Administration

InfinityOne 6.0 – Phone Presence and Click to Call

InfinityOne integrates with the UCX call server to allow users to see when someone is on the phone. Additionally, calling another user is as simple as clicking on their phone presence icon and selecting the call option.

To enable a user’s phone presence, a phone number must be assigned to the user. The user’s phone number is also for the click to call feature.

There are 2 ways to assign a user’s phone number (extension):

  • Method 1: Administrator assigns the extension
  • Method 2: User adds the extension

Method 1 – Administrator

Add phone number when adding a new user

  1. Log into InfinityOne as an Administrator.
  2. Click on  the settings icon on the top right corner and select Administration.
  3. From the Administration navigation bar, select Users.
  4. Click the + New  button to add a new user.
  5. Click the + Add button under Phone Numbers.ue-Adduser-Addphone.png
  6. Add the extension number for the user and select the desired Label.
    Vue-Adduser-Addphonelabel.png
  7. Select the Role from the drop-down list.
    Vue-Adduser-Addphone-Enablesoftphone.png
  8. Click the SAVE button after all the required fields have been completed for the new user.

Add phone number for an existing user

  1. From the Administration navigation bar, select Users.
  2. Select an existing user from the list.
  3. Click on the Edit button
    Vue-Edituser.png
  4. Follow the instructions under Method 1 above to add a phone number
  5. Click on the SAVE button

Method 2 – User

  1. User clicks on their Profile Avatar on the top right corner and select My Account.
    Vue-MyAccount.png
  2. From the Account navigation bar, select Phone.
    Vue-Account-Phone-Disable.png
  3. Under EXTENSIONS, click the + Add button, enter the extension and select the Label.
    Vue-Account-Phone-Enable.png
  4. Click Save Changes when done.

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