Wiki source code of Softphone
Last modified by Jonathan Usrey on 2026/02/03 16:29
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| 1 | {{box cssClass="floatinginfobox" title="**Contents**"}} | ||
| 2 | {{toc start="1"/}} | ||
| 3 | {{/box}} | ||
| 4 | |||
| 5 | {{html}} | ||
| 6 | <div class="jumbotron" style="background-color: #1998df; color: white; padding: 2rem; border-radius: 0.3rem;"> | ||
| 7 | <h1>Softphone</h1> | ||
| 8 | <p>on the Axion Customer Portal.</p> | ||
| 9 | </div> | ||
| 10 | {{/html}} | ||
| 11 | |||
| 12 | |||
| 13 | |||
| 14 | |||
| 15 | = What is a 'Softphone' = | ||
| 16 | |||
| 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. | ||
| 18 | |||
| 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. | ||
| 20 | |||
| 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 | |||
| 23 | == How do I... == | ||
| 24 | |||
| 25 | (% class="wikigeneratedid" id="HFornewuserswerecommendcheckingourtutorialhere" %) | ||
| 26 | ((( | ||
| 27 | For new users we recommend checking our [[Tutorial>>doc:.SoftPhone Tutorial.WebHome]] | ||
| 28 | ))) | ||
| 29 | |||
| 30 | == User == | ||
| 31 | |||
| 32 | Thats you! | ||
| 33 | |||
| 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//). | ||
| 35 | |||
| 36 | Users are mainly used for: | ||
| 37 | |||
| 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 | ||
| 42 | |||
| 43 | Think of a User as the “profile” for a person, while the extension is the phone number they use. | ||
| 44 | |||
| 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. | ||
| 46 | |||
| 47 | == Privileges == | ||
| 48 | |||
| 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]] | ||
| 50 | |||
| 51 | == User groups == | ||
| 52 | |||
| 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. | ||
| 54 | |||
| 55 | Think of User Groups like folders: | ||
| 56 | |||
| 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 | ||
| 60 | |||
| 61 | User Groups are most commonly used to control: | ||
| 62 | |||
| 63 | * What users can see and do in the **Customer Portal** | ||
| 64 | * Basic **permissions and access levels** | ||
| 65 | |||
| 66 | User Groups **do not control how calls are routed**. They are only used for organizing users and managing access. | ||
| 67 | |||
| 68 | |||
| 69 | = Troubleshooting = | ||
| 70 | |||
| 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 | |||
| 75 | = Other links: = | ||
| 76 | |||
| 77 | === [[Vfax>>doc:Main.Customer Portal Tutorials.vFax.WebHome]] === | ||
| 78 | |||
| 79 | === [[Recordings>>doc:Main.Customer Portal Tutorials.Recordings.WebHome]] === | ||
| 80 | |||
| 81 | === [[CDR- Call records>>doc:Main.Customer Portal Tutorials.Reports.WebHome]] === | ||
| 82 | |||
| 83 | === [[Noixa app (for smart devices)>>doc:Main.Noixa.WebHome]] === |