9
O F F ICE SU IT E U C
®
—A DMIN IS T R ATO R US ER GU IDE
Your Phone Numbers
In order to move a phone number over to OfficeSuite, from your prior carrier, click
Transfer Existing Number
, at the top of
Incoming Call Routing
screen. The process
of moving phone numbers from your previous telecommunication provider to us is
called porting and can take up to two weeks to complete. You can add additional phone
numbers on this page by clicking on Get New Number.
Setting Up Users in the Portal
Dashboard profiles allow you as an admin to set up what employees see and have access
to on their own Dashboards. There are two standard profiles that come with your
OfficeSuite UC account, a Global Administrator profile and a Standard User profile. You
also have the ability to customize your own user profiles as well, as you may have users
who you want to have access to certain settings and permissions based off of their role
and level of authority. To create new user profiles, log in as the
Global Admin
, go to the
User Manager
menu. and click
Create New User Profile
. Here, you can name the
profile, for example, customer service or sales and then select the widget options that
you would like them to have access to, be sure to click
Save
. Only the items selected will
appear on their own Dashboard. After creating the new profile, you can assign it to select
users via the drop-down list next to the user’s name.
