End User

InfinityOne – Account Basics

Set your Avatar

The default avatar is a colored box with the first two letters of your username. You can change it to your own personal avatar to add a personalized touch to InfinityOne.
The avatar can always be switched back to the default “two letter” avatar at any time..

Browser interface

  1. Click on the account box (top left where your username and avatar is shown)
  2. Select My Account
  3. Select Profile
  4. Click on the upload button (iOneChangeAvatarUploadButton.png) or simply drag and drop the image file into the Avatar upload box.
    iOneChangeAvatarDrag.png
    iOneChangeAvatarUploaded.png
  5. Click on the SAVE CHANGES button

You may also subsequently change your personal avatar at any time by repeating this procedure.

You may switch back to the default “two letter” avatar at any time by clicking on its small icon in the Profile page (it is always retained).

Mobile Interface – iOS

Select the Preferences icon iPhonePreferencesButton_1.png and then select your username.
iPhonePrefUsername.png

Select Edit at the top of the screen and select the camera icon inside the Avatar box.
You can select Take a photo or Choose from library to update your Avatar.
Select Save at the top of the screen.
iPhoneProfile_0.png

NOTE

Not supported at this time on Android.

Change your Email and Name

The Username is used to login and also for @ mentions by other users. You can change your Name,
Email and/or Username here if the Administration Account settings have allowed these changes.

Browser Interface

  1. Click on the account box (top left where your username and avatar are shown)
  2. Select My Account
  3. Select Profile
  4. Modify the NameEmail and/or Username as desired.
  5. Click on the SAVE CHANGES button

The change will take effect after you logout and log back in.

InfinityOne-Account-Profile.png

Mobile Interface – iOS

From the main Messages screen, select the Preferences icon , then select your username.
Here you may change your profile name and password. When you have finished, select Save.
iOne-iOS-editprofile.jpg

Mobile Interface – Android

From the main screen, select the Settings icon  , then select your username.
iOneAndroid-settingsprofile.jpg

From the Profile screen, you can update your NameUsername and Email as desired.
Select the Save icon  at the top of the screen to save your changes.
iOneAndroid-profile.jpg

Add your Phone

Assigning an extension number to your profile allows others to see your phone presence and the ability to click and call you. it also allows you to click and call other users.

You can assign more than one extension to your profile, as long as the extension(s) have been authorized by the administrator. The extension can belong to any phone type including SIP, Nortel, XSTIM or Softphone (WebRTC).

Browser Interface

To add phone extensions to your account:

  1. Click on the account box (top left where your username and avatar are shown)
  2. Select My Account
  3. Select Phone
  4. Click New Extension. 
    iOne1stExtension.png
  5. Start typing the Extension Number in the Number field and select from the list of Allowed Extensions then choose Work, Mobile, or Home from the Label drop-down menu.  (You will only be allowed to select from extensions pre-determined by your Administrator.)
    iOneAddExtensions_0.png
  6. Add any additional extensions by clicking New Extension
  7. Click the SAVE CHANGES button
USEFUL TIP

If you Hotdesk your softphone to another extension, that extension is automatically configured for Presence and Click to Call. When you un-register the Hotdesked extension, the extension will be removed from the Presence and Click to Call.

Logging In

Browser Interface

To access InfinityOne from a web browser, enter ‘ https:// ‘ followed by the hostname of the UCx Server and then suffix with ‘ :21326 ‘ as provided by your administrator.
For example:https://ucx.infinityone.app:21326

Enter the credentials for your account (Email or Username and Password). Selecting the Remember Me? checkbox will automatically log you back into the application after closing your browser or after a server restart, provided you do not subsequently log in to a different browser or desktop application.

After clicking Login the default Home page will be presented.

If it is the first time you are logging in using your current browser or the desktop application, you will be prompted to:

  • Allow or Block notifications from the server. Select Allow.

IOneAllowNotifications.png

  • Allow or Block the use of your Microphone (this is required to use softphone operation). Select Allow.

IOneAllowNotifications.png

  • Select the specific audio devices to be used for Headset and Handsfree mode on your softphone. Make your desired choices. (This choice also be presented whenever a new audio device is detected and can be change later in the Device Settings in the Icon Menu).

IOneAudioSelectionPopups.png

Mobile Interface

If this is the first time you have opened the Mobile application, then you will be asked to log in on the initial screen. Enter the URL provided by your system administrator.

For example: https://ucx.infinityone.app:21326 and select  Connect .
iPhoneSignin.png

You will be presented with a Login page where you will enter your login credentials.
(You can also request a password reset or create an account.)
iPhoneLogin.png

First time connecting

If this is the first time you have connected a mobile device to an InfinityOne server, you will be prompted to:

  • Create a new device. Select Add my device…, then select OK.

IOneAndroidStartDevice.png
IOneAndroidAddDevice.png

  • The first time you press the green Softphone icon, you will be asked to Allow InfinityOne to record audio?. Select Allow.

IOneAndroidAllowAudio.png

Logging in to Additional Servers

See InfinityOne – Adding Servers page.

Logging Out

Browser Interface

  1. Click on the account box (top left where your username and avatar are shown)
  2. Select Logout from the left navigation bar.

Mobile Interface

You can logout of the InfinityOne server by selecting the Preferences   icon on the main Messages page.

iPhonePreferencesButton.png

The Logout from InfinityOne  option is at the bottom of the screen.
iPhonePreferences1.pngiPhonePreferences2.png

Keyboard Shortcuts

Keyboard shortcuts are available only when using the Browser interface.

The table below provides a list of the keyboard shortcuts and their equivalant action on the mobile interface.

Composing a Message

ActionKeyboard shortcutMobile Equivalent
Send messageEnterClick the Airplane icon
Insert new lineShift + EnterReturn
Cancel composeEscHold down Delete button on keyboard
Edit last messageUp Arrow 

Migrate Extension

The Mobile interface has the ability to support multiple mobile device profiles that associate different extensions with the same InfinityOne account.  This is useful if you have two different phone extensions (eg. office and lab) that you wish to be able to use with your mobile device, or you are upgrading from an older mobile device to a new one and want to associate your existing extension on the new device, or you may wish to be able to use the messaging functionality of InfinityOne at times without your phone being active. 

Once you have activated an extension on your mobile softphone interface as described in InfinityOne – Enable and Register Softphone, then you will be ready to create additional device profiles on your account (InfinityOne creates the first one for you).

In all cases, you will start by selecting the Preferences icon () from the Messages screen, and then select the Phone option.
iPhonePrefPhone1.png

In the Phone screen, select Migrate Extension
iPhonePrefPhone2.png

On the Migrate Extension  screen you will have options to CREATE NEW DEVICE or to TAKE OVER A DEVICE….  If you are just starting out, then there is probably only a single entry in the TAKE OVER A DEVICE list, and it will have a checkmark beside it and it will note the assigned extension (102)
.  In this case, then you will select Add my device…
iPhoneMigrateExt2.png

You will be given a confirmation screen, select Yes.
iPhoneMigAddDeviceConfirm.png

The TAKE OVER A DEVICE… list has been updated, with the check mark still beside the entry with your device name (Brad iPhone), but it now has no extension assigned.  Navigate back to the previous screen using the icon on the title bar, and then select Phone.  The phone will no longer be registered, and you can use the procedures described in InfinityOne – Enable and Register Softphone to add another extension.

If you return to the Migrate Extensions screen, you now see the active entry in the TAKE OVER A DEVICE… list reflecting the new extension (106)
iPhoneMigrateExt4.png

You are now able to switch back and forth between the two device profiles as desired.  If you do not wish to have an extension associated with a profile, simply create the new profile and do not assign an extension to the profile.  If you move to another device and log in with your same InfinityOne account, you will be able to select from any of the profiles you have created.

At any time that you wish to delete a profile, select the Info icon beside the device name, and select Remove This Device.

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