Device Requirements

All devices must have a user profile and at least one line assignment in order to provision and/or maintain registration.

There are two buttons used to add a new device to the system—[WIZARD] and [ADD DEVICE]. With the wizard, you’ll create a line, hardware profile, and device and link them to an existing user—perfect for setting up a current employee with an additional device and line. If you’re not looking for the complete package, the add user button creates a stand alone device only—best for getting someone a second phone, perhaps for their home office.

New Device Wizard

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Creates a new line, hardware profile, and device and links them to an existing user. The wizard is broken into three sections and only asks for the most common information before creating the device.

This action creates a new billable device.

1. Click Devices in the left sidebar.

2. Click [WIZARD].

3. Set up the device’s Device Settings.

Assigned User

Defines the user assigned to the device.

Presence Aware

Enables the device to monitor the presence/status of other lines on the system.

Extension Number

Three to six digit number that identifies the device and makes it dialable.

Name

Name by which the device is identified. This does not affect the caller ID.

Display Name

Defines the name displayed on the device.

4. Set up the device’s Hardware Settings.

Use Existing

Links the device to previously created hardware.

Create New

Create a new device to link to the new user.

MAC Address – Physical MAC address of the device (a 12 digit string that is unique to each VoIP phone). This is typically found on the back of the device.

Model – Make and model of the device. This will be automatically set upon provisioning and is therefore optional for all phones except the Cisco 79XX series and Cyberdata paging devices.

5. Set up the device’s Line Settings.

Omit From Directory

Removes the line from all dial by name directories.

Note: This setting only omits the extension from your dial by name directories. It does not omit the extension from directories found in the end user portal, Jive Mobile, etc. or prevent the extension from being dialed from an auto attendant (allow extension dialing).

Omit From Auto Attendant Extension Dialing

Removes the line from auto attendant extension dialing.

Note: This setting only omits the extension from being dialed within an auto attendant. It does not omit the extension from directories found in the end user portal, Jive Mobile, etc. or prevent the extension from being searched within a dial by name directory.

6. Click [OK].

Add Device Button

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Creates a standalone device without creating a new line or linking it to a user.

This action creates a new billable device.

1. Click Devices in the left sidebar.

2. Click [ADD DEVICE].

3. Enter a Name for the device.

4. Select the Assigned User.

5. Click the checkmark icon.

6. Click the new device to edit its settings.

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