Changes for page Softphone

Last modified by Jonathan Usrey on 2026/02/03 16:29
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From version < 21.1 >
edited by Jonathan Usrey
on 2026/02/03 14:46
To version < 32.1 >
edited by Jonathan Usrey
on 2026/02/03 16:25
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20 20  
21 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.
22 22  
23 -== Placing a call ==
23 +== How do I... ==
24 24  
25 -Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.
25 +(% class="wikigeneratedid" id="HFornewuserswerecommendcheckingourtutorialhere" %)
26 +(((
27 +For new users we recommend checking our [[Tutorial>>doc:.SoftPhone Tutorial.WebHome]]
28 +)))
26 26  
27 -== Transferring a call ==
30 +== User ==
28 28  
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32 +As stated earlier we would need a valid email address to even create the user. Next we would need to tie this user to an extension in the Customer Portal. This allows the Softphone to bind with an extension in order to be on the network.
30 30  
31 -=== How to xxxxxxx ===
34 +== Privileges ==
32 32  
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36 +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]]
34 34  
38 +== User groups ==
35 35  
36 -= Privileges =
40 +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.
37 37  
38 -Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.
42 +Think of User Groups like folders:
39 39  
40 -== User ==
44 +* Put similar users together (Sales, Support, Office Staff, etc.)
45 +* Give the group access to certain features
46 +* Remove or add users without redoing settings every time
41 41  
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48 +User Groups are most commonly used to control:
43 43  
44 -== User groups ==
50 +* What users can see and do in the **Customer Portal**
51 +* Basic **permissions and access levels**
45 45  
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53 +User Groups **do not control how calls are routed**. They are only used for organizing users and managing access.
47 47  
48 48  
49 49  = Troubleshooting =
50 50  
58 +-Try logging out of your user on CP - Click  your name top right of page then click logout at the bottom of that menu.
59 +
60 +-Clear your browser cache- Not sure how to? [[Click Here>>Clearing Browser History]]
61 +
51 51  = Other links: =
52 52  
53 53  === [[Vfax>>doc:Main.Customer Portal Tutorials.vFax.WebHome]] ===
CP Main Privileges 1.png
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