PPM User Guide Telephone: IP Solutions, Aldermans House, Liverpool Street, London, EC2M 3UJ

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1 Telephone: IP Solutions, Aldermans House, Liverpool Street, London, EC2M 3UJ

2 Address: voip.ipsolutions.co.uk This will then take you to the personal phone manager login screen where you will need to login using your full phone number and password. Once you have logged in you will be able to see all the sections of the web portal that are available to use. Directory: Under the directory tab you will then see 3 more options: Personal, Corporate and My Numbers. The personal section is where you can upload numbers that only you will be able to see via your login. The corporate section will show numbers that everyone will be able to see and use. The my numbers section is again specific to your login and in here you can add numbers in that will make setting forwards up much quicker. NOTE: The corporate directory cannot be updated via the web portal. Any updates that are needed need to be sent into us. To do this go to the corporate directory section in the personal phone manager and click the export button. This will give you the spreadsheet and the format needed. Simply fill this in and send it over. Page 2 of 10

3 Voic From the voic tab you can control your voic inbox and listen to any new messages that have been left, delete them or forward them to another extension. The inbox tab will show you any new voic s that have been left. You will then be able to listen to them, delete them or forward them. The saved tab will show any voic s that you have chosen to save and you will again get the same options from there as you would with the inbox tab. The notification tab is where you can set up alerts for when a new voic is received. You can set the system up so that you can receive an when you get a new message left for you. The distribution groups tab will allow you to set up a list of other users whom you can then forward your voic out to. The password tab is where you can change your voic tab. The options tab will allow you to set up voic to forwarding. This means that when a voic is left for you it will arrive in your inbox as an attachment. Page 3 of 10

4 Conferencing: This tab will allow you to set up conferences that others can join whether they are using the same phone system or not. To set one up, click on add and then fill in the next screen: You simply need to fill in the screen as necessary and then click check availability. You can then save the conference. Page 4 of 10

5 Once the conference is set up you need to go back to the original conference screen where you will then see the conference details. The guest ID is the ID that people will need to login with when they join the conference. Under the functions section you can then send out notification to people so that they will have all the details for the conference. There is also the option to moderate the conference as well. This needs to be done by the person that set the conference up in their web portal in the first place. This is done by clicking on the symbol of 3 people next to each other underneath the functions section. From the moderator window you can then control the conference, see who has joined the conference, how long is left and you can mute people. The dial out tab can be used to call out to people and then bring them into the conference. The find tab can be used to find any conferences that you might need to be a part of. There are various fields that can be filled in, in order to search for a conference. The join tab displays that numbers that callers need to dial in order to join the conference. Page 5 of 10

6 Call Management: This tab will allow you to see your call logs, set up forwards and create speed dials. The logs tab will show you your last 25 calls including missed, received and outgoing. It will show the time and date of the call, the phone number involved and the length of time of the call. You can also click on the number to call out to it. The Find-Me tab lets you specify a list of phone numbers where a call will be forwarded if you do not answer your phone. This allows a caller to reach you at any one of your designated phone numbers. For example, if you will be away from the office, you can set Find Me to forward calls to your mobile phone number, then your home office phone number, and finally your home number. If you do not pick up the call at any of the destinations, the call will be transferred to voice mail. Page 6 of 10

7 The call treatment tab is used to set up call forwards. When you click on this tab you will then see: The edit button under functions will allow you to set up the forwards and change them as needed. Clicking on the drop down next to default action will allow you to set up one of three forwards: Find-me: This will put in place one of the find-me lists that you have set up Forward to Number: This will be a normal call forward where all calls to your DDI will go out to the number you specify. Forward when busy/no Answer: This will forward calls out only when you are either busy on the phone or if you do not answer the phone. Page 7 of 10

8 The speed dials tab lets you set up speed dials for your phone. When they are set up the tab will look as the following: There are 2 options for setting up speed dials. Using the set speed dial option can be sued on all phone types. The option for set speed dial button can only be used for the larger phones that have line keys down the side. Page 8 of 10

9 Options: This tab allows you to change your password, reassign your phone and install the TAPI driver. The reassign tab lets you take the MAC address from your phone and then enter a new one if you are sitting at a different desk. The password tab will let you change your password for logging into the web portal. The profile tab will let you change your home page that you see when you first login and the number of results shown per row of any page. The PC Integration tab allows you to download and install the TAPI driver. Page 9 of 10

10 The Voice Assistant: This is accessed by clicking on the phone icon which is on the right hand side of the screen. Once you click on this you will then get the voice assistant pop up: The voice assistant allows you to control calls that are coming in or make outgoing calls. You can also listen to your voic , put a forward on or put yourself in DND. This only works in Internet Explorer and will not work with any other browsers. Page 10 of 10

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