Quick Start Guide. TELUS Business Connect

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1 Quick Start Guide TELUS Business Connect

2 Let s get started This document outlines steps to help guide Administrators and users through account registration and configuration of the new TELUS Business Connect solution, an integrated office and mobile communication solution designed to help you never miss a call. Administrative Account Registration My Account The first step is for Administrators to register their account, as the TELUS My Account service is required for online management of the solution. This enables a view of the bill and monthly usage, and the ability to add services and access Business Connect Voice Manager, to manage business communication related features and services. TELUS will send the Business Connect IP phone number and steps to follow to the address listed for the Administrator in the service agreement. Note that other product s from TELUS can be set aside until registration is complete. The two s required for new My Account registration will be sent within a few days of the account being activated. If you have previously registered, you will only receive the second . New users receive the TELUS My Account Registration sent by TELUS. Clicking on the green button streamlines the process by accessing the business information on file. Enter the Business Connect IP phone number provided when prompted for your TELUS phone number. The second Business Connect Web Registration, sent by TELUS, enables new and existing registrants to log into My Account.

3 Account Overview Logging in brings you to the Account Overview section. Click Set up and manage Voice Manager in the Business Connect box to access and manage your Business Connect features. Implementation and Configuration The final step involves setup of your Business Connect login credentials and configuration of your solution. The login credentials are separate from My Account credentials, and should be saved as they are used again for the desktop and smartphone apps. Choose between two options to setup your solution: Assisted Setup or Express Setup. Assisted Setup: A Business Connect Advisor will call you to schedule several implementation calls. This complimentary service will help you setup your solution and ensure 911 service is configured correctly. This includes users and personal greetings, creation of profiles and departments, assignment of extensions, and determination of call routing options. Express Setup: Alternatively, you can use Express Setup, available through Business Connect Voice Manager, to setup your services on your own. Express Setup begins after implementation and guides you through the process of setting up your new solution.

4 User Registration Triggers Important: If you chose to skip Express Setup, choosing Complete setup or No thanks triggers an to the users on your account to begin their web registration. Completion of Express Setup also triggers an to individual users on the account, notifying the users that they will need to register. The Remind me later option does not trigger an , and effectively places the users on hold. User Registration My Account Once the Administrator on the account registers using the steps above, TELUS will send the Business Connect IP phone numbers and instructions to the listed for the user(s) within the service agreement. The should arrive when the Administrator completes or declines Express Setup. Note that other product s from TELUS can be set aside until registration is complete.

5 The following steps are required as part of user registration. Users receive the Welcome to TELUS Business Connect sent by TELUS. Clicking on the green button streamlines the process by accessing the business information on file. Enter the Business Connect IP phone number provided in the when prompted for your TELUS phone number. Important If the phone number is missing from the provided , or the one provided does not allow you to proceed, ask the administrator to confirm the phone number. The Administrator can check Users within the Business Connect Voice Manager to confirm the IP phone number.

6 Account Overview Logging in brings you to the Account Overview section. Click Set up and manage Voice Manager in the Business Connect box to access and manage your Business Connect features. Implementation and Configuration The final step involves setup of your Business Connect login credentials and configuration of your solution. The login credentials are separate from My Account credentials, and should be saved as they are used again for the desktop and smartphone apps. Follow the instructions to setup your login credentials and use Express Setup, which guides you through the process to setup your new solution.

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