How to Use CallTower:Connect User Portal

How to Use CallTower:Connect User Portal
CallTower:Connect User Portal
Table of Contents
Introduction ........................................................................................................................................................... 2
Getting Started ...................................................................................................................................................... 2
Navigation ............................................................................................................................................................. 2
Sorting and Modifying List Columns ................................................................................................................... 3
Searching and Refresh........................................................................................................................................ 3
Printing .............................................................................................................................................................. 4
Exporting ........................................................................................................................................................... 4
Launchpad ............................................................................................................................................................. 5
User Properties .................................................................................................................................................. 8
Call Forwarding .................................................................................................................................................. 9
Speed Dial .........................................................................................................................................................10
Voicemail Properties .........................................................................................................................................11
Voicemail Profiles..............................................................................................................................................12
Change Password and PIN .................................................................................................................................14
Manage Lync .....................................................................................................................................................14
SMI ...................................................................................................................................................................15
Reservationless Conferencing ...........................................................................................................................16
Corporate Directory ..............................................................................................................................................17
Outlook.................................................................................................................................................................18
LogOut ..................................................................................................................................................................18
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CallTower:Connect User Portal
Introduction
CallTower:Connect User Portal allows you to easily manage your phone through your browser. This
CallTower:Connect User Portal guide lets you know what options are available to set-up and change and walks
you through the steps in an easy to follow instructions.
Getting Started
To access the portal go to www.calltower.com and click on the User Portal link at the top of the screen which will
open a new page in your default browser, the url is: https://connect.calltower.com/portal.
1.
2.
3.
4.
Instructions
Enter in your User Name
Enter in your Password
Click Remember Username and password if you
trust the computer.
Click on the Log In button
Screen
Navigation
There are several new icons that are used through the CallTower:Connect User Portal to Export, Print, Refresh,
Search and Sort. This section will cover the use of the icons whenever they are displayed.
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CallTower:Connect User Portal
Sorting and Modifying List Columns
Some of the cards in the Launchpad have the ability to sort the columns in ascending or descending order, as well
as modify the columns displayed in the list. The changes made are not permanent and will reset on signing out or
closing the browser where Connect is running. Below is an example of how to temporarily sort and modify the
columns:
Instructions
Modifying and Sorting Columns:
1. With your mouse hover over a
column to sort within a list card until
you see a down arrow.
2. Click on the arrow to show the menu
3. Select Sort Ascending or Sort
Descending to change the sort of the
column. You can also click on the
title of the column.
4. Click on Columns option in the menu
to temporarily add or remove
columns from the list.
5. Removing the check next to a
heading title will remove the
column, adding a check next to a
heading will add the column.
Note: The changes are temporary until
you logout or close the browser..
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Searching and Refresh
Some the cards in the have the ability to search within the list. The search will highlight the criteria in yellow
within the list and display the total records found that match the criteria. Below is an example of how to search
within a list:
Instructions
Search for item in a list
1. Click in the Search box within a list
2. Enter in search criteria in the
Search Textbox. The screen will
automatically navigate to the first
instance of the information entered
in the search box and highlight the
criteria in yellow.
3. The total number of records found
by the search is displayed at the
bottom of the card.
4. If you do not see an item in the list
that you just entered click on the
Refresh button.
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CallTower:Connect User Portal
Printing
Some the cards in the Launchpad have the ability to print the list. When the print option is selected a printable
list is displayed in another browser window and can be printed with the browsers print option. Below is an
example of how to print a list:
Instructions
Screen
Print List
1. To create a printable version of a
list click the Print button
2. A new tab is opened in the browser
with the title of the list, the focus of
the browser will change to the new
tab. The original tab will remain
open.
3. Click on the standard Print option in
the browser to print the list.
Exporting
Some of the cards in the Launchpad have the ability to export a list. There are two different export formats .xls
and .csv. Each format has its own button. The filename defaults to download, however, both the name and
location but can be changed in the “Save As” dialog box. Below is an example of how to export a list:
Instructions
Screen
Export List
1. To Export a list Click on one of the
export icons:
a.
2.
3.
4.
5.
to export in a .xls format
b.
to export in a .csv format
A “Save As” dialog box will open
with the appropriate type of file.
The default name will be
“download” you can rename the file
and navigate to another folder on
your PC or Network to save.
Click Save. You will be prompted to
replace the file if it already exists.
Click Cancel to abandon exporting
the information.
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CallTower:Connect User Portal
Launchpad
The first screen that is displayed after logging in, is the Launchpad. It contains a quick view of the current set-up.
There are up to nine cards, depending on the corporate and individual set-up. The cards are:
Instructions
Screen
User Properties
The user properties card is used to
change the demographic information of
the user. This includes items like address,
cell phone, supervisor, etc.
Call Forwarding
Call Forwarding allows you set-up call
forwarding for a specific extension to a
number that you can specify or to your
voicemail. To set-up or modify your Call
Forwarding go to the Call Forwarding card
on the Launchpad.
Speed Dials
Speed Dial lets you set-up short cuts using
the buttons on your phone to
automatically dial a number you specify
by pressing that button. To add or modify
your Speed Dial options go to the Speed
Dial card on the Launchpad.
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CallTower:Connect User Portal
Voicemail Properties
You can select the Voicemail Properties you
want to have activated or inactivated on your
phone by going to the Voicemail Properties
card on the Launchpad.
Voicemail Profiles
The Voicemail Profiles page provides you
with the ability to manage voicemail
profiles, Find Me Follow Me settings,
Remote Notification settings, and general
voicemail settings and features.
Change Password and PIN
You can reset or update your password
through the Change Password card.
There is a thermometer that will tell you
the security strength of your password,
the options are: Very Weak, Weak,
Strong and Very Strong. The password is
required to be six characters, however,
the higher the strength the more difficult
it is for anyone to guess your password.
The PIN needs to be between 2 and 6 digits,
note only numbers are acceptable.
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CallTower:Connect User Portal
Manage Lync
You can manage your Microsoft Lync
integration through the Manage Lync card
on your launchpad.
SMI
Sprint Mobile Integration (SMI) allows you to
extend the features and functionality of your
CallTower:Connect User Portal phone service
to a Sprint wireless phone.
Reservationless Conferencing
Reservationless Conferencing is intended for
organizations who are using the Intercall
conferencing feature and for users who have
an assigned conference room. The properties
described below are for use in Intercall
conferences.
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CallTower:Connect User Portal
User Properties
The user properties card is used to change the demographic information of the user. This includes items like
address, cell phone, supervisor, etc.
Instructions
1. Left Click into the field you wish to update
within the User Properties card. The name
cannot be edited. Fields that can be edited
in the User Properties are:
a. Company
b. Manager
c. Department
d. Job Title
e. Email
f. Fax Forwarding (if enabled)
g. Web Site
h. Global address list
i. Cell Phone
j. Home Phone
k. Pager
l. Address
m. Mail forwarding (if enabled)
n. Notes
2. Click the Save Button to update the changes.
3. Clicking the Clear button will remove All data
from the User Properties Card not just the
information entered during the session.
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CallTower:Connect User Portal
Call Forwarding
If Call Forwarding is enabled, it allows you set-up call forwarding for a specific extension to a number that you can
specify or to your voicemail. To set-up or modify your Call Forwarding go to the Call Forwarding card on the
Launchpad.
Instructions
1. Double Click on the extension you wish to
forward to a number or your voicemail.
2. Enter in the Call Forward Number if you
would like to have your calls sent to another
number or check the voicemail box to have
all your calls sent to your voicemail.
3. Click the Save button to keep your changes
or addition or Cancel to remove your
changes.
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CallTower:Connect User Portal
Speed Dial
If Speed Dial is enabled, it lets you set-up short cuts using the buttons on your phone to automatically dial a
number you specify by pressing that button. To add or modify your Speed Dial options go to the Speed Dial card
on the Launchpad.
Instructions
Add Speed Dial:
1. Select the User Phone from the
drop down if there is more then
one.
2. Double Click on a blank row
within the Speed Dials card
3. Type in a Label which is usually a
name or description in the
ButtonLabel column
4. Enter the Number (minimum four
numbers) associated with the
label in the number column. An
error message will appear until
four or more numbers have been
entered.
Screen
5. Click on the Save button to save
the entry.
6. Click on the Cancel Button to
abandon the entry.
Modify Speed Dial:
1. Select the User Phone from the
drop down if there is more than
one.
2. Double Click on the row to be
changed within the Speed Dials
card
3. Update the information in either
the ButtonLabel or Number
column or both.
4. Click on the Save button to save
the entry
5. Click on the Cancel button to
abandon the entry.
6. You can drag and drop a number
ahead of another one to adjust
the order.
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CallTower:Connect User Portal
Voicemail Properties
You can select the Voicemail Properties you want to have activated or inactivated on your phone by going to the
Voicemail Properties card on the Launchpad. The properties include:
1. Follow Me – This gives a caller the option of pressing 1 when reaching your voicemail at which time the
CallTower:Connect User Portal system will attempt to locate you at an alternate location. Users can specify what
locations the system should attempt to forward the call to and in what order (i.e., first call my Cell, and then call my
Home locations.) The numbers associated to these locations were entered in the Users Properties card.
2. Remote Notification – Specify the locations and the order of the locations the system should forward messages to
for the specified message types selected in the “Message Notifications” section.
3. MWI Enabled – Message Waiting Indicator (MWI) is the red light on the handset of the Cisco phone that indicates
that a message has been received and waiting to be listened to.
4. Voice Recognition: The voicemail system allows voice navigation through its menus. For example, users can say a
command such as Delete Message or Change Greeting.
5. Hotword Option - When engaging with the Voicemail system through a phone, this option will listen for Hotwords
(e.g., Delete, Forward, etc). If unchecked, the Voicemail system will try to interpret all words, which may cause
slower performance.
6. Auto Read New Mail: The system first announces how many new messages there are and then automatically starts
playing those new messages. If unchecked, the system will still announce how many new messages there are but
will not play the new messages unless you direct the system to do so.
7. Message Details: May be checked if you prefer to hear the date and time the message was sent and who the
message was sent from prior to hearing the message.
8. Categorized Details: The system reads messages by message type starting with voice messages, then email
messages, and then faxes (this order cannot be changed). Also, prior to playing your messages it will play you the
message counts. If unchecked, the system will read the messages in the order they came with no distinction
between the different types.
9. LIFO (Last In First Out) Message Retrieval: The system plays your oldest messages first; however, if checked, the
system will start with your most recent messages.
10. Permanently Delete Mail - This option permanently removes Voicemails that have been deleted from the phone. If
unchecked, Voicemails deleted from the phone are sent to the Deleted Items folder in OWA (Outlook Web Access),
which contribute towards the total size of the Voicemail mailbox.
11. Voicemails Only: May be checked if you’d like to no longer hear email and fax messages when calling the voicemail
system. If this box is checked, your MWI light will only turn solid red when a new voicemail is waiting.
12. Voice to Text: Checked based on organization. May be unchecked if you’d like to no longer receive a copy of a text
transcription along with your voicemail message in your email inbox.
Instructions
1. Click on the box next to the feature you want to
activate or inactivate. A check means it is active
no check is inactive
2. After all the features have been activated or
inactivated click the Save button
3. To remove the features click the Clear button
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CallTower:Connect User Portal
Voicemail Profiles
The Voicemail Profiles page provides you with the ability to manage voicemail profiles, Find Me Follow Me
settings, Remote Notification settings, and general voicemail settings and features.
Profiles store information such as your voicemail greeting and settings for Find Me Follow Me and Remote
Notification, allowing you to have different call treatments when callers reach your voicemail. Initially users will
have only the Default profile but can add profiles as needed by clicking the Add button, which will then provide
you with profile options from the Active Profile drop-down.
Each profile initially contains a generic electronic system greeting. To change the greeting for user created
profiles you must first select the profile in the Active Profile drop-down and click Save button.
By highlighting a profile and selecting Update, you may customize each profile to include Find Me Follow Me and
Remote Notification features. See the corresponding courses for a full description of these features and how to
configure them.
You can change your default voicemail profile, create a new profile or update an existing profile by accessing the
Voicemail Profile card on the Launchpad.
Instructions
Add Voicemail Profile:
1. Click the Add button
2. Type in the name of the new profile
3. Click the Save button
4. Click the Cancel button if you want
abandon the entry.
Screen
Change the Active Voicemail Profile:
1. Click into the drop down list next to the
Active Profile label.
2. Select a new Profile the name will
appear in the drop down box.
3. Click Save next to the drop down.
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CallTower:Connect User Portal
Update the Voicemail Profile:
1. Highlight the Profile you wish to update in
the Voicemail Profiles card
2. Click on the Update Button to show the
detail profile information in the bottom
section of the Voicemail Profiles card.
3. Update the information by clicking in the
text box or picking an item in the drop
down box.
a. Enable/Disable Play Standard Prompts
b. Operation DID - When a caller reaches
your voicemail they have the option to
press 0 to be transferred to an
operator.
c. Voicemail Profile Follow-me
Location(s). This gives a caller the
option of pressing 1 when reaching
your voicemail at which time the
CallTower:Connect User Portal system
will attempt to locate you at an
alternate location. Users can specify
what locations the system should
attempt to forward the call to and in
what order (i.e., first call my Cell, and
then call my Home locations.)
d. Voicemail Profile Remote
Notification options, Select the type
of notifications the user would like
to receive:
a. Voicemail Enabled
b. Faxmail Enabled
c. Email Enabled
d. Urgent Message Only
e. Forward Message
f. Notify locations Specify the
locations and the order of the
locations the system should
forward messages to for the
specified message types
selected in the “Voicemail
Profile Remote” section
4. Click the Save button to keep the changes
5. Click the Clear button to abandon the
changes
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CallTower:Connect User Portal
Change Password and PIN
You can reset or update your password and PIN through the Change Password and PIN card. There is a
thermometer that will tell you the security strength of your password, the options are: Very Weak, Weak, Strong
and Very Strong. The password is required to be six characters, however, the higher the strength the more
difficult it is for anyone to guess your password. The PIN is required to be between 2 and 6 numbers.
Instructions
Change Password:
1. Click into the Password text box in the Change
Password card.
2. Type in the new password
3. Type the same password into the Confirm
Password box. The text box is outlined in red
until the passwords match then it will turn blue.
4. Click on the Save button
5. To clear the contents of the boxes click the
Clear button.
Change PIN:
1. Click into the PIN text box in the Change PIN
card.
2. Type in the new PIN, using only numbers.
3. Type the same PIN into the Confirm PIN box.
The text box is outlined in red until the PIN
match then it will turn blue.
4. Click on the Save button
5. To clear the contents of the boxes click the
Clear button.
Screen
Manage Lync
If Manage Lync is enabled you can manage your Microsoft Lync integration through the Manage Lync card on your
launchpad.
Instructions
1. Click in the Leader Pin text box and enter
the information.
2. Click the Save button at the bottom of the
card to save the information.
3. To remove the entries click on the Clear
button at the bottom of the card.
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CallTower:Connect User Portal
SMI
If Sprint Mobile Integration (SMI) is enabled it allows you to extend the features and functionality of your
CallTower:Connect User Portal phone service to a Sprint wireless phone. SMI features include:



Extension dialing: Make internal calls from your wireless phone by dialing a 4-digit extension. You will
also be able to reach SMI users on their Sprint mobile phones by dialing the 4-digit extension.
One phone number: A single phone number rings to both the desk phone and the wireless phone
simultaneously.
One voicemail: Voicemails are delivered to a single voicemail box for wireless and desk phone calls.
The SMI card allows users to select the phone number (either your CT provided DID or your cell phone number)
that will be used for the caller ID and schedule which days and times SMI will be active, with an option to have it
active around the clock.
Instructions
1. Select the appropriate Caller ID from the
drop down list.
2. Select All the Time or enter in the time on
each day of the week.
3. Once the entry is complete click the Save
button on the bottom of the card.
4. To remove the entries click on the Clear
button at the bottom of the card.
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CallTower:Connect User Portal
Reservationless Conferencing
If Reservationless Conferencing is enabled, it is intended for organizations who are using the Intercall
conferencing feature and for users who have an assigned conference room. The properties described below are
for use in Intercall conferences. Here are the details of those properties:
Dial-in number: Toll-free number used to dial into the conference.
International dial-in number (if needed): For International participants only.
Conference code: Users will be prompted for the conference code upon dialing into the conference bridge.
Leader pin: Only you should know and will use when initiating the conference. You may edit this field, allowing
you to change the pin to something more easily remembered.
If your user is set-up to use the Reservationless Conferencing feature the card will be filled in with the Dial-In
Number, International Number and Conference Code you will need to enter the Leader Pin.
Instructions
1. To enter the Leader Pin number Click in
the box next to the Leader Pin description.
2. Enter your leader pin number.
3. Click the Save button to keep your changes
or Clear to remove your changes.
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CallTower:Connect User Portal
Corporate Directory
The Corporate Directory is located by clicking on the Corporate Directory icon at the top right corner of the page.
The directory provides a list of all users within your organization, their extension, DID or telephone number,
email, cell phone and E-fax number.
Instructions
1. To view the Corporate Directory click on the
icon in the upper right corner. A new tab will
be displayed which contains the directory.
Screen
2. You can sort the directory by click on the
headings or by clicking the down arrow on
the heading and selecting a menu option.
3. You can also change the columns displayed
by clicking on the side arrow on the menu
and selecting or deselecting the columns.
4. If you would like to print a directory click on
the print icon on the left of the directory.
5. Another webpage tab will open in your
browser.
6. Navigate to the new tab and print the
directory using your browser print option.
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CallTower:Connect User Portal
Outlook
The Outlook icon allows users to access Outlook Web Access or OWA account anywhere you have internet access.
Once the Outlook tab is selected, you will be prompted for your CallTower:Connect User Portal username and
password again.
NOTE: Only those organizations using CallTower:Connect User Portal’s hosted email services will have access to
their email messages in OWA.
Instructions
1. To access your OWA account click on the
Outlook icon in the upper right corner.
Screen
2. An Outlook Web Access tab will open in
your browser window.
3. Enter in your Email Address and Password in
the boxes provided.
4. The voicemail messages can be seen in the
Inbox if it is set-up to receive them.
5. To listen to an email Double Click on the
attached mp3 file.
6. To remove a voicemail message from the
inbox, highlight the message and click
delete.
Note: By default, when a voicemail only user
deletes a voice message using the
CallTower:Connect User Portal voicemail system it
moves the message to the Deleted Items folder in
their OWA account. Each user is allowed a certain
amount of storage space, which includes
messages in the Deleted Items folder; therefore, it
is important for users who use CallTower:Connect
User Portal for phone and voicemail services only
(not Unified Messaging or hosted email) to
periodically delete old voicemails from their
Deleted Items folder in OWA.
LogOut
To logout of the CallTower:Connect User Portal click on the LogOut icon in the upper right hand corner.
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CallTower:Connect User Portal
Instructions
1. To log out click on the icon in the upper
right hand corner
Screen
2. The window will go back to the login
screen.
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