Admin Portal – Getting Started: Adding and Assigning Devices and Users

Adding and Assigning Devices and Users

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Getting Started: Adding and Assigning Devices and Users
Adding a Device
Adding a User
Assigning a Device to a User
What’s Next:

Getting Started: Adding and Assigning Devices and Users

Administrators can add and assign devices within the admin portal. In this guide, we’ll review how to add a device. And then, we’ll demonstrate how to add a user and assign the user a device.

Adding a Device

  1. Log in to the admin portal.
  2. Select the Devices tab from the left-hand navigation.
  3. Select Add Ported Device.

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  4. The add device wizard will appear. From here, choose the Site where you would like to add the device. Make sure this is the site (or location) for which you are the administrator.
  5. Next, choose the device you would like to add from the Device drop-down menu.

    6. Note: You can only choose the available devices for your location. If you do not see the model listed that you ordered, please review your order within Control Center to make sure the proper device was ordered.

  6. Enter the MAC Address of the device, which can be found on the device box, to be added.
  7. Select Save. The new device will now show up in your device list.

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Adding a User

Now that the device is added, you can assign it to a user. To quickly set up a user, go to the Quick Start menu from the admin portal dashboard and follow these steps:

  1. Select Set Up a User from the Quick Start menu.

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  2. The user setup wizard will appear. Enter the user details including the user’s First and Last Name, Email and User ID. The email entered here will be used as the main method of communication with the user and will be the user.
  3. Select Next to save and continue.

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  4. Next, determine the assignments for the user, including the user’s Phone Number, Extension and Station (or package). After you select the station package for the user, you will be provided with the soft client apps available to assign the user. Place a checkmark next to the apps you would like to assign the user. This can later be modified by editing the user profile on the Users tab.
  5. Select Next to save and continue.

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Assigning a Device to a User

The final step to adding a user is to assign a device to the user. This step is optional and will pull from the list of devices you have already added to the system.

  1. Select a Device from the Find and add a device search bar. A list of MAC address and device combinations will appear. Then select the number of ports. This is the line that plugs into the wall.
  2. Select Save to save your changes.

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What’s Next:

  • Now that your device has been assigned, it can be set up manually. You can configure it in the Users or Devices tabs within the admin portal.
  • The user has now been added and is available to configure settings and services on the Users tab in the Calling Admin Portal. For steps on how to configure features and services available for users, see the User Features section of this site.