Add or remove a device in Business Phone

Creating Devices for Users

There are two ways to add a device to a user.

• We generally recommend doing so from the “Users” menu by clicking the above and selecting “New Device”, and our instructions below will follow that method

• However, you can also add them in the “Devices” menu, and then come to the users section and clicking the above and selecting “Add from Spare Devices”

There are various devices you can create for your users to utilize to make and receive phone calls either through your main company number or their personal number. Click on the devices tab, from here you can add from spare devices, or add a new device.

1. SIP Phone

Once you choose the SIP option, you will be able to choose your device first by the brand, then by the model of the device. If the brand of your device is not listed, choose the above option and enter the MAC address and name your device.

Once you have entered your information, choose ‘Create Device’

IF THIS IS A NEW DEVICE - Once you have created the device, click in to the device name, and choose ‘Advanced - Miscellaneous’.

Unlock the device, then unplug your phone, wait 2-5 minutes, and plug back in.

IF THIS IS A DEVICE USED BEFORE - Factory reset your device before creating it on the system here.

2. Cell Phone or Landline

Adding a cell phone or landline allows for use of receiving calls from your business number to any 10 digit (Or international number if you’re qualified for that) number, be that your cell phone or an outside number of some kind. Please note that to make outbound calls through your system, you would need to use a VOIP device, like a Web Phone, Softphone, or SIP desk phone.

Give the device a name (this will only be used to internally track devices) and add your phone number. Follow the format given, beginning the number with a +1 (For normal 10 digit numbers).

Additional options for Cell phones and Landlines

• You can edit the Advanced options for a Cell phone or Landline. There are two ways to get there. Devices Left-Side Menu > Edit (Wrench Icon)Users Left-Side Menu > Click User’s Device Box > Click the hyperlink on the name of the device

Users - user’s device box, click the device’s name

1. Click on Advanced

2. Click on Options

   

3. Allow use of cellphone voicemail: When enabled, cell users no longer will be prompted to press 1 to answer a call. However if your cell phone voicemail picks up the call before the VPBX ring duration for the device ends, the inbound caller will end up in your cell phone’s voicemail box. Please lower the ring duration in VirtualPBX if this is happening to you unintentionally. This feature is also often used when sending calls to an automated answering service.

4. Keep Original Caller-ID: When checked the Caller ID that shows up on your cell phone is the inbound caller’s phone number. If unchecked, the Caller ID that shows up on your cell phone will be the default Company Caller ID

5. Hide from Contact List: When selected the phone number will not show up in the Contact list. If unchecked, then the phone number will appear in the Contact list

6. If you make any changes, click on Save Changes

3. Softphone

A Softphone is the VirtualPBX app that will allow you to make and receive calls through your business number. You will also be able to utilize features usually seen on a deskphone.

You can click on the “Apps” tab in order to find the download links for the new Softphone for your specific platform.

Enter a device name to identify your new Softphone. Once done, click ‘Create Device’. Once out of the page, make sure to hit ‘Save Changes’ on your user’s device page.

4. Fax

This device is a SIP fax machine, and will allow you to link it in the system. You will need to have the device on your end, and most provisioning will take place through the machine’s site. Get all information needed for your fax machine’s website through choosing ‘Fax’

5. ATA

An ATA adaptor is a converter box that allows you to use an analog phone/fax machine via your internet connection. On one side you plug in the analog device, on the other is a network cable that will go to your router. Utilize this option for an analog fax machine.

Device Name: This is the name of the device that will show up in your Dashboard. It does not affect any part of provisioning or your system functionality.

SIP Username: This is a system-generated username that will be used to input into your ATA device’s web interface. Please avoid changing this item in the Dashboard to avoid complications with provisioning and registration.

SIP username is often entered into fields such as: User ID / Account name / Authentication name or ID / Authorization name / SIP User ID

SIP Password: This is a system-generated username that will be used to input into your ATA device’s web interface. Please avoid changing this item in the Dashboard to avoid complications with provisioning and registration.

SIP Password is often entered into fields such as: Password / account password / authentication password / SIP password

Realm: This is a system-generated string unique to your VirtualPBX account which will be input into your ATA device’s web interface

Realm is often entered into fields such as: Domain / Server / Proxy or Proxy Server / Register server / SIP domain or Server

It is possible that you may need to setup the Outbound Proxy server as well

Outbound Proxy should be set to proxy-west.virtualpbx.net

Mouse over Advanced and you will see your Advanced options. In general these can be adjusted as you see fit or simply left as is.

1: Click on Advanced in the top right, and select “Audio”

2: Move the following options from the left column to the right column in descending order: PCMU / PCMA / OPUS

Click on Create Device when done.

Third Party Credentials

You may be utilizing a third party device that will require credentials through us to log in. To do so, create a Softphone firstly

Once created, click on ‘Advanced’ and choose ‘Credentials’ to grab the credentials needed

Deleting a Device

You must be logged in as a system administrator in order to delete devices.

1. On the left click on Devices

2. Click on the wrench icon to the right of the device you want to delete

   

3. Click on Delete Device on the lower left

4. Click on Ok to confirm the deletion

   Alternatively, you can start on the user’s tab

   

5. Click on the Users tab

6. Click on the device box to the right of the user’s name

7. In the expanded box, click on the device’s name

   

8. Click on Delete Device on the lower left

9. Click on OK to confirm the deletion