Emily R

Click the link below to download the .pdf 2600Hz-Dynamic-Caller-ID-Overview_16Sept19.pdf

Click the link below to download a .pdf Cluster Manager Product Overview 2019-09-26.pdf Carrier Manager Product Overview 2019-09-26.pdf

Click the link below to download a .pdf 2600Hz-Doc_Advanced Provisioner doc_Mar 2022.pdf

Download a .pdf file using the link below: Porting Manager Product Overview 2019-09-26.pdf Download a .pdf file using the link below: Porting Manager Product Overview 2019-09-26.pdf

Download a .pdf file using the link below PBX Connector Product Overview 2019-09-26.pdf

Download a .pdf version using the link below Voicemail Product Overview 2019-09-26.pdf

Download a .pdf file using the link below Operator Console Product Overview 2019-09-26.pdf

Download a .pdf file using the link below Operator Console Product Overview 2019-09-26.pdf

Click the link below to download a .pdf file Call Flows 2019-09-26.pdf

Click the link below to download a .pdf Accounts Product Overview 2019-09-26.pdf

Download a .pdf version using the link below Numbers Product Overview 2019-09-26.pdf

Download our T-Mobile Product Brochure here: 2600Hz-T-Mobile-Overview_16Sept19.pdf Or view the pages below:

SMART PBX STEP GUIDE – ADDING A USER Adding a user is done within the Smart PBX application. * You must be in the account where you need to add the user. In order to drill down into the account, from the Account Application, click the customer account and then click the green Use Account button on the right. Once in the account, follow these steps: The Accounts App shown below is the default. To get to the SmartPBX App, click the Apps Icon shown below. Select SmartPBX from the Apps shown. Once selected, the system will drop you into the Dashboard of SmartPBX. Click Users on the left side menu. Once in the Users Menu, click Add User at the top. The following screen will appear. Fill out the following Click create user to save the information. User will now appear in the user list.

2600HZ STEP GUIDE – CALL FLOW FEATURE CODES Within the Call Flows App, you will find the Feature Code set up. We highly recommend you do not change the default feature codes, but in the event they conflict with your numbering scheme, or at the insistence of the customer, we understand the need can arise. Below is an explanation of how to change them, as well as the explanation of each code. Click into the Advanced Callflows App and select Feature Codes You will see 4 sections: Call Forwarding, Hot-Desking, Miscellaneous, and Parking. All codes are automatically preceded by a “*” since the star is mandatory for a feature code. To disable any feature code from being used, simply uncheck the box to the right of the code. To change the code simply overwrite the existing number and click the Save button at the bottom of the page when finished. Call Forwarding Enable Call Forward – enables calls to be forwarded to another location Disable Call Forward – cancels any forwarding that has been set Toggle Call Forward – allows forwarding to be switched on or off to an extension or number Update Call Forward – updates the number for the forwarding Hot Desking (IDs must be configured in SmartPBX) Enable Hot Desking – allows calls to be brought to a device via the ID Disable Hot Desking – logs the user out of the device Toggle Hot Desking – allows hot desking to be turned on/off at one device Miscellaneous Check Voicemail – provides the option to designate the desired mailbox Check Voicemail (auto login) – if enabled, no password needs to be entered Direct to Voicemail – sends the call directly to the VM box Intercom – allows hands-free two-way communication (must be supported by the device) Privacy – blocks the outbound Caller ID Move Directed Ext Pickup Parking Park and Retrieve – user provides “parking spot” Valet – “parking spot” is automatically assigned/provided Retrieve – pulls parked call to where you are API Reference Docs docs.2600hz.com https://docs.2600hz.com/supported/applications/crossbar/doc/callflows/

2600HZ STEP GUIDE – BRANDING Adding a logo and white-labeling your portal is done via the BRANDING application. *Branding is done at the reseller level of your account. General tab Configuration From the General tab, in the Configuration section, enter a Domain name. This should be the string you would like your customers to use to get into their account. For Example: portal.mycompany.com Once you have entered the Domain Name, click Check DNS. A list of suggested sub-domains will be provided along with their purpose, record type and record data that can be used to set up your DNS records. Optionally, you can enter a Provisioner URL. This is what will be displayed at the top of the Provisioner app and can be helpful in a more user-friendly name. NOTES: We we recommend completing this DNS Mapping setup prior to setting up any new accounts. This will ensure all accounts will use the white label path structures. For a detailed user guide showing and explaining this process please review the "Branding: Set up your White Label DNS" document, found under the Branding / User Resources category here. The Realm Suffix is used to generate the account realms for your accounts using your white-labeled interface. This should be a prefix on your domain name, so in the example above, your realm suffix might be, s.voice.mydomain.com. This would also be your “wild card” in your DNS records. The Provisioner URL can be set as well to replace the API URL displayed on the Provisioner App. This can be populated with the suggested sub-domain for Provisioning as shown in the suggested DNS records Once this information has been entered, click Save Changes. Once saved, the Company Info and Brand Customization sections will appear on the General tab, and you will now see the Advanced tab as well. Company Info The Company Info section is where you will enter information and links for your company. Be sure to uncheck the “Powered by 2600Hz” if you do not want this to appear at the bottom of the pages Brand Customization The Brand Customization section is where you will enter your logo and other visual representation of your company Company Logo – *must be no larger than 192 px (w) x 62 px (h) Click Select a file, and choose your logo file to upload Favicon + Page Title – this is what your customers will see on their browser tab Click Select a file and choose the file for the Favicon to be used. Provide a page title. This title will be used in the Page Tab on your browser and can be accessed by Google Analytics. Login Page – this is the page your customers will be brought to upon entering the URL A custom welcome can be typed that will present under your logo. Choose your brand color – this color will occupy the right side of the page, complemented by black on the left Turn on the social media links you’d like to advertise, and post your link in the field Using the settings shown above, your login screen would look something like below: Advanced tab On the Advanced tab, you will dictate the default for porting permissions, as well as the default for your Carrier Options. NOTE: This tab will not display until you've entered a domain name and saved. Number Porting Non-BYOC Resellers (Using 2600Hz Carriers) Your selection under Submitting Port Requests will depend upon whether or not you would like your customers to be able to submit their own port requests. If you do not wish to allow your customers to submit ports, select “I will request ports on behalf of customers”. In the Managing Port Requests section, select “My provider will manage port requests from my account” BYOC Resellers (Bring Your Own Carriers) – you will work directly with your own Carriers. Select “I will request ports on behalf of customers” in the Submitting Port Requests section Select “I will manage port requests from my account” Carrier Options Here you can enable/disable options for carrier use, and set priority for each option. Templates tab On the Templates tab, you will find the email templates that can be sent out automatically on your behalf to your customers or to 2600Hz. Please be sure to review all templates to be sure the correct audience is being targeted. The template must be enabled in order to be used The recipient must be selected – original user, account admins or a specific email address can be selected/noted Emails can be edited and then previewed. Be sure to click Save Changes when finished with the edits. This should be done for each email you wish to use, others should be disabled Frequently Asked Questions I do not see the Advanced Tab on my branding home screen This tab does not display until you've entered your domain name and save. If it still doesn't display, exit the application and relaunch it. How do I create / edit a custom announcement that comes up when I log into an account? This custom dialog box, or account welcome message is managed in the Accounts Manager app. Log into your main account and select the sub account to manage. At the top you will see a "Notes" tab, select that and enter your text in the WYSIWYG field. Related Articles Set up a White Label DNS for your Accounts SmartPBX User Guide Advanced Callflow configurations and setup Accounts Manager Wizard User Guide API Reference Docs docs.2600hz.com Whitelabeling - Kazoo API Reference REST API Reference for Kazoo Crossbar API ######