– When a voicemail message is forwarded as email, the audio is sent in one of two formats:• .WAV file – This format is used if your

account is provisioned for uncompressed voicemail. These files can be played with any off-the-shelf media player.• .VML file – This format is used if your

account is provisioned for compressed voicemail These standard G.729 encoded files can be played with the Voicemail Player (VML Player).

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Page 36: Using Your Web Portal

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Voicemail (cont’d)Voicemail (cont’d)

•Configuring Paging/Remote Notification

1. Click on the Voicemail tab

2. Click on the Paging tab

3. Select whether to be notified for All Calls, Urgent Calls or No Calls

4. Select the Notification Type: Numeric Pager, Voice Call or Email

5. Configure the pager-specific information:1.For Numeric Pager, enter the pager

number and the numeric message (usually your own phone number)

2.For Voice Call, enter the telephone number

3.For Email, enter the email address and the email message.

6. Click Save

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Page 37: Using Your Web Portal

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Voicemail (cont’d)Voicemail (cont’d)•Voicemail Distribution Groups

– Distribution Groups are used when you want to send messages to a group of users. There are two types of Distribution Groups:• Personal Distribution Groups are

managed by the end user and are available only to that user. A user may have a maximum of 20 Personal Distribution Groups (i.e., groups 80-99).• Corporate Distribution Groups are

managed by the System Administrator and can be used by anyone within the company. A company may have a maximum of 70 Corporate Distribution Groups.

Page 38: Using Your Web Portal

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Voicemail (cont’d)Voicemail (cont’d)•Creating a Personal Distribution Group

1. Click on the Voice Mail tab

2. Click on the Dist. Groups tab

3. Click Add

4. Change the Name of the Distribution GroupA.Click Change Distribution Group NameB.Enter the new nameC.Click Save

5. Add the Members to the Distribution GroupA.Click Add MembersB.Navigate the Corporate DirectoryC.Check the Select checkbox for each member

you wish to addD.Click Save

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Voicemail (cont’d)Voicemail (cont’d)•Editing a Personal Distribution Group

1. Click on the Voice Mail tab

2. Click on the Dist. Groups tab

3. Navigate the Distribution Groups

4. Click the Edit icon for the Personal Group you wish to modify

5. To Change the Name of the Distribution Group

A.Click Change Distribution Group NameB.Enter the new nameC.Click Save

6. To Add Members to the Distribution Group

A.Click Add MembersB.Navigate the Corporate DirectoryC.Check the Select checkbox for each

member you wish to addD.Click Save

7. To Remove Members from the Distribution Group

A.Check the Select checkbox for each member you wish to remove

B.Click Delete

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Voicemail (cont’d)Voicemail (cont’d)

•Deleting a Personal Distribution Group

1. Click on the Voice Mail tab

2. Click on the Dist. Groups tab

3. Navigate the Distribution Groups

4. Check the Select checkbox for the Personal Group you wish to delete

5. Click Delete

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Voicemail (cont’d)Voicemail (cont’d)

•Changing Your Voicemail Password

1. Click on the Voice Mail tab

2. Click on the Password tab

3. Enter your current password

4. Enter your new password

5. Enter your new password again to confirm

6. Click Submit

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Voicemail (cont’d)Voicemail (cont’d)•Configuring Voicemail Options

1. Click on the Voice Mail tab

2. Click on the Options tab

3. To configure your voice mailbox to automatically send a copy of every voicemail message to an email account:

A.Check the Enable Email Forwarding Checkbox

B.Enter the email address

4. To set your zero out (custom operator) enter the number here.

5. To change the message playback order when listening to voicemail messages via the telephone interface:

A.Check the Listen Newest Messages First checkbox to hear messages in Last-In-First-Out (LIFO) order. Otherwise, messages are played in First-In-First-Out (FIFO) order.

B.Check the Listen Priority Messags First to have Urgent messages played before Normal priority messages.

C.Check the Unheard Messages First to have new unheard messages played before messages that you’ve already heard.

6. Click Submit

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ConferencingConferencing•Creating a Conference Reservation

1. Click on the Conferencing tab

2. Click on the Meet Me tab

3. Click Add

4. Enter the Meeting InformationA.Subject – A descriptive titleB.Date – Start date for the meetingC.Time – Start time for the meeting; The

start time is based upon the timezone for which your account is provisioned.

D.Length – The expected duration of the meeting in hours and minutes

E.Participants – The number of audio ports to reserve

5. If the meeting will recur multiple times:

A.Check the Recurring checkboxB.Configure the recurrence schedule

6. Click Check Availability

7. If the selected time is available, click Save. Otherwise, click Back & Try Other Date/Time to choose an alternate time for the meeting.

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Managing Conference Reservations Using Web Portal

Managing Conference Reservations Using Web Portal

• Define Meet-Me Notifications1. Click on the Options Tab2. Click on the Profile Tab3. Click the Meet-Me Conf

Notification Pulldown4. Select either

• iCalendar – to use iCalendar with Outlook or other supported mail clients to send an Invite with the bridge details

• Default Mail Client to use any mail client to send a standard email with the bridge details

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Managing Conference Reservations Using Web Portal

Managing Conference Reservations Using Web Portal

•Send meeting invitations to the participants using Default Mail Client:

1. Click the Notify icon ( )

2. To add participants from your Web Portal Directory:• Click Add Emails• The system will provide a list of all the

Directory Entries that have email addresses. You may need to scroll through the pages to find the appropriate participants.• Check the Select Box for each participant• Click Save

3. Click Send to open your email client

4. Enter the addresses for any additional participants into the To field of the email message.

5. Customize the message body, as desired.

6. Click your email client’s Send button

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Managing Conference Reservations Using Web Portal

Managing Conference Reservations Using Web Portal

• Send meeting invitations to the participants using iCalendar:

1. Click the Notify icon ( )

2. Click Open

3. Click Invite Attendees to invite others from your address book or enter the addresses for any additional participants into the To field of the email message.

4. Customize the subject and location info, as desired

5. Customize the message body as desired.

6. Click your email client’s Send or Save & Close button if you didn’t invite other attendees

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Conferencing (cont’d)Conferencing (cont’d)•Changing a Conference Reservation

1. Click on the Conferencing tab

2. Click on the Meet Me tab

3. Navigate to the desired reservation

4. Click the Edit icon associated with the reservation

5. Enter the new Meeting InformationA.Subject – A descriptive titleB.Date – Start date for the meetingC.Time – Start time for the meeting;

The start time is based upon the timezone for which your account is provisioned.

D.Length – The expected duration of the meeting in hours and minutes

E.Participants – The number of audio ports to reserve

6. Click Save

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Conferencing (cont’d)Conferencing (cont’d)

•Canceling a Conference Reservation

1. Click on the Conferencing tab

2. Click on the Meet Me tab

3. Navigate to the desired reservation

4. Click the Delete icon associated with the reservation

5. Click on the double XX icon to delete all occurrences for a recurring conference.

6. Click OK in the confirmation window

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Conferencing (cont’d)Conferencing (cont’d)•Managing a Meeting using the Portal

1. Click on the Conferencing tab

2. Click on the Meet Me tab

3. Navigate to the desired reservation

4. Click the Conference Control icon associated with the reservation to open the conference management window.

– Add Ports to a Meeting:1.Click the Add People icon2.Select the number of ports to add3.Click OK

– Extend the Meeting Reservation:1.Click the Extend Meeting icon2.Select the number of additional minute to add3.Click OK

– Mute/Unmute All Participants:1.Click Mute All or UnMute All

– Mute/Unmute an Individual Participant:1.Select the participant from the participant list2.Click Mute or Unmute

– Hear a Participant’s Recorded Name:1.Select the participant from the participant list2.Click Play Name. The participant’s recorded

name will only be audible to the moderator.

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Conferencing (cont’d)Conferencing (cont’d)– Change a Participant’s Name:

1.Select the participant2.Click Change Name

– Hear the Roll Call:1.Click Play All Names. The number of participants

and recorded names will be audible to all participants.

– Lock/Unlock the Conference:1.Click Lock Conference or Unlock Conference. A

Lock Icon will indicate that the conference is locked. When a conference is locked, new participants will not be allowed to enter the call.

– Drop a Participant:1.Select the participant2.Click Drop

– End the Conference:1.Click End Conference. All participants will be

disconnected. If the moderator subsequently rejoins the call, participants will be able to rejoin the call as well.

– Acknowledge Raised Hands:1.If one or more participants raises their hand during

the conference by dialing #8, lower an individual hand by selecting the participant and clicking Hand Down. To lower all hands, click All Hands Down.

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Conferencing (cont’d)Conferencing (cont’d)•Adding Parties to a Conference through Dialout

1. Click on the Conferencing tab

2. Click on the Dial-Out tab

3. Build the Dial-Out List of Participants1.To add participants from your Personal

Directory, click Add Personal Attendees. Select the participant(s) and click Save.

2.To add participants from your Corporate Directory, click Add Corporate Attendees. Select the participant(s) and click Save.

3.To add other attendees, click Add Other. Enter the participant’s information and click Save.

4. Click Dial-Out. The Dial-Out panel will open at the bottom of the Voice Assistant.

5. Click Dial to call the first participant. When the party answers, explain that you will be adding them to the conference.

6. Click Add to Meet-me Conference to bridge them into the conference.

7. Click Next to move to the next number in the dial-out list and repeat the process.

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Call ManagementCall Management•Accessing your Call Logs

1. Click on the Call Management tab

2. Click on the Logs tab

•Navigating Call Logs– Call Logs are arranged in tables.

Tables may span multiple tables depending upon the number of entries and how you configured your profile.

– If one page of a table is taller than your screen, you may need to use your browser’s scroll bar to view different portions of a page.

– When the table spans multiple pages, you can view different pages using the various navigation buttons:• First – Jumps to the first page• Previous – Jumps to the previous

page• Next – Jumps to the next page• Last – Jumps to the last page• Page – Jumps to a specific page

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Call Management (cont’d)Call Management (cont’d)•Sorting Call Logs

– You can sort your Call Logs using any of the table headers that are underlined:• Direction• Phone Number• Name• Date/Time• Length

– To sort the table, click on any of the underlined headers. Click on the same header again to change the sort direction (e.g., ascending or descending).

– The Sort Indicator in the header row indicates the current sort order and the sort direction.

Sort Indicator

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Call Management (cont’d)Call Management (cont’d)•Deleting a Call Log Entry

1. Click on the Call Management tab

2. Click on the Logs tab

3. Navigate to the entry you wish to delete

4. Check the Select checkbox

5. Click Delete

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Call Management (cont’d)Call Management (cont’d)•Exporting Call Logs

1. Click on the Call Management tab

2. Click on the Logs tab

3. Click Export to CSV File

4. Click Save in the File Download window to save the file to your disk.

– Note: Exported Call Logs are stored in a Comma Separated Value (CSV) file that can be read with any text editor or imported into Microsoft Excel.

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Call Management (cont’d)Call Management (cont’d)•Return a Call with Click-to-Dial

1. Click on the Call Management tab

2. Click on the Logs tab

3. Navigate to the entry you wish to call

4. Click on the phone number for the call you’d like to return

5. If you are using an IP Phone, your phone will go off-hook and dial the desired party. If you are using an analog phone, your phone will ring.

– Click-to-Dial also works in conjunction with Remote Phone. Thus, if you are away from your office, you can enable Remote Phone and configure it to use your home telephone or your mobile phone. If you then Click-to-Dial while you are at home or on the road, your Remote Phone will ring and will dial the desired party. See Remote Phone in the Options section of this presentation for more information.

– Note: Click-to-Dial is only available if you enabled the capability by checking the Click-to-Dial checkbox in your Profile when you configured your web portal.

– Note: You may be prevented from dialing certain destinations due to toll-restrictions/call-restrictions.

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Call Management (cont’d)Call Management (cont’d)•Find-Me

– Find-Me enables your callers to locate you at a pre-defined group of numbers when you are away from your phone.

– Find-Me is a Ring No Answer condition that occurs when you fail to answer an inbound call at your business telephone.

– You can define one or more Find-Me profiles for use by different callers or at different times of day.

– In order to use Find-Me, you must:• Define one or more Find-Me profiles• Activate Find-Me as either your default call

treatment or as a custom call screening call treatment.• Specify which Find-Me profile to use for each

call treatment

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Call Management (cont’d)Call Management (cont’d)

•Creating a Find-Me Profile

1. Click on the Call Management tab

2. Click on the Find-Me tab

3. Click Add

4. Click Options

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Call Management (cont’d)Call Management (cont’d)•Creating a Find-Me Profile (cont’d)

5. In the Find-Me List Name field, enter a descriptive name for the Find-Me profile.

6. Select the Find-Me Strategy:– Simultaneous Ring – Attempts to ring all

numbers in the list at the beginning of an incoming call.

– Sequential – Attempts each destination in order after the primary telephone number is not answered. Each destination is attempted for a pre-specified number of seconds. The first destination to answer and acknowledge the voice menu prompt is connected to the caller.

– Ring All – Attempts all destinations simultaneously after the primary telephone number is not answered. The first destination to answer and acknowledge the voice menu prompt is connected to the caller.

7. Check the Caller ID checkbox to show the original caller’s Caller ID information at each Find-Me destination as opposed to showing the Caller ID information for your business phone.

8. Check the Play Please Wait…prompt if you want the calling party to hear a menu and have a choice to leave you a voice mail message.

9. Click Save

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Call Management (cont’d)Call Management (cont’d)•Creating a Find-Me Profile (cont’d)

9. Add One or More Find-Me Locations to the profile

A.Click AddB.In the Use This Phone Number select a

number from you’re My Numbers. If Other is selected proceed to “C”

C.In the Name field, enter a descriptive name for the destination (e.g., Home, Cell etc.)

D.In the Phone Number field, enter the telephone number for the destination.

E.Using the No Answer Timeout drop-down menu, set the number of seconds that the system will ring the destination. This is often used to limit the call attempt at a location to prevent an alternate voicemail system from answering the call.

F.Using the Menu Timeout drop-down menu, set the number of seconds that the system will wait for the user to respond to the menu system after the call is answered. The menu response is used to avoid completing the call when the phone is answered by a voicemail system or answering machine.

G.In the Challenge Type field select how you want to calls to be presented to you.

H.Click Save

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Call Management (cont’d)Call Management (cont’d)•Creating a Find-Me Profile (cont’d)

10.If you selected Sequential as the Find-Me strategy, adjust the order of the destinations using the up/down arrow function icons.

11.Note: After defining one or more Find-Me profiles, you must activate Find-Me by assigning Find-Me as either a Default Call Treatment or as a Call Screening Treatment. See Call Treatments for further information.

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Call Management (cont’d)Call Management (cont’d)•Modifying a Find-Me Profile

1. Click on the Call Management tab

2. Click on the Find-Me tab

3. Click the Edit icon for the entry you wish to modify

– To Change the list’s Name, Find-Me Strategy or Caller ID configuration:

A.Click OptionsB.Modify the desired parametersC.Click Save

– To Add a Destination:A.Click AddB.Enter the destination name, phone number

and timeout valuesC.Click Save

– To Reorder Destinations:A.Click the Up/Down Arrow function icons

– To Delete a Destination:A.Check the Select checkbox for the desired

destinationB.Click Delete

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Call Management (cont’d)Call Management (cont’d)•Deleting a Find-Me Profile

1. Click on the Call Management tab

2. Click on the Find-Me tab

3. Check the Select checkbox for the desired profile

4. Click Delete

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Call Management (cont’d)Call Management (cont’d)•Call Treatment

– Call Treatment enables you to configure various aspects of how inbound calls are handled.

– Using the Call Treatment tab, you can:• Configure a Default Treatment – The default

treatment determines how all unscreened calls are handled. The default treatment can be configured to always perform the same action or can handle calls differently during certain time periods or on certain days of the week.• Configure Custom Call Screening Treatments –

Custom Call Screening Treatments handle calls from specific callers differently. These can also include Time-of-Day or Day-of-Week• Configure your Out-of-Service Forwarding

Destination• Configure your Selective Forwarding

Destination• Configure your Call Treatment Delay (i.e., how

long your phone will ring before a No Answer condition is determined.

– The following types of treatments are available:• Disabled – This indicates that the specified

Time of Day action is not in effect.• Call Block – This selection will block calls from

this phone number. The caller will hear a recorded message that you are not accepting calls.• Forward to Number – Calls from this number

will be forwarded to the phone number that you specify in the Forward to field. The original called number is bypassed and does not ring.

•Forward to Voicemail – The call goes directly to voice mail without ringing your phone.

•Selective Forwarding – This caller will be forwarded to a specified number. NOTE: This option will only be displayed if a selective forwarding number has already been defined. See Selective Forwarding for more information about this feature.

•Priority Call – This will mark this number as a priority call and it will have a priority ring tone. The priority ring tone you will hear depends on the type of phone you have.

•Urgent Call – This will mark the call as urgent, and will override Do Not Disturb, if you have it set on your phone. If you do not answer the phone, and if it is forwarded to voice mail, then it is tagged as an urgent message. If you want to be paged when you receive an urgent message, make sure that you have checked both the "Paging" and "Urgent" settings in Pager Notifications under Voice Mail.

•Virtual Ring – The caller always hears a ring. To the caller it appears as if their call is not being answered. Actually the call does not ring at your phone, nor does it go to voice mail, it is simply routed to a virtual phone.

•Find-Me – This option will only be displayed if at least one Find-Me list has been created. The Find-Me feature will forward the incoming call to a list of phone numbers specified by the user.

•Forward when Busy – If your phone is busy when this call comes in, the call will be forwarded to the number specified in the Forward to field.

•Forward when No Answer – If you miss the call, it will be forwarded to the number specified in the Forward to field.

•Ringback Tone Incoming calls will hear this tone uploaded via Options instead of the standard ring back tone.

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Call Management (cont’d)Call Management (cont’d)•Configuring the Call Treatment Options

1. Click on the Call Management tab

2. Click on the Call Treatment tab

3. Click Options

4. Enter the telephone number where you would like calls forwarded when calls are received from callers on your selective forwarding list.

5. Enter the telephone number where you would like calls forwarded when your phone is Out-of-Service (OOS) due to a local power failure or loss-of-connectivity between the service office and your IP Phone/Terminal Adapter. Note: When service is restored, your calls automatically revert back to their normal operation.

6. Using the Call Treatment Delay drop-down menu, select how long you would like your phone to ring before inbound calls are routed to voicemail or to any other ring no answer treatment (e.g., Find-Me Ring All, Find Me Sequential, Call Forwarding No Answer etc).

7. Click Save

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Call Management (cont’d)Call Management (cont’d)•Default Treatment

– The Default Treatment defines how all unscreened inbound calls are handled.

– The Default Treatment can be configured as a basic treatment where calls are handled the same way regardless of time-of-day or day-of-week or as an advanced treatment where calls are handled differently for up to three different pre-defined time periods.

– The following types of treatments are available for the Default Treatment:• Disabled – This indicates that calls are

handled normally. Normal treatment of a call rings the phone and then forwards the caller to voicemail if the call isn’t answered.• Find-Me – This option will only be displayed if

at least one Find-Me list has been created. The Find-Me feature will ring the phone and then routes unanswered calls to a pre-defined list of phone numbers specified by the user. If the user isn’t located during the Find-Me routing, the caller is routed to the user’s voice mailbox.

•Forward to Number – All inbound calls will be forwarded to the phone number that you specify in the Forward to field. The original called number is bypassed and does not ring. If the forwarding destination is an internal extension and the call is unanswered, the caller is routed to the voice mailbox for the original called party.

•Forward when Busy – If your phone is busy when this call comes in, the call will be forwarded to the number specified in the Forward to field.

•Forward when No Answer – If you miss the call, it will be forwarded to the number specified in the Forward to field.

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Call Management (cont’d)Call Management (cont’d)•Configuring the Default Treatment

1. Click on the Call Management tab

2. Click on the Call Treatment tab

3. Click the Edit icon for the Default Forwarding entry.

– To configure a basic treatment:A.Select the desired call treatment

action from the Default Action drop-down menu.

B.Configure any action-specific parameters

C.Click Save

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Call Management (cont’d)Call Management (cont’d)•Configuring the Default Treatment

– To configure an advanced treatment:A.Click AdvancedB.Define one or more Time of Day Actions

1.Select the desired action from the drop-down menu2.Configure any action-specific parameters (e.g., Call

Forwarding Destination etc.)3.Define the active periods for the action by choosing

the start-time, end-time and day(s) of week the action should be performed

C.Define the Default Action that should always be performed if no Time of Day Actions were defined or during any unspecified periods of time if one or more Time of Day Actions were defined.

1.Select the desired action from the drop-down menu2.Configure any action-specific parameters (e.g., Call

Forwarding Destination, Find-Me List etc.)

D.Click Save

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Call Management (cont’d)Call Management (cont’d)•Custom Call Screening Treatment

– Call Screening allows you to configure how incoming calls from a specific caller are treated.

– You can configure Call Screening to handle calls the same regardless of time-of-day or you can configure different treatments for up to three pre-defined time-of-day/day-of-week periods as well as a default treatment for calls arriving outside of those pre-defined periods.

– The following types of treatments are available for custom Call Screening:• Disabled – This indicates that the specified

Time of Day action is not enabled and that calls are handled normally.• Call Block – This selection will block calls from

this phone number. The caller will hear a recorded message that you are not accepting calls.• Forward to Number – Calls from this number

will be forwarded to the phone number that you specify in the Forward to field. The original called number is bypassed and does not ring.• Forward to Voicemail – The call goes directly

to voice mail without ringing your phone.• Selective Forwarding – This caller will be

forwarded to a specified number. NOTE: This option will only be displayed if a selective forwarding number has already been defined. See Selective Forwarding for more information about this feature.

•Priority Call – This will mark this number as a priority call and it will have a priority ring tone. The priority ring tone you will hear depends on the type of phone you have.

•Urgent Call – This will mark the call as urgent, and will override Do Not Disturb, if you have it set on your phone. If you do not answer the phone, and if it is forwarded to voice mail, then it is tagged as an urgent message. If you want to be paged when you receive an urgent message, make sure that you have checked both the "Paging" and "Urgent" settings in Pager Notifications under Voice Mail.

•Virtual Ring – The caller always hears a ring. To the caller it appears as if their call is not being answered. Actually the call does not ring at your phone, nor does it go to voice mail, it is simply routed to a virtual phone.

•Find-Me – This option will only be displayed if at least one Find-Me list has been created. The Find-Me feature will forward the incoming call to a list of phone numbers specified by the user.

•Forward when Busy – If your phone is busy when this call comes in, the call will be forwarded to the number specified in the Forward to field.

•Forward when No Answer – If you miss the call, it will be forwarded to the number specified in the Forward to field.

•Ringback Tone Incoming calls will hear this tone uploaded via Options instead of the standard ring back tone.

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Call Management (cont’d)Call Management (cont’d)

•Creating a Custom Call Screening for a Contact (cont’d)

1. Click on the Call Management tab

2. Click on the Call Treatment tab

3. Click Add

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Call Management (cont’d)Call Management (cont’d)•Creating a Custom Call Screening for a Contact (cont’d)

4. Enter the Name for the Caller

5. Enter the Telephone Number for the caller from which calls should be screened.

6. If desired, define one or more Time of Day Actions

A.Select the desired action from the drop-down menu

B.Configure any action-specific parameters (e.g., Call Forwarding Destination etc.)

C.Define the active periods for the action by choosing the start-time, end-time and day(s) of week the action should be performed

7. Define the Default Action that should always be performed if no Time of Day Actions were defined or during any unspecified periods of time if one or more Time of Day Actions were defined.

A.Select the desired action from the drop-down menu

B.Configure any action-specific parameters (e.g., Call Forwarding Destination, Find-Me List etc.)

8. Click Save

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Call Management (cont’d)Call Management (cont’d)

•Configure a Speed Dial:

1. Click on the Call Management tab

2. Click on the Speed Dials tab

3. Click Set Speed Dial

4. Enter the Name

5. Enter the Telephone Number

6. Click Save

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Call JumpCall Jump

• Configure Call Jump:

1. Click on the Call Management tab

2. Click on the Call Jump tab

3. Click Add to add a new jump entry

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Call JumpCall Jump

• Configure Call Jump Options:

1. Click on the Call Management tab

2. Click on the Call Jump tab

3. Click Options button

4. Check the Show Caller ID box if you want to see the Caller ID when presented a jumped call.

5. Click Save

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Call JumpCall Jump

• Modifying a Call Jump Entry:

1. Click on the Call Management tab

2. Click on the Call Jump tab

3. Click the Edit icon for the entry you wish to modify

4. Select the Phone Number type from one of you’re “My Numbers” or select Other to enter a new number.

5. Edit the Jump Code if required

6. Modify the No Answer and Menu Timeout values if required.

7. Select the No Challenge Type required.

8. Click Save

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Call JumpCall Jump

• Deleting a Call Jump Entry:

1. Click on the Call Management tab

2. Click on the Call Jump tab

3. Click the checkbox next to the entry you wish to delete

4. Click Delete

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Call Management (cont’d)Call Management (cont’d)

•Edit a Speed Dial:

1. Click on the Call Management tab

2. Click on the Speed Dials tab

3. Click on the Edit icon

4. Enter the Name

5. Enter the Telephone Number

6. Click Save

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Call Management (cont’d)Call Management (cont’d)

•Delete a Speed Dial:

1. Click on the Call Management tab

2. Click on the Speed Dials tab

3. Click the Delete icon for the entry to be deleted.

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Call Management (cont’d)Call Management (cont’d)

•Dial a Speed Dial:

1. Click on the Call Management tab

2. Click on the Speed Dials tab

3. Click telephone number for the speed dial you’d like to call.

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Call Management (cont’d)Call Management (cont’d)

•Create a Speed Dial Button:

1. Click on the Call Management tab

2. Click on the Speed Dials tab

3. Click the Set Speed Dial Button button

4. Follow the voice prompts on your telephone

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Call Management (cont’d)Call Management (cont’d)

•Configure Privacy Guard:

1. Click on the Call Management tab

2. Click on the Privacy Guard tab

3. Check the Enable Privacy Guard checkbox

4. If desired, enter a 3-digit access code which will allow certain callers to bypass Privacy Guard

5. Click Submit

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•Configure and Enable Remote Phone1. Click on the Options tab

2. Click on the Remote tab

3. Check the Enable Remote User checkbox to put your account into Remote mode

4. Check the Auto Enable When Phone OOS checkbox if you’d like the service to put your phone into Remote mode whenever an out-of-service (OOS) condition is detected. Note that your phone will remain in Remote mode after service is restored until you manually disable Remote mode.

5. Check the Enable Remote Caller ID if you’d like your remote phone to display the Caller ID information for the originating caller. Otherwise, your remote phone will display your own Caller ID information.

6. Enter the complete telephone number for your remote phone (e.g., home phone, cell phone etc)

7. Using the Ring Remote Phone for drop-down menu, select how long you’d like your remote phone to ring before a no answer condition is determined.

8. Click Save

– NOTE: While Remote mode is enabled, inbound calls will ring your business phone and your remote phone simultaneously.

OptionsOptions 1

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Options (cont’d)Options (cont’d)

•Reassigning your Phone Number

1. Click on the Options tab

2. Click on the Reassign tab

3. Enter the 12-character MAC Address from the back of your phone

4. Click Save

– NOTE: You can only reassign your telephone number and your service account to a phone of the same manufacturer and model.

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Options (cont’d)Options (cont’d)

•Changing Your Password

1. Click on the Options tab

2. Click on the Password tab

3. Enter your current password

4. Enter your new password

5. Enter your new password again to confirm

6. Click Submit

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Options (cont’d)Options (cont’d)

•Installing PC Integration / TAPI Module

1. Click on the Options tab

2. Click on the PC Integration tab

3. Click Install TAPI Service Provider

4. Click Run in the File Download window

5. Click Run in the Security Warning window

6. Click Next in the Welcome window

7. Click Next in the Start Installation window

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Options (cont’d)Options (cont’d)•Installing PC Integration / TAPI Module

8. If you haven’t previously installed or configured the TAPI provider, you will be prompted to configure the TAPI provider with your service account information:

A.Enter the IP Address(es) specified by your service provider into the fields Telephony Server IP Address 1 and Telephony Server IP Address 2. If you were given only a single IP Address, enter it into both fields.

B.Configure TAPI with your Telephone Number

1.Click the Add button next to the table of Available Lines

2.Enter your complete telephone number3.Enter your Password4.Enter your Password again to confirm5.Click OK to close the Add Line window

C.Click OK to close the GENBAND M6 window

9. Click Finish in the Installation Complete window

10.Click OK to restart the computer

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8B5

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Options (cont’d)Options (cont’d)

•Configuring Microsoft Outlook

1. Launch Microsoft Outlook

2. Click on the appropriate Contacts folder

3. Select a contact that has at least one telephone number listed.

4. From the Actions menu, select Call Contact and choose the appropriate telephone number.

5. Configure your Dialing OptionsA.Click Dialing OptionsB.Using the Connect Using Line drop-

down menu, select the telephone number that you previously configured in the Phone and Modem Options.

C.Click OK to return to the New Call dialog window

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4B

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Options (cont’d)Options (cont’d)•Configuring Microsoft Outlook (cont’d)

6. Configure your Dialing PropertiesA.Click Dialing Properties…B.If not already selected, select your

current location. In many cases, the only location available will be labeled My Location. Ensure that the phone number listed in the bottom of the screen uses the proper dialing pattern. If not, you will need to edit your location.

C.Click EditD.Click on the General tabE.Verify that the Area Code matches

the area code for your telephone number

F.For business users, enter the appropriate Outside Access Digit (usually “9”) into the two fields:- “To access an outside line for local calls…”- “To access an outside line for long-distance calls...”

Residential subscribers should leave these fields empty.

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Options (cont’d)Options (cont’d)•Configuring Microsoft Outlook (cont’d)

6. Configure your Dialing PropertiesG.Click on the Area Code Rules tabH.If you are located in an overlay

service area where more than one area code is used to dial local numbers, create an area code rule for each local area code besides your own area code.

1.Click New…2.Enter the first local area code (besides your

own)3.Select which prefixes within the area code

are treated as local calls4.Configure the dialing rules, as appropriate.5.Click OK to return to the Edit Location dialog6.Repeat these steps to configure any other

overlay area codes

I.Click OK to return to the Phone and Modem Options dialog

J.Click OK to return to the New Call Dialog

K.Click Close

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Options (cont’d)Options (cont’d)•Click-to-Dial Using Microsoft Outlook with TAPI

1. Launch Microsoft Outlook

2. Click on the appropriate Contacts folder

3. Select a contact that has at least one telephone number listed.

4. From the Actions menu, select Call Contact and choose the appropriate telephone number.

5. Click Start Call

6. Depending upon your telephone, your phone will either go off-hook and dial the desired number or your phone will ring and dial the desired number when you lift the handset.

7. To end the call, click End Call in the New Call dialog window or end the call using your telephone.

8. Click Close to close the New Call window and return to your Microsoft Outlook Contacts folder.

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Options (cont’d)Options (cont’d)

•Managing Ringback Tones

1. Click on the Options tab

2. Click on the Ringback Tones tab

3. Click Add to upload a new ringtone

4. Enter a name for the tone

5. Select Tone Source radio button1.Record through Phone2.Upload Tone

6. If Upload Tone was selected, put your cursor in the box and hit Browse to find your file.

7. Click Save to upload the tone.

NOTE: To use the tone you must set a Call Treatment.

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Call ControlCall Control

•The Voice Assistant provides real-time call control functions including:

– Identify and manage inbound calls using screen-pops

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Call Control (cont’d)Call Control (cont’d)

•To Launch the Voice Assistant

1. Click the Call Control icon which is available near the top of every web portal page.

– Note: If you haven’t already configured the Voice Assistant, you will be prompted to do so. Refer to Configuring Your Web Portal on slide 9 of this package for further information.

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Call Control (cont’d)Call Control (cont’d)•Managing Inbound Calls

1. When an inbound call is received, a screen-pop will identify the call with the Caller’s Name and Number, if available.

2. Manage the call by selecting one of the available choices:

A.Click Answer the Call to answer the call. With an IP Phone, your phone will go off-hook in speakerphone mode and you will be connected to the calling party.

B.Click Answer & Control the Call to answer the call and launch the Voice Assistant to manage the call. With an IP Phone, your phone will go off-hook in speakerphone mode and you will be connected to the calling party. With the Voice Assistant, you can manage the active call.

C.Click Send to Voice Mail to forward the incoming call to your voicemail account.

D.Click Ignore the Call to close the screen-pop window and prevent the caller from reaching your voicemail account. The caller will hear ring-tone until they hang up.

E.Click Hold the Call to answer the call and place them on hold. The caller will hear “Please hold. Your call will be answered shortly” followed by music. To resume the held call, retrieve the held call using the standard procedure for held calls on your phone or press the Resume This Call button on the Voice Assistant.

F.Click Call Later to send the caller to your voicemail account and add the caller to your Call Later List. Configure the reminder by entering the caller’s name, telephone number and the number of minutes in which you wish to be reminded and click OK. When using this option, the caller will hear your Do Not Disturb voicemail greeting when they are forwarded to voicemail.

G.Click Redirect the Call to forward the caller to one of the destinations on your Call Forward List. Note: You must pre-configure your Call Forward List in order to use this capability. See Configuring Your Call Forward List.

– Note: You must launch the Voice Assistant in order to receive screen-pops. It may be either open or minimized, but must be active.

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Call Control (cont’d)Call Control (cont’d)•Managing Active Calls

1. Select the call to manage from the list of active calls.

2. Manage the call by selecting one of the available choices:

– Click Hold the Call to place the current call on hold. To retrieve the call, click Resume this Call. While on hold, the held party will hear music.

– Click End this Call to disconnect the call.

– Click Transfer the Call to transfer the call to another party. Enter the extension/phone number into the entry field or select a number from the drop-down menu.

A.To Transfer with Consultation:A.Click OK to dial the 3rd-party and consult.B.To complete the transfer, click Complete Transfer.

B.To Transfer without Consultation,A.Check the Immediate Transfer checkboxB.Click OK

– Click Park the Call to park the call for retrieval from any extension. The system will transfer the call to a park extension and announce the park extension to you. To retrieve the call, dial the park extension from any phone.

– Click Make a New Call to place the current call on hold and start a new call.

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Call Control (cont’d)Call Control (cont’d)•Managing Active Calls

– Click Start a Conference to create a conference call by adding a party to the current call.

• To Add the Party with Consultation:1.Enter the extension/phone number into the entry field

or select a number from the drop-down menu.2.Click OK. The party will be dialed so that you can

consult with them.3.Click Complete Conference to connect the party with

the active call.

• To Add the Party without Consultation:1.Enter the extension/phone number into the entry field

or select a number from the drop-down menu.2.Enable the Immediate Conference checkbox.3.Click OK. The party will be dialed and added to the

conference when they answer.

• To Add Additional Participants:1.Click Add to the Conference2.Repeat the appropriate process to add the party with

consultation or without consultation.

• To Drop a Participant:1.Select the Conference Call2.Click Show Conference List3.Select a Participant4.Click Remove. The selected party will be dropped

from the conference call.

•To Leave the Conference:1.Select the Conference Call2.Click Leave the Conference. You will be

disconnected from the conference, but the other participants will be able to continue speaking.

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Call Control (cont’d)Call Control (cont’d)•Picking up another Extension

– To answer someone else’s ringing phone, click Pickup a Ringing Call.

– To answer a specific extension, enter the extension number and click OK.

– To answer the extension that has been ringing the longest, click Group Pickup.

– NOTE: You can only pickup calls from extensions that are within your pre-defined Call Pickup Group.

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Call Control (cont’d)Call Control (cont’d)

•Configure Forwarding– Click Forward To to configure Call

Forwarding.

– Enter the desired extensions/phone numbers for each of the Call Forwarding types (i.e., Always, Busy, No Answer, Out of Service).

– Click OK

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Call Control (cont’d)Call Control (cont’d)

•Toggle Do Not Disturb– Click Turn On Do Not Disturb to enable Do

Not Disturb

– Click Turn Off Do Not Disturb to disable it.

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Call Control (cont’d)Call Control (cont’d)•Manage the Forward List

– The Forward List contains all the destinations that are available in the drop-down menu for Call Redirection.

– Select Forward List from the Options menu

– To Add a Forward Destination:– Click Add– Enter the Name and Telephone

Number for the forward destination.– Click OK

– To Edit a Forward Destination:– Select the entry from the Forward List– Click Edit– Modify the desired information– Click OK

– To Delete a Forward Destination:– Select the entry from the Forward List– Click Delete– Confirm the deletion by clicking Yes.

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Call Control (cont’d)Call Control (cont’d)•Manage the Call Later List

– The Call Later List contains the list of reminders to call people at some time in the future.

– Select Call Later List from the Options menu

– To Add a Call Later Entry:– Click Add– Enter the person’s Name and Telephone

Number.– Select when you’d like to call the person

back by selecting the # of minutes.– Click OK

– To Edit a Call Later Entry:– Select the entry from the Call Later List– Click Edit– Modify the desired information– Click OK

– To Delete a Call Later Entry:– Select the entry from the Call Later List– Click Delete– Confirm the deletion by clicking Yes.

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Call Control (cont’d)Call Control (cont’d)•Manage Speed Dials

– Select Update Speed Dial from the Options menu

– To Add a Speed Dial Entry:– Click Add– Enter the person’s Name and Telephone

Number.– Click OK

– To Edit a Speed Dial Entry:– Select the entry from the Speed Dial– Click Edit– Modify the desired information– Click OK

– To Delete a Speed Dial Entry:– Select the entry from the Speed Dial List– Click Delete– Confirm the deletion by clicking Yes.