Admin Portal – Privacy Settings

Privacy Settings

Home > Guide library > Administrator portal > Admin Portal – Privacy Settings

Privacy Settings

Adding efficiency through the introduction of auto attendants to automatically route calls or the use of the monitoring feature to increase the visibility of a user’s phone status are common benefits of this service. However, not everyone needs or wants to be included in these options. Some executives may not want others to be able to monitor their phone status and some businesses may want the Dial-by-Name Directory to only route to select users. The Privacy feature allows you to realize the overall benefits of the solution, while maintaining select exclusions, as needed.

Feature Prerequisites

Before the privacy service can be used, the following conditions must be met:

  • All phone numbers need to be assigned to a station/package, device and user.
  • The Privacy feature is available only on Team, Call Center Agent and Call Center Supervisor packages.

Feature Setup

To configure for a user, follow these steps:

  1. Log in to the admin portal.
  2. Go to the Users tab and find the user you would like to add the privacy service to.
  3. Select the Actions drop-down menu and then select Edit.
  4. Click image for large view
  5. On the Edit User page, select Privacy in the left-hand navigation.
  6. Here you can choose to enable any of the following:
    • Prevent dialing this specific user by extension - This will prevent extension dialing out of the auto attendant for this user.
    • Prevent dialing this specific user by first or last name - This will prevent the ability to dial by first or last name for this user.
    • Enable selective monitoring by others - This will enable this user to be monitored by only those selected here. Search for the user/phone number in the Find and assign search box to assign users who are permitted to monitor.
  7. Click image for large view
  8. Select Save to save your changes.