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Found 5 results

  1. 2600HZ STEP GUIDE – SMART PBX What is Smart PBX? The SmartPBX App combines the most common PBX functionality with a beautiful user interface. All services are controlled via API’s, allowing you to extend the App functionality as needed. Within the interface, create, manage and remove services for your users. You can quickly create new client accounts and specify what access you want to provide. Features such as individual fax-to-email boxes, call forwarding and hot-desking are easy to understand and implement. The SmartPBX dashboard provides a comprehensive overview of your entire product offering. Within this dashboard, review the total users, devices and associated phone types, conference bridges, main numbers and conference numbers. Also view the total amount of spare numbers and assigned numbers. Adding Users To add a new user, please refer to the companion STEP guide, HERE. Managing Numbers - Purchase, Port and Assign Provide each user with their unique direct-dial phone and extension number. Assign a spare number within the Interface, or buy or port numbers and then assign the number. When a number is ported or purchased, it will populate the Spare Numbers tab. You can also set office hours strategy, office holidays, and select the way callers reach clients. To Purchase a Phone Number - Optional: Click on the “Users” tab of SmartPBX, just left of the dashboard. Within the “Users” dashboard, click on the “Phone Numbers” button for the specific user. Click on to the “Buy Numbers” button. To purchase a new number, decide whether you would like a local, toll-free, or a vanity number. Search for an available number by city or area code. You can then decide what and how many numbers to purchase. Add one number or multiple and then click “Buy Numbers.” The number will be added to the “Spare Numbers” tab, which you will need to assign a number to a user. To Port a Phone Number - Optional: Click on the “Numbers” tab of SmartPBX, just left of the dashboard. Within the “Numbers” dashboard, click on the “Spare Numbers” button for the specific user. Click on to the “Port” button. You can also buy a number as well. To port a number, click on the “Start New Transfer (port)” button Type in one number or paste multiple numbers and select “Add.” After you add the numbers you would like to port, you can new view the numbers to be ported, which will be split according to carrier. You will need to collect the user’s bill to show that they are the rightful owner of the number and download the “Letter of Authorization.” Upload the “Phone Bill” and the “Letter of Authorization” signed by your user. Read and agree with the following and select “Next.” Select the email address to notify when the transfer is complete, the date you would like number transferred, and complete the order. Add temporary numbers for users in case they would like to have an active line during the porting process. The number will be added to the “Spare Numbers” tab, which you will need to assign a number to a user. Assign Numbers to a User - Required: Click on the “Users” tab of SmartPBX, just left of the dashboard. Within the “Users” tab, click on the “Phone Numbers” button for the specific user. Click on the “Add from Spare Numbers” button. Select what Spare Number you would like assigned to the user. Once you have chosen a spare number click “Add Selected Numbers.” This will link the number with the user in a few seconds. Provision Devices With provisioning in SmartPBX, you can handle many devices from multiple manufactures. The UI comes pre-populated with supported manufacturers and devices. If you had purchased a device through a certified manufacturer, you can provision a supported device by entering the Mac address and creating a name. If you did not, you will have to perform a few additional steps. If you do not have a supported device, you will have to manually provision your device. To Autoprovision a device: Click on the “Add Device” button within the “Devices” section of SmartPBX Decide what type of device you would like to add. In this example, we will add a SIP phone. Select the logo of the manufacturer for the device Select the model, which will be displayed along with a picture for easy identification. If you do not see your manufacturer or model, you will need to manually provision your device. Enter the MAC address and create a name for your device. The MAC address is on the back of your SIP device. Auto-Provision Devices varies among manufacturers, so you need to go into the manufacturer's website to auto-provision each device. To do this, turn on your SIP device and enter the IP Address into your web browser. Manage User Features Manage what features your users can access. Turn on/ off and manage Caller ID, Call Forwarding, Hot Desking, Voicemails, Faxbox, Conference Bridge, Find Me, Follow Me, Music-On-Hold and Inbound Call Recording. To Access User Features on the “Users” tab of SmartPBX, just left of the dashboard. Within the “Users” tab, click on the “User Features” button for the specific user. This will show all available User Features, click on a specific feature and enable. Create and Manage User Groups Once you have created enough users, you can begin creating user groups. This is extremely useful if you have users that work in the same department, such as a sales or marketing team. Stay organized by creating multiple groups, while simultaneously adding new users. Click on the “User Groups” tab of SmartPBX, just left of the dashboard. Within the “User Groups” dashboard, click on the “Add Group” button. The interface has a handy drag and drop. Drag the available users over to selected users, create a name for your new group, and add a number and if possible an extension. Once you have created a User Group, manage the group name, members, extensions, phone numbers, and group features in the interface. Manage members, numbers, extensions and group features. Set Main Number Set up your own office Main Number within SmartPBX. Once you've added a number, set up an office hours strategy, set office holidays, manage incoming call handling, and even set a Main Conference Number. Create a Main Number Go to the dashboard in SmartPBX and click "Main Number." Click "Main Company Numbers" and add a spare number or buy numbers. Create Office Hours Strategy and set Office Holidays Go to the dashboard in SmartPBX and click "Main Number." Click "Main Company Numbers" and add a spare number or buy numbers. You have the option to set a 24 hours Open Office or Custom Office Hours. If you want to customize, set the times during the week that your office will be open. Save changes. Click on "Office Holidays" within the Main Number tab. Click if you are closed on holidays and click the button "Add Holiday." Add a specific holiday date, select a date range or select an advanced function. Add dates and save changes. Incoming Call Handling Go to the dashboard in SmartPBX and click "Main Number." Click "Incoming Call Handling" and select how you would like to be reached during "Open Hours" and "After Hours." Select whether you would like incoming calls to go straight to a Virtual Receptionist, a User and then a Virtual Receptionist, or a User and then a Voicemail Box. If using a Virtual Receptionist, add call routes to contact the appropriate department or person. If using a Voicemail, select what voicemail you would like to use. Select greetings. Decide whether you would like to use Text to Speech, upload your own file, or record it over the phone. Voicemail Boxes Voicemail Boxes can be created and managed within the SmartPBX UI. Voicemail Boxes will be populated in the "Voicemail Boxes" tab once a new user is created. From there you have advanced options such as providing pins, greetings, and adding recipients. To access Voicemail Boxes Click on the “Voicemail Boxes” tab of SmartPBX, just left of the dashboard. Within the “Voicemail Boxes” dashboard, click on the “Add Voicemail Box” button. Fill out all the pertinent information in Basic Settings. Manage PIN, Auto-Login, Greetings, Instructions, Delete after Notification, Configurable via Menu via Advanced Settings and Add Recipients. NEW! We have added a "Transcribe Voicemail" option. The transcriptions will be sent to the email associated with your user name. For more details on setting this up, view our video HERE: Feature Codes Feature Codes allows you to map common system-wide features to use keys you're already familiar with. Feature codes include call parking, intercom, voicemail and more. These feature codes can be utilized by your device. Easy Call Logs Diagnose call delivery problems with ease. Every call is tracked and every device that rings or that is attempted is shown. Call problems can also be reported with a single click.
  2. Download a .pdf file using the link below Smart PBX Product Overview 2019-09-26.pdf
  3. 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.
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