Changes for page Softphone

Last modified by Jonathan Usrey on 2026/02/03 16:29
<
From version < 13.1 >
edited by Jonathan Usrey
on 2026/02/03 14:34
To version < 34.1
edited by Jonathan Usrey
on 2026/02/03 16:29
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6 -<div class="jumbotron">
6 +<div class="jumbotron" style="background-color: #1998df; color: white; padding: 2rem; border-radius: 0.3rem;">
7 7   <h1>Softphone</h1>
8 8   <p>on the Axion Customer Portal.</p>
9 9  </div>
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12 12  
13 13  
14 14  
15 += What is a 'Softphone' =
15 15  
17 +A **softphone** is a software-based phone that lets you make and receive phone calls using your computer, tablet, or smartphone (VIA our [[Noixa>>doc:Main.Noixa.WebHome]] app) instead of a physical desk phone. It connects to Axion systems over the internet and functions just like a traditional office phone.
16 16  
19 +With a softphone, users can place calls, answer calls, check voicemail, transfer calls, and use other features directly from an app or browser—whether they’re in the office or working remotely.
17 17  
21 +Softphones are ideal for remote work, mobile users, and anyone who wants the flexibility of using their extension without being tied to a physical phone.
18 18  
23 +== How do I... ==
19 19  
20 -= How to Softphone =
25 +(% class="wikigeneratedid" id="HFornewuserswerecommendcheckingourtutorialhere" %)
26 +(((
27 +For new users we recommend checking our [[Tutorial>>doc:.SoftPhone Tutorial.WebHome]]
28 +)))
21 21  
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30 +== User ==
23 23  
24 -== How to place a call ==
32 +Thats you!
25 25  
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34 +A **User** represents a real person who uses the phone system. A user is usually linked to one or more **extensions** and is what allows someone to log in and manage their own phone features (//if you have privileges to do so//).
27 27  
28 -== How to transfer a call ==
36 +Users are mainly used for:
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38 +* Logging into the Customer Portal
39 +* Checking voicemail
40 +* Managing call forwarding, call recordings, reports and other personal settings
41 +* Being added to **User Groups** for easier management
31 31  
32 -=== How to xxxxxxx ===
43 +Think of a User as the “profile” for a person, while the extension is the phone number they use.
33 33  
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45 +A User **does not control call routing** by itself. It simply defines who the person is and what features they’re allowed to access.
35 35  
47 +== Privileges ==
36 36  
37 -= Privileges =
49 +In order to use the softphone you have to have a few things set up in the Customer Portal. First you will need a user account created and in order to do that we will need an email address to send the verification/account set up email to. Privileges needed in order to use the softphone are in the picture below.[[image:CP Main Privileges 11.png]]
38 38  
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51 +== User groups ==
40 40  
41 -== User ==
53 +Are a way to put users (extensions) into simple groups so they’re easier to manage. Instead of setting options for each user one at a time, you can change settings for the group and everyone in that group gets the same access.
42 42  
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55 +Think of User Groups like folders:
44 44  
45 -== User groups ==
57 +* Put similar users together (Sales, Support, Office Staff, etc.)
58 +* Give the group access to certain features
59 +* Remove or add users without redoing settings every time
46 46  
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61 +User Groups are most commonly used to control:
48 48  
63 +* What users can see and do in the **Customer Portal**
64 +* Basic **permissions and access levels**
49 49  
66 +User Groups **do not control how calls are routed**. They are only used for organizing users and managing access.
67 +
68 +
50 50  = Troubleshooting =
51 51  
71 +-Try logging out of your user on CP - Click  your name top right of page then click logout at the bottom of that menu.
72 +
73 +-Clear your browser cache- Not sure how to? [[Click Here>>Clearing Browser History]]
74 +
52 52  = Other links: =
53 53  
54 -=== Vfax ===
77 +=== [[Vfax>>doc:Main.Customer Portal Tutorials.vFax.WebHome]] ===
55 55  
56 -=== Recordings ===
79 +=== [[Recordings>>doc:Main.Customer Portal Tutorials.Recordings.WebHome]] ===
57 57  
58 -=== CDR- Call records ===
81 +=== [[CDR- Call records>>doc:Main.Customer Portal Tutorials.Reports.WebHome]] ===
82 +
83 +=== [[Noixa app (for smart devices)>>doc:Main.Noixa.WebHome]] ===
CP Main Privileges 1.png
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