How to get setup

How to order a Number

1. First head to the Order services section at the top of the customer portal page and then go to Phone numbers located in the left-hand column
   
   
2. Here you can purchase order new numbers
   
   Please note - During your 30-day FREE trial of our system, you will be limited to Geographic numbers only for testing purposes
   
   
3. You can purchase a new number by selecting the country
   
4. Then select the Area
   
5. Then select a number from the list of Available numbers
   
6. To complete your purchase and add the Selected number to your account, Agree to the service terms and conditions, then click on Submit order
   
   
   

   • If you want to divert calls from your phone number to an external number, use the following instructions:

     1. How to set up an Inbound number 

     2. How to set up a Call Diversion to an External Number
        
        

   • If you would like to make & receive calls from a Physical Phone or a Softphone Application, use the following instructions:

     1. How to order a User license & Device license

     2. How to set up an Inbound number

     3. How to set up a User license & Device license

     4. How to set up an Inbound number directly to a User

How to order a User License & Device License

1. First head to the Order services section at the top of the customer portal page and then go to PBX licenses located in the left-hand column
   
   
   Please Note - A user in PBX is a person who will receive or make calls. To add users to PBX, you need to buy licenses for each user
   
   
2. Add User & Device License by simply clicking + Add user
   
   
   
3. Once you have added your User & Device Licenses, complete the order, Agree to the service terms and conditions, and click on Submit order
   

How to set up an Inbound number

1. First head to the PBX section at the top of the customer portal page
   
2. Drag & drop the Inbound number object into the working area
   
3. Click the gear button to configure
   
4. Type in a name for the Inbound number object
   
5. Click on the number you would like from the list of available numbers
   
6. Click on the right arrow button to include this number
   
7. Click on Save
   
8. Click on Apply configuration
   

How to set up a User License & Device License

1. First head to the PBX section at the top of the customer portal page
   
2. Drag & drop the User object into the working area
   
3. Click the gear button to configure
   
4. Type in a name for the User
   
5. Type in the Users email address
   
6. If you would like Outbound calls enabled select a Call Plan
   
7. Select the Caller ID you would like displayed when making outbound calls
   
   Please Note – Inbound/outbound call recording & supervised calls can be enabled by selecting these options. All call recordings will be emailed to the nominated email addresses & not stored by our system
   

8. Click on Add
   
9. Select the device you would like to add.
   
   • If you would like your User to make/receive calls from a Softphone installed on their PC/Laptop add the Webphone Device. For our Knowledge Base guide, click here: Webphone Configuration
     
     
   • If you would like your User to make/receive calls from a Yealink IP Phone add the SIP Device. 
     For our Knowledge Base guide, click here: SIP Device Zero Touch Provisioning
     
     
   • If you would like your User to make/receive calls from a SIP Compliant IP Phone add the SIP Device. For our Knowledge Base guide, click here: Manual Configuration of SIP Compliant IP Handeset
     
     
   • If you would like your User to make/receive calls from a Softphone on their Mobile Phone add the SIP Device. For our Knowledge Base guides, click here:
     
     
     • Bria Solo Softphone Configuration (Recommend for Apple Users)
     • Zoiper Softphone Configuration (Recommend for Android Users)
   • If you would like your User to make/receive calls from their Microsoft Teams account. For our Knowledge Base guide, click here:
     Microsoft 365 Teams Configuration

How to set up a Call Diversion to an external number

1. First head to the PBX section at the top of the customer portal page
   
2. Drag & drop the Call diversion object into the working area
   
3. Click the gear button to configure
   
4. Type in a name for the Call diversion object
   
5. Click on Add and then Type in the External number
   
   
   Please Note – You can enable the Call to confirm feature to avoid the system using a remote Voicemail system.
   
   
   
6. Click on Save.
   
7. You can connect the Inbound number object to the Call diversion object by joining the two red tabs
   
8. Click on Apply configuration.
   

How to set up an Inbound number directly to a User

1. First head to the PBX section at the top of the customer portal page
   
2. You can connect the Inbound number object & User object by joining the two red tabs
   
   
   Please Note - You can set up a Ring Group with multiple users
   
   
3. Click on Apply Configuration
   
   • If you would like to set up a Voicemail to email for missed calls, use the following instructions:
     How to set up a Voicemail to email

How to set up an Inbound number direct to a Ring Group (Multiple Users)

1. First head to the PBX section at the top of the customer portal page
   
2. Drag & drop the Ring group object into the working area
   
   
   
3. Click the gear button to configure
   
4. Type in a name for the Ring Group
   
5. Click on Add and then User
   
6. Click on Save
   
7. You can connect the Inbound number object & the Ring group object by joining the two red tabs
   
8. Click on Apply configuration
   
   • If you would like to set up a Voicemail to email for missed calls, use the following instructions:
     How to set up a Voicemail to email

How to set up a Voicemail to email

1. First head to the PBX section at the top of the customer portal page
   
2. Drag & drop the Voicemail object into the working area
   
   
   
3. Click the gear button to configure
   
4. Type in a name for the Voicemail
   
5. Type in the email address where you want your Voicemail recordings sent
   
6. You can have the Default Greeting, No Greeting or a Custom Greeting
7. If you would like to add a Custom Greeting
   
   
   • The green button allows you to upload a wav. File
   • The red button allows you to initiate a call to an external number or a device
8. Once you have selected your Greeting
   
9. Click on Save
   
10. Join the Voicemail object to another object by joining the two red tabs
    
11. Click on Apply configuration