Team and phones

Add agents and give them extensions

Create an agent with a login and a phone extension, hand over the temporary password and apply the change to the phone system.

Last checked For: Administrators

Steps

  1. Open Agents and extensions

    Choose Agents and extensions in the menu. The page lists your agents with their extension and status, and shows whether the phone system is connected.

  2. Create the agent

    Open Add an agent. Enter Name and E-mail address. Leave Give the agent the next free extension ticked if the agent will use the phone. Choose Create agent.

  3. Hand over the temporary password

    The page shows a temporary password once and does not store it. Give it to the agent in person. The agent should change it after signing in.

  4. Change an agent later

    Each row has Rename, Give extension, Remove extension and Disable. A disabled agent cannot sign in and the extension leaves the phone system.

  5. Apply the change to the phone system

    A change reaches the phone system only when you apply it. In Apply to phone system, choose Check what will change, read the list, then choose Apply now. Nothing is sent until you confirm.

Good to know

Still stuck?

Write to hello@ringura.com, or use the contact page, and say which guide you were following.