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Configuring Switchboard Pro

Switchboard Pro provides a graphical overview of all incoming calls to help you manage your phone system. Once you assign a Switchboard Pro to a user profile, a switchboard receptionist can route callers right from the desktop. Switchboard Pro is an optional feature that can be purchased separately.
Configuring Switchboard Pro is a two-step process:

  1. Name your switchboard.
  2. Assign a user profile.

Note: To configure Switchboard Pro, you must be a PBX administrator with access to Account Manager.

To configure a switchboard:

  1. In Account Manager, click Phone System in the top navigation bar.
  2. Under the Phone System menu, click Switchboard.
  3. On Switchboard Users, click View.
    The Switchboard Pro page opens.
  4. Click under the Switchboard Name column to edit the name of the desired switchboard.
  5. Enter a name, and click Edit.
  6. Click under the User Name column for the desired switchboard.
  7. Click Select next to the user profile you want to assign the switchboard to.
  8. The switchboard is now configured with a name and user profile.

 


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