ncloud Unite User Guide



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Transcription:

Dan Landis NetCarrier Telecom 5/7/2013

ncloud Unite at a Glance Contact List 2 When you log in to Unite, you will see your avatar at the top of the window with your name, title, and instant messenger status listed to the right of it. You will also see your full contact list, including any contact groups that you have created. Notice that contacts IM and phone statuses display in real-time next to their names. Two icons in the top-right corner of Unite show any missed calls or unheard voicemails. To see details on call history and to listen to voicemails, click on the icons.

Dial Pad To access the dial pad view, click on the phone icon under your avatar. From the dial pad, you can search your contacts and make phone calls to other users, but you can also dial any number for public phone calls. Unite stores a list of your recently dialed numbers to the right of the search box. 3

Call History and Voicemail When you are in the dial pad menu, you can click on the button to see your call history. You can filter your call history by missed calls, inbound, outbound, and voicemails with the buttons on the top right. You can also return calls, listen to voicemails, and delete voicemails from within this menu. 4

Entering Your Profile Information Unite and openuc store user profile information including names, phone numbers, email addresses, job titles, mailing addresses, and more. To edit your profile in Unite, you can click on your avatar or select Unite > Edit my profile... from the menu bar at the top. A new window with four tabs will pop up. Under each tab, you can enter your Personal, Business, and Home information, plus you can upload a picture as your avatar. 5 Note: After updating profile information, you may need to log out of Unite and log back in to view the updated profile information. Working with Your Contacts Create a New Contact Group By default, the administrator will maintain control of the Contacts through the server, but you can separate your Contacts in to groups by selecting Contacts > Add Contact group on the top menu bar. You will be prompted to enter a name for the group. When you enter the name, the new group will be created in your main list of contacts. To move a contact in to the new group, simply rightclick on the contact, select Move to and then the name of the group. Search Your Contact List You can search for contacts in your contact list by entering their name or extension number in the search bar above the list. If you enter a partial name or extension, the search tool will return all users that match those criteria. Chat with a Contact or Start a Chat Conference To chat with a single contact, simply double-click on their avatar or name in your contact list and a new chat window will appear. Alternately, you can right-click on the contact and select Start Chat. To start a chat conference with a specific user, right-click on that contact and select Start Chat Conference. To join a shared conference room, select Actions > Join Conference Room from the top menu bar. Note: The chat conference feature must be activated from the server before a user can create a shared chat conference.

Find Me/Follow Me Settings 6 The Unite client allows you to set up your call forwarding rules through the Find Me/Follow Me tool. You can set up a forward to a cell phone or a coworker s phone or you can allow multiple phones to ring simultaneously when your phone number is dialed. Click on the icon to access the menu. If you already have forwarding rules set up through your web portal, you should see them displayed in the Find Me/Follow Me menu automatically. If you do not, then you can build your forwarding rules with a few simple steps. In the example below, any calls that ring on the primary phone number will also ring on the secondary number simultaneously. After that, the call will forward to the user s voicemail box. Note that the ring timers can be set with the up and down arrows on the right. You can see the distinction between a simultaneous ring and a forward by looking for the blue line that connects the steps. To add another number or user to ring simultaneously, click on the number or select the user. icon and either enter the To add a call forward that will only occur after the first phone rings, click on the enter the number or select the user. icon and either