Intermedia Vertical 2-Line Desk Phone Owner's Manual

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Intermedia Vertical 2-Line Desk Phone Owner's Manual | Manualzz

ACC 1140- PUG

Vertical 2-Line Desk

Phone Owner’s Manual

Owner’s Manual 8-23-11

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Table of Contents

1   Introduction ........................................................................ 5  

Conformance ........................................................................ 5  

Important Safety instructions ................................................ 5  

FCC Information ................................................................... 7  

Using this Document ............................................................ 9  

Basic Requirements ........................................................... 10  

2   Getting to know your Hosted PBX system ..................... 11  

Before you Begin Your Installation ..................................... 11  

Assigning Extension Numbers and Phone

Numbers to Phones ........................................................ 14  

Installing your Hosted PBX Phone System .................... 15    

3 ........................................................................................................ 15  

Installing Desk Phones ....................................................... 15  

Setting up the Stand ........................................................... 18  

Wall-mounting a Desk Phone ............................................ 19  

Activating the Service ......................................................... 20  

3.

  Using Your Hosted PBX phone system ......................... 21  

System Description ............................................................. 21  

Getting Started .................................................................... 21  

Desk Phone ........................................................................ 21  

Introduction to your 2-Line Desk Phone ..................... 21  

Using the Desk Phone display .................................... 23  

Navigate in the Menu .................................................. 24  

Using the Speakerphone Key ..................................... 26  

Using the Mute Key ..................................................... 27  

The Ringing / Message Waiting Light: ........................ 27  

Desk Phone– Basic Call Features ..................................... 27  

Answering a call ........................................................... 28  

Placing a call ................................................................ 28  

Handling Multiple Calls ................................................ 28  

Answering a second call .............................................. 28  

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Placing a second call ................................................... 29  

Call Hold ....................................................................... 29  

Call Transfer ................................................................ 30  

Call Park ....................................................................... 31  

Paging (Intercom) ........................................................ 32  

Forwarding Incoming Calls .......................................... 33  

Enable Forward All Calls on Your Phone ................... 33  

Cancel Forward All Calls on Your Phone ................... 34  

Conference Calls ......................................................... 34  

Using your Desk Phone with a headset ...................... 35  

Using Voicemail .................................................................. 35  

Setting up the voicemail box for the first time ............. 35  

Retrieving messages from your Desk Phone ............. 36  

Retrieving messages when you are away from the office ................................................................... 36  

Returning a Call ........................................................... 36  

Change your Voicemail PIN ........................................ 36  

Record a Personal Greeting via the Phone ................ 37  

Forward Voicemail Messages via the Phone ............. 37  

Logging into your Voicemail Box via the Web ............ 37  

Retrieving messages via the Web .............................. 38  

Forward Voicemail Messages via the Web ................ 38  

To Create a Voicemail Group ..................................... 40  

Change the Number of Rings Before

Voicemail Picks Up .................................................. 41  

Additional Call Features ..................................................... 42  

Redial ........................................................................... 42  

Mute ............................................................................. 42  

Call Log (Call Record) ................................................. 42  

Speed Dial list .............................................................. 43  

Personal Phone Book .................................................. 44  

Auto Answer ................................................................ 44  

Caller Blocking ............................................................. 45  

Distinctive Ringing ....................................................... 46  

Inbound Caller ID ......................................................... 46  

Extension Set-Up options ................................................... 47  

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4  

Do Not Disturb ............................................................. 47  

Additional Volume Adjustments .................................. 47  

Administrator Functions .................................................. 48  

Making Changes through a Desk Phone .......................... 48  

Changing the Desk Phone Administrator

Password .................................................................. 48  

Phone Lock/Unlock ..................................................... 49  

Making Changes through the Web-based Admin

Portal ............................................................................... 49  

Logging In .................................................................... 51  

Viewing a List of your Phone Numbers and

Extensions ................................................................ 52  

Moving a Stand Alone Phone ..................................... 53  

Moving a Shared Line Phone ...................................... 54  

Changing the Extension Number of a Phone ............. 55  

Changing the Display Name of a Phone .................... 56  

Changing the Time Zone of a Phone .......................... 56  

Changing the Outbound Caller ID of a Phone ............ 57  

Changing the Failover Routing of a Phone ................ 58  

Viewing Call History for a Phone ................................ 58  

Admin Portal Additional Features: .............................. 59  

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Owner’s Manual 8-23-11

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Introduction

Congratulations on purchasing the AccessLine DPS FLEX phone system and service. You will now be able to share your phone connection between fixed & wireless handsets and across multiple locations using the latest in ‘Voice over IP’ services.

This User Guide will show you how to setup and use your new DPS

FLEX phone system and service.

IMPORTANT SAFETY AND CONFORMANCE

INFORMATION FOR IP PBX BASE UNIT AND

DESKPHONES

Conformance

This equipment is designed for use in the United States.

This equipment complies with the following standards:

FCC Part 15, Subparts B, C, D

FCC Part 68

UL60950

Analog extension ports: TNV3

CO port: TNV3

ADSL port: TNV3

Power fail port TNV3

LAN/WAN ports SELV

Important Safety instructions

The following safety information is reprinted from IEC60950.

• When using your telephone equipment, basic safety precautions should always be followed to reduce the risk of fire, electric shock, and injury to persons, including the following:

• Read and understand all instructions.

• Follow all warnings and instructions marked on the product.

• Unplug this product from the wall outlet before cleaning. Do not use liquid cleaners or aerosol cleaners. Use a damp cloth for cleaning.

• Do not use this product near water (for example, in a wet basement).

• Do not place this product on an unstable cart, stand, or table.

The product can fall, causing serious damage to the product.

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• Slots and openings in the cabinet and the back or bottom are provided for ventilation, to protect it from overheating; these openings must not be blocked or covered. This product should never be placed near or over a radiator or heat register. This product should not be placed in a built-in installation unless proper ventilation is provided.

• This product should be operated only from the type of power source indicated in the manual. If you are not sure of the type of power source to your building, consult your dealer or local

Power Company.

• The power socket outlet must be located near the product and must be easily accessible to allow plugging/unplugging.

• Do not allow anything to rest on the power cord. Do not locate this product where persons walking on it will abuse the cord.

• Do not use an extension cord with this product’s AC power cord. The AC outlet for this product should not be used for any other electrical equipment.

• Never push objects of any kind into this product through cabinet slots as they can touch dangerous voltage points or short out parts that could result in a risk of fire or electric shock. Never spill liquid of any kind on the product.

• To reduce the risk of electric shock, do not disassemble this product, but take it to a qualified serviceman when some service or repair work is required. Opening or removing covers can expose you to dangerous voltages or other risks. Incorrect re-assembly can cause electric shock when the product is subsequently used.

• Unplug this product from the wall outlet and refer servicing to qualified service personnel under the following conditions:

- When the power supply cord or plug is damaged or frayed.

- If liquid has been spilled into the product.

- If the product has been exposed to rain or water.

- If the product does not operate normally by following the operating instructions.

- Adjust only those controls that are covered by the operating instructions because improper adjustment of other controls can result in damage and will often require extensive work by a qualified technician to restore the product to normal operation.

- If the product has been dropped or the cabinet has been damaged.

- If the product exhibits a distinct change in performance.

• Avoid using a telephone during an electrical storm. There can be a remote risk of electric shock from lightning.

• Do not use the telephone to report a gas leak in the vicinity of the leak.

CAUTION

Use only 26 AWG line cord or larger for

Central Office line connections.

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FCC Information

This equipment complies with Part 68 of the FCC rules and the requirements adopted by ACTA.

A FCC compliant telephone cord and modular plug is provided with this equipment. This equipment is designed to be connected to the telephone network or premises wiring using a compatible modular jack that is Part 68 compliant. See Installation Instructions for details.

The REN is used to determine the quantity of devices that may be connected to the telephone line. Excessive RENs on the telephone line may result in the devices not ringing in response to an incoming call. Typically, the sum of RENs should not exceed five (5.0). To be certain of the number of devices that may be connected to a line (as determined by the total RENs) contact the local Telephone

Company.

If this system causes harm to the telephone network, the telephone company will notify you in advance that temporary discontinuance of service may be required. But if advance notice isn't practical, the

Telephone Company will notify the customer as soon as possible.

Also, you will be advised of your right to file a complaint with the

FCC if you believe it is necessary.

The Telephone Company may make changes to it's facilities, equipment, operations or procedures that could affect the operation of the equipment. If this happens the Telephone Company will provide advance notice so you can make the necessary modifications to maintain uninterrupted service.

If the equipment is causing harm to the telephone network, the

Telephone Company may request that you disconnect the equipment until the problem is resolved.

Connection to party line service is subject to state tariffs. (Contact the state public utility commission, public service commission or corporation commission for information.)

This equipment is hearing aid compatible.

Customer Owned Coin/Credit Card Phones

To comply with state tariffs, the Telephone Company must be given notification prior to connection. In some states, the state public utility commission, public service commission or corporation commission must give prior approval of connection.

Data Equipment

The table below shows which jacks are associated with which modes of operation:

Mode of Operation

Permissive

Systems

USOC Jack

RJ11C

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Facility Interface Codes (FIC), Service Order Codes (SOC), USOC

Jack Codes and Ringer Equivalence Numbers (REN) are shown in the table below for each port where applicable:

Port FIC SOC

Line 1 02LS2 9.0Y

Line 2 02LS2 9.0Y

Line 3 02LS2 9.0Y

Phone 02LS2 9.0Y

USOC

RJ11C

RJ11C

RJ11C

RJ11C

REN

0.1B

0.1B

0.1B

0.1B

Automatic Dialers

WHEN PROGRAMMING EMERGENCY NUMBERS AND (OR)

MAKING TEST CALLS TO EMERGENCY NUMBERS:

1. Remain on the line and briefly explain to the dispatcher the reason for the call.

2. Perform such activities in the off-peak hours, such as early morning or late evenings.

Toll Restriction and Least Cost Routing Equipment

The software contained in DPS FLEX phone system to allow user access to the network must be upgraded to recognize newly established network area codes and exchange codes as they are placed into service.

Failure to upgrade the premises systems or peripheral equipment to recognize the new codes as they are established will restrict the customer and the customer's employees from gaining access to the network and to these codes.

Equal Access Requirements

This equipment is capable of providing users access to interstate providers of operator services through the use of access codes.

Modification of this equipment by call aggregators to block access dialing codes is a violation of the Telephone Operator Consumers

Act of 1990.

Electrical Safety Advisory

It is strongly suggested that an AC surge arrestor be installed in the

AC outlet to which this equipment is connected.

Radio Interference

This device complies with Part 15 of the FCC Rules. Operation is subject to the following two conditions: (1) this device may not cause harmful interference, and (2) this device must accept any interference received, including interference that may cause undesired operation.

This equipment has been tested and found to comply with the limits for a Class B digital device, pursuant to Part 15 of the FCC Rules.

These limits are designed to provide reasonable protection against harmful interference in a residential installation. This equipment generates uses and can radiate radio frequency energy and, if not installed and used in accordance with the instructions, may cause harmful interference to radio communications. However, there is no

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guarantee that interference will not occur in a particular installation.

If this equipment does cause harmful interference to radio or television reception, which can be determined by turning the equipment off and on, the user is encouraged to try to correct the interference by one or more of the following measures:

• Reorient or relocate the receiving antenna.

• Increase the separation between the equipment and receiver.

• Connect the equipment into an outlet on a circuit different from that to which the receiver is connected.

• Consult the dealer or an experienced radio/TV technician for help.

RF Radiation Exposure

This equipment complies with FCC radiation exposure limits set forth for an uncontrolled environment. This equipment should be installed and operated with a minimum distance of 8 inches (20 centimeters) between the radiator and your body.

This transmitter must not be co-located or operated in conjunction with any other antenna or transmitter.

Modifications

Changes or modifications not expressly approved by the party responsible for compliance could void the user's authority to operate the equipment. There are no user-serviceable parts or adjustments inside this equipment - please do not open the equipment case.

Using this Document

Notational conventions

Acronyms are defined the first time they appear in the text.

The term LAN refers to a group of Ethernet-connected computers at one site.

Typographical conventions

Italic text is used for items you select from menus and drop-down lists and the names of displayed web pages.

Bold text is used for text strings that you type when prompted by the program, and to emphasize important points.

Special messages

This document uses the following icons to draw your attention to specific instructions or explanations.

Provides clarifying or non-essential information on the current topic. Note

Definition

Explains terms or acronyms that may be unfamiliar to many readers. These terms are also included in the Glossary.

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WARNING

Provides messages of high importance, including messages relating to personal safety or system integrity.

Basic Requirements

The DPS FLEX phone system is designed to use your existing broadband data connection as well as the existing data wiring in your office. Where you don’t have data wiring, you may use the optional Wireless Adapters to connect Desk Phones to the optional

Base Unit wirelessly.

In order to use all the features of the DPS FLEX phone system and service, you must have the following:

• Broadband Internet access

• At least one free port on your router or modem/router

• Your router must be set to DHCP

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Owner’s Manual 8-23-11

• To create a new Call Park Group:

• Enter the name of the Call Park Group

• Click Save

• A Paging Group Number will be automatically assigned. Once the Paging Group has been created, a new column will appear in the table.

Check the button associated with the phone you want included in this Call Park Group. A phone can only be in one Call Park Group.

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Getting to know your DPS FLEX system

Before you Begin Your Installation

The DPS FLEX phone system is designed to use your existing broadband data connection as well as the existing data wiring in your office. Where you don’t have data wiring, you may use the optional Wireless Transmitter and Wireless Adapters to connect

Desk Phones wirelessly. In order to begin using your new phone system and service, you need to perform the following steps:

1. Make sure you have received all of your phones and optional equipment

2. Go to www.accessline.com/login . Enter your login name and password to the Admin Portal

3. Activate your phone lines

4. Install your phones and optional equipment

You have several options regarding how to setup your new phone system. How you choose to install your phone system will depend on your existing data network and the phones and optional equipment you have purchased. The diagrams below describes options for setting up the phone system.

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Owner’s Manual 8-23-11

Standard Setup Options:

This diagram depicts your setup options. By purchasing the optional Wireless Transmitter and Wireless Adapters you may also connect Desk Phones wirelessly.

Cordless Phones:

This diagram depicts the setup options for Cordless Phones.

Cordless phones can be used in conjunction with Shared Line

Phones and the optional Base Unit or they can be installed as Stand

Alone Phones.

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Owner’s Manual 8-23-11

Fax Adapter:

This diagram depicts the setup options for the Fax Adapter. The Fax

Adapter allows you to use your existing fax machine with the

AccessLine DPS service.

Setup Options that are not supported

The following setup options ARE NOT supported:

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1. Connecting a phone through multiple routers

2. Connecting one phone to another

3. Connecting a phone wirelessly and then connecting a PC

Assigning Extension Numbers and Phone Numbers to Phones

Each phone is assigned an extension and a phone number.

Packing list includes a list of your phones and their associated phone numbers and extension. You should have also received and email from AccessLine with the phone numbers and extensions associated with each enhanced services such as an Auto Attendant or WebFax. You may also log into your Admin Portal at www.accessline.com/login to view a list of your phone numbers and extensions.

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Installing your DPS FLEX Phone System

Installing Desk Phones

Desk Phones can be installed in the following ways

• You may connect Desk Phones Wirelessly with the Wireless

Transmitter and the Optional Wireless Adapters

• You may connect Desk Phones to your existing router

• You may connect Desk Phones to any data wall jack on your existing network

• You may connect a Desk Phone to a wall jack or router then connect a PC to the Desk Phone.

1. Assemble the Desk Phones

Use the included coiled handset cord and connect one end into the base of the handset and the other end into the handset port on the side of the phone labeled (there is a handset port and a headset port)

2. Connect the Desk Phone

For your convenience, you have four options to connect your Desk

Phones. You may use any or all of them

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1-

Option 1: Connect Desk Phones using your existing data network

Use the included phone cord and connect one end into the port on the back of the phone labeled and connect the other end into any data port on your network (router, switch or wall jack).

To your router or wall jack

Option 2: Connect Desk phones using your existing data network then connect the phones to your computer

If you already have a computer using a wall data jack or router/switch port, unplug the computer from the network, then connect the phone using the steps in Option 1. Plug your computer into the port on the back of the phone labeled

To your router or wall jack

To your PC

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Note

Option 3: Connect phones wirelessly within 40’ using the

Wireless Adapter

The wireless adapter allows a desk phone to be used without a cord connecting it to the base unit. The range of the wireless adapter is

40 feet from the Wireless Transmitter.

The wireless adaptor has its own power supply. Plug the phone’s power cord into the short “power in” cord on the wireless adapter and then into the wall outlet. Then,

1. Plug the included LAN cable into the Wireless Adapter

2. Plug the other end of the LAN cable into the back of the phone using the port.

3. Plug the Wireless Adapter long power cord into an outlet

To avoid interference or static on the phone, place the Wireless

Adapter away from the phone as shown.

3. Connect Power to the Desk Phone

Use the included power cord and plug one end into the back of the phone and the other end into the wall outlet. The phone will indicate that it is configuring itself. Once the phone has finished its configuration, it is ready to make and receive phone calls.

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Note

To the right of the power plug is a switch marked Power Source.

The switch position must be set to Adapter. POE is not supported.

Setting up the Stand

To setup the stand for the Desk Phone, refer to the following steps and the associated illustration to setup the stand of the Desk phone.

Step A Move the big U-type frame (4) downward.

Step B Move the big U-type frame (4) downward to the flat level.

The small U-type frame (5) will get flat concurrently.

Step C Move the U-type leg (3) upward.

Step D Seat the U-type leg (3) onto the big U-type frame (4) at about a 30º-angle position.

-Or-

Step E Pull-in the U-type leg (3) and seat it at about a 45º-angle position in the big U-type frame (4).

-Or-

Step F Pull-in the U-type leg (3) and seat it at about 60º-angle position in the big U-type frame (4).

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Owner’s Manual 8-23-11

Wall-mounting a Desk Phone

The IP phone can be used on the desktop or mounted on a wall.

Print the screw alignment template (on the next page) and tape it on the wall to position the 3 screws provided at the right place for the mount-holes on the phone.

Before mounting the IP phone to the wall, detach the handset and curled cord from the IP phone, then perform the following steps:

Step A On the back of the phone, find the latch (3) on the U-type leg and remove it.

Step B Remove the other latch (4).

Step C Remove the U-type leg (1). Retain the leg (1) and latches

(2) for possible reuse in a desktop mode.

Step D Seat the big U-type frame onto the back of IP phone.

Step E Re-check that the power source switch is in the correct position.

Connect all cables to the jacks on the phone, and then mount the phone's holes (5 top, 6 left and 7 right) to the screws on the wall.

Step F Under the hook switch, find and press the cradle latch (8) to let it down. Then hang up the handset and re-attach the curled cord.

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Activating the Service

Before you can make or receive calls, you need to activate your phone line(s). This also activates the billing for your phone line(s). To activate your phone line(s):

1. Go to www.accessline.com/login and enter your Administrator

Portal login name and password

2. On the 1st screen, click “Activate Phone Lines” button

NOTE- You will activate all of your lines at once, so if there is no

“Activate Lines” button, then you have already activated the lines.

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3. Using Your DPS FLEX phone system

System Description

• The DPS FLEX phone system supports up to 100 phones

• You can have as few as on phone at an address

• Cordless phones can be used in conjunction other Desk

Phones or can be installed stand alone

• Through your Admin Portal, you can view information and make changes to phone system

Getting Started

This section of your Owner’s Manual is your guide to using the DPS

FLEX phone system and its features. It also explains how to program system settings for your Desk Phones and Cordless

Phones.

Desk Phone

Introduction to your 2-Line Desk Phone

The Desk Phone is a fully-featured business phone with a host of useful features designed to make your business communications more efficient.

It features a 3-line display that contains prompts and menus with selectable options. This unique menu-driven interface makes the system simple to use, and no codes are needed to program and activate features.

Some system settings are programmed through your Admin Portal website while others are programmed through the phone.

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Phone

Button

What it Does

Press this button to setup your voicemail box, enter a personal greeting for your callers, or to listen to your voice messages. See the Desk Phone user guide for instructions on how to use the voicemail system.

Press this button to view your personal phone book. See the

Desk Phone user guide for instructions on how to add, edit, and use the personal phone book.

Press this button to redial the last number.

Press this button to forward a call to another internal extension or another phone number outside of the office.

Press this button to conference calls together.

Press this button to turn the speakerphone on or off.

Press this button to mute and unmute the microphone on the speakerphone and the handset.

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Phone

Button

What it Does

Press this button to put an active call on hold; pressing this button again while the call is on hold will make it active again

Press any of these 4 buttons to park a call. Once the call is parked, the same button on all other Desk Phones in the same Call Park Group will start flashing green. To pick up a parked call, anyone using a phone in the same Call Park

Group will press the flashing button to be connected with the parked call.

Press this button to use a headset. You need to plug in a headset to use this feature. There is a headset jack on the left side of the phone right next to where the curly handset cord plugs in.

These are the phone navigation buttons.

This is the “accept” button for actions on the phone navigation keys.

This is the “left” navigation button.

This is the “top” navigation button.

This is the “bottom” navigation button.

This is the volume control; it controls the volume for the ringer, the speakerphone, and the handset and headset volume. Pressing the “+” key raises the volume and pressing the “-” lowers the volume.

Using the Desk Phone display

The Desk Phones' display presents various prompts and information, and provides selectable options to the extension user.

Read this section to learn how to navigate in the menus of your

Desk Phone.

You can use the LCD menus to configure most settings of your

Desk Phone.

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Press the LEFT soft key to start the menu selection process.

This is the first display shown when you press the LEFT soft key.

Navigate in the Menu

Use the Navigator Control key to scroll to the desired item.

Press the checkmark (OK) key to select the appropriate item.

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Pressing the checkmark (OK) key again will confirm and save the setting of the item you selected, and cause you to return to the previous menu. Thereafter, the menu will roll back to the upper level of the menu tree. You can also press the LEFT arrow of the

Navigator Control key to roll back to the upper level of the menu tree without causing the system to resave.

Numeric and Alpha Characters

You can enter numeric or alphabetic characters in certain menus, such as in the Phone Book. When you are on a menu that accepts characters, you will see "ABC" above the left soft key. Press the

LEFT soft key to cycle through the options of ABC, 123, and abc.

These options represent characters in upper case, numeric digits, and characters in lower case. While entering an item, you can switch between the three options to use upper and lower case characters as well as numbers.

To enter alphabetic characters, select ABC or abc with the LEFT soft key, then continue to press the dial pad button that has the character you want until the desired character appears. The display will cycle through all of the characters associated with that button.

Saving the Configuration

Some changes are saved immediately as you change settings. All settings will be saved when you leave the Menus. You will see

"Saving change … please wait" on the display.

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Using the Speakerphone Key

You can use the Speakerphone Key to have a conversation without having to lift the handset. Press the Speakerphone Key to go offhook, as if the handset were lifted with the Desk Phone speaker and microphone replacing the handset. Pressing the key again goes back on-hook, as if the handset were replaced.

You may also use the Desk Phone with a headset.

The Speakerphone key has a green light, which is lit whenever the

Speakerphone Key has been pressed to go off-hook or to turn on the speaker.

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Volume Adjustment Using the Volume Keys on the Phone

Use the Volume Control button to adjust the volume of calls. The

Volume Control button is used under the following conditions:

Note

When using the handset … use the Volume Control button to adjust the volume level that you experience when using the handset.

When using speakerphone mode … use the Volume Control button to adjust the volume level that you experience when using the speakerphone.

When using a headset … use the Volume Control button to adjust the volume level that you experience when using the headset..

When the phone is ringing … use the Volume Control button to adjust the ringing volume.

The Volume level increases/decreases by one step for every press of the Volume Key.

Using the Mute Key

The Mute Key can be pressed when you are using the handset or in

Speakerphone Mode. When pressed, the other person on the call cannot hear you. The Mute Key has a red light, which is lit when

Mute is active.

The Ringing / Message Waiting Light:

There is a red light on the top of the Desk Phone. This light flashes when there is an incoming call. It also lights up when a voice message has been left in your Voice Mailbox.

Desk Phone– Basic Call Features

Placing and Answering Calls

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Note

Answering a call

Each phone has been assigned a phone number from AccessLine.

When that phone number is dialed, the phone associated with that phone number will ring.

Answer a call that is ringing on the Desk Phone using the handset:

1. Pick up the handset

Answer a call that is ringing on the Desk Phone using speakerphone

1. Press the speakerphone key under the display or the “Answer” softkey

Placing a call

You may dial 7, 10, 11-digit phone numbers or international phone numbers. Additionally, you my call any other 3-digit extension.

Make an external call

1. Pick up the handset or use the speakerphone button

2. Dial the number

Make an internal call

1. Pick up the handset or use the speakerphone button

2. Dial the extension number

You do NOT need to dial 9 to make a phone call.

Handling Multiple Calls

You can make or receive two simultaneous phone calls on your

Desk Phone. These can be two different phone calls or the calls can be joined in a conference. If you are on a call and have another call on hold, or you are on a conference with two callers, the third call will be sent to your voicemail box.

Answering a second call

If you are on a call and another call comes in to your phone you will hear a tone from the phone and see the word “calling” on the top line of the display. The Line 2 soft key will flash in the lower right of the LCD display. There are two ways to answer the second call:

Method 1

1. Place the first call on hold AND at the same time answer the second call by pressing the button associated with the

Line 2 softkey

2. Once you have done this, the soft key will say “Line 1”.

Press the softkey again to place the second caller on hold and at the same time return to the first caller.

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Note

Method 2

1.

2.

3.

Place the first call on hold by using the hold key or use the hold soft key below the display

Press the down arrow to view the second call on the display screen. The phone will begin ringing

Answer the call by using the answer soft key or by picking

4. up the handset

You may switch between calls by using the up and down arrows and using the resume soft key to connect to that call

Placing a second call

While on a call, you may place that call on hold and make s second call. There are two ways to place a second call:

Method 1

1. Place the first call on hold AND at the same time get dial tone to make the second call by pressing the button

2.

3. associated with the Line 2 softkey on the lower right of the

LCD screen

Dial the 10-digit phone number or 3-digit extension number

Once you have done this, the soft key will say “Line 1”.

Press the softkey again to place the new party on hold and at the same time return to the first party.

Method 2

1.

2.

3.

Press the Line 2 soft key. This will place your caller on hold

Dial the phone number or 3-digit extension number. You will be connected to that party

You may switch between calls by using the Line1/2 soft key using the resume soft key to connect to that call

If a number on an incoming call matches a number in the system speed dial list, the name in the list will be displayed.

Call Hold

To place a call on hold

When you place a call on hold, the caller will be presented with the standard phone system hold music.

1. While on the call press the Hold key or select the

“ hold’ soft key the display. When an external call is placed on hold, the caller is presented with hold music.

2. To retrieve the call, press the Hold key or the soft key under the RESUME display.

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Note

If an extension has two calls on hold, use the up or down arrow keys to select the line then press the “resume” soft key to connect to that party.

1.

2.

3.

4.

Call Transfer

To Transfer a call

You can transfer calls from your Desk Phone to another Desk

Phone in your office or to any other phone number outside your office. For example, if you receive a call from a coworker in the office, you can transfer that call to another coworker in the office or on his cellular phone outside the office. You can make both supervised and unsupervised call transfers. A supervised call transfer is when you wait until the other party answers and you tell them you want to transfer a call to them. An unsupervised call transfer is when you just transfer the call without waiting to tell the other party you want to transfer a call to them.

To Do an Unsupervised Call Transfer- Used when you have one

OR two calls on your phone.

Note: The following instructions assume you are on a call and that your phone only has one call active.

Press TRANSFER key

Your caller will be placed on hold

When you hear the dial tone, dial the desired extension number or phone number

Once the call has transferred, your line will hang up and the extension you transferred to will ring and connect to your caller. Do not hang up the phone until the line has disconnected.

4.

5.

6.

1.

2.

3.

To Do a Supervised Call Transfer- Used when you have ONLY

ONE call on your phone

Note: The following instructions assume you are on a call and that your phone only has one call active.

Place the caller on hold by pressing the hold key

Press the down arrow to access a second line

When you hear the dial tone, dial the desired extension number or phone number you wish to transfer the call to.

Announce the call to the new party

To initiate the transfer, press TRANSFER key

Your line will hang up and the extension you transferred to will ring and connect to your caller

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Note

Note

Transferring an external call to an external number ties up two lines. If you wish to avoid tying up two lines, please refer to “If you phone has 2 calls active, please refer to “Using Networkbased Call Transfer”

Call Transfer to Voicemail

You may transfer any caller to a specific voicemail box belonging to any other user on the system.

1. Receive or place a call on your Desk Phone

2.

3.

4.

Press the TRANSFER key

Dial *99 followed by the extension number of the desired person. DO NOT HANG UP

Once the call has transferred to the desired voicemail box, your line will hang up. Do not hang up the phone until the line has disconnected.

Using Network-based Call Transfer

This call transfer method is used when you want to transfer a call without tying up two lines on your phone system. It uses the

AccessLine network to transfer the call instead of the phone system.

1. Receive a call on your Desk Phone

2.

3.

4.

Touch #5 to start the transfer (this will place your caller on hold)

At the dial tone, enter the extension or phone number you want to transfer the caller to

When the transfer party picks up the phone, touch #5 again.

5.

6.

All three of you will be connected.

Hang up and the two parties are connected (without tying up any of your lines)

If the transfer party does not pick up the phone, touch #6 to return to the original caller.

Call Park

To Park a call

Parking a call is very similar to putting a call on hold. The key difference is, when you put a call on hold you can only retrieve the held call from the phone that put the call on hold. With Call Park,

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you can put a call on hold and pick it up from ANY phone within the same Call Park Group. Each phone has 4 Park positions located on the far right of the phone, labeled 1 through 4. Through the Admin

Portal, Call Park Groups can be creates so specific groups of phones can park calls for each other. If you do not create specific

Call Park Groups, all phones are automatically assigned to the

Standard Call Park Group.

To create a Call Park Group which allows specific phone to park calls for each other, login to the Admin Portal and click the Groups

Tab then select Call Park Groups.

To Park a Call:

1.

2.

3.

4.

While on a call, press any one of the 4 PARK keys currently in use not

The caller will be placed on hold and you will see the word

“HOLD” on your phone.

The selected park button will flash on all phones in the same Call Park Group (for example if you parked a call on

Park button 1, the Park button 1 will flash on your phone and all other phones in your Call Park Group)

To pickup the parked call, press the flashing park button on any phone .

Note

When a call is parked on a phone, one of the lines on that phone is used until the call is picked up by another phone. So, if you park one call, you may only receive/ place one more call on that phone until the parked call removed. If you park 2 calls on one phone, you cannot make or receive calls on that phone until at least one of the parked calls is picked up.

Paging (Intercom)

To page to all phones

Paging allows you to speak to all phones at the same time through their speaker phone. If you pick up the handset during a page, you will hear the message in the handset. Paging is used to make announcements such as “Jim, you have a visitor in the lobby” or to let people know about a parked call such as “Susan, you have a call waiting on Park 2”. Paging will only notify phones not in use or not set to DND.

To group specific phones so only they receive specific Paging calls, login to the Admin Portal and click the Groups Tab then select

Paging Groups.

Initiating a Page

1. Either pickup the handset or uses the speaker phone

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Note

2.

3.

Dial the Paging Group (9100 is the Standard Paging Group for all phones).

Make your announcement which will be heard on all phones (except phones set to DND or phones in use).

Hang up the phone when finished 4.

Answering a Page

1.

2.

3.

Either pickup the handset or uses the speaker phone

Press the “Answer” soft key on the phone display

Talk directly back to the person who initiated the page

Rejecting a Page

1. To ignore a page, press the “Reject” button

NOTE- If you have a call parked or on hold, either use the down arrow, pick up the handset or press the speaker phone key before dialing 400. If you have two calls on hold/parked, you cannot use paging.

Forwarding Incoming Calls

To forward all calls from your extension

Your Desk Phone supports three types of call forwarding;

Forward all calls - Forwards all calls to the phone number or extension of your choice

Forward when busy Forwards calls to voicemail when your phone is busy and cannot be changed

Forward when not answered - Forwards calls to voicemail when your phone is not answered and cannot be changed

7.

8.

9.

10.

Enable Forward All Calls on Your Phone

1.

2.

Press the CONFIG button under the display

Scroll Down using the DOWN arrow on the navigation pad until “Call Forward" is displayed.

3.

4.

5.

6.

Press the Key.

Select “Always Forward” and press the

Select “Toggle” and press the key

Key.

“Always Forward Toggle” will be displayed. Press the up or down arrows on the navigation pad to set this option to

“On”

Press the Key

Select “Forward Number” and press the Key.

Enter the phone number or extension number

Press the Key.

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11. Press the LEFT arrow on the navigation pad until the display “Quit Confirm: Yes” appears.

Press the Key. 12.

3.

4.

5.

6.

Cancel Forward All Calls on Your Phone

1.

2.

Press the CONFIG button under the display

Scroll Down using the DOWN arrow on the navigation pad until “Call Forward" is displayed.

Press the Key.

Select “Always Forward” and press the Key.

Select “Toggle”

“Always Forward Toggle” will be displayed. Press the up or down arrows on the navigation pad to set this option to

“Off”

7.

8.

9.

Press the Key

Press the LEFT arrow on the navigation pad until the display “Quit Confirm: Yes” appears.

Press the Key.

Conference Calls

The Desk Phones will allow you to talk with two different people at the same time. For example, if you are on a phone call with one person and want to also talk to another person at the same time on the same call, you can join these two conversations together in a conference. If a third call comes in to your phone while you are on a conference call, you will hear a notification beep and you will have a few seconds to drop one of the calls and pick up the third call. If you don’t drop one of the two active calls, the third call will be forwarded to your voicemail.

3.

4.

5.

6.

To hold an Internal Conference

1.

2.

Pick up the handset or use the speakerphone button

Dial the extension number and wait for the called party to answer.

Place that party on hold

Use the down arrow to access a second line

Dial the phone number of the next party

Press the Conference key to join the caller and the two parties together

3.

4.

5.

6.

To hold an External Conference

1.

2.

Pick up the handset or use the speakerphone button

Dial the phone number and wait for the called party to answer.

Place that party on hold

Use the down arrow to access a second line

Dial the phone number of the next party

Press the Conference key to join the caller and the two parties together

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Using your Desk Phone with a headset

Your Desk Phone is equipped with a socket for a Headset located on the Desk Phone below the hand set cord. The Desk Phone will work with any amplified headset.

The following list shows you how to switch between handset, headset and speakerphone

Handset to speakerphone --You are using the handset and want to switch to speakerphone mode. Press and place the handset on hook.

NOTE: The voice will not switch to speakerphone until you place the handset on hook.

Handset to Headset -- You are using the handset and want to switch to the headset mode. Press the headset button and place the handset on hook.

NOTE: The call will not switch to headset mode until you place the handset on hook.

Speakerphone to Handset --You are using speakerphone mode and want to switch to the handset. Lift the handset off hook and the call will switch to the handset immediately.

Speakerphone to Headset --You are using speakerphone mode and want to switch to the headset mode. Press the headset button and the call will switch to headset mode immediately.

Headset to Handset -- You are using the headset and want to switch to handset mode. Lift the handset off hook and the call will switch to the handset immediately.

Headset to Speakerphone --You are using the headset and want to switch to speakerphone mode. Press the speaker button and the call will switch to speakerphone immediately.

Using Voicemail

Each phone receives a Voicemail box which can record up to 90 minutes of messaging with a maximum of 5 minutes per message.

Each user can record his or her personal greeting for the voicemail box. Voicemail is automatically saved for 90 days.

Messages can be retrieved from the Desk Phone, any other phone or through a personal website at www.accessline.com/login . When a message left in you voicemail box, your Desk Phone message waiting indicator will flash. Additionally, your voicemail box can send an email to alert you of the new message.

Setting up the voicemail box for the first time

1. Press the fixed key with the envelope graphic

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2.

3.

Enter your temporary PIN when prompted (0000).

Follow voice prompts to record your name and unavailable greeting and change your PIN.

Retrieving messages from your Desk Phone

1.

2.

3.

4.

Press the Voicemail Button

Enter your PIN when prompted.

The system will say, “You have x new and y old voicemail messages”

The following options are available through the keypad

Retrieving messages when you are away from the office

1.

2.

Dial your Desk Phone and allow it to ring

When your voicemail greeting begins to play, enter your

PIN over your greeting.

Returning a Call

1.

2.

While listening to a message or after listening to a message, press 9* to call that person back

You may return to your voicemail box WITHOUT calling back in by pressing ## after talking to the person you called back

Change your Voicemail PIN

1.

2.

Press the fixed key with the envelope graphic

Enter your PIN when prompted

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3.

4.

5.

Press 8 for User Options

Press 7 to change your PIN

Enter the new 6 to 10-digit PIN when prompted.

Record a Personal Greeting via the Phone

1.

2.

3.

4.

Press the fixed key with the envelope graphic, or dial the phone’s phone number.

Enter your PIN when prompted or enter your PIN over the greeting.

Select 8 for User Options

Select 1 to record your Unavailable Greeting. Follow the instructions.

Forward Voicemail Messages via the Phone

A user can forward a voicemail from his or her voicemail box to another voicemail box or group of voicemail boxes.

1.

2.

Once logged in to your voicemail box, press 1 to listen to your message(s)

Press 6 at anytime while listening to the message to for after the message

3.

4.

5.

6.

Press 1 to forward the message

Enter the phone number, extension number or group number to receive the message

Record an introduction to the message.

Touch * to send the message

Logging into your Voicemail Box via the Web

1.

2.

3.

Go to www.accessline.com/login

Enter your Desk Phone Number and PIN

Click Login

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Retrieving messages via the Web

1.

2.

Once logged in, click the Play button associated with the voicemail message you wish to listen to

The voicemail message will play through your speakers

Forward Voicemail Messages via the Web

A user can forward a voicemail message from his or her voicemail box to another voicemail once logged into the personal website.

Voicemail messages my be forwarded via email to anyone or forwarded directly into another persons voicemail box (providing they are in your company and have an AccessLine phone)

1. Once logged in click the Forward button associated with the voicemail message you wish to forward

2.

3.

Enter one or more email address or one or more

AccessLine phone numbers

Click the Continue button

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Owner’s Manual 8-23-11

4.

5.

6.

If you have entered email address, fill in your email address, the subject line and any message you wish to include

Select the delivery method: Send a link to the voicemail message or sent the voicemail message as an attachment

Click the Send button when finished

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Owner’s Manual 8-23-11

1.

2.

3.

4.

5.

6.

Voicemail Notification via Email

You may setup your voicemail box to send you an email alert whenever someone leaves you a voicemail message.

7.

8.

Go to www.accessline.com/login

Enter your Desk Phone Number and PIN

Click Login

Select the Personal Info Tab at the top of the web page

Select the Notification button

Enter your email address in the space provided (you may enter multiple email addresses)

Select the Display Format (what the email message looks like)

Click Ok to save your changes

To Create a Voicemail Group

A Voicemail Group allows you to quickly forward a voicemail message to multiple other people without entering each person individually. Voicemail groups are created through your personal website.

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40

5.

6.

7.

8.

1.

2.

3.

4.

9.

10.

11.

Once logged in, select the Personal Info Tab

Select the Group Manager button

Click the Create Group button

Assign a Group Number- used when forwarding to a group through the phone

Assign a Group Name

Add an optional description

Add members to the group one at a time by entering their name or phone number

For each member you add, determine if that person should be:

Administrator- Able to make changes to the group

Sender- Able to send to this group

Recipient- Able to receive messages sent to this group

Click the Add button

Repeat step 7 through 9 as necessary to add all of the members

Click the Save button

Change the Number of Rings Before Voicemail Picks Up

Your Voicemail box is programmed to take messages when you can’t answer your phone. If you want the phone to ring more or less times, you may change this setting:

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41

3.

4.

5.

6.

7.

8.

1.

2.

Press CONFIG button under the display

Use the DOWN arrow to “Call Forward" of the navigation pad to scroll

Press the Key.

Use the DOWN arrow to “No Answer Forward" of the navigation pad to scroll

Press the Key

Use the DOWN arrow to “No Answer Time" of the navigation pad to scroll

Press the Key

Use the BACKSP softkey to remove the number of seconds displayed. Then, enter the number of seconds your phone should ring before the voicemail answers (one ring is approximately 4 seconds)

Press the Key to save your changes. 9.

Additional Call Features

Redial

The Redial function places a call to the last number dialed. To use the Redial function,

1.

2.

Pick up the handset or use the speakerphone key

Press the redial button

Mute

The mute feature allows you to hear the other party, but they cannot hear you. To mute the handset or speakerphone during a call:

1. Press the mute key . The Mute key will light to indicate that the microphone has been muted.

Press the MUTE button again to re-enable the microphone.

Call Log (Call Record)

The Desk Phone automatically keeps a list of received, dialed and missed calls. You can scroll through the various lists to review these calls and see when they were received or made. You can also save, edit and use numbers on these lists. For example, if you see that someone called while you were out, but did not leave a message, you can return their call right from the missed calls list, and if you like, you can then edit and save that number to your personal phone book. The Desk Phone stores the last ten numbers received, missed and dialed.

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To Display the Call Log

1.

2.

Press the CONFIG button under the display

Use the DOWN arrow of the navigation pad to scroll to

CALL RECORD.

3.

4.

Press the Key.

“Call Record Type” will be displayed. Make your choice from the options for Dialed Calls, Missed Calls, or Received

Calls

5.

6.

7.

8.

Press the Key.

The calls stored in the chosen option will be displayed.

When done, press the LEFT arrow on the navigation pad until the display “Quit Confirm: Yes” appears.

Press the Key.

7.

8.

9.

Speed Dial list

Up to ten Speed Dial Numbers can be programmed per phone.

Program system speed dial list – numbers and names

1. Press the CONFIG button under the display

2. Use the DOWN arrow of the navigation pad to scroll to

SPEED DIAL

3.

4.

5.

6.

Press the Key.

“Speed Dial [0 – 9]:” will be displayed

Press the Up or Down arrow, “Speed Dial Setting” will be displayed.

Press the UP or Down arrow to select the Speed Dial entry and select “EDIT”

Enter the appropriate data

Press the Key

Press the LEFT arrow on the navigation pad until the display “Quit Confirm: Yes” appears.

10. Press the Key

When prompted for an entry, press 2 once for 2, twice for A, three times for B, four times for C; press 3 once for 3, twice for D, three times for E, four times for F; and so on.

Wait two seconds for the screen cursor to move on before entering the next letter or press the “NEXT” key to move to the next character or numeral.

On completion of the entry, press the Key.

Press the LEFT arrow on the navigation pad until the display “Quit

Confirm: Yes” appears.

Press the Key.

Dial a number in the system speed dial list

1.

2.

3.

Pick up the handset or press the speakerphone key

Press the SPD Softkey

Enter the speed dial number

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4. Press the key

Personal Phone Book

The Desk Phone can store 400 numbers in a Personal Phone Book.

Numbers can be dialed directly from the phone list and you can edit then save received or missed calls to this personal directory from the received, missed and dialed call lists. In addition, if you receive a call on your Desk Phone from a number that is in your personal phone book, the calling name that you entered in the directory is displayed.

Program your Phone Book list

Press the Directory key or the DOWN arrow on the navigation pad to access the Phone Book.

1. Select the entry you wish to program. Up to 400 entries are

2.

3. available per Desk Phone

Press the “EDIT” button under the display

Select “Name”, “Number”, or “Ring”

4. Enter the appropriate data for the selection.

When prompted for an entry, press 2 once for 2, twice for A, three times for B, four times for C; press 3 once for 3, twice for D, three times for E, four times for F; and so on.

For a 1, press 1 once, for a space, press 1 twice, for a period, press

1 three times and for a comma press 1 four times.

5. Wait two seconds for the screen cursor to move on before entering the next letter or press the “NEXT” key to move to the next character or numeral.

6.

7.

On completion of the name, press the Key.

Press the LEFT arrow on the navigation pad until the display “Quit Confirm: Yes” appears.

8. Press the Key

Dial a number from your Phone Book

1. Press the Directory key or the DOWN arrow on the

2.

3. navigation pad to access the Personal Directory.

Select the entry you wish to program. Up to 400 entries are available per Desk Phone.

Press the “DIAL” button under the display.

Auto Answer

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44

Auto Answer, when set, will ring the called station two times and then automatically answer the call in speakerphone mode using the speakerphone.

3.

4.

5.

6.

7.

Set Auto Answer

1.

2.

Press the CONFIG button under the display.

Use the DOWN arrow of the navigation pad to scroll to

AUTO ANSWER.

8.

Press the Key.

“Auto Answer: Off” will be displayed.

Using the Up or Down arrow, select “On”.

Press the Key.

Press the LEFT arrow on the navigation pad until the display “Quit Confirm: Yes” appears.

Press the Key.

3.

4.

5.

6.

7.

Cancel Auto Answer

1.

2.

Press the CONFIG button under the display

Use the DOWN arrow of the navigation pad to scroll to

AUTO ANSWER.

8.

Press the Key.

“Auto Answer: On” will be displayed

Using the Up or Down arrow, select “Off”

Press the Key.

Press the LEFT arrow on the navigation pad until the display “Quit Confirm: Yes” appears.

Press the Key.

Caller Blocking

Up to ten phone numbers can be blocked from reaching your phone when a caller attempts to call you from one of these numbers.

To Set Call Blocking from the Desk Phone

1. Press the CONFIG button under the display

2. Use the DOWN arrow of the navigation pad to scroll to

BLOCKING LIST.

3.

4.

Press the Key.

“Blocking List:” will be displayed. Enter a digit from 0 to 9.

5.

6.

7.

Press the Key.

The options Del (Delete), Edit and Cancel will be displayed.

To enter a number, use the press the left softkey until NUM

(for numeral) appears. Make the entry.

8.

9.

Press the Key.

When done, press the LEFT arrow on the navigation pad until the display “Quit Confirm: Yes” appears.

Press the Key. 10.

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Note

5.

6.

Distinctive Ringing

Distinctive ring tones can be selected allowing adjacent users to tell which phone is ringing. Distinctive Ringing is set per phone and is for external calls only. You can change the ring tone of any phone through the LCD menu. Ring tones are named for various countries and the ring tones emulate the sound of a ringing phone in that country..

To set Distinctive Ringing from the Desk Phone

1. Press the CONFIG button under the display

2. Use the DOWN arrow of the navigation pad to scroll to

RING.

3.

4.

Press the Key.

“Ring Tone:” will be displayed. Scroll to the country tone you wish to set

Press the Key.

You will be returned to the previous menu

Inbound Caller ID

Two levels of Call ID are available. By default the phone number of the caller (providing it is not a blocked call) will be displayed on the ringing desk phone.

Optionally, you may purchase Caller ID Name and Number. If you have purchased this optional service, the name of the caller and phone number will scroll across the second line of the Desk

Phone’s LCD screen. The information will continue to scroll until the phone has been answered.

You must purchase Caller ID with Name as an optional feature in order to see the caller’s name displayed on your phone.

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Extension Set-Up options

Do Not Disturb

A Desk Phone can be set to Do Not Disturb (DND). When a phone is set to DND, any internal or external call will immediately route to that phones voicemail box without ringing the phone.

3.

4.

5.

6.

7.

Set DND

1.

2.

Press the CONFIG button under the display.

Use the DOWN arrow of the navigation pad to scroll to

DND.

8.

Press the Key.

“Do Not Disturb: Off” will be displayed.

Using the Up or Down arrow, select “On”.

Press the Key.

Press the LEFT arrow on the navigation pad until the display “Quit Confirm: Yes” appears.

Press the Key.

3.

4.

5.

6.

7.

Cancel DND

1.

2.

Press the CONFIG button under the display

Use the DOWN arrow of the navigation pad to scroll to

DND

8.

Press the Key.

“Do Not Disturb: On” will be displayed

Using the Up or Down arrow, select “Off”

Press the Key.

Press the LEFT arrow on the navigation pad until the display “Quit Confirm: Yes” appears.

Press the Key.

Additional Volume Adjustments

In addition to using the volume keys on the phone you may adjust the following volume levels though the Config softkey on your phone:

Volume Control

Ring Tone Volume

Handset Speaker

Handset Mic

Function

Controls the volume level of the phone ring

Controls the volume level to your ear when using the handset

Controls the volume level to the other party when using the handset

Speakerphone

Speakerphone Mic

Controls the volume level coming out of the speakerphone

Controls the volume level to the

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47

Headset Speaker

Headset Mic other party when using the speakerphone

Controls the volume level to your ear when using a headset

Controls the volume level to the other party when using a headset

Program the Phone Volume feature from phone:

1.

2.

Press the CONFIG button under the display

“Volume” will be displayed as the first menu item

3.

4.

5.

6.

Press the Key.

Then select the Volume Control option you desire

After making your selection, use the UP and Down arrows to adjust the volume

Press the Key so save your change

4

Administrator Functions

The Administrator has the ability to make configuration changes to phones and other pieces of equipment. Some changes can be made through the phone, but most changes and capabilities are accessed through the Admin Portal.

Making Changes through a Desk Phone

You may enter the Administrator menus through any Desk Phone.

Once you have accessed the Administrator menu, you may change the Administrator password, lock/unlock the phone and reboot the phone

Changing the Desk Phone Administrator Password

The default Administrator Password for the Desk Phones is 9999.

You may change it to any number between 1 and 9 digits.

Change the Admin Password from the desk phone

1. Press the CONFIG button under the display

2. Scroll Down using the DOWN arrow on the navigation pad until “Admin" is displayed.

3.

4.

Press the Key.

Enter the Admin Code- 9999 is the default

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5.

6.

7.

8.

9.

10.

11.

12.

13.

14.

Press the Key.

Select Account from the menu

The menu will display Account Type: User

Press the Key.

Use the down arrow key to select Password

Press the Key.

Enter the new numeric password

Press the

Press the

Key.

Reenter the new numeric password when prompted

Key.

Phone Lock/Unlock

The desk phone lock feature is used to prevent calls from being made from a specific extension. A locked extension will continue to receive incoming calls. This feature can be enabled from the Desk

Phone keypad within the Admin menu.

Program the Phone Lock feature from a desk phone

1.

2.

Press the CONFIG button under the display

Scroll Down using the DOWN arrow on the navigation pad until “Admin" is displayed.

3.

4.

Press the Key.

Enter the Admin Code- 9999 is the default

5.

6.

7.

8.

9.

Press the Key.

Select Phone Lock from the menu

“Phone lock: Off ” will be displayed. Press the up or down arrows on the navigation pad to set this option to “On”.

Press the Key

Press the LEFT arrow on the navigation pad until the display “Quit Confirm: Yes” appears.

10. Press the Key.

Unlocking a Phone

1.

2.

The desk phone will show: Phone Locked … PIN:

Enter the Admin Code-9999 is the default

3. The phone will unlock

Making Changes through the Web-based Admin Portal

The Admin Portal allows you to manage virtually all aspects of your AccessLine phone system and phone service.

From the Admin Portal you may:

• Activate your phone lines

• View your Account Summary

• View your current and past invoices

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• Make a change to your credit card information

• Change your Administrator Information

• View your phone numbers and extensions

• Make changes to Desk and Cordless phones including changing extension numbers, names, failover routing and

911 address

• Upload new hold music or hold messages and assign it to specific phones

• Create voicemail groups for quickly sending voicemail messages

• Create Call Park and Paging groups to segment phones by location

• View Call History for any phone

• Quickly log in to other services such as your Auto

Attendant or Conferencing Number

• View your pending and filled orders

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1.

2.

3.

4.

Logging In

In order to use the features of the Admin Portal, first you must log in to the website. You should have received an email from AccessLine with a link to a web page that helps you create your User Name and

Password. If you have not received this email, please contact

AccessLine Customer Service.

Go to www.accessline.com/login

Enter your User Name in the first field

Enter your Password in the second field

Click the LOG IN button

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Viewing a List of your Phone Numbers and Extensions

To view a list of all phone numbers and extensions, click the

Numbers & Extensions tab within the Admin Portal. You will be presented with a sortable table displaying all phone numbers, extensions, equipment and services. To view detailed information or make a change to a phone, piece of equipment or service click the associated Edit button.

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Note

Moving a Stand Alone Phone

A Stand Alone Phone is a phone that is not associated with an optional Base Unit. You may move any Stand Alone Phone to a new address providing the address is within the AccessLine coverage area. Before moving the phone:

1. Click the Edit button associated with the phone you wish to move

2. Select the 911 Address tab

3. Enter the new address in the address fields provided

4. Wait for the web page to confirm that the address is with the

AccessLine coverage area

5. Unplug the phone and move it to the new location.

Note- It is very important that this phone resides at the address shown on the screen. If you dial 911 from the phone and disconnect without giving the 911 dispatcher your address, the

911 dispatcher will send help to the address shown on the screen.

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Note

Moving a Shared Line Phone

A Shared Line Phone is a phone that is associated with an optional

Base Unit. You may move any Shared Line Phone to a new address providing the address is on the same local area network as the Base Unit (for example to a different floor or suite). You may also move all phone and the Base Unit to a new address providing the new address is within the AccessLine coverage area. Before moving the phone or phone system:

1. Click the Edit button associated with the phone you wish to move

2.

3.

4.

5.

6.

Select the 911 Address tab

Enter the new address in the address fields provided

Determine if you are moving one phone or all phones and equipment at that address

Wait for the web page to confirm that the address is with the

AccessLine coverage area

Unplug the phone and move it to the new location.

Note- It is very important that this phone resides at the address shown on the screen. If you dial 911 from the phone and disconnect without giving the 911 dispatcher your address, the 911 dispatcher will send help to the address shown on the screen.

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Note

Changing the Extension Number of a Phone

Each phone automatically receives an extension number. You may change the extension number of any phone or swap the extension numbers of two phones.

To change an extension number:

1. Enter the new number in the required field

2. Click the Save button.

Note- You may change the extension number to any other unused 3-digit number between 100 and 899 excluding 311,

411, 511, 611, 711 and 811.

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Changing the Display Name of a Phone

By default, phones do not have display names. When you call from one phone to another phone within the phone system, the display name is shown on the screen of the called phone so that person knows who is calling.

To add a display name to a phone:

1. Enter the name in the required fields

2. Click the Save button.

Changing the Time Zone of a Phone

Each Stand Alone phone can have a different Time Zone. All shared line phones share the same Time Zone.

The Time Zone controls the time displayed on the phone screen and the time stamp on the phone’s call log. To change the Time

Zone:

1. Select a new Time Zone from the list

2. Click the Save button

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Note

Changing the Outbound Caller ID of a Phone

The Outbound Caller ID is the phone number that is presented to other phones when you place a call from a phone.

Each phone can have a unique Outbound Caller ID, all phones can have the same Outbound Caller ID or you can choose any

Outbound Caller ID for any phone.

To change the Outbound Caller ID:

1. Select between:

• The phone number assigned to the phone

• Any other phone number assigned to your company

• Block Outbound Caller ID from the phone

2. Click the Save button

Note: Changes to the Outbound Caller ID may take up 10 minutes to process.

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Changing the Failover Routing of a Phone

Failover Routing allows the phone to be automatically forwarded to another phone number in the event of a phone network, power or local network outage.

To change the Failover Routing:

1. Select between:

• Sending calls to the phone’s voicemail box

• Any other phone number such as a cell phone

2. Click the Save button

Viewing Call History for a Phone

Use this page to view all inbound and outbound calls for this

Phone.

Select the timeframe and method of viewing by clicking the month within the appropriate column:

• View - Will display your call history within your browser window

• Downloadable File - Will provide a "CSV" downloadable file that you may load into spreadsheet programs

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Admin Portal Additional Features:

For the following features, please refer to the Admin Portal

Reference Guide:

• Viewing a list of your phone lines

• Viewing a list of all your phone equipment

• Using your own Hold Music

• Creating Call Park Groups

• Creating Paging Groups

• Creating company-wide Voicemail Distribution Groups

• Viewing your invoice

• Viewing and changing your credit card information

• Viewing your Order History

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