SADOS VOIP Phone System User Guide

SADOS VOIP Phone System User Guide SADOS Communications LLC. 501 North Market Street Frederick, Maryland 21701 Copyright and Trademarks Software specifications are subject to change without notice. SADOS is a registered trademark of SADOS Communications LLC. All rights reserved. Limits of Liability and Disclaimer of Warranty While every precaution has been taken while preparing this guide, including research, development, and testing, SADOS assumes no responsibility for errors or omissions. No liability is assumed by SADOS for damages resulting in the use of this information. 1 Table of Contents Introduction 4 Objectives 4 Overview 5 Logging In 5 Home Page 5 Main Navigation 6 Secondary Navigation 7 Voicemail 8 Services 9 Phone Numbers 10 Caller ID Routing 13 E911 Locations 15 Fax Lines 16 Extensions 18 Mailbox 21 Auto Attendants 25 2 Time Frame 27 Ring Group 28 Contacts 29 Conference Bridges 30 Listen Live 31 Holidays 34 Hold Groups/Music 34 DISA 35 Call Blocking 37 Cases 38 Accounting 39 Reports 43 3 Introduction Thank you for choosing SADOS as your new VoIP (Voice over Internet Protocol) telephone service provider. Our web application has been built to help manage your new SADOS phone system and customize your experience. This user guide serves to provide instruction and guidance as you become acquainted to the website and features we offer. Objectives Upon completion of this user guide, you will be able to: Configure and update phone numbers, extensions, and voicemail Manage forwarding and call routing options View invoices and pay bills online Create auto-attendants and hold music The SADOS logo signifies a hint 4 Overview Go to your web browser and visit voip.SADOS.com/login. Login using the information your SADOS representative provided. The default username is the email you’ve registered with SADOS, The default password is Welcome1234 This is the home page after you’ve logged in. Here, we have some shortcuts for commonly used activities. This includes: A message center for information regarding your SADOS phone service Your recent bills and transactions Other common tasks, such as listing the out the list of extensions and telephone numbers 5 Main Navigation Home – contains the message center, recent transactions, and common tasks Voicemail – allows you to view voicemail messages based on mailbox number Services – this is where most of the configuration will take place, including phone number and extension managing, caller ID routing, time frame and ring group rules, and more. Cases– this section is only used if/when you are switching your old phone numbers over to SADOS’ phone solution. Accounting – has a detailed listing of all transactions under the account, with the ability to view invoices. Reports – displays graphs and information pertaining to call usage and activity Home – contains the message center, recent transactions, and common tasks Tools – lets you test your VoIP connection Settings – lets you view and configure account and service settings, manage users, and more. Refunds and Exchanges – view our refund and exchange policy Privacy Policy– view our privacy policy Terms of Use – view the terms of use you accept by using our products 6 Secondary Navigation This secondary navigation will change depending upon which part of the website you are currently visiting. The example on the right is from Accounting. Each secondary navigation menu will allow you to: Find and select the different tools that each section has to offer View recently visited items Create new users, mailboxes, auto attendants, time frames, ring groups, conference rooms, holidays, and hold music tracks Sort the sub-categories and rearrange items You may also rearrange submenu items by clicking and dragging the items into the order you desire 7 Voicemail The voicemail section allows you to choose a mailbox number, and view any messages left in that mailbox. Choose a mailbox number and keep “INBOX” as the folder, and click submit. You will see call information and have the ability to listen to messages. Voicemails are stored for up to 180 days Visit Mailboxes under Services to change mailbox settings 8 Services The services section is where most of your configuration will take place. Here, we have the options to: View phone numbers and edit general configuration, caller ID settings, call routing, and other features. Create caller ID routing rules based on inbound caller number or caller ID Update your registered emergency address associated with your phones View and configure fax lines View extensions and edit their configuration, call routing, voicemail boxes, and dialing rules Configure phone endpoints Create and configure voicemail boxes and greetings Edit auto attendant and virtual attendant configurations Create time frames, holidays, and ring groups for call routing customization Manage your contacts Create conference bridges for dial-in teleconferences Edit live listening settings Upload hold music Manage call blocking 9 Phone Numbers The phone numbers sub-section of services is where you will go to configure the routing and other options of your telephone numbers. Upon opening it, you will see a section where your phone numbers are listed out with their general information. You can use the search box to search for a specific number if you happen to have a large number of phone numbers. Click on the box with the pencil (highlighted below) to change your options for a specific telephone number. 10 Phone Number Configuration General Options Incoming Number – this is the phone number you are currently editing Toll Free Number – Yes/No field based on the initial set up of the phone State – You must set the state for every phone number when you first set up your phones Caller ID Settings Caller ID(CNAM) – The caller ID that will appear when this phone number is calling out Internal Presentation – An appending ID used when the number is calling other internal numbers. For example, a sales department in a business might have SALES here, so when they call other internal numbers it would say “SALES SADOS” 11 Call Routing The following are all options for call routing: Caller ID Routing – Routes calls based on Caller ID Routing Rules (pp. 13-14) SIP Trunk – Routes calls to associated digital phone lines Extension – Routes calls to the phone number to a specific extension (pp. 18-20) Phone – Routes calls to another phone and follows the call routing rules of that phone Mailbox – Routes calls to a voicemail box (pp. 22-25) Auto Attendant – Routes calls to an automated auto attendant (pp. 26-27) Time Frame – Routes calls based on time frame rules (p. 28) Group – Routes calls to a ring group (p. 29) Conference/Hub – Routes calls to a conference/hub (p. 31) DISA/Hub – Routes calls to a DISA/hub (p. 36-37) Queue – Routes calls to a call queue Outside Number – Routes calls to the specified outside number Company Directory – Routes calls to the company directory 12 Check Voicemail – Allows users to call in and check their voicemail boxes Custom Setting – Allows you to create a custom rule for call routing. Virtual Attendant – Routes calls to the specified virtual attendant (p. 38-39) Features Hold Music Group – Selects which hold music is used for this particular phone number (Page #) Screen for Privacy – Used if you would like all incoming calls screened for privacy. This only works if you enable the announcement where phones calling in must announce who’s calling (Page #) Visit the page numbers specified next to the call routing options above for more in depth information Caller ID Routing Caller ID Routing allows you to create a routing strategy based on either the caller ID name or number. In the example below, we’ve created a caller ID routing strategy that forwards known spam callers, based on caller ID number, to the general mailbox. Any numbers that aren’t matched by our pattern are then forwarded to the main office ring group. 13 Route Settings Route Name – The name you want to give this caller ID routing rule. Description – A general description of what the rule is being used for Match By – You may either choose to create a rule by matching caller ID number or caller ID name, but you can’t match to both in the same caller ID routing rule. Route Settings Patterns – Either the caller ID number or caller ID name that you would like to match for. You may have up to 500 patterns per routing rule. Route Notes – Short description of this specific pattern Route To – Routes to the specified destination if the pattern is matched If no records match – Routes the call to the specified destination when the system cannot match the caller ID information with any pattern defined 14 E911 Locations E911 Locations are the addresses that you have registered with emergency services. Your initial location should be set up by your SADOS representative. If you purchase more phones for other locations, you can always add more addresses. To add more locations; Navigate to the E911 locations tab Create a new location Enter the address information Add the phone number to be associated with the new location Select the phones that you would like to be associated with the new location Read the terms and conditions, accept, and then save 15 T.38 Fax Line This section allows you to view and configure fax lines. Contact your SADOS representative if you need further help configuring your fax lines. See the next page for an example configuration. General Information Description – A short description of this fax line Caller ID –The fax endpoint’s caller ID SIP Peer Status – Lets you know whether your phone is online or offline SIP Configuration Use the SIP configuration information below to connect your remote PBX system or SIP endpoint to your new phone system.

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