User Web Interface. Administration Guide. Release 21.0 Document Version 3

Transcription

1 User Web Interface Administration Guide Release 21.0 Document Version Washingtonian Boulevard, Suite 350 Gaithersburg, MD Tel

2 BroadWorks Guide Copyright Notice Trademarks Copyright 2015 BroadSoft, Inc. All rights reserved. Any technical documentation that is made available by BroadSoft, Inc. is proprietary and confidential and is considered the copyrighted work of BroadSoft, Inc. This publication is for distribution under BroadSoft non-disclosure agreement only. No part of this publication may be duplicated without the express written permission of BroadSoft, Inc., 9737 Washingtonian Boulevard, Suite 350, Gaithersburg, MD BroadSoft reserves the right to make changes without prior notice. Any product names mentioned in this document may be trademarks or registered trademarks of BroadSoft or their respective companies and are hereby acknowledged. This document is printed in the United States of America BROADSOFT, INC. PAGE 2 OF 333

3 Document Revision History Release Version Reason for Change Date Author Updated document for re-branding. January 6, 2006 Roberta Boyle Updated for EVs 28669, 26386, 30015: Added note on Voice Portal configuration, clarification on Conferencing Roll Call and Hand Raising, plus new CommPilot graphic. March 13, 2006 Robb Surridge Deleted custom features. May 19, 2006 Patricia Renaud Streamlined to simplify and reduce page count. Some sections moved into new guides. July 11, 2006 Leif R. Montin Minor changes. September 1, 2006 Leif R. Montin Edited document. September 1, 2006 Patricia Renaud Updated document for Release Close (RC). October 18, 2006 Margot Hovey Edited document. October 19, 2006 Patricia Renaud Updated for Release 14.sp1 Client Management System (CMS) features. February 15, 2007 Leif R. Montin Edited changes. February 16, 2007 Patricia Renaud Updated section Add Custom Ringback User step 5 for EV March 1, 2007 Roberta Boyle Edited changes. March 26, 2007 Patricia Renaud Updated section 4.16 Automatic Hold/Retrieve for EV May 15, 2008 Roberta Boyle Edited and published document. June 13, 2008 Patricia Renaud Updated document for Releases 14.sp1 through 14.sp6 and Release Removed all references to Client Management System (CMS) features. June 16, 2008 Patricia Renaud Edited and published document. June 29, 2008 Patricia Renaud Updated sections Enable or Disable Shared Call Appearance and Turn Fax Messaging On and Off for EV Updated sections View Your Feature Access Codes and 5.2 Automatic Callback for EV September 11, 2008 September 17, 2008 Roberta Boyle Roberta Boyle Made minor editorial changes. September 24, 2008 Patricia Renaud Edited changes and published document Updated section 5.2 Automatic Callback for EV Edited changes and published document. September 28, 2008 October 9, 2008 October 29, 2008 Andrea Fitzwilliam Roberta Boyle Andrea Fitzwilliam 2015 BROADSOFT, INC. PAGE 3 OF 333

4 Release Version Reason for Change Date Author Updated section Display Permission for Your Calls to Be Forwarded or Transferred for EV Updated section Add Priority Alert for EV Edited changes and published document. November 3, 2008 December 10, 2008 December 22, 2008 Goska Auerbach Roberta Boyle Andrea Fitzwilliam Updated document for Release December 31, 2008 Goska Auerbach Updated to reflect design changes and new features Added section 8.25 UC-Connect for EV June 8, 2009 July 21, 2009 Goska Auerbach Goska Auerbach Edited and published document. August 28, 2009 Patricia Renaud Updated document for Release September 14, 2009 Goska Auerbach Updated section 10.9 Voice Management for EV Updated document for Release 17.0 and for EVs , , , and Edited changes and published document Updated section Configure Call Center Settings or Join Call Centers for EV Removed custom features, which include Intelligent Network Service Control, Simultaneous Ringing Family, and Mobile Extension to Extension Dialing as well as Assistant Mobile and edited changes and published document. February 12, 2010 April 19, 2010 April 29, 2010 May 21, 2010 June 4, 2010 Goska Auerbach Goska Auerbach Andrea Fitzwilliam Goska Auerbach Andrea Fitzwilliam Updated document for Release 18.0 June 7, 2010 Goska Auerbach Updated section 13.4 Enhanced Call Logs for EV Updated section 13 Utilities for EV December 6, 2011 December 1, 2011 Goska Auerbach Goska Auerbach Updated document for EV December 13, 2011 Goska Auerbach Updated sections View or Delete Speed Dial 100 Dialing Codes and View Your Feature Access Codes for EV Updated section 9.2 Conferences for EV Edited changes and published document. December 20, 2011 December 22, 2011 December 26, 2011 Goska Auerbach Goska Auerbach Jessica Boyle Updated document for Release January 18, 2012 Goska Auerbach Updated section 4.20 CommPilot Express. January 19, 2012 Goska Auerbach 2015 BROADSOFT, INC. PAGE 4 OF 333

5 Release Version Reason for Change Date Author Updated section Define Conference Greeting for EV Edited changes and published document. November 27, 2012 December 14, 2012 Goska Auerbach Patricia Renaud Corrected section numbering. December 20, 2012 Goska Auerbach Edited changes and published document. January 7, 2013 Patricia Renaud Updated document for Release January 8, 2013 Goska Auerbach Edited changes and published document. December 13, 2013 Jessica Boyle Updated document for Release January 3, 2014 Goska Auerbach Updated the BroadSoft legal notice. October 15, 2014 Goska Auerbach Edited changes. December 16, 2014 Joan Renaud Rebranded and published document. December 22, 2014 Jessica Boyle Made minor editorial changes. January 6, 2015 Goska Auerbach Edited changes and published document Removed references to Hosted Thick clients as they are no longer supported Edited changes and published document. January 9, 2015 January 30, 2015 February 11, 2015 Andrea Fitzwilliam Goska Auerbach Joan Renaud 2015 BROADSOFT, INC. PAGE 5 OF 333

6 Table of Contents 1 Summary of Changes Changes for Release 21.0, Document Version Changes for Release 21.0, Document Version Changes for Release 21.0, Document Version Changes for Release 20.0, Document Version Changes for Release 19.0, Document Version Changes for Release 19.0, Document Version Changes for Release 18.0, Document Version Changes for Release 17.0, Document Version Changes for Release 17.0, Document Version Changes for Release 16.0, Document Version Changes for Release 15.0, Document Version Changes for Release 15.0, Document Version Changes for Release 15.0, Document Version Changes for Releases 14.sp1 through 14.sp About This Guide Profile Access Profile Menu Profile Addresses Announcement Repository List and Delete Announcements Add Announcement Modify Announcement Passwords Change Your Password Route List View Service Settings and Assigned Numbers Schedules List and Delete Schedules Add Personal Schedule Add Event to Personal Schedule Modify Personal Schedule View Group or Enterprise Schedule Details Call Policies Device Policies Privacy Customize Privacy Route Point Supervisors View Assigned Supervisors BROADSOFT, INC. PAGE 6 OF 333

7 3.12 Supervisor Select Agents to Supervise Office Zone Incoming Calls Access Incoming Calls Menu Anonymous Call Rejection Turn Anonymous Call Rejection On and Off Calling Line ID Blocking Override Turn Calling Line ID Blocking Override On and Off Calling Name Retrieval Turn Calling Name Retrieval On and Off Calling Name Delivery Turn Calling Name Delivery On and Off Calling Number Delivery Turn Calling Number Delivery On and Off Call Forwarding Always Turn Call Forwarding Always On and Off Call Forwarding Busy Turn Call Forwarding Busy On and Off Call Forwarding No Answer Turn Call Forwarding No Answer On and Off Call Forwarding Not Reachable Turn Call Forwarding Not Reachable On and Off Call Notify Specify Address to Send Notifications Add Call Notify Entry Activate or Deactivate Call Notify Entry Modify or Delete Call Notify Entry Connected Line Identification Restriction Turn Connected Line Identification Restriction On and Off Do Not Disturb Turn Do Not Disturb On and Off External Calling Line ID Delivery Turn External Calling Line ID Delivery On and Off Internal Calling Line ID Delivery Turn Internal Calling Line ID Delivery On and Off Automatic Hold/Retrieve Hold Call Retrieve Call Automatic Hold/Retrieve Recall Configure Automatic Hold/Retrieve Alternate Numbers (Distinctive Ring) BROADSOFT, INC. PAGE 7 OF 333

8 Turn Distinctive Ring Feature On and Off Select Distinctive Ring Pattern Call Forwarding Selective Set Default Forwarding Number Add Call Forwarding Selective Call Entry Modify or Delete Call Forwarding Selective Entry View, Activate, Deactivate Call Forwarding Selective Call Entries Call Me Now Configure Call Me Now Settings Add Call Me Now Criteria Entry Modify or Delete Call Me Now Criteria Entry CommPilot Express Configure Profiles for Incoming Calls Custom Ringback User Add Custom Ringback User Entry Modify Custom Ringback User Entry Delete Custom Ringback User Entry External Custom Ringback Turn External Custom Ringback On and Off Pre-alerting Announcement Configure Pre-alerting Announcement Add Criteria Entry Modify or Delete Criteria Entry Personal Assistant Configure General Settings Configure Call to Numbers List or Delete Exclusion Numbers Add Exclusion Number Modify Exclusion Number Priority Alert Activate or Deactivate Priority Alert Entry Add Priority Alert Entry Modify or Delete Priority Alert Entry Selective Call Acceptance Activate or Deactivate Selective Acceptance Entry Add Selective Acceptance Entry Modify or Delete Selective Acceptance Entry Selective Call Rejection Activate or Deactivate Selective Rejection Entry Add Selective Rejection Entry Modify or Delete Selective Rejection Entry Sequential Ringing Configure Features of Sequential Ringing Service BROADSOFT, INC. PAGE 8 OF 333

9 Add Sequential Ring Entry Modify or Delete Sequential Ringing Entry View, Activate, or Deactivate Sequential Ringing Call Entries Series Completion View Your Series Completion Groups Simultaneous Ringing Personal Configure Features of Simultaneous Ringing Personal Service Add Simultaneous Ringing Personal Entry Modify or Delete Simultaneous Ringing Personal Call Entries View, Activate, or Deactivate Simultaneous Ringing Personal Call Entries Outgoing Calls Access Outgoing Calls Menu Automatic Callback Call Return Calling Party Category Last Number Redial Legacy Automatic Callback Line ID Blocking Speed Dial Speed Dial View or Delete Speed Dial 100 Dialing Codes Set Speed Dial 100 Code Modify Speed Dial 100 Entry Account Codes Group Paging Number Portability Announcement Enable Number Portability Announcement Personal Phone List View or Delete Phone List Entries Add Entry to Your Personal Phone List Modify or Delete Entry in Your Personal Phone List Import Comma-Delimited Text File Preferred Carrier User Two-Stage Dialing Call Control Access Call Control Menu Barge-in Exempt Turn Barge-in Exempt On and Off Call Waiting Configure Call Waiting Call Pickup View Call Pickup Group BROADSOFT, INC. PAGE 9 OF 333

10 6.5 Customer Originated Trace Directed Call Pickup Directed Call Pickup with Barge-in View Status of Directed Call Pickup with Barge-in Option Diversion Inhibitor Flash Call Hold Call Transfer In-Call Service Activation Three-Way Call Music/Video On Hold Turn Music/Video On-Hold On and Off General Settings Tab Internal Calls Settings Tab N-Way Call OMA Presence Communication Barring User-Control Advice of Charge BroadWorks Anywhere Configure BroadWorks Anywhere Settings and View Locations and Portals Add BroadWorks Anywhere Location Modify or Delete BroadWorks Anywhere Location BroadWorks Mobility View Service Settings Enable or Disable Alerting for Mobile Devices Configure Mobile Device Configure Profile Identity Alerting Policy Call Centers Configure Call Center Settings or Join Call Centers Call Recording Charge Number Executive Configure Assistant Pool Configure Call Filtering Set Alerting Mode Executive-Assistant Divert Executive Calls, View, Opt in, and Opt out of Executive Pools Configure Call Filtering for Executive Configure Call Screening for Executive Configure Call Alerting for Executive Flexible Seating Guest Configure Flexible Seating Guest Associate with Host Dissociate from Host BROADSOFT, INC. PAGE 10 OF 333

11 6.26 Group Night Forwarding Hoteling Guest Hoteling Host Instant Messaging and Presence Push To Talk Configure Push To Talk Options Allow Push To Talk Calls from Selected Users Physical Location Remote Office Shared Call Appearance View Alternate Locations and Set SCA Preferences Enable or Disable Shared Call Appearance Location and View Settings Video Add-On Configure Video Add-On and View Settings Zone Calling Restrictions Calling Plans Access Calling Plans Menu Incoming Calling Plan Outgoing Calling Plan Display Calls You Can Place Display Calls You Can Forward and Transfer Display Permission for Your Calls to Be Forwarded or Transferred Display Calls You Can Make Using Call Me Now Service Outgoing Digit Plan Display Calls You Can Place Display Calls You Can Forward or Transfer Display Calls You Can Make Using Call Me Now Service Outgoing Pinhole Digit Plan Display Pinholes in Your Outgoing Plans for Originating Calls Display Pinholes in Your Outgoing Plans for Forwarding/Transferring Calls Display Pinhole in Your Outgoing Calling Plans for Call Me Now Calls Client Applications Access Client Applications Menu Attendant Console Customize Attendant Console BroadWorks Connector for Lotus Sametime Busy Lamp Field CommPilot Call Manager Client Call Control Lync CTI Lync Softphone Outlook Integration BROADSOFT, INC. PAGE 11 OF 333

12 8.10 BroadTouch Business Communicator Client Licenses BroadWorks Agent BroadWorks Supervisor BroadWorks Receptionist Enterprise BroadWorks Receptionist Small Business BroadWorks Receptionist Office BroadWorks Assistant Enterprise BroadWorks Communicator eyepmedia Audio Video Client Office Communicator Tab Polycom Web Browser Client Licenses BroadTouch Mobile Link Bria for BroadWorks Polycom Phone Services UC-Connect Meet-Me Conferencing Access Meet-Me Conferencing Menu Conferences List Conferences Add Conference Modify Conference Delete Conference (Host) Assign Conference Delegates (Host) Define Conference Greeting Launch Moderator Client Recordings List or Delete Recordings Download Recordings Bridges View Conference Bridges Messaging Access Messaging Menu Aliases View or Delete Your Aliases Add Alias Collaborate Sharing Distribution Lists Create Distribution List Add or Delete Distribution List Entry Greetings Configure Greetings BROADSOFT, INC. PAGE 12 OF 333

13 10.6 Integrated IM&P Short Message Service Third-Party IM&P Voice Management Activate and Set Up Voice Messaging Configure Advanced Settings for Voice Management Voice Portal Select Personalized Name Fax Messaging Turn Fax Messaging On and Off MWI Delivery to Mobile Endpoint Turn MWI Delivery to Mobile Endpoint On and Off Third-Party MWI Control Use Third-Party MWI Control Third-Party Voice Mail Support Configure Third-Party Voice Mail System Voice Portal Calling Turn Voice Portal Calling On or Off Service Scripts Access Service Scripts Menu Configuration Enable or Disable CPL Scripts Load Load CPL Script Logs View and Clear CPL Log Collaborate List Collaborate Rooms and Configure Common Settings Create Project Room Modify or Delete Project Room Modify My Room View Instant Room Settings Utilities Access Utilities Menu Authentication Set Your New Password Basic Call Logs View Placed Calls View Received Calls View Missed Calls Enhanced Call Logs View Placed Calls BROADSOFT, INC. PAGE 13 OF 333

14 View Received Calls View Missed Calls Feature Access Codes View Your Feature Access Codes Group Directory View Group Directory View or Print Summary of Group Directory View or Print Phone List Enterprise Directory View Enterprise Directory View or Print Summary of Enterprise Directory View or Print Phone List Intercept User Registrations Prepaid Visual Device Management Security Classification Index BROADSOFT, INC. PAGE 14 OF 333

15 Table of Figures Figure 1 User Profile Figure 2 Profile Profile Figure 3 Profile Addresses for User Assigned Identity/Device Profile Figure 4 Profile Addresses for User Assigned to Trunk Group Figure 5 Profile Addresses Advanced Settings Figure 6 Profile Announcement Repository Figure 7 Profile Announcement Repository Add Figure 8 Profile Announcement Repository Modify Figure 9 User Passwords Figure 10 Profile Route List Figure 11 User Schedule Figure 12 User Schedule Add Figure 13 User Event Add Figure 14 Event Add Daily Recurrence Pattern Figure 15 Event Add Weekly Recurrence Pattern Figure 16 Event Add Monthly Recurrence Pattern Figure 17 Event Add Yearly Recurrence Pattern Figure 18 Event Add Recurrence Range Figure 19 User Schedule Modify Figure 20 User Event Modify Figure 21 User Schedule View Figure 22 User Event View Figure 23 User Call Policies Figure 24 User Device Policies Figure 25 User Privacy Figure 26 User Route Point Supervisors Figure 27 User Supervisor Figure 28 User Supervised Agents Figure 29 User Office Zone Figure 30 User Incoming Calls Figure 31 Incoming Calls Anonymous Call Rejection Figure 32 Incoming Calls Calling Line ID Blocking Override Figure 33 Incoming Calls Calling Name Retrieval Figure 34 User Calling Name Delivery Figure 35 User Calling Number Delivery Figure 36 Incoming Calls Call Forwarding Always Figure 37 Incoming Calls Call Forwarding Busy Figure 38 Incoming Calls Call Forwarding No Answer Figure 39 Incoming Calls Call Forwarding Not Reachable Figure 40 Incoming Calls Call Notify Figure 41 Incoming Calls Call Notify Add Figure 42 Incoming Calls Call Notify Figure 43 Incoming Calls Call Notify Modify Figure 44 Incoming Calls Connected Line Identification Restriction Figure 45 Incoming Calls Do Not Disturb Figure 46 Incoming Calls External Calling Line ID Delivery Figure 47 Incoming Calls Internal Calling Line ID Delivery Figure 48 Incoming Calls Automatic Hold/Retrieve Figure 49 Incoming Calls Alternate Numbers Figure 50 Incoming Calls Call Forwarding Selective Figure 51 Incoming Calls Call Forwarding Selective Add BROADSOFT, INC. PAGE 15 OF 333

16 Figure 52 Incoming Calls Call Forwarding Selective Modify Figure 53 Incoming Calls Call Forwarding Selective Figure 54 User Call Me Now Figure 55 User Call Me Now Add Figure 56 User Call Me Now Modify Figure 57 Incoming Calls CommPilot Express (Available In the Office) Figure 58 Incoming Calls CommPilot Express (Available Out of the Office) Figure 59 Incoming Calls CommPilot Express (Busy) Figure 60 Incoming Calls CommPilot Express (Unavailable) Figure 61 Incoming Calls Custom Ringback User Figure 62 Incoming Calls Custom Ringback User Add (General Setting Tab) Figure 63 Incoming Calls Custom Ringback User Modify (General Setting Tab) Figure 64 Incoming Calls Custom Ringback User (Initial Ringback Tab) Figure 65 Incoming Calls Custom Ringback User (Waiting Ringback Tab) Figure 66 Incoming Calls External Custom Ringback Figure 67 Incoming Calls Pre-alerting Announcement Figure 68 Incoming Calls Pre-alerting Announcement Criteria Add Figure 69 Incoming Calls Pre-alerting Announcement Criteria Modify Figure 70 Incoming Calls Personal Assistant (General) Figure 71 Incoming Calls Personal Assistant (Call to Numbers) Figure 72 Incoming Calls Personal Assistant (Exclusion Numbers) Figure 73 Incoming Calls Personal Assistant Exclusion Number Add Figure 74 Incoming Calls Personal Assistant Exclusion Number Modify Figure 75 Incoming Calls Priority Alert Figure 76 Incoming Calls Priority Alert Add Figure 77 Incoming Calls Priority Alert Modify Figure 78 Incoming Calls Selective Call Acceptance Figure 79 Incoming Calls Selective Call Acceptance Add Figure 80 Incoming Calls Selective Call Acceptance Modify Figure 81 Incoming Calls Selective Call Rejection Figure 82 Incoming Calls Selective Call Rejection Add Figure 83 Incoming Calls Selective Call Rejection Modify Figure 84 Selective Call Rejection Modify Page for Private COT Entry Figure 85 Incoming Calls Sequential Ring Figure 86 Sequential Ring Sequential Ring Add Figure 87 Sequential Ring Sequential Ring Modify Figure 88 Incoming Calls Sequential Ring (View) Figure 89 Incoming Calls Series Completion Figure 90 Incoming Calls Simultaneous Ring Personal Figure 91 Simultaneous Ring Personal Simultaneous Ring Personal Add Figure 92 Simultaneous Ring Personal Simultaneous Ring Personal Modify Figure 93 Incoming Calls Simultaneous Ring Personal Figure 94 User Outgoing Calls Figure 95 Outgoing Calls Automatic Callback Figure 96 Outgoing Calls Call Return Figure 97 Outgoing Calls Calling Party Category Figure 98 Outgoing Calls Last Number Redial Figure 99 User Legacy Automatic Callback Figure 100 Outgoing Calls Calling Line ID Delivery Blocking Figure 101 Outgoing Calls Speed Dial Figure 102 Outgoing Calls Speed Dial Figure 103 Speed Dial 100 Speed Dial 100 Add Figure 104 Speed Dial 100 Speed Dial 100 Modify Figure 105 Outgoing Calls Account Codes BROADSOFT, INC. PAGE 16 OF 333

17 Figure 106 Outgoing Calls Group Paging Figure 107 Outgoing Calls Number Portability Announcement Figure 108 Outgoing Calls Personal Phone List Figure 109 Personal Phone List Personal Phone List Add Figure 110 Personal Phone List Personal Phone List Modify Figure 111 Personal Phone List Personal Phone List Import Figure 112 User Preferred Carrier User Figure 113 Outgoing Calls Two-Stage Dialing Figure 114 User Call Control (Top of Page) Figure 115 Call Control Barge-in Exempt Figure 116 Call Control Call Waiting Figure 117 Call Control Call Pickup Figure 118 Call Control Customer Originated Trace Figure 119 Call Control Directed Call Pickup Figure 120 Call Control Directed Call Pickup with Barge-in Figure 121 Call Control Diversion Inhibitor Figure 122 Call Control Flash Call Hold Figure 123 Call Control Call Transfer Figure 124 Call Control In-Call Service Activation Figure 125 Call Control Three-Way Call Figure 126 Call Control Music/Video On Hold Page with Group-level Settings Figure 127 Call Control Music/Video On Hold with Both Music On Hold User and Video On Hold Features Assigned Figure 128 Call Control Music/Video On Hold (Internal Calls Settings) Figure 129 Call Control N-Way Calling Figure 130 Call Control OMA Presence Figure 131 Call Control Communication Barring User-Control Figure 132 Call Control Communication Barring User Control When User Is Locked Out Figure 133 Call Control Advice of Charge Figure 134 Call Control BroadWorks Anywhere Figure 135 Call Control Available BroadWorks Anywhere Portals Figure 136 BroadWorks Anywhere BroadWorks Anywhere Phone Number Add Figure 137 Call Control BroadWorks Anywhere Phone Number Modify (Selective Criteria Tab) Figure 138 Call Control BroadWorks Anywhere Criteria Add Figure 139 Call Control BroadWorks Anywhere Phone Number Modify (Phone Number Tab) Figure 140 Call Control BroadWorks Anywhere Phone Number Modify (Selective Criteria Tab) Figure 141 Call Control BroadWorks Anywhere Criteria Modify Figure 142 Call Control BroadWorks Mobility (Disabled) Figure 143 Call Control BroadWorks Mobility Mobile Identity (Read-only) Figure 144 Call Control BroadWorks Mobility Profile Identity (Read-only) Figure 145 Call Control BroadWorks Mobility Figure 146 Call Control BroadWorks Mobility Mobile Identity (General Tab) Figure 147 Call Control BroadWorks Mobility - Mobile Identity (Alerting Policy Tab) Figure 148 Call Control BroadWorks Mobility - Mobile Identity (Call Anchoring Tab) Figure 149 Call Control BroadWorks Mobility - Profile Identity Alerting Policy Figure 150 Call Control Call Centers Figure 151 User Call Recording Figure 152 Call Control Charge Number Figure 153 User Executive (Assistants Tab) Figure 154 User Executive (Filtering Tab) Figure 155 Call Control Executive Filtering Criteria Add Figure 156 Call Control Executive Filtering Criteria Modify Figure 157 User Executive (Filtering Tab) Figure 158 User Executive (Screening Tab) BROADSOFT, INC. PAGE 17 OF 333

18 Figure 159 User Executive (Alerting Tab) Figure 160 Call Control Executive-Assistant Figure 161 Executive Filtering Tab (Assistant View) Figure 162 Call Control Executive Filtering Criteria Add (Assistant View) Figure 163 Call Control Executive Filtering Criteria Modify (Assistant View) Figure 164 Executive Filtering Tab (Assistant View) Figure 165 Executive Screening Tab (Assistant View) Figure 166 Executive Screening Tab (Assistant View) Figure 167 Call Control Flexible Seating Guest Figure 168 Call Control Flexible Seating Guest (Host Association Tab) Figure 169 User Flexible Seating Guest (Host Association Tab with Active Association) Figure 170 Call Control Group Night Forwarding Figure 171 Call Control Hoteling Guest Figure 172 Call Control Hoteling Host Figure 173 Call Control Instant Messaging and Presence Figure 174 Call Control Push to Talk Figure 175 Call Control Physical Location Figure 176 Call Control Remote Office Figure 177 Call Control Shared Call Appearance Figure 178 Call Control Shared Call Appearance Modify Figure 179 Call Control Video Add-On Figure 180 Call Control Zone Calling Restrictions Figure 181 User Calling Plans Figure 182 Calling Plans Incoming Calling Plan Figure 183 Calling Plans (Enhanced) Outgoing Calling Plan (Originating Calls) Figure 184 Calling Plans Outgoing Calling Plan (Originating Calls) Figure 185 Calling Plans Outgoing Calling Plan (Initiating Call Forwards/Transfers) Figure 186 Calling Plans Outgoing Calling Plan (Being Forwarded/Transferred) Figure 187 Calling Plans Outgoing Calling Plan (Call Me Now Tab) Figure 188 Calling Plans (Enhanced) Outgoing Digit Plan (Originating Calls) Figure 189 Calling Plans Outgoing Digit Plan (Originating Calls) Figure 190 Calling Plans Outgoing Digit Plan (Initiating Call Forwards/Transfers) Figure 191 Calling Plans Outgoing Digit Plan (Call Me Now) Figure 192 Calling Plans Outgoing Pinhole Digit Plan (Originating Calls) Figure 193 Calling Plans Outgoing Pinhole Digit Plan (Initiating Call Forwards/Transfers) Figure 194 Calling Plans Outgoing Pinhole Digit Plan (Call Me Now) Figure 195 User Client Applications Figure 196 Client Applications Attendant Console Figure 197 Attendant Console Display Figure 198 Client Applications BroadWorks Connector for Lotus Notes Sometime Figure 199 Client Applications Busy Lamp Field Figure 200 Client Applications CommPilot Call Manager Figure 201 Client Applications Client Call Control Figure 202 Client Applications Lync CTI Figure 203 Client Applications Lync Softphone Figure 204 Client Applications Outlook Integration Figure 205 Client Applications BroadTouch Business Communicator Desktop Figure 206 Client Applications BroadWorks Agent Figure 207 Client Applications BroadWorks Supervisor Figure 208 Client Applications BroadWorks Receptionist Enterprise Figure 209 Client Applications BroadWorks Receptionist Small Business Figure 210 Client Applications BroadWorks Receptionist Office Figure 211 Client Applications BroadSoft Assistant Enterprise Figure 212 Client Applications BroadWorks Communicator BROADSOFT, INC. PAGE 18 OF 333

19 Figure 213 Client Applications eyepmedia Audio Video Client Figure 214 Client Applications Office Communicator Tab Figure 215 Client Applications Polycom Web Browser Figure 216 Client Applications Client License Figure 217 Client Applications BroadTouch Mobile Link Figure 218 Client Applications Bria for BroadWorks Figure 219 Client Applications Polycom Phone Services List Figure 220 Client Applications Polycom Phone Services Set Figure 221 Client Applications UC-Connect Figure 222 User Meet-Me Conferencing Figure 223 Meet-Me Conferencing Meet-Me Conferences Figure 224 Meet-Me Conferencing Meet-Me Conference Add (Reservationless) Figure 225 Meet-Me Conferencing Meet-Me Conference Add (Recurring) Figure 226 Meet-Me Conference Add Scheduling Details (Reservationless Conference) Figure 227 Meet-Me Conference Add Scheduling Details (One-Time Conference) Figure 228 Meet-Me Conference Add Scheduling Details (Recurring Daily Conference) Figure 229 Meet-Me Conference Add Scheduling Details (Recurring Weekly Conference) Figure 230 Meet-Me Conference Add Scheduling Details (Recurring Monthly Conference) Figure 231 Meet-Me Conference Add Scheduling Details (Recurring Yearly Conference) Figure 232 Meet-Me Conferencing Meet-Me Conference Modify (Host View) Figure 233 Meet-Me Conferencing Meet-Me Conference Modify (Delegate View) Figure 234 Meet-Me Conferencing Meet-Me Conference Delegates Modify Figure 235 Meet-Me Conferencing Meet-Me Conference Custom Greeting Modify (Host View) Figure 236 Meet-Me Conferencing Meet-Me Conference Custom Greeting Modify (Delegate View) Figure 237 Meet-Me Conference Modify (Conference Access Information) Figure 238 Meet-Me Conferencing Meet-Me Conference Recordings Figure 239 Meet-Me Conferencing Meet-Me Conference Recordings Figure 240 Meet-Me Conferencing Meet-Me Conference Bridges Figure 241 User Messaging Figure 242 Messaging Aliases Figure 243 Aliases Aliases Add Figure 244 Messaging Collaborate Sharing Figure 245 Messaging Distribution Lists Figure 246 Distribution Lists Distribution Lists Add/Delete Figure 247 Messaging Greetings Figure 248 Messaging Integrated IM&P Figure 249 Messaging Short Message Service Figure 250 Messaging Third-Party IM&P Figure 251 Messaging Voice Management Figure 252 Messaging Voice Management Advanced Settings Figure 253 Messaging Voice Portal Figure 254 Messaging Fax Messaging Figure 255 Messaging MWI Delivery to Mobile Endpoint Figure 256 Messaging Third-Party MWI Control Figure 257 Messaging Third-Party Voice Mail Support Figure 258 Messaging Voice Portal Calling Figure 259 User Service Scripts Figure 260 Service Scripts Configuration Figure 261 Service Scripts Load Figure 262 Service Scripts Logs Figure 263 User Collaborate Figure 264 Collaborate Collaborate Rooms Figure 265 Collaborate Collaborate Room Add BROADSOFT, INC. PAGE 19 OF 333

20 Figure 266 Collaborate Room Add Scheduling Details (Reservationless Session) Figure 267 Collaborate Room Add Scheduling Details (One-time Session) Figure 268 Collaborate Room Add Scheduling Details (Recurring Daily Sessions) Figure 269 Collaborate Room Add Scheduling Details (Recurring Weekly Sessions) Figure 270 Collaborate Room Add Scheduling Details (Recurring Monthly Sessions) Figure 271 Collaborate Room Add Scheduling Details (Recurring Yearly Sessions) Figure 272 Collaborate Collaborate Room Modify Figure 273 Collaborate Collaborate Room Modify Figure 274 Collaborate Collaborate Room Instant Room Figure 275 User Utilities Figure 276 Utilities Authentication Figure 277 Utilities Basic Call Logs (Placed Calls Tab) Figure 278 Utilities Basic Call Logs (Received Calls Tab) Figure 279 Utilities Basic Call Logs (Missed Calls Tab) Figure 280 User Enhanced Call Logs (Placed Calls Tab) Figure 281 User Enhanced Call Logs (Received Calls Tab) Figure 282 User Enhanced Call Logs (Missed Calls Tab) Figure 283 Utilities Feature Access Codes (Top of Page) Figure 284 Utilities Group Directory Figure 285 Utilities Group Directory Summary Figure 286 Utilities Group Directory Detail Figure 287 Utilities Enterprise Directory (Top of Page) Figure 288 Utilities Enterprise Directory Summary Figure 289 Utilities Enterprise Directory Detail Figure 290 Utilities Intercept User Figure 291 Utilities Registrations Figure 292 Utilities Prepaid Figure 293 Utilities Visual Device Management Figure 294 Utilities Security Classification BROADSOFT, INC. PAGE 20 OF 333

21 1 Summary of Changes This section describes the changes to this document for each release and document version. 1.1 Changes for Release 21.0, Document Version 3 This version of the document includes the following change: Removed references to Hosted Thick clients as they are no longer supported. 1.2 Changes for Release 21.0, Document Version 2 This version of the document includes the following changes: Made minor editorial changes. 1.3 Changes for Release 21.0, Document Version 1 This version of the document includes the following changes: Added section 5.12 Number Portability Announcement and updated section 13.5 Feature Access Codes for the Support for Number Portability Feature Description (EV ). Updated section 13.5 Feature Access Codes for the Disabling of Feature Access Codes Feature Description (EV ). Updated section 3.4 Announcement Repository for the Retrieving Custom Media Files Feature Description (EV ). Updated index and added allowed values for most settings. Added section 4.24 Personal Assistant for the Personal Assistant Service Feature (EV ). Updated sections 6.19 BroadWorks Mobility and 13.5 Feature Access Codes for the BroadWorks Mobility Persona Management Feature Description (EVs , , , and ). Updated section 13.5 Feature Access Codes for the Disabling of Feature Access Codes Feature Description (EV ). Updated sections 4.11 Call Notify, 4.18 Call Forwarding Selective, 4.21 Custom Ringback User, 4.23 Pre-alerting Announcement, 4.25 Priority Alert, 4.26 Selective Call Acceptance, 4.27 Selective Call Rejection, 6.18 BroadWorks Anywhere, 6.23 Executive, and 6.24 Executive-Assistant for the Selective Criteria Enhancements for Called Number Feature Description (EV ). Added section 3.9 Device Policies for the Call Decline Device Policy Feature Description (EV ). Added section 3.6 Route List for the Enterprise Trunk Enhancements Feature Description (EVs , , and ). Added section 6.15 OMA Presence for the OMA Presence Feature Description (EV ). Added section 10.3 Collaborate Sharing and updated sections 10 Messaging and 10.6 Integrated IM&P for the Messaging Server Sharing Server Licensing Feature Description (EV ) BROADSOFT, INC. PAGE 21 OF 333

22 Changed document name from BroadWorks Application Server User Web Interface Administration Guide to BroadWorks User Web Interface Administration Guide. Added section 12 Collaborate and updated section 4.17 Alternate Numbers (Distinctive Ring) for the Video Collaboration Feature Description (EV ). 1.4 Changes for Release 20.0, Document Version 1 This version of the document includes the following changes: Added sections 6.23 Executive and 6.24 Executive-Assistant and updated section 13.5 Feature Access Codes for the Executive and Assistant Services Feature Description (EV ). Updated sections 6.21 Call Recording and 13.5 Feature Access Codes for the Call Recording Start/Stop/Pause/Resume User Control Feature Description (EV ). Updated section 6.21 Call Recording for the Call Recording End User Notification Of Recording Feature Description (EV ). Updated section 10.5 Greetings for the Extended Away Feature Description (EV ). Added sections 8.7 Lync CTI and 8.8 Lync Softphone for the Lync License Support Feature Description (EV ). Updated section 3.2 Profile for the Name Dialing Policy for Auto Attendant Feature Description (EV ). Added section Security Classification for the Visual Security Classification for Active Call Feature Description (EV ). Added section 6.25 Flexible Seating Guest and updated section 13.5 Feature Access Codes for the Flexible Seating Feature Description (EV ). Added section Visual Device Management for the Visual Device Management Support Feature Description (EV ). Updated section 6.21 Call Recording for the Call Recording Voice Mail Recording Feature Specification (EV ). Updated section 3.8 Call Policies for the Call Processing Control Enhancements Feature Description (EV ). Updated section 13.5 Feature Access Codes for the Hunt Group Call Busy Feature Description (EV ). Added section 3.4 Announcement Repository and updated the 4.21 Custom Ringback User, 4.23 Pre-alerting Announcement, 6.13 Music/Video On Hold, Define Conference Greeting, 10.5 Greetings, and Voice Portal for the Announcement Repository Feature Description (EV ). 1.5 Changes for Release 19.0, Document Version 2 This version of the document includes the following change: Corrected section numbering BROADSOFT, INC. PAGE 22 OF 333

23 1.6 Changes for Release 19.0, Document Version 1 This version of the document includes the following changes: Updated section 4.20 CommPilot Express. Updated section 13.5 Feature Access Codes for the Find-me/Follow-me Service Feature Description (EV ) and the Hunt Group Call Busy Feature Description (EV ). Updated section View Placed Calls for the Enhanced Call Log Server Feature Description (EV ). Updated section 6.20 Call Centers for the Call Center Agent Not Reachable Stranded Policy Feature Description (EV ), CC Thresholds and Alerts Feature Description (EV ), and Call Center Skill-Based Routing Feature Description (EV ). Added section 6.26 Group Night Forwarding for the Group Night Forwarding Service Feature Description (EV ). Updated section 9 Meet-Me Conferencing for the Meet-Me Custom Entrance Announcement Feature Description (EV ), Meet-Me Security PIN Feature Description (EVs and ), and Meet-Me Attendee Initiated Self-Identity Feature Description (EV ). Updated section 8 Client Applications for the Mobile Link Client License Feature Description (EV ) and Additional Client Licenses for BTBC and Generic Feature Description (EV ) and for EV Updated section 3.3 Addresses for the Primary Line Controls Feature Description (EV ) Updated sections 3.3 Addresses, 6.33 Shared Call Appearance, and 6.34 Video Add- On for the Device Management LinePort Ordering Enhancement Feature Description (EV ). Updated section 13.9 Registrations for the SIP Authentication and Device Profile Password Rules Feature Description (EV ). Updated sections 3.7 Schedules and 9 Meet-Me Conferencing for the Schedule User Interface Improvements Feature Description (EV ) and for EV Corrected the capitalization of voice portal. Updated section Define Conference Greeting for EV Changes for Release 18.0, Document Version 1 This version of the document includes the following changes: Added section 5.11 Group Paging and modified sections 6.18 BroadWorks Anywhere and 6.33 Shared Call Appearance for the Group Paging Feature Description (EV 92408). Updated sections 6.33 Shared Call Appearance and 8.4 Busy Lamp Field for the Call Park and Recall Enhancements Feature Description (EV 66066). Updated section 13.5 Feature Access Codes for the Interrogation FACs for CW/SCR/ACR/CLIR/COLR Feature Description (EV 97685) and for the Call Recording Interface Feature Description (EV 46941) BROADSOFT, INC. PAGE 23 OF 333

24 Added section 9 Meet-Me Conferencing for the Meet-Me Conferencing, Phase 1 Feature Description (EV ), Meet Me Conference Delegates Support Feature Description (EV ). Updated sections 3.7 Schedules, Add Call Notify Entry, Add Call Forwarding Selective Call Entry, Add Custom Ringback User Entry, Add Priority Alert Entry, Add Selective Acceptance Entry, Add Selective Rejection Entry, Add Sequential Ring Entry, Add Simultaneous Ringing Personal Entry, Add BroadWorks Anywhere Location for the Service Provider Schedules Feature Description (108949). Added section 10.7 Short Message Service for the Short Message Service Feature Description (EV 52417). Updated sections 10 Messaging and 3.2 Profile added sections 10.6 Integrated IM&P and 10.8 Third-Party IM&P for the BroadCloud IM&P Interconnect Support Feature Description (EV ). Updated section Fax Messaging for the Fax Alias Feature Description (EV ). Added section 6.19 BroadWorks Mobility for the BroadWorks Mobility Feature Description (EV ). Added section and updated section 7 Calling Plans for the Call Me Now Feature Description (EV 97691). Updated the 5.9 Speed Dial 100 for the New Speed Dial 100 Dialing Pattern XX Feature Description (EV ). Updated section 13 Utilities and added section 13.3 Basic Call Logs for the Basic Call Logs in Portal Feature Description (EV ). Updated section 13.4 Enhanced Call Logs for the Enhanced Call Logs Server Feature Description (EV ). Added section 7.5 Outgoing Pinhole Digit Plan for the Outgoing Calling Plan Dial Restriction Override Patterns Feature Description (EV ). Updated section 7 Calling Plans to align the guide with the user interface. Updated 8 Client Applications for the IBM Sametime License Feature Description (EV ). Updated section 10.5 Greetings for the Greetings-Only Mailbox Option Feature Description (EV ). Updated section 6.3 Call Waiting for the Calling Line ID with Call Waiting Decoupling Feature Description (EV ). Updated section 3.2 Profile for the BroadCloud IM&P Interconnect Support Feature Description (EV ). Updated sections 6.4 Call Pickup, 13.6 Group Directory, and 13.7 Enterprise Directory for the Search by Extension and User ID Feature Description (EV 62407). Removed information and procedures for the Instant Conferencing service which has been replaced by Meet-Me Conferencing. Updated section 13.4 Enhanced Call Logs for EV Updated section 13 Utilities for EV Updated document for EV BROADSOFT, INC. PAGE 24 OF 333

25 Updated section Select Distinctive Ring Pattern. Updated sections View or Delete Speed Dial 100 Dialing Codes and View Your Feature Access Codes for EV Updated section 9.2 Conferences for EV Changes for Release 17.0, Document Version 2 This version of the document includes the following changes: Updated section Configure Call Center Settings or Join Call Centers for EV Removed custom features, which include Intelligent Network Service Control, Simultaneous Ringing Family, and Mobile Extension to Extension Dialing as well as Assistant Mobile. 1.9 Changes for Release 17.0, Document Version 1 This version of the document includes the following changes: Updated section 13.5 Feature Access Codes for the Call Center Enhancements, Voice Mail Retrieval FAC, Communication Barring User-Control, Legacy Automatic Callback Service (EV 98945), Directed MSN Support, and Call Center Barge-in Enhancements (EV 98104) Feature Descriptions. Updated section 13.8 Intercept User for the Intercept Enhancements Feature Description. Updated section 4.27 Selective Call Rejection for the Selective Call Rejection Enhancements Feature Description (EV 91793). Added section 6.16 Communication Barring User-Control for the Communication Barring User-Control Feature Description. Added sections 4.5 Calling Name Delivery and 4.6 Calling Number Delivery for the Calling Name and Number Delivery Split Feature Description (EV 95515). Updated section Holiday Schedule for the Holiday Schedule Enhancements Feature Description. Updated section 6.11 In-Call Service Activation for the In-Call Service Activation Enhancements for Call Transfer Feature Description (EV 95517). Updated section 6.20 Call Centers for the Call Center Enhancements Feature Description (EV 95370). Updated section 3.8 Call Policies for the Hidden Call Forwarding Option Support Feature Description (EV 98932). Updated section 6.7 Directed Call Pickup with Barge-in for the Call Center Barge-in Enhancements (EV 98104) Feature Description. Added section 8.19 Office Communicator Tab for the Office Communicator Tab Feature Description (EV 98563). Updated sections 4.30 Simultaneous Ringing Personal and 4.30 Simultaneous Ringing Family for the Add Selective Criteria to Simultaneous Ringing Feature Description. Updated section 6.20 Call Centers for the Agent Unavailability Codes Feature Description (EV 98105) BROADSOFT, INC. PAGE 25 OF 333

26 Deleted sections Time Schedule and Holiday Schedule and replaced them with section 3.7 Schedule for the Schedule Recurrence Support Feature Description (EV 99280). Added section 3.13 Office Zone for the Location-based Calling Restrictions Feature Description (EV ). Added section 4.23 Pre-alerting Announcement for the Pre-alerting Announcement Feature Description (EV 99279). Added section 5.6 Legacy Automatic Callback for the Legacy Automatic Callback Service Feature Specification (EV 98945). Updated sections 10.9 Voice Management and Third-Party Voice Mail Support for the Location-based Calling Restrictions Feature Description (EV ). Updated section 6.20 Call Centers and added section 3.11 Route Point Supervisors for the Network CTI Integration Feature Description (EV 87520). Updated section 10.9 Voice Management for EV Updated section 4.26 Selective Call Acceptance for EV Updated section 5.6 Legacy Automatic Callback for EV Updated section Configure Third-Party Voice Mail System for EV Updated sections 13.6 Group Directory and 13.7 Enterprise Directory for the Variable Length and Longer Extension Support Feature Description (EV 95518) Changes for Release 16.0, Document Version 1 This version of the document includes the following changes: Added section Holiday Schedule, and modified sections 3 Profile, 4.11 Call Notify, 4.18 Call Forwarding Selective, 4.21 Custom Ringback User, 4.25 Priority Alert, 4.26 Selective Call Acceptance, 4.27 Selective Call Rejection, 4.28 Sequential Ring, and 6.18 BroadWorks Anywhere for the Selective Call Forwarding Enhancement and Selective Call Rejection to Block Forwarded Calls Feature Description. Modified section 6.7 Directed Call Pickup with Barge-in for the Barge-In Feature Access Code Feature Description. Modified sections 3.3 Addresses and 6.22 Charge Number for the Enterprise Trunking Feature Description. Modified sections 4.21 Custom Ringback User and 6.13 Music/Video On Hold for the User-Defined Custom Ringback and Music on Hold Feature Description. Added section Prepaid for the IMS Accounting Ro Interface Feature Description. Added section 6.17 Advice of Charge and modified section 13.5 Feature Access Codes for the Advice of Charge Feature Description. Updated section 5.4 Calling Party Category for the Configurable Calling Party Category Values Feature Description. Modified section 13.5 Feature Access Codes for the Advice of Charge, Interrogation FAC, Selective Call Forwarding Enhancements, SIP Bridged Lines, and Call Return to Playback Number Feature Descriptions. Modified section 4.27 Selective Call Rejection for the Selective Call Rejection to Block Forwarded Calls Feature Description BROADSOFT, INC. PAGE 26 OF 333

27 Modified section 6.20 Call Centers and added section 3.12 Supervisor for the Call Center Enhancements Feature Description. Added section 8.23 Bria for BroadWorks for the Bria for BroadWorks Feature Description. Modified section 3.2 Profile for the Communication Barring Fixed Feature Description. Added section 8.24 Polycom Phone Services. Modified section 8 Client Applications for the Web-based/Web-Services-based Receptionist and Call Center Client Applications Feature Description. Added sections on Intelligent Network Service Control and Simultaneous Ringing Family and modified sections 4.11 Call Notify, 4.30 Simultaneous Ringing Personal to match the interface. Added section 8.25 UC-Connect for EV Updated for EV Changes for Release 15.0, Document Version 3 This version of the document includes the following changes: Updated section Add Priority Alert for EV Updated section Display Permission for Your Calls to Be Forwarded or Transferred for EV Changes for Release 15.0, Document Version 2 This version of the document includes the following changes: Updated section 5.2 Automatic Callback for EV Changes for Release 15.0, Document Version 1 This version of the document includes the following changes: Updated sections Enable or Disable Shared Call Appearance and Turn Fax Messaging On and Off for EV Updated sections View Your Feature Access Codes and 5.2 Automatic Callback for EV Added a new check box called Enable this location in section Enable or Disable Shared Call Appearance. For the Automatic Callback Enhancements Feature Description, added two new feature access codes for Automatic Callback Menu Access and Automatic Callback Deactivation to section 13.5 Feature Access Codes. For the Configurable Maximum For Number of Rings Setting Feature Description, updated the number of rings for the Call Forwarding No Answer, Sequential Ringing, Third-Party Voice Mail Support, and Greetings services in sections 4.9 Call Forwarding No Answer, 4.28 Sequential Ringing, Third-Party Voice Mail Support and 10.5 Greetings. For the Zone Calling Restrictions Feature Description, added new user service to section 6.35 Zone Calling Restrictions BROADSOFT, INC. PAGE 27 OF 333

28 1.14 Changes for Releases 14.sp1 through 14.sp6 Release 14.sp6 The following changes were made to this document for Release 14.sp6: For the Anonymous Call Rejection Feature Access Codes Feature Description, added two new feature access codes for Anonymous Call Rejection Activation and Anonymous Call Rejection Deactivation to section 13.5 Feature Access Codes. For the Revised Attendant Console Feature Description, updated document to show the new single link to launch the Attendant and/or Console Call Manager, (depending on which services are configured for the user) in sections 8.2 Attendant Console and 8.5 CommPilot Call Manager. Release 14.sp5 There were no changes to this document for Release 14.sp5. Release 14.sp4 The following changes were made to this document for Release 14.sp4: For the Answer Confirmation on Forking Services Enhancements Feature Description, added the Answer Confirmation check box for the Simultaneous Ringing service to section 4.30 Simultaneous Ringing Personal. For the BroadWorks Anywhere Feature Description, added section 6.18 BroadWorks Anywhere. For the Busy Camp On Feature Description, added new Call Transfer Recall settings for busy camp on functionality to section 6.10 Call Transfer. For the Delete Call Logs Feature Description, added new delete call logs functionality to section 13.4 Enhanced Call Logs. For the Group Call Park Feature Description, added the Group Call Park feature access code to section 13.5 Feature Access Codes. For the Hoteling Timer Enhancements Feature Description, described enhancement to the Hoteling service, which made the disassociation timer optional to sections 6.28 Hoteling Host and 6.27 Hoteling Guest. Release 14.sp3 The following changes were made to this document for Release 14.sp3: For the Call Manager Server Feature Description, updated sections 8.2 Attendant Console and 8.5 CommPilot Call Manager to add automatic login options. For the Call Center Architecture Enhancements Feature Description, added ACD states to section Indicate Your ACD State of Join a Call Center. For the Connected Line Identification Presentation (COLP)/Connected Line Identification Restriction (COLR) Feature Description, added section 3.8 Call Policies and 4.12 Connected Line Identification Restriction. For the External Custom Ringback Feature Description, added new External Custom Ringback service to section 4.22 External Custom Ringback. For the In-Call Service Activation for TDM Overlay Feature Description, added new In- Call Service Activation service to section 6.11 In-Call Service Activation. For the Telephone Number Inventory Feature Description, added Activation Status to sections 3.3 Addresses, 4.16 Automatic Hold/Retrieve and Fax Messaging BROADSOFT, INC. PAGE 28 OF 333

29 Release 14.sp2 The following changes were made to this document for Release 14.sp2: For the Call Forwarding Not Reachable Feature Description, the Call Forwarding Not Reachable service was added to section 4.10 Call Forwarding Not Reachable. For the Receptionist Application Server Licenses and Lists Feature Description, the BroadWorks Receptionist Enterprise, BroadWorks Receptionist Small Business, and BroadWorks Receptionist Office were added to section 8 Client Applications. The Attendant Console service was also updated to allow the selection of a list of users to monitor. The Phone Status Monitoring section was removed. For the Call Transfer Recall Feature Description, added new Call Transfer Recall settings to section 6.10 Call Transfer. For the Hoteling Guest Provisioning Enhancements Feature Description, added new host association limit information to section 6.27 Hoteling Guest. For the MWI Delivery to Mobile Endpoint Feature Description, added new user service to section MWI Delivery to Mobile Endpoint. For the Shared Call Appearance Enhancement Feature Description, added new check box called Allow Call Retrieve from another location to section 6.33 Shared Call Appearance. For the User Managed Privacy Service Feature Description, added new options to section 3.8 Call Policies. Release 14.sp1 There were no changes to this document for Release 14.sp BROADSOFT, INC. PAGE 29 OF 333

30 2 About This Guide The BroadWorks User Web Interface Administration Guide is designed to assist users with all CommPilot Personal web portal functions on BroadWorks. The web portal enables users to self-configure and manage group and personal features in real-time. Detailed instructions for each CommPilot Personal function and page can be found both in this guide and in the online help, available from the Help link on each web page. This guide assumes users are familiar with the procedures in the BroadWorks Getting Started Web Interface Administration Guide. The organization of this guide follows the structure of the user interface BROADSOFT, INC. PAGE 30 OF 333

31 3 Profile Once you ve logged into the system, the User Profile page appears, which is your Home page. At any time you can click Home to return to your Home page. Use the User Profile menu page to manage your personal profile data. Figure 1 User Profile Basic menu The Basic menu displays the items that all users can use including: Profile Addresses Announcement Repository Passwords Route List Schedules Advanced services This menu displays the menu items that users can use only if such functions have been assigned to them: Call Policies Device Policies Privacy Route Point Supervisors Supervisor Office Zone 2015 BROADSOFT, INC. PAGE 31 OF 333

32 3.1 Access Profile Menu 3.2 Profile When you log in, the User Profile menu page appears. This is your Home page. You can click Home to access this page from any other page in CommPilot Personal web interface or click Profile from the Options list. Use this menu item on the User Profile menu page to modify your personal information. Information marked with an asterisk is required. You cannot edit read-only information. Figure 2 Profile Profile 1) On the User Profile menu page, click Profile. The User Profile page appears. 2) Provide the following information. Required data are indicated with an asterisk (*). Other data are optional, but recommended. Setting Name Allowed Values Instructions Example Service Provider ID or Enterprise ID (Read only) Service provider or enterprise for your group. AWSTelecom Group (Read only) Name of the group to which you belong. ABCDistributing User ID (Read only) Your login ID. joesmith@abcdi stributing.com Last Name * 1 through 30 characters. First Name * 1 through 30 characters. Your last name. Your first name. Jones-Smith Joseph Calling Line ID Last Name Calling Line ID First Name (Read only) Last name that appears on caller ID. Smith (Read only) First name that appears on caller ID. Joseph 2015 BROADSOFT, INC. PAGE 32 OF 333

33 Setting Name Allowed Values Instructions Example Name Dialing Last Name 1 through 30 characters. Last name used by the automated receptionist to find you when callers dial by name. Smith Name Dialing First Name 1 through 30 characters. First name used by the automated receptionist to find you when callers dial by name. Joe Calling Line ID Phone Number (see Note 1) (Read only) Optional Phone number that appears on caller ID. If the administrator has enabled the Configurable Calling Line ID (CLID) for Emergency Calls, this number appears for emergency calls (for example, 911). If this number does not appear, the Group CLID appears for emergency calls Department (Read only) Your department. Finance Language The drop-down box lists the languages configured for your system. The language of your interface. English Time Zone The drop-down box lists the time zones from which to choose. A drop-down list of time zones. (GMT-05:00) US Indiana Network Class of Service (Read only) The network class of service assigned to you, which determines how your calls are processed. Business Standard Additional Information Area Title 1 through 50 characters. Pager 1 through 30 characters. Your title. Your complete pager number. If this number is not one assigned to the group, type the complete number: +<country code> <national number>. For example, +1 must precede a long-distance number within the U.S. Marketing Director Mobile 2 through 30 digits (3 through 22 in E.164 format, that is +<country code> <national number>). Spaces and dashes are allowed but are not included in the number. Your complete mobile phone number. If this number is not one assigned to the group, type the complete number: +<country code> <national number>. For example, +1 must precede a long-distance number within the U.S Yahoo ID 1 through 50 characters. Your Instant Messaging Yahoo ID. Chatsalot BROADSOFT, INC. PAGE 33 OF 333

34 Setting Name Allowed Values Instructions Example 3 through 80 characters in the format of user@domain. Can contain only symbol, letters, digits, and the following characters:!, #, $, %, &, *, +, -, /, =, _, {, },, ~, `,.,?, ^, or single quotes. Location 1 through 80 characters. Your valid address. Your specific location (for example floor number or cubicle number). joesmith@abcdi stributing.com 12 th Floor Address Two lines, maximum 80 characters each. Your street address;; this is likely the company address. 123 Main Street Suite 701 City 1 through 50 characters. Your city name. Baltimore State/Province The drop-down box lists the available choices. Your state or province. MD Zip/Postal Code 1 through 50 characters. Your zip or postal code Country 1 through 50 characters. Your country. United States IM&P ID (see Note 2). (Read-only for Integrated IM&P) 1 through 50 characters. The ID for your Integrated IM&P or Third-party IM&P service. You can only change your IM&P ID if you have the Third-Party IM&P service, and either do not have the Integrated IM&P service or your Integrated IM&P service is disabled. jsmith@acme.b c.im IM&P Password (Read-only for Integrated IM&P) To change your IM&P password, type the new password. ****** 1 through 50 characters. You can only change your IM&P ID if you have the Third-Party IM&P service, and either do not have the Integrated IM&P service or your Integrated IM&P service is disabled. Re-type IM&P Password Same as IM&P password. Type your new IM&P password again. ****** NOTE 1: The Calling Line ID Phone Number does not appear on the web page if your administrator did not configure this item. NOTE 2: The Instant Messaging and Presence (IM&P) credentials (ID and password) appear only if you have the Integrated IM&P service activated or Third-party IM&P service assigned. When you have both services assigned and Integrated IM&P is active, Integrated IM&P credentials are displayed (in read-only mode) BROADSOFT, INC. PAGE 34 OF 333

35 3.3 Addresses 3) Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, click Cancel or select another page. Use this menu item on the User Profile menu to view your phone numbers and other identities that are used to make and receive calls. Figure 3 Profile Addresses for User Assigned Identity/Device Profile NOTE: Identity/Device profile or Trunk Group information is visible only if it has been defined for you by your administrator. Figure 3 shows the User Addresses page for a user with an Identity/Device Profile assigned, Figure 4 shows the User Addresses page for a user assigned to a trunk group, and Figure 5 shows the User Addresses Advanced Settings page for a user with an Identity/Device Profile assigned BROADSOFT, INC. PAGE 35 OF 333

36 Figure 4 Profile Addresses for User Assigned to Trunk Group Figure 5 Profile Addresses Advanced Settings 1) On the User Profile menu page, click Addresses. The User Addresses page appears. The following table explains the items on this page. Item Name Description Example Phone Number Your phone number Activation Status The activation status of the assigned phone number is displayed to the right of the number. The activation status is either Activated or Not Activated. The status is not shown if the phone number is set to None. Once your number is activated your phone (device) can be used to place calls;; log in to the voice portal, receive voice messages, and so on. Activated Extension Your extension Identity/Device Profile Identity/Device Profile Name The name of the identity/device profile assigned to you. Polycom601_7000_ BROADSOFT, INC. PAGE 36 OF 333

37 Item Name Description Example Line/Port Public Identity Port Number Contact Trunking The line/port of the identity/device profile assigned to you. Not available in IMS deployments. The alphanumeric string identifying the device handling your calls. Available only in IMS deployments. The device port number assigned to you. Applicable only for devices with static line ordering enabled. Up to five contact addresses. Only available for identity/device profile types that allow static registrations. In IMS deployments, multiple contacts are not allowed. abcdistributing.com abcdistributing.com @ abcdistributing.com Trunk Group The trunk group assigned to you. abctrunkgroup Line/Port Public Identity Contact Alternate Trunk Identity Your line, port number, or SIP address, depending on the identity/device profile type assigned to you or to your trunk group. Not available in IMS deployments. The alphanumeric string identifying the device handling your calls. Available only in IMS deployments. Up to five contact addresses. Only available for trunks with a static registration-capable device assigned. In IMS deployments, multiple contacts are not allowed. Your alternate trunk identity @ abcdistributing.com @ abcdistributing.com @ abcdistributing.com joesmith@ abcdistributing.com Enterprise Trunk The enterprise trunk you are assigned to. enttrunk1 (or any name your administrator gives to the enterprise trunk) Aliases Up to three valid aliases to be used for URL dialing and other services. joesmith@ abcdistributing.com or @ broadsoft.com 2) If the Advanced Settings link is visible, click the link to view the advanced settings configured for your main line. The User Addresses Advanced Settings read-only page appears. The following table explains the items on this page. Item Name Allow Origination from this location Allow Termination to this location Description When this option is checked, call originations from your main line are allowed. When this option is checked, call termination to your main line are allowed. 3) To display the previous page, click OK BROADSOFT, INC. PAGE 37 OF 333

38 3.4 Announcement Repository Your Announcement Repository is a repository for all your custom announcements that you use in your services and allows you to add, modify, or delete announcements. It provides the following capabilities: The ability to share a single announcement among multiple services. The ability to modify an announcement while it is being used by services. The ability to keep an announcement on the system without it being used by a service. NOTE: You can also create announcements from the voice portal that can be used by any service. Use this menu item on the User Profile menu page to manage your custom announcements using the following procedures. List and Delete Announcements Add Announcement Modify Announcement List and Delete Announcements Use the Profile Announcement Repository page to list your custom announcements. This page is a list page. Depending on the number of pages of data in a list, list pages allow you to search several different ways. You can click the heading of a column to change the sort order of items in the column, use the input boxes below the data to specify search criteria, and click the page links, such as Next or Last. For more information on defining search criteria, see the BroadWorks Getting Started Web Interface Administration Guide. Figure 6 Profile Announcement Repository 2015 BROADSOFT, INC. PAGE 38 OF 333

39 1) On the User Profile menu page, click Announcement Repository. The User Announcement Repository page appears. The Audio tab is displayed by default. 2) To view your video announcements, click Video. 3) To search for specific announcements, enter your search criteria and click Search. Or to display all audio or video announcements, click Search without entering any criteria. The announcements are listed with their type and file size. 4) To delete an announcement, check the Delete box in the row of the announcement. 5) To download an announcement, click the download link in the row of the announcement. You can then save the announcement on your local computer. 6) Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, click Cancel or select another page Add Announcement Use the Profile Announcement Repository Add page to add announcements to your Announcement Repository. Figure 7 Profile Announcement Repository Add 1) On the User Profile menu page, click Announcement Repository. The User Announcement Repository page appears. 2) Click Add. The User Announcement Repository Add page appears. 3) In the Name text box, enter a name for the new announcement. The name can be up to 80 characters in length. 4) In the Upload Announcement File text box, type the path and file name of a file with your announcement or click Browse to locate the file on your computer. 5) Click OK. OK saves your changes and displays the previous page. To exit without saving, click Cancel or select another page Modify Announcement Use the Profile Announcement Repository Modify page to modify and existing announcement in your Announcement Repository BROADSOFT, INC. PAGE 39 OF 333

40 Figure 8 Profile Announcement Repository Modify 1) On the User Profile menu page, click Announcement Repository. The User Announcement Repository page appears, displaying the Audio tab. 2) To modify a video announcement, click the Video tab. 3) To search for specific announcements, enter your search criteria and click Search. Or to display all audio or video announcements, click Search without entering any criteria. 4) Click Edit in the row of the announcement to modify. The Group Announcement Repository Modify page appears. 5) Modify the announcement as required. For information on the fields available on this page, see section Add Announcement. 7) To download the announcement, click the Download link. You can then save the announcement to your local computer. 6) Click Apply or OK. Apply saves your changes. OK saves your changes and returns to the previous page. To exit without changing, click Cancel or select another page BROADSOFT, INC. PAGE 40 OF 333

41 3.5 Passwords Use this menu item on the User Profile menu page to change your web access and portal passwords. Figure 9 User Passwords Change Your Password Use this procedure to reset your web access or voice portal password. 1) On the User Profile menu page, click Passwords. The User Passwords page appears. 2) Click the button to indicate which password you are changing. To change the password that gets you into BroadWorks, click Set web access password. To change the password for your voice messaging options, click Set portal password. NOTE: The Set portal password option appears only if you have the Voice Messaging service. 3) Type your current password. Type the password exactly as you do when logging into the system, including capitalization. The password does not appear as you type on the keyboard;; * appears for each character typed, for example, ******. 4) Type the new password. Enter the password exactly as you do when logging into the system, including capitalization. Follow the password and passcode rules specified for your system. For example, your password may be required to contains at least one non-alphanumeric character and be different from the last five passwords. Portal passwords are numeric characters only. Contact your administrator for assistance. The password does not appear as you type on the keyboard;; * appears for each character typed, for example ******. 5) Type the new password again. Re-type the new password exactly as it was typed the first time, including capitalization. 6) Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page BROADSOFT, INC. PAGE 41 OF 333

42 3.6 Route List Use this menu item on the User Profile menu page to view the Route List service configuration. The Route List service is typically assigned to a trunk group user profile to provide call connectivity to users on a PBX using one BroadWorks user profile. The phone numbers sharing the profile are assigned to the Route List service assigned to that user profile. The page displays the following information: Whether to treat call originations and PBX redirections from numbers within the ranges assigned to the Route List service as screened. Whether to use the phone numbers in the number ranges assigned to the Route List service for non-emergency calls. Whether to use the phone numbers in the enterprise trunk number ranges assigned to the Route List service for emergency calls. Ranges of numbers served by this user profile View Service Settings and Assigned Numbers Use the User Route List page to see view the service configuration. 3.7 Schedules Figure 10 Profile Route List 1) On the User Profile menu page, click Route List. The User Route List page appears. 2) Click OK to return to the previous page. The Schedules feature allows you to create personal schedules and view group schedules, and enterprise schedules if your group is part of an enterprise. You cannot modify or delete group and enterprise schedules. Schedules can be of one of two types: Holiday or Time. You can apply schedules to services such as BroadWorks Anywhere, Call Notify, or Selective Call Forwarding to specify when the service applies. You create a schedule by first creating an empty schedule and then adding events to it to specify when the schedule applies BROADSOFT, INC. PAGE 42 OF 333

43 NOTE: An empty schedule, that is a schedule with no events, is considered by the system as always applying. Use the Schedules menu item on the User Profile menu page to: List and Delete Schedules Add Personal Schedule Add Event to Personal Schedule Modify Personal Schedule View Group or Enterprise Schedule Details List and Delete Schedules Use the User Schedule page to list your list the schedules available to you and to delete a personal schedule. From this page, you can also access pages to view, add, or modify schedules. NOTE: You can view but not modify or delete group and enterprise schedules. Figure 11 User Schedule 1) On the User Profile menu page, click Schedule. The User Schedule page appears, listing the schedules available to you. This page is a list page. Depending on the number of pages of data in a list, list pages allow you to search several different ways. You can click the heading of a column to change the sort order of items in the column, use the input boxes below the data to specify search criteria, and click the page links, for example, Find or Find All. For more information on defining search criteria, see the BroadWorks Getting Started Web Interface Administration Guide. 2) To delete a schedule, check the Delete box in the row of the schedule to delete. You can only delete personal schedules. 3) Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. 4) To exit without saving, click Cancel or select another page BROADSOFT, INC. PAGE 43 OF 333

44 3.7.2 Add Personal Schedule Use the User Schedule Add page to add a personal schedule. Figure 12 User Schedule Add 1) On the User Profile menu page, click Schedules. The User Schedules page appears. 2) Click Add. The User Schedule Add page appears. 3) In the Schedule Name text box, enter a name for the schedule. The name can be from 1 through 40 characters. 4) For Schedule Type select the type of schedule you want to create: To create a holiday schedule, check Holiday. To create a time schedule, check Time. 5) Click OK. This creates a schedule with no events. To complete the definition, add one or more events to the schedule;; follow instructions in section Add Event to Personal Schedule Add Event to Personal Schedule Use the User Event Add page to add an event to the selected schedule. Figure 13 User Event Add 2015 BROADSOFT, INC. PAGE 44 OF 333

45 1) On the User Profile menu page, click Schedules. The User Schedules page appears. 2) Click Edit in the row for the schedule to which you want to add an event. The User Schedule Modify page appears. 3) Click Add. The User Event Add page appears. 4) In the Event Name text box, enter a name for the event. The name can be from 1 through 40 characters. 5) In the Start Date box, type a date in the month/day/year format or select a date from the pop-up calendar. 6) To make it an all day event, check the All Day Event box. NOTE: When you check All Day Event, the Start Time and End Time options are disabled. 7) If applicable, in the Start Time box, type a time (HH:MM, 0 < HH <= 12, 00 <= MM <= 59) and select AM or PM from the drop-down list. 8) In the End Date box, type a date in the month/day/year format or select a date from the pop-up calendar. 9) If applicable, in the End Time box, type a time (HH:MM, 0 < HH <= 12, 00 <= MM <= 59) and select AM or PM from the drop-down list. 10) Configure the recurrence pattern. From the Recurs drop-down list, select the type of recurrence for the event from the following options: Never, Daily, Weekly, Monthly, or Yearly. Never signifies that this is a one-time event. If you selected Daily, enter the frequency of occurrence in days (from one through 999). Figure 14 Event Add Daily Recurrence Pattern If you selected Weekly, enter the frequency of occurrence in weeks (from one through 999) and select the day or days of the week on which the event should occur. Figure 15 Event Add Weekly Recurrence Pattern If you selected Monthly, enter the frequency of occurrence in months (from one through 999) and specify the day for the recurrence of the event. Select one of the following options: 2015 BROADSOFT, INC. PAGE 45 OF 333

46 To schedule the event on a specific day of the month, for example, the 27th, check Day <X> of the month and enter the day from one through 31. If you select 29, 30, or 31, the occurrence will fall on the last day of the month for months that are shorter than 29, 30, or 31 days respectively. To schedule the event on a specific day of the week within the month, for example the second Monday of the month, check The <Xth> <Day-of-Week> of the month and select Xth and Day-of-Week from the drop-down lists. Figure 16 Event Add Monthly Recurrence Pattern If you selected Yearly, specify the frequency of occurrence in years (from one through 99), for example every two years, and specify the day for the recurrence of the event. Select one of the following options: To schedule the event on a specific day of the year, check Day <X> of <Month> and enter a valid day and select the month. To schedule the event on a specific day of the week and month, for example, the first Sunday of January, check The <Xth> <Day-of-Week> of <Month> and select Xth, Day-of-Week, and Month from the drop-down lists. Figure 17 Event Add Yearly Recurrence Pattern 11) If this is a recurring event, specify when the event should end. In the Recurrence Range section, select one of the following options for End: Never After <X> occurrences, and enter the number of occurrences from one through 999. Date, and select a date from the calendar or enter a date in the MM/DD/YYYY format. Figure 18 Event Add Recurrence Range 12) Click OK. OK saves your changes and displays the previous page. To exit without saving, click Cancel or select another page BROADSOFT, INC. PAGE 46 OF 333

47 3.7.4 Modify Personal Schedule Use the User Schedule Modify page to modify personal schedules. NOTE: You can view but not modify group and enterprise schedules. Figure 19 User Schedule Modify 1) On the User Profile menu page, click Schedule. The User Schedule page appears. 2) Click Edit or any item in the row for the schedule you want to modify. The User Schedule Modify page appears. NOTE: If you selected a group or enterprise schedule, this page is read-only. 3) To change the schedule name, in the Schedule Name text box, enter the new name (from 1 through 40 characters). 4) To delete one or more events from the schedule, check the Delete box in the rows for the events to delete and click Apply. 5) To modify an event, click Edit in the row for the event modify. The User Event Modify page appears BROADSOFT, INC. PAGE 47 OF 333

48 Figure 20 User Event Modify 3) Modify the event as required. For information about the options available on this page, see section Add Event to Personal Schedule. 4) Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page View Group or Enterprise Schedule Details Use the User Schedule View and User Event View pages to view the details of a group or enterprise schedule. Figure 21 User Schedule View 2015 BROADSOFT, INC. PAGE 48 OF 333

49 3.8 Call Policies Figure 22 User Event View 1) On the User Profile menu page, click Schedule. The User Schedule page appears. 2) Click View in the row for the schedule you want to view. The User Schedule View page appears. 3) To view the details of an event, click View in the row for the event. The User Event View page appears. 4) To return to the previous page, click OK. Use this menu item on the User Profile page to configure Call Policies. The Connected Line Identification Presentation (COLP) service is used to maintain the privacy of the connected line identity for the destination of a redirected call. This allows users who redirect their calls to a personal number (for example, a mobile phone) to (optionally) keep this number private and use their business number as a connected line identity. This service is also applicable to other call redirection services such as Hunt Groups and Call Centers, where the pilot number can be delivered as a connected line identity instead of the agent s number. The Connected Line Identification Privacy on Redirected Calls option applies to redirections and forkings before and after answer including Call Forwarding, Blind Transfer, Transfer with Consultation, Sequential Ringing, and Simultaneous Ringing. This option does not apply to services that are not considered redirections or forkings, such as Automatic Hold/Retrieve, Call Pickup, Call Park, Directed Call Pickup, Directed Call Pickup with Barge-in, all types of Recalls, and so on BROADSOFT, INC. PAGE 49 OF 333

50 Figure 23 User Call Policies 1) On the User Profile menu page, click Call Policies from the Advanced menu. The User Call Policies page appears. 2) Select the privacy setting for Connected Line Identification Privacy on Redirected Calls. 3) For Connected Line Identification Privacy on Redirected Calls, select one of the following options: No Privacy This is the default value. When set to this option, the redirecting party allows the Connected Line Identification Presentation of the redirect destination to be sent to the remote party. Privacy for External Calls When this option is selected, the redirecting party allows the COLP of the redirect destination to be sent to the remote party only when the remote party is in the same group/enterprise as the redirecting party. If the remote party is not in the same group/enterprise as the redirecting party (in other words, is viewed as a network subscriber), then the COLP sent to the remote party is the COLP of the redirecting party, and not the COLP of the redirect destination. Privacy for All Calls When this option is selected, the redirecting party never allows the COLP of the redirect destination to be sent to the remote party. The COLP sent to the remote party is always the COLP of the redirecting party, and not the COLP of the redirect destination. 4) For Send Call Being Forwarded Response on Redirected Calls, select Never, Internal Calls, or All Calls. This parameter appears only if enabled by the system administrator. It allows you to decide whether and for which calls a response message should be sent back to the originator when the call is being redirected. 5) If applicable, select one of the following options for Calling Line Identity for Redirected Calls: Originating Identity This is the default value. When this option is selected, the originating party s calling line identity is provided to the redirection destination BROADSOFT, INC. PAGE 50 OF 333

51 Redirecting User's Identity for External Redirections If the redirection is external (not a group/enterprise redirection), then the redirecting user s external calling identity is provided to the redirection destination. If the redirection is internal, then the originating party s calling line identity is provided to the redirection destination. Redirecting User s Identity for All Redirections When this option is selected, the redirecting user s calling line identity (internal or external as appropriate based on the redirection destination) is provided to the redirection destination. 6) Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. 3.9 Device Policies To exit without saving, click Cancel or select another page. You use the User Device Policies page to enable or disable your Call Decline policy. This policy allows you to terminate ringing at your main line and all your Shared Call Appearance, Flexible Seating Guest, and BroadWorks Mobility locations when you decline a call at one of these locations. This policy does not apply to Automatic Callback, Click To Dial, Hold Recall, Call Transfer Recall, Automatic Hold/Retrieve Recall, Call Park Recall, and Executive-Assistant Call Push Recall calls. When you decline such a call at one location, the other locations continue to ring even if the policy is enabled Privacy Figure 24 User Device Policies 1) On the User Profile menu page, click Device Policies. The User Device Policies page appears. 2) To enable call decline, select Enable Call Decline. With call decline enabled, when you decline a call at one at your locations, the ringing stops at all locations. 3) Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, click Cancel or select another page. The Privacy service allows you to exclude yourself from group and enterprise directory listings as well as Auto Attendant extension and/or name dialing. You can also select members in an enterprise or group who are allowed to monitor your phone status. These selected members can view your phone status even if you enable phone status privacy Customize Privacy Use this menu item on the User Profile page to configure the Privacy service BROADSOFT, INC. PAGE 51 OF 333

52 By default, all user names and numbers appear in group and enterprise directory listings. These listings are accessible via the User Utilities menu and the Call Manager Group/Enterprise tab. The Privacy service allows you to remove your name from these directory listings. NOTE: The Privacy service hides your name and number from other users in your own group/enterprise and from group administrators. It does not hide it in Lightweight Directory Access Protocol (LDAP) listings or Outlook listings, nor does it remove it from people s personal directories. The User Privacy page is a list page that contains an advanced search. The advanced search lets you define specific search criteria to narrow your search and display a manageable list. For more information on defining search criteria, see the BroadWorks Getting Started Web Interface Administration Guide. Figure 25 User Privacy 1) On the User Profile menu page, click Privacy. The User Privacy page appears. 2) To enable directory privacy, select Enable Directory Privacy. With privacy enabled, when another user does a directory listing, your name and information do not appear. With privacy disabled, your name appears as usual. 3) To exclude yourself from Auto Attendant extension dialing, select Auto Attendant Extension Dialing Privacy. 4) To exclude yourself from Auto Attendant name dialing, select Auto Attendant Name Dialing Privacy. 5) To keep you phone status private, select Phone Status Privacy. 6) Select users who are allowed to see your phone status: 2015 BROADSOFT, INC. PAGE 52 OF 333

53 In the Available Users column, select the users and click Add >. You can select some or all of the items in a column. Item names are listed in alphabetical order. Or to select all users, click Add All >>. 7) To revoke the ability to see your phone status from some users. In the Monitored Users column, select the users and click Remove <. Or to disallow all users to see you phone status, click Remove All <<. 8) Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, click Cancel or select another page Route Point Supervisors Use this menu item on the User Profile menu page to view the route point supervisors assigned to you. This menu item is only visible if your group has the Route Point service and you have been assigned the Call Center Premium service View Assigned Supervisors Use the User Route Point Supervisors page to view the route point supervisors assigned to you Supervisor Figure 26 User Route Point Supervisors 1) On the User Profile menu page, click Route Point Supervisors. The User Route Point Supervisors page appears, listing your route point supervisors. 2) Click OK to return to the previous page. Use this menu item on the User Profile page to view the call centers you supervise and to manage the list of agents you supervise for the call centers. NOTE: This menu item is available only if you have been assigned as a supervisor to one or more call centers BROADSOFT, INC. PAGE 53 OF 333

54 Figure 27 User Supervisor 1) On the User Profile menu page, click Supervisor. The User Supervisor page appears, listing the call centers to which you were assigned as supervisor. 2) Click OK to return to the previous page Select Agents to Supervise Use the User Supervised Agents page to configure the agents you want to supervise. Available agents are all call center agents currently not supervised and can include agents that are also supervisors. Figure 28 User Supervised Agents 1) On the User Profile menu page, click Supervisor. The User Supervisor page appears. 2) Click Edit or the Call Center ID in the row of the call center whose agents you want to supervise. The User Supervised Agents page appears, displaying the list of available agents and agents supervised by you. 3) To select agents to supervise: In the Available Agents column, select the one or more agents, and click Add >. The selected agents are moved to the Assigned Agents column. To supervise all available agents, click Add All >> BROADSOFT, INC. PAGE 54 OF 333

55 3.13 Office Zone 4) To unselect a currently supervised agent: In the Assigned Agents column, select one or more users and click Remove <. 5) To unselect all supervised agent, click Remove All <<. 6) To save your changes, click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, click Cancel or select another page. Use the User Office Zone page to view the office zone and primary zone assigned to you by your group administrator. Figure 29 User Office Zone 1) On the User Profile menu page, click Office Zone from the Advanced menu. The User Office Zone page appears. 2) To return to the previous page, click OK BROADSOFT, INC. PAGE 55 OF 333

56 4 Incoming Calls Use the User Incoming Calls menu page to manage incoming calls, for example, forwarding or screening your calls. Figure 30 User Incoming Calls The following list of menu items includes all existing functions and services, although you may not see all of them on your User Incoming Calls menu page. Your User Incoming Calls page displays menu items that you can use only if such items have been assigned to you. Contact your system administrator to have additional functions or services assigned to you. The User Incoming Calls menu page contains these menu items: Basic menu Anonymous Call Rejection Calling Line ID Blocking Override Calling Name Retrieval Calling Name Delivery 2015 BROADSOFT, INC. PAGE 56 OF 333

57 Calling Number Delivery Call Forwarding Always Call Forwarding Busy Call Forwarding No Answer Call Forwarding Not Reachable Call Notify Connected Line Identification Restriction Do Not Disturb External Calling Line ID Delivery Internal Calling Line ID Delivery Advanced services Automatic Hold/Retrieve Alternate Numbers (Distinctive Ring) Call Forwarding Selective Call Me Now CommPilot Express Custom Ringback User External Custom Ringback Pre-alerting Announcement Personal Assistant Priority Alert Selective Call Acceptance Selective Call Rejection Sequential Ringing Series Completion Simultaneous Ringing Personal 4.1 Access Incoming Calls Menu To access the User Incoming Calls menu page, click Incoming Calls in the Options list. 4.2 Anonymous Call Rejection Use this menu item on the User Incoming Calls page to turn Anonymous Call Rejection on and off. The anonymous Call Rejection service allows you reject calls from yours who have blocked the display of their phone number BROADSOFT, INC. PAGE 57 OF 333

58 4.2.1 Turn Anonymous Call Rejection On and Off Use the Incoming Calls Anonymous Call Rejection page to enable or disable the Anonymous Call Rejection service. Figure 31 Incoming Calls Anonymous Call Rejection 1) On the User Incoming Calls menu page, click Anonymous Rejection. The User Anonymous Call Rejection page appears. 2) To enable the service, check On. To disable it, check Off. When on, Anonymous Rejection rejects calls from callers who have chosen to block the identification of their phone numbers. The caller hears a message notifying that his/her call is being rejected. 3) Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, click Cancel or select another page. 4.3 Calling Line ID Blocking Override Use this menu item on the User Incoming Calls page to turn Calling Line ID Blocking Override on or off. The Calling Line ID Blocking Override service allows you to view the calling line ID of callers, including those who have blocked their IDs. However, you never receive a calling line identity indicating private Turn Calling Line ID Blocking Override On and Off Use the User Calling Line ID Blocking Override page to turn Calling Line ID Blocking Override on or off. Figure 32 Incoming Calls Calling Line ID Blocking Override 2015 BROADSOFT, INC. PAGE 58 OF 333

59 1) On the User Incoming Calls menu page, click Calling Line ID Blocking Override. The User Calling Line ID Blocking Override page appears. 2) To turn Calling Line ID Blocking Override on, check On. To turn it off, check Off. 3) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page. NOTE: You must also have Calling Line ID Delivery assigned to display blocked calling line IDs. 4.4 Calling Name Retrieval Use this menu item on the User Incoming Calls page to turn Calling Name Retrieval on and off. The Calling Name Retrieval service allows you to retrieve the names of callers from the network. If any of the following services are configured, Call Name Retrieval does not retrieve the caller s information: Anonymous Call Rejection Call Forwarding Busy Call Forwarding Always Call Forwarding Selective Do Not Disturb Selective Call Acceptance Selective Call Rejection Incoming Plan Lawful Intercept Terminator Service Intercept User Service CPL Service Turn Calling Name Retrieval On and Off Use the User Calling name retrieval page to turn Calling Name Retrieval on and off. Figure 33 Incoming Calls Calling Name Retrieval 2015 BROADSOFT, INC. PAGE 59 OF 333

60 1) On the User Incoming Calls menu page, click, Calling Name Retrieval. The User Calling Name Retrieval page appears. 2) To enable Calling Name Retrieval, check On. To disable it, check Off. 3) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page. 4.5 Calling Name Delivery Use this menu item on the User Incoming Calls page to turn Calling Name Retrieval on and off. The Calling Name Delivery service, when enabled, displays the names of callers. NOTE: The Internal Calling Line ID Delivery and External Calling Line ID Delivery services have precedence over Calling Name Delivery. If you have either the Internal Calling Line ID Delivery or External Calling Line ID Delivery service assigned, the assignment and configuration of the Calling Name Delivery service has no effect Turn Calling Name Delivery On and Off Use the User Calling Name Delivery page to enable or disable the Calling Name Delivery service independently for internal and external calls. Figure 34 User Calling Name Delivery 1) On the User Incoming Calls menu page, click, Calling Name Delivery. The User Calling Name Delivery page appears. 2) For Enable External Calling Name Delivery, check On to enable and Off to disable the service. 3) For Enable Internal Calling Name Delivery, check On to enable and Off to disable the service. 4) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page BROADSOFT, INC. PAGE 60 OF 333

61 4.6 Calling Number Delivery You use this menu item on the User Incoming Calls page to enable or disable the Calling Number Delivery service independently for internal and external calls. The Calling Number Delivery service displays the telephone number of the calling party. NOTE: The Internal Calling Line ID Delivery and External Calling Line ID Delivery services have precedence over Calling Number Delivery. If you have either Internal Calling Line ID Delivery or External Calling Line ID Delivery assigned, the assignment and configuration of the Calling Number Delivery service has no effect Turn Calling Number Delivery On and Off You use the User Calling Number Delivery page to enable or disable the service independently for internal and external calls. Figure 35 User Calling Number Delivery 1) On the User Incoming Calls menu page, click Calling Number Delivery. The User Calling Number Delivery page appears. 2) For Enable External Calling Number Delivery, check On to enable and Off to disable the service. 3) For Enable Internal Calling Number Delivery, check On to enable and Off to disable the service. 4) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page. 4.7 Call Forwarding Always Use this menu item on the User Incoming Calls page to turn Call Forwarding Always (CFA) on and off. The Call Forwarding Always service allows you to redirect all your calls to another number or SIP-URL Turn Call Forwarding Always On and Off Use this menu item on the User Incoming Calls page to turn Call Forwarding Always on and off. You can also activate, deactivate, and check the status of this service using feature access codes. For information, see section 13.5 Feature Access Codes. The Call Forwarding Always service allows you to redirect all your calls to another number or SIP-URL BROADSOFT, INC. PAGE 61 OF 333

62 NOTE: You can access this page by clicking the CFA link on your CommPilot Call Manager page. When the CFA is activated, this service is on. When it is not activated, it is off. As well, you can access Call Forwarding Always from the Voice Portal service. Figure 36 Incoming Calls Call Forwarding Always 1) On the User Incoming Calls menu page, click Call Forwarding Always. The User Call Forwarding Always page appears. 2) To enable Call Forwarding Always, check On. To disable it, check Off. 3) Type the phone number or SIP-URI address to forward your calls to in the Calls Forward to text box. The text box must be populated with a valid phone number or SIP URI. This is required information when the service is on. A phone number can be 2 through 30 digits (3 through 22 digits in E.164 format). Dashes, parentheses, and spaces are allowed but are not necessary and not included in the number. If this number is not one assigned to the group, type the complete number: +<country code> <national number>. For example, +1 must precede long distance calls within the U.S. A SIP URI must be at most 161 characters in user@domain format, for example, @mycompany.com. The user part can contain a leading +, letters, digits and the following characters:!, ~, *, (, ), dash, underscore, period, or single quotes. The domain part can be either a domain name or an IP address. NOTE: You can enter feature access codes and speed codes in addition to phone numbers and extensions with this service. 4) To cause a short ring burst to be played at your office phone when a call is forwarded, check Play Ring Reminder when a call is forwarded. 5) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page BROADSOFT, INC. PAGE 62 OF 333

63 NOTE: You can modify this information at any time. Remember to save your changes. 4.8 Call Forwarding Busy Turn Call Forwarding Busy On and Off Use this menu item on the User Incoming Calls page to turn Call Forwarding Busy on and off. You can also activate, deactivate, and check the status of this service using feature access codes. For information, see section 13.5 Feature Access Codes. The Call Forwarding Busy service allows you to redirect your calls to another number or SIP-URI when you are engaged in a call. Figure 37 Incoming Calls Call Forwarding Busy 1) On the User Incoming Calls menu page, click Call Forwarding Busy. The User Call Forwarding Busy page appears. 2) To enable Call Forwarding Busy, check On. To disable it, check Off. 3) Type the phone number or SIP-URI address to forward your calls to in the Calls Forward to text box. The text box must be populated with a valid phone number or SIP URI. This is required information when the service is on. A phone number can be from two through 30 digits (three through 22 digits in E.164 format). Dashes, parentheses, and spaces are allowed but are not necessary and are not included in the number. If this number is not one assigned to the group, type the complete number: +<country code> <national number>. For example, +1 must precede long distance calls within the U.S. A SIP URI must be at most 161 characters in user@domain format, for example, @mycompany.com. The user part can contain a leading +, letters, digits and the following characters:!, ~, *, (, ), dash, underscore, period, or single quotes. The domain part can be either a domain name or an IP address. NOTE: You can enter feature access codes and speed codes in addition to phone numbers and extensions with this service. 4) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page BROADSOFT, INC. PAGE 63 OF 333

64 To exit without saving, select another page or click Cancel to display the previous page. NOTE: You can modify this information at any time. Remember to save your changes. 4.9 Call Forwarding No Answer Turn Call Forwarding No Answer On and Off Use this menu item on the User Incoming Calls page to turn Call Forwarding No Answer on and off. The Call Forwarding No Answer service allows you to redirect your calls to another number or SIP-URI when you do not answer after a certain number of rings. NOTE: Other services, such as Messaging, share this setting and if it is changed in one service, that change affects all other services. Figure 38 Incoming Calls Call Forwarding No Answer 1) On the User Incoming Calls menu page, click Call Forwarding No Answer. The User Call Forwarding No Answer page appears. 2) To enable Call Forwarding No Answer, check On. To disable it, check Off. 3) Type the phone number or SIP-URI address to forward your calls to in the Calls Forward to text box. The text box must be populated with a valid phone number or SIP URI. This is required information when the service is on. A phone number can be from two through 30 digits (three through 22 digits in E.164 format). Dashes, parentheses, and spaces are allowed but are not necessary and are not included in the number. If this number is not one assigned to the group, type the complete number: +<country code> <national number>. For example, +1 must precede long distance calls within the U.S. A SIP URI must be at most 161 characters in user@domain format, for example, @mycompany.com. The user part can contain a leading +, letters, digits and the following characters:!, ~, *, (, ), dash, underscore, period, or single quotes. The domain part can be either a domain name or an IP address BROADSOFT, INC. PAGE 64 OF 333

65 NOTE: You can enter feature access codes and speed codes in addition to phone numbers and extensions with this service. 4) From the Number of rings before forwarding drop-down list, select the number of rings before forwarding. 5) To save your changes, click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page. NOTE: You can modify this information at any time. Remember to save your changes Call Forwarding Not Reachable The Call Forwarding Not Reachable service allows you to forward all your incoming calls to a different phone number or SIP-URI when your device is not accessible by BroadWorks. Note that the address (phone number or SIP-URI) you forward your calls to, must be permitted by your Outgoing Calling Plan. You can also set the phone number or SIP-URI to forward to, using a feature access code Turn Call Forwarding Not Reachable On and Off Use this menu item on the User Incoming Calls page to turn Call Forwarding Not Reachable on and off. NOTE: Other services, such as Messaging, share this setting and if it is changed in one service, that change affects all other services. Figure 39 Incoming Calls Call Forwarding Not Reachable 1) On the User Incoming Calls menu page, click Call Forwarding Not Reachable. The User Call Forwarding Not Reachable page appears. 2) To enable Call Forwarding Not Reachable, check On. To disable it, check Off BROADSOFT, INC. PAGE 65 OF 333

66 3) Type the phone number or SIP-URI address to forward your calls to in the Calls Forward to text box. The text box must be populated with a valid phone number or SIP URI. This is required information when the service is on. A phone number can be from two through 30 digits (three through 22 digits in E.164 format). Dashes, parentheses, and spaces are allowed but are not necessary and are not included in the number. If this number is not one assigned to the group, type the complete number: +<country code> <national number>. For example, +1 must precede long distance calls within the U.S. A SIP URI must be at most 161 characters in user@domain format, for example, @mycompany.com. The user part can contain a leading +, letters, digits and the following characters:!, ~, *, (, ), dash, underscore, period, or single quotes. The domain part can be either a domain name or an IP address. 4) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page. NOTE: You can modify this information at any time. Remember to save your changes Call Notify Use this menu item on the User Incoming Calls page to: Specify Address to Send Notifications Activate or Deactivate Call Notify Entry Add Call Notify Entry Modify or Delete Call Notify Entry The Call Notify service allows you to receive an notification when you receive a call Specify Address to Send Notifications Use this procedure to configure the address to which to send call notifications. Figure 40 Incoming Calls Call Notify 2015 BROADSOFT, INC. PAGE 66 OF 333

67 1) On the User Incoming Calls menu page, click Call Notify. The User Call Notify page appears. 2) In the Send to text box, type the address where you want notifications to be sent. The address must be from 3 through 80 characters in the format of user@domain. It can contain only sign, letters, digits, and the following characters:!, #, $, %, &, *, +, -, /, =, _, {, },, ~, `,.,?, ^, or single quotes. 3) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page Add Call Notify Entry Use this procedure to add an address where you want to receive notification of an incoming call. Figure 41 Incoming Calls Call Notify Add 1) On the User Incoming Calls menu page, click Call Notify. The User Call Notify page appears BROADSOFT, INC. PAGE 67 OF 333

68 2) Click Add. The User Call Notify Add page appears. 3) In the * Description text, type a description of the phone numbers in this selection. The description can be up to 50 characters and can include spaces, which count toward the length. 4) Check Notify to receive a notification for calls that satisfy the criteria specified in this entry, or check Do not notify if you do not want to receive a notification for call that satisfy the criteria specified in this entry. 5) Select the time schedule to use this service from the drop-down list. 6) Select the holiday schedule to use this service from the drop-down list. NOTE: You define your time and holiday schedules on the User Schedules page. If you have not set any schedules, your choices are Every Day All Day time schedule and any time schedules and holiday schedules created by your group administrator. If your group is part of an enterprise, you can also use schedules defined by your enterprise administrator. 7) Select from the following: To receive notifications of calls from any phone number, select Any phone number To receive notifications of calls from defined telephone numbers, select Following phone numbers and check one or more of the following: To receive notifications of calls from any private phone number, select Any private number To receive notifications of calls from any unavailable phone number, select Any unavailable number To receive notifications of calls from specific phone numbers, enter the numbers you want in the Specific Phone Numbers text boxes. If a number is not one assigned to the group, type the complete number: +<country code> <national number>. For example, +1 must precede long distance numbers within the U.S. You can enter up to 12 numbers for this service. You can use wild cards. The? is a wild card that can replace a single digit anywhere in a digit string. A trailing * represents a digit string and can only appear at the end of a string containing digits and? wild cards. For example, ?4, ??34, and 4505?5*, are all valid call entries. 8) To receive notifications of calls to specific numbers, select the numbers by moving them to the Selected Call to Numbers column. When no numbers are selected, this criterion is ignored. In the Available Call to Numbers column, select the numbers and click Add >. Or to select all numbers, click Add All >>. To remove some numbers from the Selected Call to Numbers column, select the numbers and click Remove <. Or to remove all numbers, click Remove All <<. You can select some or all of the items in a column. To select several items in sequential order, click the first item, hold down the SHIFT key on the keyboard, and click the last item. To select several items, but not in a particular order, click the items while holding down the CTRL key on the keyboard. 9) To save your changes and display the previous page, click OK BROADSOFT, INC. PAGE 68 OF 333

69 To exit without saving, select another page or click Cancel to display the previous page Activate or Deactivate Call Notify Entry Use this procedure to activate or deactivate an existing Call Notify entry. The entry specifies the where a message is to be sent to notify you of an incoming call during a specific time schedule when it is activated. No notification is sent to an entry that is deactivated. Figure 42 Incoming Calls Call Notify 1) On the User Incoming Calls menu page, click Call Notify. The User Call Notify page appears. 2) Check the Active check box beside the selection to activate. To deactivate this selection, uncheck the Active check box. 3) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page. NOTE: The Call Notify service is dependent on the Calling Line ID (external and internal) services. If Calling Line ID is not enabled, the caller s name and number are not included in the Call Notify BROADSOFT, INC. PAGE 69 OF 333

70 Modify or Delete Call Notify Entry Use this procedure to modify or delete a Call Notify entry. Figure 43 Incoming Calls Call Notify Modify 1) On the User Incoming Calls menu page, click Call Notify. The User Call Notify page appears. 2) Click Edit in the row for the entry. The User Call Notify Modify page appears. 3) To remove an entry, click Delete. The entry is deleted and the User Call Notify page appears. WARNING: This action cannot be undone. Once you click Delete, the instance is permanently deleted. 4) To modify, change the information as required. For information about the options available on this page, see section Add Call Notify Entry. 5) To save your changes and display the previous page, click OK. To exit without saving, click Cancel or select another page BROADSOFT, INC. PAGE 70 OF 333

71 4.12 Connected Line Identification Restriction Use this menu item on the User Incoming Calls page to turn Connected Line Identification Restriction on and off Turn Connected Line Identification Restriction On and Off The Connected Line Identification Restriction service allows you to block your number from being shown when receiving a call. Members of your group can still see your number when they call you. You have the choice of turning it on or off for all calls and then selectively turning it immediately back on or off using the feature access codes. Figure 44 Incoming Calls Connected Line Identification Restriction 1) On the User Incoming Calls menu page, click Connected Line Identification Restriction. The User Connected Line Identification Restriction page appears. 2) To enable Connected Line Identification Restriction, check On. To disable it, check Off. 3) To save your changes, click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page BROADSOFT, INC. PAGE 71 OF 333

72 4.13 Do Not Disturb The Do Not Disturb (DND) service allows you to block your incoming calls. If your Voice Messaging service is configured to do so, the calls are automatically forwarded to your Voice Messaging service;; otherwise, the caller hears a busy tone Turn Do Not Disturb On and Off Use this menu item on the User Incoming Calls page to turn Do Not Disturb on and off.. NOTE: You can access this screen by clicking the DND link on the CommPilot Call Manager page. When the button to the left of the DND link on the CommPilot Call Manager is activated, this service is on. When it is not activated, it is off. Figure 45 Incoming Calls Do Not Disturb 1) On the User Incoming Calls menu page, click Do Not Disturb. The User Do Not Disturb page appears. 2) To activate Do Not Disturb, check On. To deactivate it, check Off. 3) To hear a ring when calls come in when Do Not Disturb is on, check the Play Ring Reminder when a call is blocked check box. A ring reminder is played if this service blocks a call while this check box is checked. To disengage the ring reminder, uncheck the Play Ring Reminder when a call is blocked check box. 4) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page BROADSOFT, INC. PAGE 72 OF 333

73 4.14 External Calling Line ID Delivery The External Calling Line ID Delivery service allows you to view the caller identification of a caller from an external group Turn External Calling Line ID Delivery On and Off Use this menu item on the User Incoming Calls page to turn External Calling Line ID Delivery on and off. Figure 46 Incoming Calls External Calling Line ID Delivery 1) On the User Incoming Calls menu page, click External Calling Line ID Delivery. The User External Calling Line ID Delivery page appears. 2) To enable External Calling Line ID Delivery, check On. To disable it, check Off. 3) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page Internal Calling Line ID Delivery The Internal Calling Line ID Delivery service allows you to view the caller identification of a caller from within your group Turn Internal Calling Line ID Delivery On and Off Use this menu item on the User Incoming Calls page to turn Internal Calling Line ID Deliver on and off. Figure 47 Incoming Calls Internal Calling Line ID Delivery 1) On the User Incoming Calls menu page, click Internal Calling Line ID Delivery. The User Internal Calling Line ID Delivery page appears. 2) To enable Internal Calling Line ID Delivery, check On. To disable it, check Off BROADSOFT, INC. PAGE 73 OF 333

74 3) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page Automatic Hold/Retrieve The Automatic Hold/Retrieve service provides an alternate method to placing calls on hold and retrieving calls without using feature access codes or flash hook. NOTE: Only one call can be held on an account with the Automatic Hold/Retrieve service active. The service should be assigned to accounts dedicated to holding and retrieving calls. Usually a subscriber with the Automatic Hold/Retrieve service should not have any device associated with it due to limitations with what that subscriber can do. For example, it would be impossible for that subscriber to receive calls, or invoke services that put calls on hold. For cases when a subscriber has a device and the Automatic Hold/Retrieve service is active, the system blocks call origination from that subscriber and applies a treatment. The system does not allow emergency and maintenance calls to go through. Feature access codes, for example, Music On Hold activation/deactivation, Call Pickup, Call Retrieve, are also blocked. While a subscriber with the Automatic Hold/Retrieve service active is making an emergency or maintenance call, calls terminating to that subscriber get a busy signal Hold Call Figure 48 Incoming Calls Automatic Hold/Retrieve A user can hold a call against a subscriber with the Automatic Hold/Retrieve service active. When this feature is active: Calling a subscriber with Automatic Hold/Retrieve puts the caller on hold. Transfer with consultation: Transferring a call to a subscriber with Automatic Hold/Retrieve holds the remote party. Blind Transfer: Transferring a call to a subscriber with Automatic Hold/Retrieve holds the remote party. Calls terminating to a subscriber with Automatic Hold/Retrieve can be originated within the group of the subscriber, outside the group of the subscriber, or from the PSTN BROADSOFT, INC. PAGE 74 OF 333

75 Retrieve Call A user can retrieve a held call by calling a subscriber with the Automatic Hold/Retrieve service active with the call on hold. Calls terminating to a subscriber with Automatic Hold/Retrieve to retrieve a held call can be originated within the group of the subscriber, outside the group of the subscriber, or from the PSTN Automatic Hold/Retrieve Recall After a call has been held on a subscriber with Automatic Hold/Retrieve active for a long time, the Automatic Hold/Retrieve service tries to recall the party who transferred the call. If the recall is answered, the transferring party is connected to the held party. If the recall hits the busy treatment (or any other treatment), the recall is aborted, and is retried 10 seconds later. If the recall is not answered, it rings until there is device timeout, and then the recall is retried 10 seconds later Configure Automatic Hold/Retrieve 1) On the User Incoming Calls page, click Automatic Hold/Retrieve from the Advanced menu. 2) For the Automatic Hold/Retrieve option, select On to enable the service, or Off to disable the service. 3) In the *Automatically retrieve the call after text box, specify the number of minutes (from six through 600). The recall portion of the AHR feature kicks in after the call has been held for the value specified here. 4) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page Alternate Numbers (Distinctive Ring) Use this menu item on the User Incoming Calls page to: Turn Distinctive Ring Feature On and Off Select Distinctive Ring Pattern The Alternate Numbers service allows you to have up to ten alternate phone numbers or extensions assigned, in addition to your main phone number. You can be reached through any of the phone numbers. The first number is the main or primary phone number, while the additional ten numbers are your alternate or secondary phone numbers. Each alternate phone number can be a direct inward dialing number (DID) or an extension. The activation status of the assigned phone number is displayed in the column to the right of the phone number. The activation status is either Activated or Not Activated. The status is not shown if the phone number is set to None. Once your number is activated, your phone (device) can be used to place calls, log in to the voice portal, receive voice messages, and so on. For each alternate number, you can associate one of the four ring patterns and provide a description. All calls to the main number result in the normal ring pattern. Calls to the alternate numbers result in a distinctive ring pattern that corresponds to the number that was used BROADSOFT, INC. PAGE 75 OF 333

76 If you are busy (and Call Waiting is enabled), an incoming call to the main number results in the usual call waiting tone, while an incoming call to any of the alternate numbers results in a distinctive call waiting tone. When calls are placed to one of the alternate numbers using the CommPilot Call Manager, the alternate phone number in addition to the caller s main number appear. You can select whether or not a distinctive ring should be provided when a call arrives on an alternate number, or whether the normal ring (pattern 1) should always be used. You can assign one of four ring patterns to an alternate number. The support for a distinctive ring pattern depends on the capability of a user s device. If the device does not support a distinctive ring pattern, then the normal ring pattern is applied. NOTE: When someone calls into your CommPilot Call Manager, the originating number displays AS WELL AS, and (Alternate #) is displayed in parentheses Turn Distinctive Ring Feature On and Off Use this procedure to enable or disable a distinctive ring for incoming calls on the alternate numbers displayed on this page. Figure 49 Incoming Calls Alternate Numbers 1) On the User Incoming Calls menu page, click Alternate Numbers. The User Alternate Numbers page appears. 2) To enable Distinctive Ring, check On. To disable it, check Off. The activation status of the assigned phone number is displayed to the right of the number. 3) To save your changes, click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page BROADSOFT, INC. PAGE 76 OF 333

77 Select Distinctive Ring Pattern Use this procedure to assign a distinctive ring pattern for each number. You can select whether or not a distinctive ring should be provided when a call arrives on an alternate number, or whether the normal ring pattern should be used. You can assign one of four ring patterns to an alternate number. (However, the support for a distinctive ring pattern depends on the capability of you device. If the device does not support a distinctive ring pattern then the normal ring pattern is applied.) Normal Ring Pattern Calls to the main number alert the user with the normal ring pattern as shown in the following table. Ring Pattern Cadence Minimum Duration (ms) Nominal Duration (ms) Maximum Duration (ms) Ringing 2 seconds on Silent 4 seconds off Calls to an alternate number can alert the user with the normal ring pattern or if selected, one of the distinctive ring patterns as shown in the following tables. Long-Long Ring Pattern Selecting this pattern results in the following distinctive ring pattern. Ring Pattern Cadence Minimum Duration (ms) Nominal Duration (ms) Maximum Duration (ms) Ringing Long Silent Ringing Long Silent Short-Short-Long Ring Pattern Selecting this pattern results in the following distinctive ring pattern. Ring Pattern Cadence Minimum Duration (ms) Nominal Duration (ms) Maximum Duration (ms) Ringing Short Silent Ringing Short Silent Ringing Long Silent BROADSOFT, INC. PAGE 77 OF 333

78 Short-Long-Short Ring Pattern Selecting this pattern results in the following distinctive ring pattern. Ring Pattern Cadence Minimum Duration (ms) Nominal Duration (ms) Maximum Duration (ms) Ringing Short Silent Ringing Long Silent Ringing Short Silent Distinctive Call Waiting Tones When the user is busy or on a line, an incoming call results in a call waiting tone (if enabled). There are different Call Waiting ring patterns associated with each of the four ring patterns. The Call Waiting ring pattern is based on the ring pattern selected for the alternate number. The following tables show the distinctive call waiting tone for each ring pattern. This call waiting tone pattern for the normal ring pattern is as follows. Ring Pattern Cadence Minimum Duration (ms) Nominal Duration (ms) Maximum Duration (ms) Tone On One Tone This call waiting tone pattern for the long-long ring pattern is as follows. Ring Pattern Cadence Minimum Duration (ms) Nominal Duration (ms) Maximum Duration (ms) Tone On Short Tone Off Tone On Short This call waiting tone pattern for the short-short-long ring pattern is as follows. Ring Pattern Cadence Minimum Duration (ms) Nominal Duration (ms) Maximum Duration (ms) Tone On Short Tone Off Tone On Short Tone Off Tone On Short This call waiting tone pattern for the short-long-short ring pattern is as follows. Ring Pattern Cadence Minimum Duration (ms) Nominal Duration (ms) Maximum Duration (ms) Tone On Short Tone Off Tone On Long Tone Off Tone On Short BROADSOFT, INC. PAGE 78 OF 333

79 1) On the User Incoming Calls menu page, click Alternate Numbers. The User Alternate Numbers page appears. 2) From the Ring Pattern drop-down list, select the ring pattern for the number you want to define. You can select from the following four ring patterns: Normal Long-Long Short-Short-Long Short-Long-Short 3) In the Description text box, provide a description that will help you remember the purpose of the alternate number. 4) To save your changes, click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page Call Forwarding Selective The Call Forwarding Selective service allows you to forward incoming calls with criteria that you set (a call entry) to a default phone number, SIP-URI address, or to another number of your choice. NOTE 1: The criteria for each Call Forwarding Selective call entry can be a list of up to 12 caller phone numbers or digit patterns, or SIP-URI addresses, and a specified time schedule during which the service is active. All criteria for a call entry must be satisfied for the call to enter Call Forwarding Selective (phone number and day of week and time of day). Otherwise, the call does not activate the service. NOTE 2: You can enter feature access codes and speed codes in addition to phone numbers and extensions with this service. Use the following procedures to configure the Call Forwarding Selective service and manage call entries. Set Default Forwarding Number Add Call Forwarding Selective Call Entry Modify or Delete Call Forwarding Selective Entry View, Activate, Deactivate Call Forwarding Selective Call Entries 2015 BROADSOFT, INC. PAGE 79 OF 333

80 Set Default Forwarding Number Use this procedure to set the default forwarding number or SIP-URI address. Figure 50 Incoming Calls Call Forwarding Selective 1) On the User Incoming Calls menu page, click Call Forwarding Selective. The User Call Forwarding Selective page appears. 2) In the *Default Calls Forward to phone number/sip-uri text box, type the phone number or SIP-URI address that you want to be your default forwarding number. The text box must be populated with a valid phone number or SIP URI. This is required information when the service is on. A phone number can be from two through 30 digits (three through 22 digits in E.164 format). Dashes, parentheses, and spaces are allowed but are not necessary and are not included in the number. If this number is not one assigned to the group, type the complete number: +<country code> <national number>. For example, +1 must precede long distance calls within the U.S. A SIP URI must be at most 161 characters in user@domain format, for example @mycompany.com. The user part can contain a leading +, letters, digits and the following characters:!, ~, *, (, ), dash, underscore, period, or single quotes. The domain part can be either a domain name or an IP address. You can enter feature access codes and speed codes in addition to phone numbers and extensions with this service. All calls you specify go to the default number or SIP-URI address unless you specify a different forwarding number or SIP-URI address. To specify a different forwarding number or SIP-URI address, see section Add Call Forwarding Selective Call Entry. 3) To associate a sound (a short burst of rings) with the delivery of forwarded calls, click to select Play Ring Reminder when a call is forwarded. 4) To add an entry to specify criteria for callers whose numbers you want forwarded, see section Add Call Forwarding Selective Call Entry. 5) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page BROADSOFT, INC. PAGE 80 OF 333

81 Add Call Forwarding Selective Call Entry Use this procedure to add a Call Forwarding Selective entry, which allows you to specify the calls that should be forwarded and the time schedule when you would like calls forwarded. If you need more than twelve numbers or more distinct time or holiday periods, you can create multiple call forwarding selective entries. Figure 51 Incoming Calls Call Forwarding Selective Add 1) On the User Incoming Calls menu page, click Call Forwarding Selective. The User Call Forwarding Selective page appears. 2) Click Add. The User Call Forwarding Selective Add page appears. 3) In the *Description text box, type a name for the entry you are adding. 4) For the Forward to parameter, choose from the following options: Use Default Forward phone number/sip-uri Forward to another phone number/sip-uri and type in the number or SIP-URI address you want to use as your forwarding number or SIP-URI address 2015 BROADSOFT, INC. PAGE 81 OF 333

82 A phone number can be from two through 30 digits (three through 22 digits in E.164 format). Dashes, parentheses, and spaces are allowed but are not necessary and are not included in the number. If this number is not one assigned to the group, type the complete number: +<country code> <national number>. For example, +1 must precede long distance calls within the U.S. A SIP URI must be at most 161 characters in user@domain format, for example, @mycompany.com. The user part can contain a leading +, letters, digits and the following characters:!, ~, *, (, ), dash, underscore, period, or single quotes. The domain part can be either a domain name or an IP address. You can enter feature access codes and speed codes in addition to phone numbers and extensions with this service. Do not forward 5) From the Selected Time Schedule drop-down list, choose the time schedule during which you want calls forwarded to the specified callers. 6) From the Selected Holiday Schedule drop-down list, choose the holiday schedule during which you want calls forwarded to the specified callers. NOTE: You define your time and holiday schedules on the User Schedules page. If you have not set any schedules, your choices are Every Day All Day time schedule and any time schedules and holiday schedules created by your group administrator. If your group is part of an enterprise, you can also use schedules defined by your enterprise administrator. 7) Specify the originating phone numbers for which the service applies: To have calls from any phone number forwarded to the number or SIP-URI address you specified and at the time you specified, select Any phone number. To have calls from defined telephone numbers forwarded, select Following phone numbers and To have calls from any private phone number forwarded, select Any private number. To have calls from any unavailable phone number forwarded, select Any unavailable number. To have calls from specific phone numbers forwarded, enter these phone numbers in the Specific phone numbers text boxes. If a number is not one assigned to the group, type the complete number: [+]<country code><national number>. You can enter up to twelve numbers for an entry. You can add more numbers by creating another entry with the same forwarding number. You can use wild cards. The? is a wild card that can replace a single digit anywhere in a digit string. A trailing * represents a digit string and can only appear at the end of a string containing digits and? wild cards. For example, ?4, ??34, and 4505?5*, are all valid call entries. 8) Specify the terminating phone numbers for which the service applies by moving them to the Selected Call To Numbers column. When no numbers are selected, this criterion is ignored. In the Available Call To Numbers column, select the numbers and click Add >. Or to select all numbers, click Add All >> BROADSOFT, INC. PAGE 82 OF 333

83 To remove some numbers from the Selected Call To Numbers column, select the numbers and click Remove <. Or to remove all numbers, click Remove All <<. You can select some or all of the items in a column. To select several items in sequential order, click the first item, hold down the SHIFT key on the keyboard, and then click the last item. To select several items, but not in a particular order, click the items while holding down the CTRL key on the keyboard. 9) To save your changes and display the previous page, click OK. To exit without saving, select another page or click Cancel to display the previous page Modify or Delete Call Forwarding Selective Entry Use this procedure to modify or delete a Call Forwarding Selective entry. Figure 52 Incoming Calls Call Forwarding Selective Modify 1) On the User Incoming Calls menu page, click Call Forwarding Selective. The User Call Forwarding Selective page appears. 2) Click Edit on the right of the row for the entry. The User Call Forwarding Selective Modify page appears BROADSOFT, INC. PAGE 83 OF 333

84 3) To remove and entry, click Delete. The entry is deleted and the User Call Forwarding Selective screen appears. WARNING: This action cannot be undone. Once you click Delete, the instance is permanently deleted. 4) To modify, change the information as required. For information about the options available on this page, see section Add Call Forwarding Selective Call Entry. 5) To save your changes and display the previous page, click OK. To exit without saving, select another page or click Cancel to display the previous page View, Activate, Deactivate Call Forwarding Selective Call Entries Use this procedure to view all call entries and activate and deactivate one or more call entries. Figure 53 Incoming Calls Call Forwarding Selective 1) On the User Incoming Calls menu page, click Call Forwarding Selective. The User Call Forwarding Selective page appears. 2) To view the call entries you have configured, look at the call entries at the bottom of the page. Call entries you have configured are automatically active. To see all details of an entry, click on Edit. The Call Forwarding Selective Modify page appears with the selected entry criteria displayed. Click OK to return to the Call Forward Selective page. 3) To activate an entry on the Call Forward Selective page, click on the Active check box to select it. 4) To deactivate an entry on the Call Forward Selective page, click on the Active check box to deselect it. 5) To save your changes and display the previous page, click Apply or OK BROADSOFT, INC. PAGE 84 OF 333

85 4.19 Call Me Now To exit without saving, select another page or click Cancel to display the previous page. Use this menu item on the User Incoming Calls page to configure your Call Me Now service. The Call Me Now service allows you to create a link and make it available for other people to access and request to be called back by you. You can enable or disable the service and specify the phone numbers from which you accept Call Me Now requests and the time when you accept them. You can also require answer confirmation from the party that initiates a Call Me Now call. When a party clicks your Call Me Now link, BroadWorks checks whether the call satisfies your Call Me Now service criteria and calling plans;; if the call is allowed, a connection is established between you and the party that requested the Call Me Now call Configure Call Me Now Settings You use the User Call Me Now page to configure your Call Me Now service. The page lists the criteria entries used to filter Call Me Now calls. You can activate or deactivate individual criteria entries. Only active criteria entries are used to filter calls. Figure 54 User Call Me Now 1) On the User Incoming Calls menu page, click Call Me Now. The User Call Me Now page appears. 2) To activate the service, check On;; and to deactivate it, check Off. 3) Specify whether answer confirmation is required as follows: To require no confirmation, check None. To require the requester to enter any key as answer confirmation, check Any Key. To require the requester to enter a passcode, check Passcode. 4) To activate or deactivate a criteria entry, check or uncheck the Active box in the row of the entry. 5) Click Apply BROADSOFT, INC. PAGE 85 OF 333

86 6) To add a criteria entry, follow the procedure in section Add Call Me Now Criteria Entry. 7) To exit the page, click OK or Cancel. OK also saves any unsaved changes on the current page Add Call Me Now Criteria Entry Use this procedure to add a Call Me Now service criteria entry, used to filter Call Me Now call requests that you receive. Figure 55 User Call Me Now Add 1) On the User Incoming Calls menu page, click Call Me Now. The User Call Me Now page appears. 2) Click Add. The User Call Me Now Add page appears. 3) Enter a description of the entry that will help you identify the entry. This is a required field. The description can be up to 50 characters. Spaces are allowed and count toward the length. 4) To reject calls that satisfy the criteria in this entry, check Reject call;; or to accept the calls, check Do not reject call. 5) Select a time schedule and a holiday schedule to specify when the action in this entry (accept or reject calls) applies to calls from numbers specified in this entry. 6) Specify the phone numbers. To apply the action in this entry to any phone number, check Any phone number. To apply the action in this entry to specific phone numbers, check Following phone numbers and enter up to twelve phone numbers in the Specific phone numbers text boxes. If a number is not one assigned to the group, type the complete number: [+]<country code><national number> BROADSOFT, INC. PAGE 86 OF 333

87 You can use the following wildcards. Wildcard Description Example? Matches a single digit and can appear anywhere in the digit string. * Matches any number of digits and can appear only at the end of the string ?4 4505?5* NOTE: If you need to enter more than twelve phone number, add another entry. 7) Click OK. OK saves your changes and displays the previous page. To exit without changing, click Cancel or select another page Modify or Delete Call Me Now Criteria Entry Use this procedure to modify or delete a Call Me Now service criteria entry. Figure 56 User Call Me Now Modify 1) On the User Incoming Calls menu page, click Call Me Now. The User Call Me Now page appears. 2) Click Edit on the line of the entry to edit. The User Call Me Now Modify page appears. 3) To delete the entry, click Delete. The entry is deleted and the previous page appears. NOTE: The delete operation is final and cannot be undone BROADSOFT, INC. PAGE 87 OF 333

88 4) To modify the entry, change information as required. For information about the fields available on this page, see section Add Call Me Now Criteria Entry. 5) Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page CommPilot Express Use this menu item on the User Incoming Calls page to configure profiles for incoming calls. The CommPilot Express service allows you to select your CommPilot Express profile and configure the handling of your incoming calls Configure Profiles for Incoming Calls Use this procedure to configure CommPilot Express profiles for incoming calls. 1) On the User Incoming Calls menu page, click CommPilot Express. The User CommPilot Express page appears. 2) From the Current Profile drop-down list, select your current status. The default status is None. For the Available In the Office Profile: Figure 57 Incoming Calls CommPilot Express (Available In the Office) 2015 BROADSOFT, INC. PAGE 88 OF 333

89 3) If you want your calls to ring at a phone or SIP-URI address in addition to your primary phone, type an alternative phone number (not extension) or SIP-URI where you can be reached in the Also ring this phone number /SIP-URI text box. When you receive a call, your phone rings and so does the other phone number or SIP-URI address that you provide for this option. A phone number can be from two through 30 digits (three to 22 digits in E.164 format). Dashes, parentheses, and spaces are allowed but are not necessary and are not included in the number. If this number is not one assigned to the group, type the complete number in E.164 format: +<country code> <national number>. For example, +1 must precede a long distance number within the U.S. A SIP URI must be at most 161 characters in user@domain format, for example, @mycompany.com. The user part can contain a leading +, letters, digits and the following characters:!, ~, *, (, ), dash, underscore, period, or single quotes. The domain part can be either a domain name or an IP address. NOTE: You can enter feature access codes and speed codes in addition to phone numbers and extensions with this service. 4) To have Voice Messaging take the call when your line is busy, click the button beside this option. Or, To forward these calls, click the Forward to this Phone Number/SIP-URI button and type the phone number or SIP-URI address. A phone number can be from two through 30 digits (three to 22 digits in E.164 format). Dashes, parentheses, and spaces are allowed but are not necessary and are not included in the number. If this number is not one assigned to the group, type the complete number in E.164 format: +<country code> <national number>. For example, +1 must precede a long distance number within the U.S. A SIP URI must be at most 161 characters in user@domain format, for example, @mycompany.com. The user part can contain a leading +, letters, digits and the following characters:!, ~, *, (, ), dash, underscore, period, or single quotes. The domain part can be either a domain name or an IP address. 5) To have Voice Messaging take the call when there is no answer, click the button beside this option. Or, To forward calls when there is no answer, click the Forward to this Phone Number/SIP-URI button, and type the phone number or SIP-URI address. A phone number can be from two through 30 digits (three to 22 digits in E.164 format). Dashes, parentheses, and spaces are allowed but are not necessary and are not included in the number. If this number is not one assigned to the group, type the complete number in E.164 format: +<country code> <national number>. For example, +1 must precede a long distance number within the U.S. A SIP URI must be at most 161 characters in user@domain format, for example @mycompany.com. The user part can contain a leading +, letters, digits and the following characters:!, ~, *, (, ), dash, underscore, period, or single quotes. The domain part can be either a domain name or an IP address BROADSOFT, INC. PAGE 89 OF 333

90 For the Available - Out of the office profile: Figure 58 Incoming Calls CommPilot Express (Available Out of the Office) 1) To have Voice Messaging take incoming calls, click the button beside this option. Or, To forward calls these calls, click the Forward to this Phone Number/SIP-URI button and type the phone number or SIP-URI address. A phone number for outgoing calls can be from two through 30 digits (three through 22 digits in E.164 format). Dashes, parentheses, and spaces are allowed but are not necessary and are not included in the number. If this number is not one assigned to the group, type the complete number in E.164 format: +<country code> <national number>. For example, +1 must precede a long distance number within the U.S. A SIP URI must be at most 161 characters in user@domain format, for example, @mycompany.com. The user part can contain a leading +, letters, digits and the following characters:!, ~, *, (, ), dash, underscore, period, or single quotes. The domain part can be either a domain name or an IP address. 2) Check the Also me when a call comes in at check box, if you would like a short message sent to you when a message arrives, and then complete the Address text box. The address must be from 3 through 80 characters in the format of user@domain. It can contain only sign, letters, digits, and the following characters:!, #, $, %, &, *, +, -, /, =, _, {, },, ~, `,.,?, ^, or single quotes. For the Busy profile: Figure 59 Incoming Calls CommPilot Express (Busy) 1) To specify up to three numbers to bypass the Busy setup, check the Send all calls to Voice Messaging except calls from these Phone numbers check box and type the phone numbers from the calls to forward. This option allows you to screen your calls, allowing just a few selected ones to come through. Otherwise, when your status is Busy, all incoming calls are forwarded to your voice mail BROADSOFT, INC. PAGE 90 OF 333

91 A phone number for incoming calls can be from one through 20 digits (three to 22 digits in E.164 format). Dashes, parentheses, and spaces are allowed but are not necessary and are not included in the number. If a number is not one assigned to the group, type the complete number in E.164 format: +<country code> <national number>. For example, +1 must precede long distance numbers within the U.S. 2) Type the phone number or SIP-URI address where these calls can be answered in the text box called which will be forward to this phone number/sip-uri. A phone number can be from two through 30 digits (three to 22 digits in E.164 format). Dashes, parentheses, and spaces are allowed but are not necessary and are not included in the number. If this number is not one assigned to the group, type the complete number I E.164 format: +<country code> <national number>. For example, +1 must precede a long distance number within the U.S. A SIP URI must be at most 161 characters in user@domain format, for example, @mycompany.com. The user part can contain a leading +, letters, digits and the following characters:!, ~, *, (, ), dash, underscore, period, or single quotes. The domain part can be either a domain name or an IP address. 3) If you want an notification, check the Also me a notification when a Voice Message is received to check box. Complete the Address text box. The address must be from 3 through 80 characters in the format of user@domain. It can contain only sign, letters, digits, and the following characters:!, #, $, %, &, *, +, -, /, =, _, {, },, ~, `,.,?, ^, or single quotes. For the Unavailable profile: Figure 60 Incoming Calls CommPilot Express (Unavailable) 1) To specify up to three numbers to bypass the Unavailable setup, check the Send all calls to Voice Messaging except calls from these Phone numbers check box and type the phone numbers from the calls to forward. This option allows you to screen your calls, allowing just a few selected ones to come through. Otherwise, when your status is Unavailable all incoming calls are forwarded to your voice mail. A phone number for incoming calls can be from one through 20 digits (three to 22 digits in E.164 format). Dashes, parentheses, and spaces are allowed but are not necessary and are not included in the number. If this number is not one assigned to the group, type the complete number in E.164 format: +<country code> <national number>. For example, +1 must precede long distance numbers within the U.S. 2) Type the phone number or SIP-URI address where these calls can be answered in the text box called which will be forward to this phone number/sip-uri BROADSOFT, INC. PAGE 91 OF 333

92 A phone number can be from two through 30 digits (three to 22 digits in E.164 format). Dashes, parentheses, and spaces are allowed but are not necessary and are not included in the number. If this number is not one assigned to the group, type the complete number in E.164 format: +<country code> <national number>. For example, +1 must precede a long distance number within the U.S. A SIP URI must be at most 161 characters in user@domain format, for example, @mycompany.com. The user part can contain a leading +, letters, digits and the following characters:!, ~, *, (, ), dash, underscore, period, or single quotes. The domain part can be either a domain name or an IP address. 3) Click the button to select the greeting you want callers to hear. If you select Unavailable Greeting and you have a custom Unavailable Greeting loaded (via the User Greetings page), that custom greeting is used, regardless of whether it is the active treatment selected on the User Greetings page. 4) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page Custom Ringback User A ringback is the ringing heard by the calling party when they have dialed a number but it has not yet been answered by the called party. Custom ringback tones are customizable clips of recorded music, video, or other personalized audio content that you can substitute for the default ringback. When someone calls you, instead of the default ringback, they hear the custom ringback you specified. BroadWorks allows you to specify custom audio and video ringbacks for both initial calls and call waiting. What the caller hears or sees depends on the capabilities of their phone, and which custom ringbacks you have provided. It also depends on the date, time, and number criteria you have specified in the ringback profile. For audio-only callers, the situation is straightforward. If you specify a custom audio ringback file at the user level, this is what they hear. Otherwise, they hear the custom audio ringback file that has been specified for the group. If no custom ringback has been specified at the user or group level, the system default ringback is heard. For video-enabled callers, the default setting plays the custom audio file, if configured, with no accompanying video component. If no custom audio file is configured, the caller is played the video ringback file configured for the group. The following table summarizes the behavior. Audio Ringback File Video Ringback File Video-Capable Caller Result Yes No No Audio Ringback is used. Yes Audio Ringback is used. Yes No Audio Ringback is used. Yes Video Ringback is used. No Yes No Custom Ringback (at user level) does not apply. Yes Video Ringback is used BROADSOFT, INC. PAGE 92 OF 333

93 You can specify a different ringback tone for up to 12 phone numbers or digit patterns. Use this feature to play a different ringback for your manager, a family member, or a customer, for example. In addition to a number or digit pattern, you can specify time of day and day of week criteria as well. The ringbacks, numbers, or digit patterns and time and day criteria are stored in profiles. For the custom ringback to apply, the incoming number must match all criteria in a profile. You can create as many ringback profiles as you like, activating and deactivating them as you see fit. Figure 61 Incoming Calls Custom Ringback User On the User Incoming Calls page, select Custom Ringback User from the Advanced Menu. The User Custom Ringback User page appears Add Custom Ringback User Entry Use the User Custom Ringback User Add page to add a custom ringback profile. The Custom Ringback service allows you to customize the ringback that is played to your callers. The Customer Ringback User Add page contains the following tabs: General Use this tab to create a new ringback entry with selective criteria settings. Initial Ringback Use this tab to modify audio and video ringback media settings for the initial calls. Waiting Ringback (optional) Use this tab to modify ringback settings for call waiting. Waiting Ringback tab will be displayed only if you have both Call Waiting and Custom Ringback User Call Waiting features. NOTE: Selecting the Initial Ringback or Waiting Ringback tabs displays the corresponding page on the Custom Ringback User Modify page BROADSOFT, INC. PAGE 93 OF 333

94 1) On the User Custom Ringback User page, click Add. The Custom Ringback User Add page appears. Figure 62 Incoming Calls Custom Ringback User Add (General Setting Tab) 2) In the *Description text box, type a description for the Custom Ringback entry (up to 50 characters including spaces). 3) Select Play custom ringback or Do not play custom ringback to enable or disable this entry. 4) From the Selected Time Schedule, select the time schedule for this entry. 5) From the Selected Holiday Schedule, select the holiday schedule for this entry. NOTE: You define your time and holiday schedules on the User Schedules page. If you have not set any schedules, your choices are Every Day All Day time schedule and any time schedules and holiday schedules that your group administrator has set. If your group is part of an enterprise, you can also use schedules defined by your enterprise administrator. 6) In the Calls from section select from the following: 2015 BROADSOFT, INC. PAGE 94 OF 333

95 To play a custom ringback for all calls, check Any Phone Number. To play a custom ringback for specific calls, check Following phone numbers and specify the calls as follows: To play a custom ringback to any private number, select Any Private number. To play a custom ringback to any unknown number, select Any Unavailable number. To play a custom ringback for specific phone numbers, enter the numbers in the Specified phone numbers boxes. If a number is not assigned to the group, type the complete number: +<country code> <national number>. For example, +1 must precede a long distance number within the U.S. You can enter up to 12 numbers for an entry. To add more telephone numbers, create another entry. You can use wild cards. The? is a wild card that can replace a single digit anywhere in a digit string. A trailing * represents a digit string and can only appear at the end of a string containing digits and? wild cards. For example, ?4, ??34, and 4505?5* are all valid call entries. 7) In the Calls to section, select terminating phone numbers for which to play a custom ringback by moving the numbers to the Selected Call To Numbers column. When no numbers are selected, this criterion is ignored. In the Available Call To Numbers column, select the numbers and click Add >. Or to select all numbers, click Add All >>. To remove some numbers from the Selected Call To Numbers column, select the numbers and click Remove <. Or to remove all numbers, click Remove All <<. You can select some or all of the items in a column. To select several items in sequential order, click the first item, hold down the SHIFT key on the keyboard, and then click the last item. To select several items, but not in a particular order, click the items while holding down the CTRL key on the keyboard. 8) Save your changes. Click OK or Initial Ringback. OK saves your changes and displays the previous page. Initial Ringback displays the Custom Ringback User Modify page where you can modify the media for the custom ringback. To exit without saving, select another page or click Cancel to display the previous page Modify Custom Ringback User Entry Use the User Custom Ringback User Modify page to modify a custom ringback entry. The Customer Ringback User Modify page contains the following tabs: General Settings Use this tab to modify general settings or a ringback entry. Initial Ringback Use this tab to modify audio and video ringback media settings for the initial calls. Waiting Ringback (optional) Use this tab to modify ringback settings for call waiting. The Waiting Ringback tab is displayed only when both Call Waiting and Custom Ringback User Call Waiting features are assigned BROADSOFT, INC. PAGE 95 OF 333

96 Figure 63 Incoming Calls Custom Ringback User Modify (General Setting Tab) 1) On the User Incoming Calls menu, click Custom Ringback User. The User Custom Ringback User page appears. 2) Click Edit or any item on the row for the custom ringback entry you want to modify. The User Custom Ringback User Modify General Settings tab appears. 3) To modify general settings for the entry, type or select information on the page. For the description of the settings, see section Add Custom Ringback User Entry. 4) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page BROADSOFT, INC. PAGE 96 OF 333

97 Modify Ringback Media Settings for Initial Calls Use the Initial Ringback tab on the User Custom Ringback User Modify page to modify audio and video ringback media settings for the initial calls. NOTE: The Video Ringback section is shown only when Custom Ringback User Video feature assigned. Figure 64 Incoming Calls Custom Ringback User (Initial Ringback Tab) NOTE: The URL option is removed from this tab if you are not using the URL. If you are using a URL ringback, the URL is displayed as a read-only field. Only your administrator can configure the URL. 1) On the User Custom Ringback User Modify page, click Initial Ringback. 2) Specify the audio ringback file, the video ringback file, or both files, as applicable: NOTE: If the No Personal Ringback radio button is selected on Waiting Ringback tab, the Application Server uses the same user-defined media source for both initial calls and waiting calls. For video ringback, you must specify a custom video ringback file (not Default) and the user must have a video-capable phone. In all other cases, if you specify a custom audio ringback file, that is played. Otherwise, the default audio file is played. To use the default settings, select No personal ringback To select a personal ringback file, check Personal Ringback File. Then select the file from the drop-down list BROADSOFT, INC. PAGE 97 OF 333

98 NOTE: The maximum duration of a ringback file is 120 seconds. 3) Save your changes. Click OK or another tab. OK saves your changes and displays the previous page. Clicking another tab displays the selected page. To exit without saving, select another page or click Cancel to display the previous page Modify Ringback Media Settings for Call Waiting Use the Waiting Ringback tab on the User Custom Ringback User Modify page to modify audio and video ringback media settings for call waiting. NOTE: The Waiting Ringback tab is displayed only when both Call Waiting and Custom Ringback User Call Waiting features are assigned. The Video Ringback section is shown only when Custom Ringback User Video feature assigned. Figure 65 Incoming Calls Custom Ringback User (Waiting Ringback Tab) NOTE: The URL option does not appear on this tab if you are not using a URL. If you are using a URL ringback, the URL is displayed as a read-only field. Only your administrator can configure URL. 1) On the User Custom Ringback User Modify page, click Waiting Ringback. 2) Specify the audio ringback file, the video ringback file, or both files, as applicable: NOTE: If the No Personal Ringback option is selected, BroadWorks uses the same user-defined media source for both initial calls and waiting calls BROADSOFT, INC. PAGE 98 OF 333

99 For video ringback, you must specify a custom video ringback file and the user must have a video-capable phone. In all other cases, if you specify a custom audio ringback file, that is played. Otherwise, the default audio file is played. To select a personal ringback file, check Personal Ringback File. Then select your file from the drop-down list. NOTE: The maximum duration of a ringback file is 120 seconds. 3) Save your changes. Click OK or another tab. OK saves your changes and displays the previous page. Clicking another tab displays the selected page. To exit without saving, select another page or click Cancel to display the previous page Delete Custom Ringback User Entry Use the Custom Ringback User Modify page to delete a custom ringback user entry. 1) On the User Incoming Calls menu page, click Custom Ringback User. The User Custom Ringback User page appears. 2) Click the Edit link next to the selection you want to modify or delete. The User Custom Ringback User Modify page appears. 3) To remove an entry, click Delete. The entry is deleted and the User Custom Ringback User page appears. WARNING: This action cannot be undone. Once you click Delete, the instance is permanently deleted. To exit without saving, select another page or click Cancel to display the previous page External Custom Ringback Turn External Custom Ringback On and Off Use this menu item on the User Incoming Calls page to turn External Custom Ringback on and off. The External Custom Ringback service allows you to use an external source for ringback played to callers BROADSOFT, INC. PAGE 99 OF 333

100 Figure 66 Incoming Calls External Custom Ringback 1) On the User Incoming Calls menu page, click External Custom Ringback. The User External Custom Ringback page appears. 2) To enable External Custom Ringback, check On. To disable it, check Off. 3) To save your changes, click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page Pre-alerting Announcement The Pre-alerting Announcement service allows you to specify an audio or video announcement to be played to your callers before their call is connected. You can also specify the criteria that must be satisfied by the incoming call for the announcement to be played. Use this menu item on the User Incoming Calls page to: Configure Pre-alerting Announcement Add Criteria Entry Modify or Delete Criteria Entry 2015 BROADSOFT, INC. PAGE 100 OF 333

101 Configure Pre-alerting Announcement Use the User Pre-alerting Announcement page to configure the Pre-alerting Announcement service settings and activate or deactivate Pre-alerting Announcement criteria entries. Figure 67 Incoming Calls Pre-alerting Announcement 1) On the User Incoming Calls menu page, click Pre-alerting Announcement. The User Pre-alerting Announcement page appears. 2) For Pre-alerting Announcement, check On to activate the service and Off to deactivate it. 3) For the Audio Announcement or Video Announcement setting, select from the following: Default to use the default announcement URL to use the announcement stored at a specified location, and then enter the URL address where the announcement is stored The URL should be in the following format: http/ name>[<:port>][path], for example, Custom to use a custom announcement, and then select a file from the dropdown list. 4) To activate a criterion entry, check the Active box in the row for the entry. 5) Click Apply or OK. Apply saves your changes. OK saves your changes and returns to the previous page. To cancel the changes and return to the previous page, click Cancel BROADSOFT, INC. PAGE 101 OF 333

102 Add Criteria Entry Use the User Pre-alerting Announcement Criteria Add page to add a Pre-alerting Announcement criteria entry specifying the conditions that must be satisfied by an incoming call for the announcement to be played. You can create multiple criteria entries. Figure 68 Incoming Calls Pre-alerting Announcement Criteria Add 1) On the User Incoming Calls menu page, click Pre-alerting Announcement. The User Pre-alerting Announcement page appears. 2) Click Add. The User Pre-alerting Announcement Criteria Add page appears. 3) Enter a description of the entry (up to 50 characters including spaces). 4) Select Play pre-alerting announcement to activate the entry or Do not play pre-alerting announcement to deactivate the entry. 5) To have the announcement played during specific times or dates, select a schedule from the Selected Time Schedule and/or Selected Holiday Schedule drop-down lists. 6) Specify the originating phone numbers to which the announcement should be played: To play the announcement to all callers, check Any phone number. To play the announcement to callers from selected numbers, select one or more of the following options: 2015 BROADSOFT, INC. PAGE 102 OF 333

103 Any private number Any unavailable number Specific phone numbers, and enter the numbers in the provided boxes. If a number is not assigned to the group, type the complete number: +<country code> <national number>. For example, +1 must precede a long distance number within the U.S. You can use wild cards. The? is a wild card that can replace a single digit anywhere in a digit string. A trailing * represents a digit string and can only appear at the end of a string containing digits and? wild cards. Example, ?4, ??34, 4505?5*`. NOTE: If you want to specify more than 12 numbers, create another criteria entry. 7) To play announcement for calls to specific phone numbers, select the numbers by moving them to the Selected Call To Numbers column. When no numbers are selected, this criterion is ignored. In the Available Call To Numbers column, select the numbers and click Add >. Or to select all numbers, click Add All >>. To remove some numbers from the Selected Call To Numbers column, select the numbers and click Remove <. Or to remove all numbers, click Remove All <<. You can select some or all of the items in a column. To select several items in sequential order, click the first item, hold down the SHIFT key on the keyboard, and click the last item. To select several items, but not in a particular order, click the items while holding down the CTRL key on the keyboard. 8) To save your changes and display the previous page, click OK. To exit without saving, click Cancel or select another page BROADSOFT, INC. PAGE 103 OF 333

104 Modify or Delete Criteria Entry Use the User Pre-alerting Announcement Criteria Modify page to modify or delete a Prealerting Announcement criteria entry. Figure 69 Incoming Calls Pre-alerting Announcement Criteria Modify 1) On the User Incoming Calls menu page, click Pre-alerting Announcement. The User Pre-alerting Announcement page appears. 2) Click Edit in the row for the entry you want to modify or delete. The User Prealerting Announcement Criteria Modify page appears. 3) To delete the entry, click Delete. The previous page appears. WARNING: The delete operation is final and cannot be undone. 4) To modify the entry, enter or select required information. For information about the options available on this page, see section Add Criteria Entry. 5) To save your changes and display the previous page, click OK. To exit without saving, click Cancel or select another page BROADSOFT, INC. PAGE 104 OF 333

105 4.24 Personal Assistant The Personal Assistant service allows you to set your presence status when you are not available to take your calls to help callers make better decisions. The status is announced to the caller and the caller has the option to leave you a message, call you back later, or optionally be transferred to an attendant, if you configure a phone number to transfer your calls. Setting your status to None is equivalent to disabling your Personal Assistant. If you want some calls to get through instead of being taken by your Personal Assistant, you can specify a list of callers allowed to bypass the Personal Assistant service. Use this menu item on the User Incoming Calls page to: Configure General Settings Configure Call to Numbers List or Delete Exclusion Numbers Add Exclusion Number Modify Exclusion Number Configure General Settings Use this procedure to configure your Personal Assistant general settings. Figure 70 Incoming Calls Personal Assistant (General) 1) On the User Incoming Calls menu page click Personal Assistant. The User Personal Assistant page appears. 2) Select your presence status from the drop-down list. Selecting None disables the service. 3) Specify the date and time until which your presence state should be communicated to callers. After that date your status automatically changes to None. If you do not provide this information, your Personal Assistant service stays enabled, and your presence state is communicated to callers until you change your presence state to None. In the Until Date text box, enter the date in the MM/DD/YYYY format or select the date from the calendar. In the Time text box, enter the time in the HH:MM format (0 <= HH <= 11, 0<= MM <= 59) and select AM or FM from the drop-down list BROADSOFT, INC. PAGE 105 OF 333

106 4) In the Transfer To Attendant text box enter the number to transfer your calls to. If you do not provide this information, Personal Assistant will route your calls to your voice mail, if it is enabled. 5) Check the Play Ring Reminder when a call is transferred box to be notified when a call is transferred to the attendant or voice mail. 6) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving click Cancel or select another page Configure Call to Numbers Use the Call to Numbers tab on the User Personal Assistant page to select your phone numbers to which Personal Assistant applies. Calls to the selected numbers are routed to Personal Assistant and calls to other numbers bypass the assistant. Figure 71 Incoming Calls Personal Assistant (Call to Numbers) 1) On the User Incoming Calls menu page click Personal Assistant. The User Personal Assistant page appears. 2) Click the Call to Numbers tab. 3) To select phone numbers, move the numbers to the Assigned Call to Numbers column as follows: In the Available Call to Numbers column, select the numbers and click Add >. Or to select all numbers, click Add All >>. To remove some numbers from the Assigned Call to Numbers column, select the numbers and click Remove <. Or to remove all numbers, click Remove All <<. To select several items in sequential order, click the first item, hold down the SHIFT key on the keyboard, and click the last item. To select several items, but not in a particular order, click the items while holding down the CTRL key on the keyboard BROADSOFT, INC. PAGE 106 OF 333

107 4) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving click Cancel or select another page. NOTE: If the Assigned Call to Numbers column is empty, the Personal Assistant service applies to incoming calls to any number List or Delete Exclusion Numbers Use the Exclusion Numbers tab on the User Personal Assistant page to view or delete phone numbers excluded from the Personal Assistant service. Calls from these numbers bypass Personal Assistant and continue as if the service was disabled. Figure 72 Incoming Calls Personal Assistant (Exclusion Numbers) 1) On the User Incoming Calls menu page click Personal Assistant. The User Personal Assistant page appears. 2) Click the Exclusion Numbers tab. 3) To look for specific exclusion numbers, enter your search criteria and click Search. Or to list all configured exclusion numbers, click Search without entering any criteria. 4) To delete an exclusion number, check the Delete box in the row of the number. 5) To save your changes, click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving click Cancel or select another page BROADSOFT, INC. PAGE 107 OF 333

108 Add Exclusion Number Use this procedure to add a new exclusion number. Calls from exclusion numbers bypass Personal Assistant and are processed as if the service was disabled. Figure 73 Incoming Calls Personal Assistant Exclusion Number Add 1) On the User Incoming Calls menu page, click Personal Assistant. The User Personal Assistant page appears. 2) Click the Exclusion Number tab. 3) Click Add. The User Personal Assistant Exclusion Number Add page appears. 4) In the Number text box, enter the phone number to exclude. This is a mandatory field. 5) In the Description text box enter a description that will help you identify the number. 6) Click OK. The number is added and the previous page appears. To exit without saving click Cancel or select another page Modify Exclusion Number Use this procedure to modify a description of an exclusion number. Note that you cannot modify the phone number. If you need to correct a phone number, delete the entry and add a new exclusion number entry with the corrected number. Figure 74 Incoming Calls Personal Assistant Exclusion Number Modify 1) On the User Incoming Calls menu page, click Personal Assistant. The User Personal Assistant page appears. 2) Click the Exclusion Number tab. 3) Click Edit the row of the exclusion number to edit. The User Personal Assistant Exclusion Number Modify page appears BROADSOFT, INC. PAGE 108 OF 333

109 4) To modify the description of the exclusion number, enter the new description in the Description text box. 5) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page Priority Alert To exit without saving click Cancel or select another page. The Priority Alert service allows you to assign a distinctive ring to certain selected incoming calls, based on pre-defined criteria. You to specify the time schedule and/or holiday schedule when you would like a priority alert to occur. Also, you can make a priority alert to occur when only specified numbers call and when you receive calls to specific numbers. If you need more than 12 numbers or more distinct time or holiday periods, you can create multiple criteria entries. Use this menu item on the User Incoming Calls page to: Activate or Deactivate Priority Alert Add Priority Alert Modify or Delete Priority Alert The following table provides an explanation of each item on the Incoming Calls Priority Alert page. Item Description Priority Alert Calls from Calls to Description Description of the criteria entry. Specifies whether priority alert should be sent for calls that satisfy the criteria in the entry. Originating phone numbers to which the priority alert action (send priority alert, do not send priority alert) applies. Your phone numbers calls to which should trigger the priority alert action Activate or Deactivate Priority Alert Entry Use this procedure to set or deactivate an existing priority alert. Figure 75 Incoming Calls Priority Alert 1) On the User Incoming Calls menu page, click Priority Alert. The User Priority Alert page appears BROADSOFT, INC. PAGE 109 OF 333

110 2) Check the Active check box beside the selection to activate. If a check mark displays in the Active column, the corresponding priority alert is active. To deactivate an active priority alert, uncheck the check box. 3) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page Add Priority Alert Entry Use this procedure to add a new priority alert entry. Figure 76 Incoming Calls Priority Alert Add 1) On the User Incoming Calls menu page, click Priority Alert. The User Priority Alert page appears. 2) Click Add. The User Priority Alert Add page appears. 3) In the * Description text box, type a description of the phone numbers assigned to this priority alert BROADSOFT, INC. PAGE 110 OF 333

111 4) Check Use priority alert to use priority alert for call that satisfy the criteria specified in this entry or check Do not use priority alert if you do not want priority alert to be used for calls that satisfy the criteria specified in this entry. 5) From the Selected Time Schedule drop-down list, select the time schedule when you would like the priority alert to occur. 6) From the Selected Holiday Schedule drop-down list, select the holiday schedule when you would like the priority alert to occur. NOTE: You define your time and holiday schedules on the User Schedules page. If you have not set any schedules, your choices are Every Day All Day time schedule and any time schedules and holiday schedules that your group administrator has set. If your group is part of an enterprise, you can also use schedules defined by your enterprise administrator. 7) Select from the following: To receive a distinctive ring for all calls outside of the company, check Any external phone number. To receive a distinctive ring for specific internal or external telephone numbers, select Following phone numbers and To trigger a priority alert for any private phone number, select Any private number To trigger a priority alert for any unknown phone number, select Any unavailable phone number To trigger a priority alert for specified telephone numbers, enter numbers (not extensions) in the Specified phone number text boxes. If a number is not assigned to the group, type the complete number: +<country code> <national number>. For example, +1 must precede a long distance number within the U.S. You can enter up to 12 numbers for an entry. To add more telephone numbers, create another entry. You can use wild cards. The? is a wild card that can replace a single digit anywhere in a digit string. A trailing * represents a digit string and can only appear at the end of a string containing digits and? wild cards. For example, ?4, ??34, and 4505?5* are all valid call entries. 8) To apply the priority alert action to calls to specific numbers, select the numbers by moving them to the Selected Call To Numbers column. When no numbers are selected, this criterion is ignored. In the Available Call To Numbers column, select the numbers and click Add >. Or to select all numbers, click Add All >>. To remove some numbers from the Selected Call To Numbers column, select the numbers and click Remove <. Or to remove all numbers, click Remove All <<. You can select some or all of the items in a column. To select several items in sequential order, click the first item, hold down the SHIFT key on the keyboard, and click the last item. To select several items, but not in a particular order, click the items while holding down the CTRL key on the keyboard. 9) To save your changes and display the previous page, click OK. To exit without saving, select another page or click Cancel to display the previous page BROADSOFT, INC. PAGE 111 OF 333

112 Modify or Delete Priority Alert Entry Use this procedure to modify or delete an existing priority alert entry. Figure 77 Incoming Calls Priority Alert Modify 1) On the User Incoming Calls menu page, click Priority Alert. The User Priority Alert page appears. 2) To remove an entry, click Delete. The entry is deleted and the User Priority Alert page appears. WARNING: This delete action is final and cannot be undone. 3) Click the Edit link in the row for the entry. The User Priority Alert Modify page appears. 4) To modify, change the information as required. For information about the options available on this page, see section Add Priority Alert Entry. 5) To save your changes and display the previous page, click OK BROADSOFT, INC. PAGE 112 OF 333

113 To exit without saving, select another page or click Cancel to display the previous page Selective Call Acceptance Use this menu item on the User Incoming Calls page to: Activate or Deactivate Selective Acceptance Entry Add Selective Acceptance Entry Modify or Delete Selective Acceptance Entry The Selective Acceptance service allows you to screen calls by defining criteria for calls to accept. The following table provides an explanation of each item on this page: Item Description Accept Calls from Calls to Description Description of the instance of the selected call type. Indication of whether you want to accept calls that satisfy the criteria specified in this entry. Originating phone numbers from which to accept calls. Terminating phone numbers calls to which to accept Activate or Deactivate Selective Acceptance Entry Use this procedure to activate or deactivate a Selective Acceptance entry. Selective Acceptance allows you to accept only calls from selected numbers. Figure 78 Incoming Calls Selective Call Acceptance 1) On the User Incoming Calls menu page, click Selective Acceptance. The User Selective Call Acceptance page appears. 2) Check the Active check box beside the selection to activate. To deactivate a Selective Acceptance entry, uncheck the Active check box beside the selection to deactivate. 3) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, click Cancel or select another page BROADSOFT, INC. PAGE 113 OF 333

114 Add Selective Acceptance Entry Use this procedure to add a Selective Acceptance entry. Figure 79 Incoming Calls Selective Call Acceptance Add 1) On the User Incoming Calls menu page, click Selective Acceptance. The User Selective Call Acceptance page appears. 2) Click Add. The User Selective Call Acceptance Add screen appears. 3) In the * Description text box, type a description of the phone numbers to add to your selective acceptance service. 4) Check Accept call to accept calls what satisfy the criteria specified in this entry;; or check Do not accept calls if you do not want to accept calls that satisfy the criteria specified in this entry. 5) From the Selected Time Schedule drop-down list, select the time schedule to use this service. 6) From the Selected Holiday Schedule drop-down list, select the holiday schedule to use this service BROADSOFT, INC. PAGE 114 OF 333

115 NOTE: You define your time and holiday schedules on the User Schedules page. If you have not set any schedules, your choices are Every Day All Day time schedule and any time schedules and holiday schedules that your group administrator has set. If your group is part of an enterprise, you can also use schedules defined by your enterprise administrator. 7) Specify the telephone numbers from which you want to accept calls by selecting from the following: To receive calls from any number, select Any phone number To receive calls from specified telephone numbers, select Following phone numbers and specify the telephone number To accept calls from any private number, select Any private number To accept calls from any unknown number, select Any unavailable number To accept calls from specific telephone numbers, enter the numbers (not extensions) in the Selected phone numbers boxes. If a number is not one assigned to the group, type the complete number: +<country code> <national number>. For example, +1 must precede a long distance number within the U.S. You can enter up to 12 numbers for this entry. To specify more phone numbers, create another entry. You can use wild cards. The? is a wild card that can replace a single digit anywhere in a digit string. A trailing * represents a digit string and can only appear at the end of a string containing digits and? wild cards. For example, ?4, ??34, and 4505?5* are all valid call entries. 8) Specify the telephone numbers to which you want to accept calls by moving them to the Selected Call To Numbers column. When no numbers are selected, this criterion is ignored. In the Available Call To Numbers column, select the numbers and click Add >. Or to select all numbers, click Add All >>. To remove some numbers from the Selected Call To Numbers column, select the numbers and click Remove <. Or to remove all numbers, click Remove All <<. You can select some or all of the items in a column. To select several items in sequential order, click the first item, hold down the SHIFT key on the keyboard, and then click the last item. To select several items, but not in a particular order, click the items while holding down the CTRL key on the keyboard. 9) To save your changes and display the previous page, click OK. To exit without saving, click Cancel or select another page BROADSOFT, INC. PAGE 115 OF 333

116 Modify or Delete Selective Acceptance Entry Use this procedure to modify or delete a Selective Acceptance entry. Figure 80 Incoming Calls Selective Call Acceptance Modify 1) On the User Incoming Calls menu page, click Selective Acceptance. The User Selective Call Acceptance page appears. 2) Click the Edit link in the row for the entry. The User Selective Call Acceptance Modify page appears. 3) To remove the entry, click Delete. The entry is deleted and the User Selective Call Acceptance page appears. WARNING: This action is final and cannot be undone. 4) To modify, change the information as required. 5) To save your changes and display the previous page, click OK. To exit without saving, click Cancel or select another page BROADSOFT, INC. PAGE 116 OF 333

117 4.27 Selective Call Rejection Selective Rejection allows you to reject calls that meet your pre-defined criteria. These callers are given an announcement that you cannot be reached. Use this menu item on the User Incoming Calls page to: Activate or Deactivate Selective Rejection Entry Add Selective Rejection Entry Modify or Delete Selective Rejection Entry There are two possible types of Selective Rejection entries: Entries created by you to specify criteria for rejecting calls Entries created automatically by the system, when a call is reported as malicious via the Customer Originated Trace (COT) service. If a COT entry was created for a private number, Private number is displayed instead of the phone number, as illustrated in Figure Activate or Deactivate Selective Rejection Entry Use this procedure to activate or deactivate a Selective Rejection entry. Selective Rejection allows you to reject calls from certain selected numbers. Figure 81 Incoming Calls Selective Call Rejection 1) On the User Incoming Calls menu page, click Selective Rejection. The User Selective Call Rejection page appears. 2) Check the Active check box beside the selection to activate. To deactivate a selection, uncheck the Active check box beside the selection to deactivate. 3) Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, click Cancel or select another page BROADSOFT, INC. PAGE 117 OF 333

118 Add Selective Rejection Entry Use this procedure to add a new Selective Rejection entry. Figure 82 Incoming Calls Selective Call Rejection Add 1) On the User Incoming Calls menu page, click Selective Rejection. The User Selective Call Rejection page appears. 2) Click Add. The User Selective Call Rejection Add screen appears. 3) In the * Description text box, enter a description by which you want to identify the selective rejection service entry. 4) Select Reject call or Do not reject call to enable or disable call rejection. 5) From the Selected Time Schedule drop-down list, select the time schedule. 6) From the Selected Holiday Schedule drop-down list, select the holiday schedule. NOTE: You define your time and holiday schedules on the User Schedules page. If you have not set any schedules, your choices are Every Day All Day time schedule and any time schedules and holiday schedules that your group administrator has set. If your group is part of an enterprise, you can also use schedules defined by your enterprise administrator BROADSOFT, INC. PAGE 118 OF 333

119 7) Specify phone number from which to reject calls by selecting from the following: To reject calls from any number, select From any phone number. To reject forwarded calls, select Forwarded. To reject calls from specific call numbers, select From following phone numbers and specify the phone numbers as follows: To reject calls from any private number, select Any private number To reject calls from any unknown number, select Any unavailable number To reject calls from specific telephone numbers, enter the numbers (not extensions) in the Specified phone numbers boxes. If a number is not one assigned to the group, type the complete number: +<country code> <national number>. For example, +1 must precede a long distance number within the U.S. You can enter up to 12 numbers for an entry. To add more numbers, create another entry. You can use wild cards. The? is a wild card that can replace a single digit anywhere in a digit string. A trailing * represents a digit string and can only appear at the end of a string containing digits and? wild cards. For example, ?4, ??34, and 4505?5* are all valid call entries. 8) Specify the telephone numbers to which you want to reject calls by moving them to the Selected Call To Numbers column. When no numbers are selected, this criterion is ignored. In the Available Call To Numbers column, select the numbers and click Add >. Or to select all numbers, click Add All >>. To remove some numbers from the Selected Call To Numbers column, select the numbers and click Remove <. Or to remove all numbers, click Remove All <<. You can select some or all of the items in a column. To select several items in sequential order, click the first item, hold down the SHIFT key on the keyboard, and then click the last item. To select several items, but not in a particular order, click the items while holding down the CTRL key on the keyboard. 9) Click OK. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page BROADSOFT, INC. PAGE 119 OF 333

120 Modify or Delete Selective Rejection Entry Use this procedure to modify or delete a Selective Rejection entry. Figure 83 Incoming Calls Selective Call Rejection Modify NOTE: A Selective Call Rejection entry created by the Customer Originated Trace service for a private number cannot be modified but can be deleted. The Selective Call Rejection Modify page is then read-only, as illustrated in Figure BROADSOFT, INC. PAGE 120 OF 333

121 Figure 84 Selective Call Rejection Modify Page for Private COT Entry 1) On the User Incoming Calls menu page, click Selective Rejection. The User Selective Call Rejection page appears. 2) Click Edit next to the entry. The User Selective Call Rejection Modify page appears. 3) To remove the entry, click Delete. The entry is deleted and the User Selective Call Rejection page appears. WARNING: This action cannot be undone. Once you click Delete, the entry is permanently deleted. For an editable entry: 4) To modify the entry, change the information as required. 5) To save your changes and display the previous page, click OK. To exit without saving, select another page or click Cancel to display the previous page. For a private COT entry: 6) Click OK to return to the previous page Sequential Ringing Sequential Ringing acts as a Find me service sending calls to your base location or other phone number or SIP-URI address of your choice. The Sequential Ringing service allows you to configure multiple phones to ring in sequence on incoming calls with criteria you set (a call entry). NOTE 1: The criteria for each Sequential Ringing call entry can be a list of up to 12 caller phone numbers or digit patterns, or SIP-URI addresses and a specified time schedule during which the service is active. All criteria for an entry must be satisfied for the call to enter Sequential Ringing (phone number and day of week and time of day). Otherwise, the call does not activate the service. NOTE 2: You can enter feature access codes and speed codes in addition to phone numbers and extensions with this service BROADSOFT, INC. PAGE 121 OF 333

122 If your number is busy, you have the option of whether or not to continue the sequential search. If there is no answer at your number, the service tries up to five other locations in sequence until it receives an answer. The call is then connected as usual to the phone that answers. If none of the numbers in the sequence answer, the caller is directed to voice mail or to another no-answer service. The caller has the option to terminate the Sequential Ringing service by pushing the # key. The call is then immediately forwarded to voice mail or another no-answer service. The caller hears a comfort message every 20 seconds during the ring sequence and is informed of the # key function. Use the following procedures to configure the Sequential Ringing service and manage call entries. Configure Features of Sequential Ringing Service Add Sequential Ring Entry Modify or Delete Sequential Ringing Entry View, Activate, or Deactivate Sequential Ringing Call Entries Configure Features of Sequential Ringing Service Use the following procedure to configure the Sequential Ringing service. Figure 85 Incoming Calls Sequential Ring 1) On the User Incoming Calls menu page, click Sequential Ring. The User Sequential Ring page appears. 2) Click to select the check box to the left of Use Base Location first. If the check box is selected, your base location phone rings first in the ring sequence. If the check box is cleared, the first phone in the ring sequence rings first. 3) From the Number of rings for Base Location drop-down list, select the number of rings for the base location BROADSOFT, INC. PAGE 122 OF 333

123 4) Click to select the check box to the left of Continue the search process if the base location is busy. If the check box is selected, the service continues to search. If the check box is cleared, the service terminates the search. 5) Click to select the check box to the left of Enable caller to skip search process. If the check box is selected, the caller can end the Sequential Ringing service at any time during the search by pressing the # key. If the check box is cleared, the caller cannot end the Sequential Ringing service. NOTE: Forwarding or messaging services must be configured if the caller is allowed to terminate the Sequential Ringing service. In the text boxes that follow Phone Number/SIP-URI, enter up to five phone numbers or SIP-URI addresses to which you want Sequential Ringing callers to be directed, in the order in which you want the phone numbers to be rung. A phone number can be from two through 30 digits (three to 22 digits in E.164 format). Dashes, parentheses, and spaces are allowed but are not necessary and are not included in the number. If this number is not one assigned to the group, type the complete number in E.164 format: +<country code> <national number>. For example, +1 must precede a long distance number within the U.S. A SIP URI must be at most 161 characters in user@domain format, for example, @mycompany.com. The user part can contain a leading +, letters, digits and the following characters:!, ~, *, (, ), dash, underscore, period, or single quotes. The domain part can be either a domain name or an IP address. You can also enter feature access codes and speed codes in addition to the phone numbers. 6) From the Number of rings drop-down list, select the number of rings for each phone number. 7) For each phone number, check Answer Confirmation Required to prompt the answering party to enter a confirmation digit to complete the call. Un-check the Answer Confirmation Required to disable this feature 8) To save your changes, click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page BROADSOFT, INC. PAGE 123 OF 333

124 Add Sequential Ring Entry Use this procedure to add Sequential Ringing entries. Figure 86 Sequential Ring Sequential Ring Add 1) On the User Incoming Calls menu page, click Sequential Ring. The User Sequential Ring page appears. 2) On the User Sequential Ring page, click Add. The User Sequential Ring Add page appears. 3) In the * Description text box, type a name for the entry such as a supplier s name. 4) Check Use sequential ring if you want sequential ringing to be used for this entry;; or check Do not use sequential ring if you do not want sequential ringing to be used for this entry. 5) From the Selected Time Schedule drop-down list, select a time schedule during which you want the telephone numbers in this entry to be sent to your configured ring sequence. 6) From the Selected Holiday Schedule drop-down list, select a holiday schedule during which you want the telephone numbers in this entry to be sent to your configured ring sequence. NOTE: You define your time and holiday schedules on the User Schedules page. If you have not set any schedules, your choices are Every Day All Day time schedule and any time schedules and holiday schedules that your group administrator has set. If your group is part of an enterprise, you can also use schedules defined by your enterprise administrator. 7) Specify which calls you receive are to be sent to your configured ring sequence: If you want all calls you receive sent to your configured ring sequence, check Any phone number If you want to specify phone numbers that you want sent to your configured ring sequence, check Following phone numbers and specify the numbers as follows: 2015 BROADSOFT, INC. PAGE 124 OF 333

125 To send any private calls to your configured ring sequence, select Any private number To send any unknown calls to your configured ring sequence, select Any unavailable number To send calls from specific telephone numbers to your configured ring sequence, enter the numbers (not extensions) in the Specified phone numbers boxes. If a number is not one assigned to the group, type the complete number: +<country code> <national number>. For example, +1 must precede a long distance number within the U.S. You can enter up to 12 numbers for an entry. To add more numbers, create another entry. You can use wild cards. The? is a wild card that can replace a single digit anywhere in a digit string. A trailing * represents a digit string and can only appear at the end of a string containing digits and? wild cards. For example, ?4, ??34, and 4505?5* are all valid call entries. 8) To save your changes and display the previous page, click OK. To exit without saving, click Cancel or select another page Modify or Delete Sequential Ringing Entry Use this procedure to modify or delete Sequential Ringing entries. Figure 87 Sequential Ring Sequential Ring Modify 1) On the User Incoming Calls menu page, click Sequential Ring. The User Sequential Ring page appears. 2) Click Edit in the row for the entry. The User Sequential Ring Modify page appears. 3) To remove the entry, click Delete. The entry is deleted and the User Sequential Ring page appears. WARNING: The delete action is final and cannot be undone BROADSOFT, INC. PAGE 125 OF 333

126 4) To modify the entry, change the information as required. For information about the options available on this page, see section Add Sequential Ring Entry. 5) Click OK. OK saves your changes and displays the previous page. To exit without saving, click Cancel or select another page View, Activate, or Deactivate Sequential Ringing Call Entries Use this procedure to view all Sequential Ringing call entries and activate and deactivate one or more call entries. Figure 88 Incoming Calls Sequential Ring (View) 1) On the User Incoming Calls menu page, click Sequential Ring. The User Sequential Ring page appears. 2) View the call entries you have configured at the bottom of the page. Call entries you have configured are automatically active. To see all details of an entry, click on Edit. The User Sequential Ring Modify page appears with the selected entry criteria displayed. Click OK to return to the User Sequential Ring page. 3) To activate an entry on the User Sequential Ring page, check the Active box. 4) To deactivate an entry on the User Sequential Ring page, uncheck the Active box. 5) To save your changes and display the previous page, click OK. To exit without saving, select another page or click Cancel to display the previous page BROADSOFT, INC. PAGE 126 OF 333

127 4.29 Series Completion Use this menu item on the User Incoming Calls page to view your series completion groups. The Series Completion service allows calls to a member of a series completion group to be forwarded to the next member in the series if the called party is busy. The following table provides an explanation of the items on this page: Item Group Name Name Department Description Name of the series completion group. Names of the users in the series completion group. Departments of the users in the series completion group View Your Series Completion Groups Use this procedure to verify the series completion groups to which you belong. Figure 89 Incoming Calls Series Completion 1) On the User Incoming Calls menu page, click Series Completion. The User Series Completion page appears, showing your series completion groups. 2) To display the previous page, click OK. The User Incoming Calls menu page appears Simultaneous Ringing Personal Use this menu item on the User Incoming Calls page to: Configure Features of Simultaneous Ringing Personal Service Add Simultaneous Ringing Personal Entry Modify or Delete Simultaneous Ringing Personal Call Entries View, Activate, or Deactivate Simultaneous Ringing Personal Call Entries 2015 BROADSOFT, INC. PAGE 127 OF 333

128 The Simultaneous Ringing Personal service allows you to list phone numbers or SIP-URI addresses you would like to ring in addition to your primary phone when you receive a call that satisfies the criteria you set (in a call entry). This feature is helpful when you are not at your desk or home, and you would like your cell phone to ring when you receive an important call. You can turn off simultaneous ringing when you are at your desk and selectively activate or deactivate call entries. WARNING: If your cell phone or other phone has voice mail that picks up before your office voice messaging picks up, your voice mails can be on your cell phone messaging system Configure Features of Simultaneous Ringing Personal Service Use the following procedure to configure the Simultaneous Ringing Personal service. Figure 90 Incoming Calls Simultaneous Ring Personal NOTE: The numbers ring if the incoming call matches one of the call entries you define. If there are no call entries defined or if all the entries are inactive, Simultaneous Ringing Personal rings the simultaneous ring numbers when the service is turned on. 1) On the User Incoming Calls menu page, click Simultaneous Ring Personal. The User Simultaneous Ring Personal page appears. 2) To activate Simultaneous Ringing Personal, check On. To disable it, check Off. 3) If you do not want the numbers entered for this service to ring if you are on another phone call, check Do not ring my Simultaneous Ring Numbers if I m already on a call. This is the default for this service BROADSOFT, INC. PAGE 128 OF 333

129 4) In the Phone Number/SIP-URI text boxes, enter up to ten phone numbers or SIP-URI addresses that you want to ring simultaneously on incoming calls. A phone number can be two through 30 digits (three to 22 digits in E.164 format). Dashes, parentheses, and spaces are allowed but are not necessary and are not included in the number. If this number is not one assigned to the group, type the complete number: +<country code> <national number>. For example, +1 must precede long distance calls within the U.S. A SIP URI must be at most 161 characters in user@domain format, for example, @mycompany.com. The user part can contain a leading +, letters, digits and the following characters:!, ~, *, (, ), dash, underscore, period, or single quotes. The domain part can be either a domain name or an IP address. NOTE: You can enter feature access codes and speed codes in addition to phone numbers and extensions with this service. 5) For each phone number you entered, check Answer confirmation required to prompt the answering party to enter a confirmation digit to complete the call. 6) To save your changes, click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page Add Simultaneous Ringing Personal Entry Use this procedure to add a Simultaneous Ringing Personal entry. Simultaneous Ringing Personal entries determine whether simultaneous ringing applies to the incoming call. Figure 91 Simultaneous Ring Personal Simultaneous Ring Personal Add 2015 BROADSOFT, INC. PAGE 129 OF 333

130 1) On the User Incoming Calls menu page, click Simultaneous Ring Personal. The User Simultaneous Ring Personal page appears. 2) To add a Simultaneous Ring Personal entry, click Add. The User Simultaneous Ring Personal Add page appears. 3) Enter the description of the entry. 4) Check Use simultaneous ring personal if you want the service to be used for this entry;; or, check Do not use simultaneous ring personal to disable the entry. 5) From the Selected Time Schedule drop-down list, select a time schedule during which you want the calls from the numbers in this entry to be sent to your Simultaneous Ring Personal list. 6) From the Selected Holiday Schedule drop-down list, select a holiday schedule during which you want the calls from the numbers in this entry to be sent to your Simultaneous Ring Personal list. NOTE: You define your time and holiday schedules on the User Schedules page. If you have not set any schedules, your choices are Every Day All Day time schedule and any time schedules and holiday schedules that your group administrator has set. If your group is part of an enterprise, you can also use schedules defined by your enterprise administrator. 7) Specify the numbers from which the calls satisfying the time and holiday schedules set in this entry are to be sent to your Simultaneous Ringing Personal list: To send calls from any number, check Any phone number. To send calls from specific phone numbers, check Following phone numbers and select or enter one or more of the following: To send any private calls to your Simultaneous Ringing Personal list, select Any private number. To send any unknown calls to your Simultaneous Ringing Personal list, select Any unavailable number. To send calls from specific telephone numbers to your Simultaneous Ringing Personal list, enter the numbers (not extensions) in the Specified phone numbers text boxes. If a number is not one assigned to the group, type the complete number: +<country code> <national number>. For example, +1 must precede a long distance number within the U.S. You can enter up to 12 numbers for an entry. To add more numbers, create another entry. You can use wild cards. The? is a wild card that can replace a single digit anywhere in a digit string. A trailing * represents a digit string and can only appear at the end of a string containing digits and? wild cards. For example, ?4, ??34, and 4505?5* are all valid call entries. 8) To save your changes, click OK. The entry is added and appears on your Simultaneous Ring Personal page. To exit without saving, select another page or click Cancel to display the previous page BROADSOFT, INC. PAGE 130 OF 333

131 Modify or Delete Simultaneous Ringing Personal Call Entries Use this procedure to modify or delete a Simultaneous Ringing Personal call entry. Figure 92 Simultaneous Ring Personal Simultaneous Ring Personal Modify 1) On the User Incoming Calls menu page, click Simultaneous Ring Personal. The User Simultaneous Ring Personal page appears. 2) Click Edit in the row for the entry you want to modify or delete. The User Simultaneous Ring Personal Modify page appears. 3) To delete the entry, click Delete. The entry is deleted. WARNING: This action cannot be undone. Once you click Delete, the entry is permanently deleted. 4) To modify the entry, enter or select information as required. For information on the options available on this page, see section Add Simultaneous Ringing Personal Entry BROADSOFT, INC. PAGE 131 OF 333

132 View, Activate, or Deactivate Simultaneous Ringing Personal Call Entries Use the following procedure to activate or deactivate Simultaneous Ringing Personal call entries. Figure 93 Incoming Calls Simultaneous Ring Personal NOTE: The numbers ring if the incoming call satisfies the criteria you set. If there are no criteria defined or if all the call entries are inactive, Simultaneous Ringing Personal always rings all the simultaneous ringing numbers when the service is turned on. 1) On the User Incoming Calls menu page, click Simultaneous Ring Personal. The User Simultaneous Ring Personal page appears. 2) To activate a Simultaneous Ringing Personal call entry, check the Active box next to the entry. To deactivate the entry, deselect the box. 3) To save your changes, click Apply or OK. To exit without saving, click Cancel BROADSOFT, INC. PAGE 132 OF 333

133 5 Outgoing Calls Use the User Outgoing Calls menu page to manage outgoing calls, for example, blocking your line ID or programming speed dial codes. Figure 94 User Outgoing Calls The User Outgoing Calls menu page contains these menu items: Basic menu Automatic Callback Call Return Calling Party Category Last Number Redial Line ID Blocking Speed Dial 8 Speed Dial 100 Legacy Automatic Callback Advanced services Account Codes Group Paging Number Portability Announcement 2015 BROADSOFT, INC. PAGE 133 OF 333

134 Personal Phone List Preferred Carrier User Two-Stage Dialing 5.1 Access Outgoing Calls Menu To access the Outgoing Calls menu page, click Outgoing Calls in the Options list. 5.2 Automatic Callback Use this menu item on the User - Outgoing Calls menu page to turn Automatic Callback on and off. When this service is on, you are prompted to create an Automatic Callback request when you get a busy signal. The system monitors this line for thirty minutes by default. The Automatic Callback service sends a distinctive ring to notify you that a subscriber you are attempting to call is available. Automatic Callback supports inter-group, intra-group, and inter-application Server calls. NOTE: The Automatic Callback service is invoked for busy scenarios. Basically, busy scenarios cover all cases in which the terminating user cannot receive an additional call. This includes Call Waiting, Do Not Disturb, and Simultaneous Call Policy service triggers. You can access an interactive voice response (IVR) menu with the Automatic Callback Menu Access Feature Access Code (default is #9), which lists the current pending callbacks and allows you to cancel individual callbacks. You can also cancel all current Automatic Callback requests with the Automatic Callback Deactivation Feature Access Code (default is #8). Figure 95 Outgoing Calls Automatic Callback 1) On the User Outgoing Calls menu page, click Automatic Callback. The User Automatic Callback page appears. 2) To activate Automatic Callback, check On. To deactivate it, check Off. 3) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page BROADSOFT, INC. PAGE 134 OF 333

135 NOTE: The total number of outstanding Automatic Callback sessions that can be initiated by one subscriber is 30. The range is 1 through 30, and the default is Call Return Use this menu item on the User Outgoing Calls menu page to return a call to the last party that called you. The Call Return service allows you to easily return your last call, using a Feature Access Code. You can return a call whether or not the call was answered. Figure 96 Outgoing Calls Call Return 1) On the User Outgoing Calls menu page, click Call Return. The User Call Return page appears, giving instructions for Call Return. 2) To call back the last party who called you, enter the Call Return Feature Access Code at your phone. 3) To display the previous page, click OK. The User Outgoing Calls page appears. 5.4 Calling Party Category Use this menu item on the User Outgoing Calls menu page to see the Calling Party Category assigned to you by the group administrator. Figure 97 Outgoing Calls Calling Party Category 2015 BROADSOFT, INC. PAGE 135 OF 333

136 1) On the User Outgoing Calls menu page, click Calling Party Category. The User Calling Party Category page appears, describing Calling Party Category. Typically, the calling party categories include the categories listed below, but can be modified by your system administrator: Ordinary Payphone Prison Hotel Hospital Special 2) To display the previous page, click OK. The User Outgoing Calls page appears. 5.5 Last Number Redial Use this menu item on the User Outgoing Calls menu page to redial the last number you called. You can also use a Feature Access code to make use of the Last Number Redial service (*66, by default). Figure 98 Outgoing Calls Last Number Redial 1) On the User Outgoing Calls menu page, click Last Number Redial. The User Last Number Redial page appears, giving instructions for Last Number Redial. 2) To redial the last number you called, enter the Last Number Redial Feature Access Code at your phone or click the REDIAL button at your CommPilot Call Manager. 3) To display the previous page, click OK. The User Outgoing Calls page appears. 5.6 Legacy Automatic Callback The Legacy Automatic Callback service allows you to camp on a busy called party and be called back automatically when the called party hangs up. Use the User Legacy Automatic Callback page to turn the service on or off BROADSOFT, INC. PAGE 136 OF 333

137 Figure 99 User Legacy Automatic Callback 1) On the User Outgoing Calls menu page, click Legacy Automatic Callback. The User Legacy Automatic Callback page appears. 2) To enable the feature, check On. To disable it, check Off. 3) Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. 5.7 Line ID Blocking To exit without saving, click Cancel or select another page. Use this menu item on the User - Outgoing Calls menu page to disable Calling Line ID Delivery. The Line ID Blocking service allows you to prevent your calling line ID from being shown when you make a call. When enabled, lines equipped with the Caller ID service will not see your name or number. NOTE: Some people have their phones set up to refuse calls from "blocked numbers" - as with the Anonymous Rejection service. The Line ID Blocking service can be changed as needed for placing sensitive phone calls and turned off for placing calls to parties with Anonymous Rejection or similar services. This service does not apply to calls from within the group. Figure 100 Outgoing Calls Calling Line ID Delivery Blocking 1) On the User Outgoing Calls menu page, click Line ID Blocking. The User Calling Line ID Delivery Blocking page appears. 2) To enable Block Calling Line ID on Outgoing Calls, (i.e. to hide your name and number) check On. To disable it, check Off BROADSOFT, INC. PAGE 137 OF 333

138 3) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. 5.8 Speed Dial 8 To exit without saving, select another page or click Cancel to display the previous page. Use this menu item on the User Outgoing Calls menu page to program up to eight single-digit speed dial numbers. Once set up, you can make a call using the speed dial code, rather than dialing the whole phone number. For example, to dial the number associated with speed dial code 7, you would dial 7#. Speed Dial 8 numbers can also be programmed using the handset, using a Feature Access Code (FAC). For example, * programs speed dial code 3 to dial the number (*74 is the default FAC for Speed Dial 8. It might be different on your system.) Figure 101 Outgoing Calls Speed Dial 8 1) On the User Outgoing Calls menu page, click Speed Dial 8. The User Speed Dial 8 page appears. 2) Type the phone number or SIP-URI address in the Phone Number/SIP-URI text box next to a speed dial code. A phone number can be from two through 30 digits (three to 22 digits in E.164 format). Dashes, parentheses, and spaces are allowed but are not necessary and are not included in the number. If this number is not one assigned to the group, type the complete number: +<country code> <national number>. For example, +1 must precede long distance calls within the U.S. A SIP URI must be at most 161 characters in user@domain format, for example, @mycompany.com. The user part can contain a leading +, letters, digits and the following characters:!, ~, *, (,), dash, underscore, period, or single quotes. The domain part can be either a domain name or an IP address. 3) Type a name or description for the speed dial code in the corresponding Name text box. This name does not affect the operation of the speed dial code BROADSOFT, INC. PAGE 138 OF 333

139 4) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. 5.9 Speed Dial 100 To exit without saving, click Cancel or select another page. Use this menu item on the User Outgoing Calls menu page to: View or Delete Speed Dial 100 Dialing Codes Set Speed Dial 100 Code Modify Speed Dial 100 Entry Speed Dial 100 lets you assign a two-digit speed dial code to phone number or SIP-URI address. Once set up, you can make a call using the speed dial code, rather than dialing the whole number. For example, to dial the number associated with speed dial code 77, you would dial **77#. As indicated, Speed Dial 100 codes have a two-digit prefix associated with them. This prefix is assigned by your system administrator, and must be dialed prior to the speed dial code. By default, it is **. You can have up to 100 two-digit speed dial numbers, from View or Delete Speed Dial 100 Dialing Codes Use this procedure to display your Speed Dial 100 call entries, or to delete entries from the list. Figure 102 Outgoing Calls Speed Dial 100 1) On the User Outgoing Calls menu page, click Speed Dial 100. The User Speed Dial 100 page appears, showing your Speed Dial 100 call entries. Note the Speed Dial 100 dialing prefix. This prefix is configured by your administrator, and must be dialed before the two-digit speed dial code. For example, to dial the number associated with speed dial code 77, you would dial #77. (# is the default prefix for Speed Dial 100. It might be different on your system. NOTE: In some systems, the Speed Dial 100 dialing prefix may be empty BROADSOFT, INC. PAGE 139 OF 333

140 2) To delete an entry, check the Delete box next to the entry. 3) Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. WARNING: This action cannot be undone. Once you click Apply or OK, the entry is permanently deleted. To exit without saving, click Cancel or select another page Set Speed Dial 100 Code Use this procedure to set a two-digit speed dial code to dial a frequently dialed or hard-toremember phone number or SIP-URI address. You can have up to 100 Speed Dial 100 numbers. Speed Dial 100 numbers can also be set using the handset, using a Feature Access Code (FAC). For example, * programs speed dial code 33 to dial the number (*75 is the default FAC for Speed Dial 100. It might be different on your system.) Figure 103 Speed Dial 100 Speed Dial 100 Add 1) On the User Outgoing Calls menu page, click Speed Dial 100. The User Speed Dial 100 page appears. 2) Click Add. The User Speed Dial 100 Add page appears. 3) From the Speed Code 100 drop-down list, select a two-digit code. 4) Type a text description for the speed dial number in the Description text box. 5) Type the phone number or SIP-URI address to assign to the speed dial code in the * Phone Number/SIP-URI text box. A phone number can be from two through 30 digits (three to 22 digits in E.164 format). Dashes, parentheses, and spaces are allowed but are not necessary and are not included in the number. If this number is not one assigned to the group, type the complete number: +<country code> <national number>. For example, +1 must precede long distance calls within the U.S. A SIP URI must be at most 161 characters in user@domain format, for example @mycompany.com. The user part can contain a leading +, letters, digits and the following characters:!, ~, *, (,), dash, underscore, period, or single quotes. The domain part can be either a domain name or an IP address. 6) To save your changes and display the previous page, click OK BROADSOFT, INC. PAGE 140 OF 333

141 To exit without saving, click Cancel or select another page Modify Speed Dial 100 Entry Use this procedure to make changes to a Speed Dial 100 entry. Figure 104 Speed Dial 100 Speed Dial 100 Modify 1) On the User Outgoing Calls menu page, click Speed Dial 100. The User Speed Dial 100 page appears. 2) Click Edit next to the entry to edit. The User Speed Dial 100 Modify page appears. 3) To remove the entry click Delete. The User Speed Dial 100 page appears. WARNING: This action cannot be undone. Once you click Delete, the entry is permanently deleted. 4) To modify the entry, change the information as required. Enter a new description, phone number, or SIP-URI address for the speed dial code. You cannot edit the speed dial code. For information about the settings on this page, see section Set Speed Dial 100 Code. 5) To save your changes and display the previous page, click OK. To exit without saving, select another page or click Cancel to display the previous page BROADSOFT, INC. PAGE 141 OF 333

142 5.10 Account Codes Use this menu item on the User Outgoing Calls menu page to display your account codes. The Account Codes service displays the account codes assigned to you for making calls. Figure 105 Outgoing Calls Account Codes On the User Outgoing Calls menu page, click Account Codes. The User Account Codes page appears. The User Account Codes page displays the following information. Item Codes Description Description The number of the account assigned by the administrator. A description of the account assigned by the administrator. Place a Call Using an Account Code: 1) Dial the Feature Access Code for Per Call Account Code. 2) Dial the account code. 3) Dial the number. If You Dial the Wrong Account Code: 1) While your call is in progress, flash the phone by clicking the flash button or clicking the hang-up button once. The active call is placed on hold. 2) Redial the Feature Access Code and the account code. 3) Resume your call. To Exit this Page: To display the previous page, click OK. The User Outgoing Calls page appears Group Paging Use this menu item on the User Outgoing Calls menu page to view the paging groups you belong to as originator. NOTE: This menu item is only visible if you are an originator in at least one paging group. To page a paging group, dial the paging group s phone number or extension BROADSOFT, INC. PAGE 142 OF 333

143 Figure 106 Outgoing Calls Group Paging 1) On the User Outgoing Calls menu page, click Group Paging. The User Group Paging page appears, listing the paging groups that you can page. The phone number and/or extension is displayed for each page group. 2) To return to the previous page, click OK Number Portability Announcement Use this menu item on the User Outgoing Calls menu page to configure your Number Portability Announcement service. The service notifies you when the number you are calling is ported (served by a different service provider) and the call can incur additional charges Enable Number Portability Announcement Use the User Number Portability Announcement page to enable or disable number portability announcement. Note that you can also use feature access codes to enable or disable the announcement. For more information, see section 13.5 Feature Access Codes. Figure 107 Outgoing Calls Number Portability Announcement 1) On the User Outgoing Calls menu page, click Number Portability Announcement. The User Number Portability Announcement page appears. 2) To enable the announcement, check the Number Portability Announcement box. To disable it, uncheck the box. 3) Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page BROADSOFT, INC. PAGE 143 OF 333

144 To exit without changing, click Cancel or select another page Personal Phone List Use this menu item on the User Outgoing Calls menu page to: View or Delete Phone List Entries Add Entry to Your Personal Phone List Modify or Delete Entry in Your Personal Phone List Import Comma-Delimited Text File The Personal Phone List service allows you to configure a list of phone numbers you call frequently or want to remember. This list can also be used to quickly call your contacts from your CommPilot Call Manager. NOTE: Whenever you add, delete, or modify an entry on the list, the call entries are sorted automatically, in alphabetic order View or Delete Phone List Entries Use this procedure to display your personal phone list, or to delete entries from the list. Figure 108 Outgoing Calls Personal Phone List 1) On the User Outgoing Calls menu page, click Personal Phone List. The User Personal Phone List page appears, showing your customized phone list. 2) To delete an entry, check the Delete box next to the entry. 3) Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. WARNING: This action cannot be undone. Once you click Apply or OK, the entry is permanently deleted. To exit without saving, select another page or click Cancel to display the previous page BROADSOFT, INC. PAGE 144 OF 333

145 Add Entry to Your Personal Phone List Use this procedure to add a number to your customized phone list. Figure 109 Personal Phone List Personal Phone List Add 1) On the User Outgoing Calls menu page, click Personal Phone List. The User Personal Phone List page appears. 2) Click Add. The User Personal Phone List Add page appears. 3) Type the name of the contact to add in the * Name text box. The name can be from 1 through 50 characters. 4) Enter the phone number in the Phone Number text box. Dashes, parentheses, or spaces are allowed but not included in the phone number. To use the list from your CommPilot Call Manager, enter the number exactly as you would call. For example, if this number is not one assigned to the group, type the complete number: +<country code> <national number>. For example, +1 must precede long distance calls within the U.S. 5) To save your changes and display the previous page, click OK. To exit without saving, select another page or click Cancel to display the previous page Modify or Delete Entry in Your Personal Phone List Use this procedure to make changes to an entry in your customized phone list. Figure 110 Personal Phone List Personal Phone List Modify 1) On the User Outgoing Calls menu page, click Personal Phone List. The User Personal Phone List page appears BROADSOFT, INC. PAGE 145 OF 333

146 2) Click the Edit link next to the entry to modify. The User Personal Phone List Modify page appears. 3) Modify the name and number as required. 4) To delete an entry, click Delete. WARNING: This action cannot be undone. Once you click Delete, the entry is permanently deleted. 5) To save your changes and display the previous page, click OK. To exit without saving, select another page or click Cancel to display the previous page Import Comma-Delimited Text File Use this procedure to import personal phone list call entries from an existing commadelimited text file (.CSV format files). To produce a comma-delimited text file, see the instructions for a program such as Microsoft Outlook, Word, or Excel. Figure 111 Personal Phone List Personal Phone List Import 1) On the User Outgoing Calls menu page, click Personal Phone List. The User Personal Phone List page appears. 2) Click the Import Phone List link. The User - Personal Phone List Import page appears. 3) In the * Select a Phone List File text box, type the file name or click Browse to locate the.csv file and click Open. The.CSV file must have headings Name and Number. 4) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page. If you click Apply or OK, the names and numbers in the.csv file appear in the Personal Phone List. Following is an example of the call entries in an import list created in a text file before the file was converted to a.csv file. "Name","Number" "Jane B Doe"," " "Jane M Doe"," " 2015 BROADSOFT, INC. PAGE 146 OF 333

147 "Jane W Doe"," " "John B Doe"," " 5.14 Preferred Carrier User Use this menu item on the User Profile menu page to view your preferred carriers. Figure 112 User Preferred Carrier User 1) On the User Profile menu page, click Preferred Carrier User. The User Preferred Carrier page appears, listing the carriers assigned to you. Preferred carriers include: Intra-LATA Carrier Inter-LATA Carrier Preferred International Carrier 2) To display the previous page, click OK. The User Profile page appears BROADSOFT, INC. PAGE 147 OF 333

148 5.15 Two-Stage Dialing Use this menu item on the User - Outgoing Calls menu page to enable or disable Two- Staged Dialing. This service allows you to use BroadWorks services from your cell phone or PSTN landline. Two-Stage Dialing provides the ability to route calls when an auxiliary line-type service is used in conjunction with BroadWorks. The Two-Stage Dialing page is a list page that contains an advanced search. The advanced search lets you define specific search criteria to narrow your search and display a manageable list. For more information on defining search criteria, see the BroadWorks Getting Started Web Interface Administration Guide. Figure 113 Outgoing Calls Two-Stage Dialing 1) On the User Outgoing Calls menu page, click Two-Stage Dialing. The User Two-Stage Dialing page appears. 2) To enable Two-Stage Dialing, check On. To disable it, check Off. 3) Select the Allow activation with any user address check box. When it is unchecked, dialing your BroadWorks number does not trigger Two-Stage Dialing. 4) You can use the search feature to search for more phone numbers that can be used for Two-Stage Dialing. 5) To save your changes, click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page BROADSOFT, INC. PAGE 148 OF 333

149 6 Call Control Use the User Call Control menu page to configure or use call control services, for example, call waiting or flash call functionality. Figure 114 User Call Control (Top of Page) The User Call Control menu page contains these menu items: Basic menu Barge-in Exempt Call Waiting Call Pickup Customer Originated Trace Directed Call Pickup Directed Call Pickup with Barge-in Diversion Inhibitor Flash Call Hold Call Transfer In-Call Service Activation Three-Way Call 2015 BROADSOFT, INC. PAGE 149 OF 333

150 Music/Video On Hold N-Way Call OMA Presence Advanced services Call Recording Communication Barring User-Control Advice of Charge BroadWorks Anywhere BroadWorks Mobility Call Centers Charge Number Executive Executive-Assistant Flexible Seating Guest Group Night Forwarding Hoteling Guest Hoteling Host Instant Messaging and Presence Push To Talk Physical Location Remote Office Shared Call Appearance Video Add-On Zone Calling Restrictions 6.1 Access Call Control Menu To access the User Call Control menu page, click Call Control in the Options list. 6.2 Barge-in Exempt Use this menu item on the User Call Control menu page to turn Barge-in Exempt on and off. Barge-in Exempt allows you to prohibit others from interrupting your conversations with the Barge-in service. When it is on, members of your group with the Barge-in service cannot interrupt your calls. When it is off, they can Turn Barge-in Exempt On and Off Use the User Barge-in Exempt page to enable or disable your Barge-in Exempt service BROADSOFT, INC. PAGE 150 OF 333

151 Figure 115 Call Control Barge-in Exempt 1) On the User Call Control menu page, click Barge-in Exempt. The User Barge-in Exempt page appears. 2) To enable Barge-in Exempt, check On. To disable it, check Off. 3) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. 6.3 Call Waiting To exit without saving, select another page or click Cancel to display the previous page. Use this menu item on the User Call Control menu page to turn Call Waiting on and off and to enable or disable Calling Line ID delivery when the line is busy. The Call Waiting service allows you to receive a signal when a call comes in while you are engaged in another call. You can then pick up the call, should you want to. To answer the waiting call, you press the flash hook, which connects you with the waiting party and holds the original party. Subsequent use of the flash hook allows you to toggle between the two parties Configure Call Waiting Use the User Call Waiting page to turn Call Waiting on and off and to enable or disable Calling Line ID delivery when the line is busy. NOTE: Busy treatment is given to callers when the service is deactivated. Figure 116 Call Control Call Waiting 2015 BROADSOFT, INC. PAGE 151 OF 333

152 1) On the User Call Control menu page, click Call Waiting. The User Call Waiting page appears. 2) To enable Call Waiting, check On. To disable it, check Off. 3) To disable the delivery of the caller ID when you are busy on a call, check Disable Calling Line ID Delivery on Call Waiting. This setting is ignored when Call Waiting is disabled. 4) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. 6.4 Call Pickup To exit without saving, select another page or click Cancel to display the previous page. Use this menu item on the User Call Control menu page to view your call pickup group. The Call Pickup service allows you to answer a ringing call to another phone in your call pickup group. NOTE: To pick up a ringing call at a member of your call pickup group, dial the Call Pickup (default *98) feature access code. If there is more than one ringing call in your call pickup group, the call that has been ringing the longest is answered. Your feature access codes are listed on the Utilities Feature Access Codes page View Call Pickup Group Use the User Call Pickup page to view your call pickup group. Figure 117 Call Control Call Pickup 1) On the User Call Control menu page, click Call Pickup. The User Call Pickup page appears, showing the members of your call pickup group. The User Call Pickup page displays the following items. Item Group Name User ID Description Name of the Call Pickup group. ID of the user in the Call Pickup group BROADSOFT, INC. PAGE 152 OF 333

153 Item Last Name First Name Phone Number Extension Department Description Last name of the user in the Call Pickup group. First name of the user in the Call Pickup group. Phone number of the user in the Call Pickup group. Extension of the user in the Call Pickup group. Department of the user in the Call Pickup group. 2) To display the previous page, click OK. The User Call Control menu page appears. 6.5 Customer Originated Trace Select this menu item on the User Call Control menu page to view whether the Customer Originated Trace service has been assigned to you and to read service description. You cannot configure this service. You must request your group administrator to assign the service to you. If you have been assigned this service, you can dial a feature access code to put a trace on your last incoming call. NOTE: To generate a trace to your service provider on you last incoming call, dial the Customer Originated Trace (default *57) feature access code. Your feature access codes are listed on the Utilities Feature Access Codes page. Figure 118 Call Control Customer Originated Trace 1) On the User Call Control menu page, click Customer Originated Trace. The User Customer Originated Trace page appears, showing instructions for Customer Originated Trace. 2) To display the previous page, click OK. The User Call Control page appears. 6.6 Directed Call Pickup Use this menu item on the User Call Control menu page to view whether Directed Call Pickup service has been assigned to you. The Directed Call Pickup service allows you to pick up a call at a specific extension of your call pickup group. NOTE: To pick up a ringing call at an extension in your Call Pickup group, enter the Directed Call Pickup (default *97) feature access code followed by the extension at your phone. Your feature access codes are listed on the Utilities Feature Access Codes page BROADSOFT, INC. PAGE 153 OF 333

154 Figure 119 Call Control Directed Call Pickup 1) On the User Call Control menu page, click Directed Call Pickup. The User Directed Call Pickup page appears, showing instructions for Directed Call Pickup. 2) Click OK to display the previous page. 6.7 Directed Call Pickup with Barge-in Use the Directed Call Pickup with Barge-In menu item on the User Call Control menu page to view the directed call pickup with barge-in options status. Directed Call Pickup with Barge-in allows you to dial a feature access code followed by an extension to pick up or barge-in on a call to another group member. If the call has not been answered, then it is picked up. If the call has been answered, then barge-in occurs. A barge-in results in a three-way call being created between you, the group member being barged-in on, and the other party the group member is connected to. You are the controller of the barge-in three-way call. NOTE: Dial the directed Call Pickup with Barge-in (default *33) feature access code and the extension of the subscriber in your group to pickup or barge-in on a call. Your feature access codes are listed on the Utilities Feature Access Codes page BROADSOFT, INC. PAGE 154 OF 333

155 6.7.1 View Status of Directed Call Pickup with Barge-in Option Use this procedure to view the status of the warning tone and automatic target selection associated with the Directed Call Pickup with Barge-in service. The warning tone, if enabled, precedes a barge-in. The automatic target selection allows you to dial the feature access code without providing the target extension, and a target for pick-up or barge-in is automatically selected if, at that moment, there is only one user from the same group involved in a call. Figure 120 Call Control Directed Call Pickup with Barge-in 1) On the User Call Control menu page, click Directed Call Pickup with Barge-in. The User Directed Call Pickup with Barge-in page appears. The Warning Tone and Automatic Target Selection options display On or Off. Your group administrator sets the status of these options. 2) To display the previous page, click OK. 6.8 Diversion Inhibitor Use this menu item on the User Call Control menu page to verify that the Diversion Inhibitor service has been assigned to you. Diversion Inhibitor allows you to prevent redirection services from being activated on the terminating side of an unanswered call. The feature access code to dial is listed on your Utilities Feature Access Codes page. Figure 121 Call Control Diversion Inhibitor 1) On the User Call Control menu page, click Diversion Inhibitor. The User Diversion Inhibitor page appears, describing the Diversion Inhibitor service. 2) To display the previous page, click OK BROADSOFT, INC. PAGE 155 OF 333

156 6.9 Flash Call Hold Use this menu item on the User Call Control menu page to hold a call at a phone without the call control functionality. The Flash Call Hold service allows you to hold a call at a phone with no Hold button. Figure 122 Call Control Flash Call Hold 1) On the User Call Control menu page, click Flash Call Hold. The User Flash Call Hold page appears, showing instructions for Flash Call Hold. 2) To hold a call at a phone without call control functionality, flash the phone (click the flash button or click the Hangup button once). 3) Dial the Flash Call Hold Feature Activation Code. 4) Make the second call. 5) To toggle between calls, flash the phone and dial the Flash Call Hold Feature Activation Code. 6) To display the previous page, click OK Call Transfer Use this menu item on the User Call Control menu page configure the Call Transfer service. The Call Transfer service allows you to transfer a call to another phone using your phone or the CommPilot Call Manager. This service allows you to transfer a call on a phone with no transfer button. NOTE: If you have Three-Way Calling, you can transfer the call with three-way consultation. Hang up the phone to leave the other two callers connected BROADSOFT, INC. PAGE 156 OF 333

157 Figure 123 Call Control Call Transfer 1) On the User Call Control menu page, click Call Transfer. The User Call Transfer page appears, showing instructions for Call Transfer. 2) To turn Call Transfer Recall on or off, check On or Off. When on, a transferred call is recalled to your device if the called party is unavailable to take the call (based on the value selected in the Number of rings before recall text box). 3) From the Number of rings before recall drop-down list, select the number of rings (two to 20) to play before a call is recalled to your device. 4) To enable or disable the Busy Camp On feature, select or de-select the Enable Busy Camp On check box. Enter the number of seconds (30 to 600) for the Busy Camp On timer. The default is 120 seconds. When on, a camped call is recalled to your device if the call remains unanswered beyond the configured time. 5) To turn the diversion inhibitor on or off for blind transfers, check On or Off. When on, the call is not redirected to an alternate destination or voice mail. 6) To turn the diversion inhibitor on or off for consultative calls, check On or Off. When turned on, the call is not redirected to an alternate destination or voice mail. 7) To save your changes, click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page In-Call Service Activation The In-Call Service Activation service allows users hosted on a time-division multiplexing (TDM) system to activate mid-call services, for example, flash services. This service complements the Two-Stage Dialing service providing BroadWorks users hosted on a TDM system with full access to BroadWorks services. For more information about the Two-Stage Dialing service, see section 5.15 Two-Stage Dialing. The enhancement to this service, Explicit Call Transfer, monitors DTMF events from the In-Call Service Activation user s intelligent access device for a specific Explicit Call Transfer (ECT) digit sequence and performs Call Transfer upon detecting the Explicit Call Transfer digit sequence BROADSOFT, INC. PAGE 157 OF 333

158 NOTE: The Mid-call Flash service activation is applicable only to non-intelligent (BroadWorkscontrolled) devices, and Explicit Call Transfer is applicable only to intelligent devices. If you have been assigned this service, you can enable or disable the service using the User In-Call Service Activation page. You have read-only access to the currently configured DTMF digits used to activate the In-Call Service Activation services. Use this menu item on the User Call Control menu page to turn In-Call Service Activation on and off. Figure 124 Call Control In-Call Service Activation 1) On the User Call Control menu page, click In-Call Service Activation. The User In-Call Service Activation page appears. 2) To activate In-Call Service Activation, check On. To deactivate it, check Off. 3) To save your changes, click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page Three-Way Call To exit without saving, select another page or click Cancel to display the previous page. Use this menu item on the User Call Control menu page to connect three at a phone without conferencing functionality. The Three-Way Call service allows you to set up a three-way conference call at a phone with no conferencing functionality. Figure 125 Call Control Three-Way Call 1) On the User Call Control menu page, click Three-Way Call. The User Three-Way Call page appears, showing instructions for Three-Way Call BROADSOFT, INC. PAGE 158 OF 333

159 2) To set up a three-way conference call at a phone with no conferencing functionality, make the first call. 3) When the number answers, flash the phone by clicking the flash button or clicking the Hangup button once. 4) Make the second call. 5) When the second number answers, flash the phone again. 6) To display the previous page, click OK. The User Call Control page appears Music/Video On Hold Use Music/Video On Hold menu item on the User Call Control menu page to configure Music/Video On Hold settings. The Music/Video On Hold feature plays music or a video when the remote party is held or parked. Figure 126 Call Control Music/Video On Hold Page with Group-level Settings If you do not have Music On Hold User or Video On Hold User features assigned, then this page only contains the on/off button that allows you to indicate if the group level Music On Hold configuration is to be used. When you have the Music On Hold User feature, there are two tabs below the on/off radio button to configure user level media for regular calls and internal calls Turn Music/Video On-Hold On and Off 1) On the User Call Control menu page, click Music/Video On Hold. The User Music/Video On Hold page appears. The General Settings tab is displayed by default. 2) To activate Music On Hold, check On. To deactivate it, check Off. 3) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, click Cancel or select another page BROADSOFT, INC. PAGE 159 OF 333

160 General Settings Tab Figure 127 Call Control Music/Video On Hold with Both Music On Hold User and Video On Hold Features Assigned 1) On the User Call Control menu page, click Music/Video On Hold. The User Music/Video On Hold page appears. The General Settings tab is displayed by default. 2) For Music/Video On Hold message option select either Group Defined Music/Video to play the media specified at the group level or Custom Music/Video File to provide your own music and/or video files. 3) If you selected Custom Music/Video File, select the file or files to play from your computer. Select the name of the audio file with your greeting from the Audio dropdown list. If your Music/Video On Hold service has video support enabled, you can also select the name of a video file with your greeting from the Video drop-down list. NOTE: BroadWorks accepts.wav and.wma audio files and.mov and.3gp video files. The maximum allowed length of a Music On Hold greeting is 10 minutes. 4) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, click Cancel or select another page BROADSOFT, INC. PAGE 160 OF 333

161 Internal Calls Settings Tab Use this tab to modify Music/Video On Hold settings for internal calls. Figure 128 Call Control Music/Video On Hold (Internal Calls Settings) 1) On the User Call Control menu page, click Music/Video On Hold. The User Music/Video On Hold page appears. 2) Click the Internal Calls Settings tab. 3) Check Use Alternate Source for Internal Calls if you want to define different settings for internal calls. 4) For Music/Video On Hold message option select either Group Defined Music/Video to play the media specified at the group level or Custom Music/Video File to provide your own music and/or video files. 5) If you selected Custom Music/Video File, select the file or files to play from your computer. Select the name of the audio file with your greeting from the Audio dropdown list. If your Music/Video On Hold service has video support enabled, you can also select the name of a video file with your greeting from the Video drop-down list. 6) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page BROADSOFT, INC. PAGE 161 OF 333

162 6.14 N-Way Call Use this procedure to connect four or more calls in a conference call at a phone without conferencing functionality. Figure 129 Call Control N-Way Calling 1) On the User Call Control menu page, click N-Way Call. The User N-Way Call page appears, showing instructions for N-Way Calling. 2) To set up an N-way conference call at a phone with no conferencing functionality, make the first call. 3) When the number answers, flash the phone by clicking the flash button or clicking the Hangup button once. 4) Make the second call. 5) When the second number answers, flash the phone again. 6) To display the previous page, click OK. The User Call Control page appears OMA Presence You use the User OMA Presence page to enable or disable your Open Mobile Alliance (OMA) Presence service. Figure 130 Call Control OMA Presence 1) On the User Call Control menu page, click OMA Presence. The User OMA Presence page appears. 2) To enable the service, select On. To disable it, select Off. 3) To save your changes, click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, click Cancel or select another page BROADSOFT, INC. PAGE 162 OF 333

163 6.16 Communication Barring User-Control Use this menu item on the User Outgoing Calls menu page to change your Communication Barring personal identification number (PIN) and to select your active profile. If you have been locked out of feature access code (FAC) access to this service due to repeated failed login attempts, you can use this page to clear the lockout. Figure 131 Call Control Communication Barring User-Control Figure 132 Call Control Communication Barring User Control When User Is Locked Out 1) On the User Call Control menu page, click Communication Barring User-Control. The User Communication Barring User-Control page appears. 2) If you have been locked out, click the Reset Lockout link to clear the lockout. The link is only visible while you are locked out BROADSOFT, INC. PAGE 163 OF 333

164 3) To change your PIN, enter the current PIN and the new PIN in the provided text boxes. A pin can only contain digits. The required length is specified by the administrator. 4) To change your active profile, select the new profile from the Active Communication Barring Profile drop-down list. 5) To save your changes, click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page Advice of Charge To exit without saving, select another page or click Cancel to display the previous page. Use the Call Control Advice of Charge page to verify that the Advice of Charge service has been assigned to you. The Advice of Charge service delivers charging information to your phone. Figure 133 Call Control Advice of Charge 1) On the User Call Control menu page, click Advice of Charge. The User Advice of Charge page appears. 2) Click OK to display the previous page BroadWorks Anywhere Use this menu item on the User Call Control menu page to configure the fixed and mobile phones you would like to link to your account Configure BroadWorks Anywhere Settings and View Locations and Portals Use the User BroadWorks Anywhere page to configure your BroadWorks Anywhere settings and view your BroadWorks anywhere locations and portals BROADSOFT, INC. PAGE 164 OF 333

165 Figure 134 Call Control BroadWorks Anywhere 1) On the User Call Control menu page, click BroadWorks Anywhere. The User BroadWorks Anywhere page appears, listing your BroadWorks Anywhere locations. 2) To view the list of available BroadWorks Anywhere portals, click View Available Portal List. The User Available BroadWorks Anywhere Portals page appears, listing BroadWorks Anywhere portals available to you. Figure 135 Call Control Available BroadWorks Anywhere Portals 3) Click OK. The User BroadWorks Anywhere page appears. 4) To enable your BroadWorks Anywhere locations for Click To Dial calls, check Alert all locations for Click-to-Dial calls. To disable, deselect this option. 5) To enable your BroadWorks Anywhere locations for group paging, check Alert all locations for Group Paging calls. To disable, deselect this option. 6) Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, click Cancel or select another page BROADSOFT, INC. PAGE 165 OF 333

166 Add BroadWorks Anywhere Location Use this procedure to add a BroadWorks Anywhere location. Figure 136 BroadWorks Anywhere BroadWorks Anywhere Phone Number Add 1) On the User Call Control menu page, click BroadWorks Anywhere. The User BroadWorks Anywhere page appears. 2) Click Add. The BroadWorks Anywhere Phone Number Add page appears. 3) Type the phone number to be used as the BroadWorks Anywhere location in the *Phone Number text box. The phone number must be from 1 through 20 digits in length (3 through 22 in E.164 format, that is +<country code><national number>). 4) Type a description in the Description text box. The description should allow you to remember, at a glance, why you have specified this phone number. 5) Select the Enable this Location check box, which enables this location for BroadWorks Anywhere. To disable this location, de-select the check box. Type in the phone number or SIP URI in the Outbound Alternate Phone Number/SIP URI text box. You need to configure the outbound alternate phone number when the BroadWorks Anywhere location number is not sufficient to terminate the call to the location. For example, when your translation profile requires that you dial a particular digit (for example, 9 ) to access a public dial plan. The outbound alternate phone number or SIP URI is then dialed to reach the BroadWorks Anywhere location. The phone number must be from two through 30 digits in length (three through 22 in E.164 format, that is +<country code><national number>). The SIP-URI must be from 3 through 161 characters in the user@domain format. The user part can contain a leading +, letters, digits and the following characters:!, ~, *, (, ), dash, underscore, period, or single quotes and the domain part can be either a domain name or an IP address, for example, @mycompany.com. 6) Select from the advanced options: Enable Diversion Inhibitor This attribute enables a diversion inhibitor when extending a call leg to the BroadWorks Anywhere location. Require Answer Confirmation This attribute determines if the system needs to prompt for an answer confirmation when a call leg extended to the BroadWorks Anywhere location is answered by you BROADSOFT, INC. PAGE 166 OF 333

167 Use BroadWorks-based Call Control Services This attribute determines whether call control is to be performed by the BroadWorks Anywhere location device or by BroadWorks. 7) Click the Selective Criteria tab. The phone number is added and the BroadWorks Anywhere Phone Number Modify page appears, allowing you to add selective criteria for the phone number. Figure 137 Call Control BroadWorks Anywhere Phone Number Modify (Selective Criteria Tab) 8) Click Add. The User BroadWorks Anywhere Criteria Add page appears BROADSOFT, INC. PAGE 167 OF 333

168 Figure 138 Call Control BroadWorks Anywhere Criteria Add 9) In the Description text box, type a description for the selective criteria entry that reminds you why you set this entry. 10) To use BroadWorks Anywhere for this entry, check Use broadworks anywhere;; or check Do not use broadworks anywhere if you do not want BroadWorks Anywhere to be used for this entry. 11) From the Select Time Schedule drop-down list, select the time schedule you want to use for this entry. 12) From the Select Holiday Schedule drop-down list, select the holiday schedule you want to use for this entry. NOTE: You define your time and holiday schedules on the User Schedules page. If you have not set any schedules, your choices are Every Day All Day time schedule and time schedules and holiday schedules that your group administrator has set. If your group is part of an enterprise, you can also use schedules defined by your enterprise administrator. 13) In the Calls from section, specify the originating phone numbers for which to alert your BroadWorks Anywhere locations when the criteria in this entry apply. Select one of the following options: 2015 BROADSOFT, INC. PAGE 168 OF 333

169 To alter your locations for calls from any external phone number, check Any external phone number. To alter your locations for calls from specific call numbers, check Following phone numbers and specify the numbers as follows: Check Any private number to alert your locations when you receive a call from a private phone number. Select Any unavailable number to alert your locations when you receive a call from an unavailable phone number. Enter up to 12 phone number that should alert your locations. Note that you can use wild cards. The? is a wild card that can replace a single digit anywhere in a digit string. A trailing * represents a digit string and can only appear at the end of a string containing digits and? wild cards. Example: ?4, ??34, 4505?5* 14) In the Calls to section, specify the phone numbers for which to alert your BroadWorks Anywhere locations when the criteria in this entry apply. Select one of the following options: 15) In the Calls to section, specify the terminating phone numbers for which to alert your BroadWorks Anywhere locations when the criteria in this entry apply. When no numbers are selected, this criterion is ignored. In the Available Call To Numbers column, select the numbers and click Add >. Or to select all numbers, click Add All >>. To remove some numbers from the Selected Call To Numbers column, select the numbers and click Remove <. Or to remove all numbers, click Remove All <<. You can select some or all of the items in a column. To select several items in sequential order, click the first item, hold down the SHIFT key on the keyboard, and then click the last item. To select several items, but not in a particular order, click the items while holding down the CTRL key on the keyboard. 16) Click OK. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page. 17) Repeat steps 8) to 14) for each criteria entry to add. 18) Click OK to return to the User BroadWorks Anywhere page BROADSOFT, INC. PAGE 169 OF 333

170 Modify or Delete BroadWorks Anywhere Location Use this procedure to modify or delete a BroadWorks Anywhere location. Figure 139 Call Control BroadWorks Anywhere Phone Number Modify (Phone Number Tab) 1) On the User Call Control menu page, click BroadWorks Anywhere. The User BroadWorks Anywhere page appears. 2) Click Edit next to the entry to edit or delete. The User BroadWorks Anywhere Phone Number Modify page appears. 3) To modify the entry, change the information as required. 4) To add or modify selective criteria, click the Selective Criteria tab. The User BroadWorks Anywhere Phone Number Modify page changes displaying the list of existing selective criteria. Figure 140 Call Control BroadWorks Anywhere Phone Number Modify (Selective Criteria Tab) To modify an existing criteria entry, click the entry and modify information as required BROADSOFT, INC. PAGE 170 OF 333

171 Figure 141 Call Control BroadWorks Anywhere Criteria Modify To add a new entry click add and follow the appropriate steps in section Add BroadWorks Anywhere Location. 5) To remove the entry, click Delete. The User BroadWorks Anywhere page appears. WARNING: This action cannot be undone. Once you click Delete, the recording is permanently deleted. 6) To save your changes and display the previous page, click OK. To exit without saving, select another page or click Cancel to display the previous page BROADSOFT, INC. PAGE 171 OF 333

172 6.19 BroadWorks Mobility Use this menu item on the User Call Control menu page to view or modify your BroadWorks mobility settings. The BroadWorks Mobility page displays your BroadWorks Mobility settings and lists your mobile devices. From this page you can also access the pages to view and modify the settings for your mobile devices and profile identity. When the service is disabled, the pages are read-only. Use the following procedures to configure your BroadWorks Mobility service: View Service Settings Configure Alerting Policy Configure Mobile Device Configure Profile Identity Alerting Policy View Service Settings When the service is disabled, the User BroadWorks Mobility pages are read-only. You can use the read-only pages to view your BroadWorks Mobility service settings. Note that the following information is always read-only, even when the service is enabled: BroadWorks Mobility This setting specifies whether your service is enabled or disabled. Use Mobile Identity Call Anchoring Controls This setting specifies whether you can configure call anchoring settings for your mobile devices. Prevent Calls To User's Own Mobile Identities This setting specifies whether you are allowed to make calls between your mobile devices. Figure 142 Call Control BroadWorks Mobility (Disabled) 2015 BROADSOFT, INC. PAGE 172 OF 333

173 Figure 143 Call Control BroadWorks Mobility Mobile Identity (Read-only) Figure 144 Call Control BroadWorks Mobility Profile Identity (Read-only) 1) On the User Call Control menu page, click BroadWorks Mobility. The User BroadWorks Mobility page appears. 2) To view the profile identity alerting policy settings: Click the Profile Identity Alerting Policy link. The BroadWorks Mobility Profile Identity Alerting Policy page appears. Click OK to return to the previous page. 3) To view the settings for a selected mobile device: Click the View link in the row of the device. The BroadWorks Mobility Mobile Identity page appears. Click OK to return to the previous page. 4) Click OK to return to the previous page BROADSOFT, INC. PAGE 173 OF 333

174 Enable or Disable Alerting for Mobile Devices You use the User BroadWorks Mobility page to view the general service configuration and to enable or disable the mobile devices configured for your service. Figure 145 Call Control BroadWorks Mobility 1) On the User Call Control menu page, click BroadWorks Mobility. The User BroadWorks Mobility page appears. 2) To enable or disable alerting for a mobile device, check or uncheck the Enable Alerting box in the row of the device. 3) To save your changes, click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, click Cancel or select another page Configure Mobile Device You use the User BroadWorks Mobility - Mobile Identity page to configure a selected mobile device for your BroadWorks Mobility service. Use the following procedures to configure BroadWorks Mobility settings for a selected mobile device: Configure General Settings Configure Alerting Policy Configure Call Anchoring NOTE: Your BroadWorks Mobility service must be enabled for these settings to be configurable BROADSOFT, INC. PAGE 174 OF 333

175 Configure General Settings You use the General tab on the User BroadWorks Mobility Mobile Identity page to configure the general settings for a selected mobile device for your BroadWorks Mobility service. Figure 146 Call Control BroadWorks Mobility Mobile Identity (General Tab) 1) On the User Call Control menu page, click BroadWorks Mobility. The User BroadWorks Mobility page appears. 2) Click Edit in the row of the mobile device to configure. The User BroadWorks Mobility Mobile Identity page appears displaying the General tab. 3) Enter a description that will help you identify the mobile device. 4) Modify your settings as required. Check Alert for Agent Calls to make your phone ring when a hunt group, call center, or route point for which you are an agent distributes a call to you. Check Alert for Click To Dial Calls to make your phone ring for Click To Dial calls. Check Alert for Group Paging Calls to make you phone ring when you receive a paging call. Check Use Mobility Calling Line ID to use your mobile phone number as calling line identity when you make a make a call from this mobile device. Check Enable Diversion Inhibitor if you do not want your unanswered incoming calls to be redirected. Check Require Answer Confirmation to be prompted for a confirmation digit before the mobile call leg answered by you is completed. Check Use BroadWorks-based Call Control Services to specify that you would like call control to be performed by BroadWorks and not by your mobile device. 5) To save your changes, click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, click Cancel or select another page BROADSOFT, INC. PAGE 175 OF 333

176 Configure Alerting Policy You use the Alerting Policy tab on the User BroadWorks Mobility Mobile Identity page to configure the alerting policy for a selected mobile device. The settings on this page are effective only if alerting in enabled for the mobile device (the Enable Alerting box is checked in the row of the device on the User BroadWorks Mobility page). Otherwise, the device is not alerted. Figure 147 Call Control BroadWorks Mobility - Mobile Identity (Alerting Policy Tab) 1) On the User Call Control menu page, click BroadWorks Mobility. The User BroadWorks Mobility page appears. 2) Click Edit in the row of the mobile device to configure. The User BroadWorks Mobility - Mobile Identity page appears. 3) Click the Alerting Policy tab. 4) To ring fixed devices for calls to this mobile number, check Ring Fixed Devices and check one or more of the following options to specify which devices to ring: Include Shared Call Appearance Include BroadWorks Anywhere Include Executive Assistant 5) To ring mobile devices for calls to this mobile number, check Ring Mobile Devices and select devices to ring by moving them to the Mobile Identity Alerted column: In the Mobile Identity column select devices and click Add >. Or to select all devices, click Add All >>. To remove some devices, select the devices in the Mobile Identity Alerted column and click Remove <. Or to remove all devices, click Remove All << BROADSOFT, INC. PAGE 176 OF 333

177 6) To save your changes, click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, click Cancel or select another page Configure Call Anchoring You use the Call Anchoring tab on the User BroadWorks Mobility Mobile Identity page to configure call anchoring for a selected mobile device. You can configure call anchoring only if the Use Mobile Identity Call Anchoring Controls option is set to Yes by your administrator. Otherwise, the settings are read-only. Call anchoring allows you to use the mobile device as if you were using your office phone. Note that you can also enable or disable call anchoring using feature access codes. Figure 148 Call Control BroadWorks Mobility - Mobile Identity (Call Anchoring Tab) 1) On the User Call Control menu page, click BroadWorks Mobility. The User BroadWorks Mobility page appears. 2) Click Edit in the row of the mobile device to configure. The User BroadWorks Mobility - Mobile Identity page appears. 3) Click the Call Anchoring tab. 4) To enable call anchoring, check Enable Call Anchoring. 5) Specify the time when calls to and from this device should NOT be anchored on BroadWorks. When you make or receive a call at this number during the scheduled time period, calls are not anchored but processed in the mobile network. From the Excluded Time Schedule drop-down list, choose a schedule. From the Excluded Holiday Schedule drop-down list, choose a schedule. NOTE: You define your time and holiday schedules on the User Schedules page. If you have not set any schedules, your choices are Every Day All Day time schedule, any time schedules and holiday schedules created by your group administrator. If your group is part of an enterprise, you can also use schedules defined by your enterprise administrator BROADSOFT, INC. PAGE 177 OF 333

178 6) To save your changes, click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, click Cancel or select another page Configure Profile Identity Alerting Policy You use the User BroadWorks Mobility - Profile Identity page to configure the alerting policy for your non-mobile number. You can configure the policy only when your BroadWorks Mobility service is enabled. Figure 149 Call Control BroadWorks Mobility - Profile Identity Alerting Policy 1) On the User Call Control menu page, click BroadWorks Mobility. The User BroadWorks Mobility page appears. 2) Click the Profile Identity Alerting Policy link. The User BroadWorks Mobility Profile Identity Alerting Policy page appears. 3) To ring fixed devices for calls to your fixed number, check Ring Fixed Devices and check one or more of the following options to specify which devices to ring: Include Shared Call Appearance Include BroadWorks Anywhere Include Executive Assistant 4) To ring mobile devices for calls to your fixed number, check Ring Mobile Devices and select devices to ring by moving them to the Mobile Identity Alerted column: In the Mobile Identity column select devices and click Add>. Or to select all devices, click Add All>>. To remove some devices, select the devices in the Mobile Identity Alerted column and click Remove<. Or to remove all devices, click Remove All BROADSOFT, INC. PAGE 178 OF 333

179 5) To save your changes, click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page Call Centers To exit without saving, click Cancel or select another page. The Call Centers page displays your current Call Center settings, all the call centers you are assigned to, and your joined status for each call center. You can join or remove yourself from that call center if this option is enabled by your administrator. The Call Centers menu appears only if you have a Call Center service. For users with the Call Center Premium service assigned, the settings on this page are shared by the Call Center and Route Point services. Any changes to the configuration on this page affect both services, except for the Use Guard Timer Setting option, which has no effect on the Route Point service Configure Call Center Settings or Join Call Centers Use the Call Center menu item on the User Call Control page to configure your Call Center settings or to join a Call Center. NOTE: The ACD State and Unavailable Code settings apply only to users with Call Center Standard or Call Center Premium service assigned, and Make outgoing calls as setting is available only to users with the Call Center Premium service assigned. Figure 150 Call Control Call Centers 1) On the User Call Control menu page, click Call Centers. The User Call Centers page appears. 2) If permitted to join call centers, in the Join Call Centers list, check or uncheck the call center you want to join or leave BROADSOFT, INC. PAGE 179 OF 333

180 For users with Call Center Standard and Call Center Premium services: 3) From the ACD State drop-down menu, select your Automatic Call Distribution (ACD) state: Sign-in, Sign-out, Available, Unavailable, or Wrap-up. 4) If you changed your ACD State to Unavailable, select the Unavailable Code from the drop-down list. NOTE: This option is only available if it has been enabled by your administrator. For users with the Call Center Premium service: 5) To set your outgoing call display option, check Make outgoing calls as and select a dialed number information service (DNIS) on one of your calling centers and/or route points from the drop-down list. Select None to have your own name displayed. This setting specifies what name and telephone number is displayed as your calling line ID, when you make a call. You can decide to use the identity of one of your call centers or route points or to use your own calling line ID. NOTE: You can override this setting by using Make Call Center Call (default #80) and the Make Personal Call (default #81) feature access codes. 6) The User Call Centers page displays the following read-only settings. Item Description All Call Center services Call Center Service Assigned Use Guard Timer Setting Enable guard timer for <x> seconds The Call Center service you have been assigned by your administrator: Basic, Standard, or Premium. Specifies whether default or user-level guard timer settings apply to you. If Use Guard Timer Setting is set to User and there is a check mark next to this item, the item specifies how long the guard timer will be enabled after you become available to take the next call. Call Center Standard and Call Center Premium Agent Threshold Profile Use Agent Unavailable Settings Force agent to unavailable on Do Not Disturb action Force agent to unavailable after <x> consecutive bounced calls Force agent to unavailable on not reachable The threshold profile you have been assigned as a call center agent. It defines some performance thresholds that when crossed may trigger an alert. Specifies whether default or user-level agent unavailable settings apply to you. If Use Agent Unavailable Settings is set to User, a check mark next to this item specifies that when you set your Do Not Disturb service to On your ACD state automatically becomes Unavailable. If Use Agent Unavailable Settings is set to User, a check mark next to this item specifies that your ACD state is forced to Unavailable after the specified number of consecutive bounced calls. If Use Agent Unavailable Settings is set to User, a check mark next to this item specifies that your ACD state is forced to Unavailable when you become unreachable. Call Center Premium 2015 BROADSOFT, INC. PAGE 180 OF 333

181 Item Force agent to unavailable on personal calls Description If Use Agent Unavailable Settings is set to User, a check mark next to this item specifies that your ACD state is forced to Unavailable when you are on a personal call. In addition, the following information is displayed for each call center to which you are assigned as agent: Item Call Center ID Phone Number Extension Routing Type Skill Level Description The ID of the Call Center. Call Center main phone number. Call Center extension. The type of routing used in the Call Center, which can be either prioritybased or skill-based. This determines whether calls are distributed to agents based on agents skills or on the priority of the calls. This applies only to Premium call centers. In Standard and Basic call centers, routing is always based on call priority. Your skill level in the call canter. This applies only to skill-based call centers Call Recording Use this menu item on the User Call Control menu page to set the recording mode for your Call Recording service. The Call Recording service allows you to record calls that you originate or receive. Figure 151 User Call Recording 1) On the User Call Control menu page, click Call Recording. The User Call Recording page appears BROADSOFT, INC. PAGE 181 OF 333

182 2) Set the call recording mode to one of the following options: Always Select this option if you want all your calls to be recorded. Always with Pause/Resume Select this option if you want all your calls to be automatically recorded but you want to have the option of stopping and resuming recording. On Demand Select this option is you want selected calls to be recorded. In this mode, your calls are automatically recorded from the beginning to the end, but you have to explicitly request the call to be recorded, for example, by dialing *44 (default), before the end of the call to keep the recording. Otherwise the recording is discarded. Once you have indicated that you want the call to be recorded, you can pause and resume the recording during the call, to keep only selected parts of it. On Demand with User Initiated Start Select this option is you want selected calls to be recorded. This option differs from the On Demand option in that the recording does not start until you explicitly request the call to be recorded. Once you have indicated that you want the call to be recorded, you can pause and resume the recording during the call, to keep only selected parts of it. You can also stop the recording at any point after the recording has started. If you do that and then make another recording request for the same call, a new recording is started. Never Select this option to disable call recording. 3) To notify call participants when the call is being recorded, check Play Call Recording Start Stop Announcement. 4) To record calls to your voice mailbox, check Record Voice Messaging. This parameter is only displayed if you have the Voice Messaging User service. 5) Configure the type of notification played to the call participants when you pause or resume the recording. For the Play/Resume Notification setting, select one of the following: Select None to give no indication to the parties in the call that the recording is paused or resumed. Select Beep to play a tone when the recording is paused or resumed. Select Play Announcement to play an announcement when the recording is paused or resumed. 6) To play a periodic reminder to the call participants that the call is being recorded, check Repeat Record Call Warning Tone Every <X> seconds and enter the frequency in seconds with which the reminder should be played. The frequency can be from 10 through ) Set the Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page BROADSOFT, INC. PAGE 182 OF 333

183 6.22 Charge Number Use this menu item on the User Call Control menu page to view your charge number information. The Charge Number service allows an administrator to assign a charge number, different from your phone number, which will be included in the calls originated by you. The charge number is visible in call detail records, and is used for the purposes of billing and record keeping. Figure 152 Call Control Charge Number In addition, the following information is provided on this page: 6.23 Executive Use Charge Number For Enhanced Translations When this option is enabled, then the charge number is sent to the Network Server. Include Charge Number for Network Calls When this option is enabled, then the Charge header is added to the outgoing SIP INVITE sent to the network. Use this menu item on the User Call Control menu page to configure your Executive service. The service allows you to define a pool of assistants who can answer your calls for you, specify which calls your assistants should answer, and decide which of your locations to alert for calls routed to your assistant and how. NOTE: For the service to work properly you must have the Multiple Call Appearance service enabled. If you have the Shared Call Appearance service assigned, make sure that the Multiple Call Arrangement option of Shared Call Appearance service is checked. For information, see section 6.33 Shared Call Appearance. Use the following procedures to configure your Executive service: Configure Assistant Pool Configure Call Filtering Configure Call Screening Set Alerting Mode Configure Assistant Pool Use the Assistants tab on the User Executive page to configure the list of assistants who can answer your calls. You can also decide whether assistants can opt in and out of your pool of assistants. The list of assistants is ordered for sequential alerting purposes BROADSOFT, INC. PAGE 183 OF 333

184 The User Executive page is a list page that contains an advanced search. The advanced search lets you define specific search criteria to narrow your search and display a manageable list. For more information on defining search criteria, see the BroadWorks Getting Started Web Interface Administration Guide. Figure 153 User Executive (Assistants Tab) 1) On the User Call Control menu page, click Executive. The User Executive page appears. The Assistants tab is displayed by default. 2) Check the Allow Assistants to Opt-in/Opt-out of Pool box to allow assistants to opt in and out of your pool of assistants. To disallow it, uncheck the box. 3) Use the search function to search for available assistants. 4) Select users to assign to your pool of assistants. In the Available Assistants column, select one or more names and click Add >. Or to assign all available users, click Add All >>. 5) To remove assistants from the pool: In the Assigned Assistants column, select one or more assistants and click Remove<. Or to remove all assigned assistants, click Remove All <<. NOTE: The Add > and Add All >> buttons always move items from a column on the left to a column on the right. The Remove < and Remove All << buttons always move items from a column on the right to a column on the left. 6) Order your assistants. Use the Move Up and Move Down buttons to change the position of assistants in the pool. The ordering only applies to sequential alerting. For more information, see section Set Alerting Mode BROADSOFT, INC. PAGE 184 OF 333

185 7) Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page Configure Call Filtering Use the Filtering tab on the User Executive page to specify which of your incoming calls should be routed to your assistants. You can enable or disable call filtering, set the filtering mode, specify the filter type to use for simple filtering, and define the criteria to use for advanced filtering. Use the following procedures to configure call filtering: Configure Call Filtering Add Call Filtering Criteria Entry Modify or Delete Call Filtering Criteria Entry View, Activate, or Deactivate Call Filtering Criteria Entries Configure Call Filtering Settings Use the Filtering tab on the User Executive page to configure call filtering settings for your Executive service. Figure 154 User Executive (Filtering Tab) 1) On the User Call Control menu page, click Executive. The User Executive page appears. 2) Click the Filtering tab. 3) To enable call filtering, select On. To disable it, select Off. 4) Select the call filtering mode. For Call Filtering Mode, select Simple or Advanced BROADSOFT, INC. PAGE 185 OF 333

186 5) If you selected the simple mode, select the filter type from the following options: All Calls All Internal Calls All External Calls 6) If you selected the advanced mode, define call filtering criteria by following the procedures in the following subsections. You can define filtering criteria whether you selected the simple or advanced mode, but they apply only to advanced filtering. NOTE: If you select the advanced mode and do not define any filtering criteria or all criteria are inactive, no calls are routed to your assistants. 7) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page Add Call Filtering Criteria Entry Use this procedure to add a call filtering criteria entry. This allows you to specify which calls should be filtered (that is routed to your assistants and screening destinations) and the time schedule when you would like calls filtered. If you need more than twelve numbers or more distinct time or holiday periods, you can create multiple criteria entries BROADSOFT, INC. PAGE 186 OF 333

187 Figure 155 Call Control Executive Filtering Criteria Add 1) On the User Call Control menu page, click Executive. The User Executive page appears. 2) Click the Filtering tab and then click Add. The User Executive Filtering Criteria Add page appears. 3) In the Description text box, type a name or description that will help you identify the entry (up to 50 characters including spaces). 4) Select Filter call to route calls that satisfy the criteria defined in this entry to your assistants. Or select Do not filter call otherwise. 5) From the Selected Time Schedule drop-down list, choose the time schedule during which the criteria in this entry apply. 6) From the Selected Holiday Schedule drop-down list, choose the holiday schedule during which the criteria in this entry apply. NOTE: You define your time and holiday schedules on the User Schedules page. If you have not set any schedules, your choices are Every Day All Day time schedule, any time schedules and holiday schedules created by your group administrator. If your group is part of an enterprise, you can also use schedules defined by your enterprise administrator BROADSOFT, INC. PAGE 187 OF 333

188 7) Specify incoming calls to filter in or out: To filter/not filter calls from any phone number, select Any phone number. To filter/not filter calls from any external phone number, select Any external phone number. To filter/not filter calls from and internal phone number, select Any internal phone number. To filter/not filter calls from specific telephone numbers, select Following phone numbers and configure one or more of the following options: Select Any private number. Select Any unavailable number. Enter up to twelve phone numbers in the Specific phone numbers text boxes. If a number is not one assigned to the group, type the complete number: <country code> <national number>. You can add more numbers by creating another entry. You can use wild cards. The? is a wild card that can replace a single digit anywhere in a digit string. A trailing * represents a digit string and can only appear at the end of a string containing digits and? wild cards. For example, ?4, ??34, and 4505?5*, are all valid call entries. 8) To filter/not filter calls to your specific numbers, select the numbers by moving them to the Selected Call To Numbers column. When no numbers are selected, this criterion is ignored. In the Available Call To Numbers column, select the numbers and click Add >. Or to select all numbers, click Add All >>. To remove some numbers from the Selected Call To Numbers column, select the numbers and click Remove <. Or to remove all numbers, click Remove All <<. You can select some or all of the items in a column. To select several items in sequential order, click the first item, hold down the SHIFT key on the keyboard, and then click the last item. To select several items, but not in a particular order, click the items while holding down the CTRL key on the keyboard. 9) To save your changes and display the previous page, click OK. To exit without saving, select another page or click Cancel to display the previous page BROADSOFT, INC. PAGE 188 OF 333

189 Modify or Delete Call Filtering Criteria Entry Use this procedure to modify or delete a call filtering criteria entry. Figure 156 Call Control Executive Filtering Criteria Modify 1) On the User Call Control menu page, click Executive. The User Executive page appears. 2) Click the Filtering tab and then click Edit on the row of the entry to modify. The User Executive Filtering Criteria Modify page appears. 3) To remove the entry, click Delete. The entry is deleted and the User Executive page appears. WARNING: This action cannot be undone. Once you click Delete, the instance is permanently deleted. 4) To modify the entry, change the information as required. For information about the options available on this page, see section Add Call Filtering Criteria Entry. 5) To save your changes and display the previous page, click OK. To exit without saving, select another page or click Cancel to display the previous page BROADSOFT, INC. PAGE 189 OF 333

190 View, Activate, or Deactivate Call Filtering Criteria Entries Use this procedure to view all call filtering criteria entries and activate and deactivate one or more criteria entries. NOTE: If you select the advanced mode and there are no active criteria entries, no calls are routed to your assistants. Figure 157 User Executive (Filtering Tab) 1) On the User Call Control menu page, click Executive. The User Executive page appears. 2) To view the call filtering criteria entries you have configured, click the Filtering tab. The criteria entries are listed at the bottom of the page. To see the details of an entry, click Edit in the row of the entry. The Executive Filtering Criteria Modify page appears displaying the details of the selected entry. Click OK to return to the Filtering tab. 3) To activate an entry, check the Active box in the row of the entry. 4) To deactivate an entry, uncheck the Active box in the row of the entry. 5) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page BROADSOFT, INC. PAGE 190 OF 333

191 Configure Call Screening Use the Screening tab on the User Executive page to enable or disable call screening, specify the alert type to use for screening, and select the types of locations to alert for call screening. Call screening allows you to be alerted at selected locations when a call is routed to your assistants. When you decide to answer a screened call, you are connected to the calling party and any remaining call legs to your assistants for that call are released. Figure 158 User Executive (Screening Tab) 1) On the User Call Control menu page, click Executive. The User Executive page appears. 2) Click the Screening tab. 3) To enable call screening, select On. To disable it, select Off. 4) Select the type of alert to use to notify you of a filtered incoming call at selected locations. For Alert Type, select Silent or Ring Splash. 5) Select the locations to alert for call screening, in addition to your main location, by checking one or more of the following options: Alert BroadWorks Mobility Location Alert BroadWorks Anywhere Locations Alert Shared Call Appearance Locations NOTE: These options are available only if you have the corresponding services assigned. Depending on your profile, you may see all, some, or none of the options. 6) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page BROADSOFT, INC. PAGE 191 OF 333

192 Set Alerting Mode Use the Alerting tab on the User Executive page to specify the alerting settings for filtered calls. You can specify whether your assistants should be alerted sequentially or simultaneously about incoming calls, what calling line ID name and number to use for filtered calls, the timer to use for advancing to the next assistant when using the sequential alerting mode, the timer to use for triggering the rollover action when no assistant answers a call, the rollover action to apply to unanswered filtered calls, and the timer to use to recall a call to the originating assistant when you do not answer the call they pushed to you. Figure 159 User Executive (Alerting Tab) 1) On the User Call Control menu page, click Executive. The User Executive page appears. 2) Click the Alerting tab. 3) Select the alerting mode: To alert your assistants simultaneously, select Simultaneous. To alert your assistants sequentially, select Sequential. The assistants are alerted in the order set on the Assistants tab. 4) Specify the calling line ID name to use when alerting assistants of your incoming calls. For Alerting Calling Line ID Name, select one of the following options: Executive Name to use your name. Executive-Originator Names to use your name followed by the name of the caller BROADSOFT, INC. PAGE 192 OF 333

193 Originator-Executive Names to use the caller s name followed by your name. Originator Name to use the caller s name. Custom and enter the name to use in the Alerting Custom Calling Line ID Name text box. Optionally, you can also enter a Unicode name, in the Unicode Alerting Custom Calling Line ID Name text box. Each can be from 1 through 80 characters and cannot contain percent (%) or plus (+) symbols, backslashes, double quotes, or extended ASCII characters. 5) Specify the calling line ID number to use when alerting assistants of your incoming calls. For Alerting Calling Line ID Number, select one of the following options: Executive Number to use your number. Originator Number to use the caller s number. Custom and enter the number to use in the Alerting Calling Line ID Number text box. The number can be up to 23 digits and should be a valid phone number allocated to the group. Spaces, dashes, and parenthesis are allowed but are not included in the number. 6) Configure the call push recall timer. From the Call Push Recall After <X> Rings dropdown list, select the number of rings after a call pushed to you by one of your assistants should be recalled to the assistant if you do not answer the call. 7) Specify the number of rings after which to alert the next assistant when using the sequential alerting mode. From the Advance to Next Assistant After <X> Rings dropdown list select the number of rings. 8) Specify the rollover timeout, that is, the time after which to apply the rollover action to unanswered filtered calls. The timeout can be from zero through ) Specify the rollover action. Select one of the following options: Voice Messaging to forward the call to your voice mail Forward to Phone Number/SIP URI to forward the call to a specified number and enter the number The phone number must be from two through 30 digits in length (three through 22 in E.164 format, that is +<country code><national number>). The SIP-URI must be from 3 through 161 characters in the user@domain format. The user part can contain a leading +, letters, digits and the following characters:!, ~, *, (, ), dash, underscore, period, or single quotes and the domain part can be either a domain name or an IP address, for example, @mycompany.com. No Answer Processing to apply no answer processing, which either triggers a service such as Call Forwarding No Answer if it is enabled or sends the call the temporarily unavailable treatment 10) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page BROADSOFT, INC. PAGE 193 OF 333

194 6.24 Executive-Assistant Use this menu item on the User Call Control menu page to configure your Executive- Assistant service. Use the following procedures to configure your Executive-Assistant service settings, view the executive pools to which you are assigned, opt in and out of an executive pool if allowed, and configure the executive service settings for an executive to whom you are assigned as an assistant: Divert Executive Calls, View, Opt in, and Opt out of Executive Pools Configure Call Filtering for Executive Configure Call Screening for Executive Configure Call Alerting for Executive Divert Executive Calls, View, Opt in, and Opt out of Executive Pools You use the User Executive-Assistant page to view the list of executives to whom you are assigned as assistant, opt in and out of executive pools, and divert executive calls. Figure 160 Call Control Executive-Assistant 1) On the User Call Control menu page, click Executive-Assistant. The User Executive-Assistant page appears displaying your service settings and the list of executives you are assigned to as assistant. 2) To divert executive calls, select On and enter the number or SIP URI to send the calls to. To disable diverting of calls, select Off. The phone number must be from two through 30 digits in length (three through 22 in E.164 format, that is +<country code><national number>). The SIP-URI must be from 3 through 161 characters in the user@domain format. The user part can contain a leading +, letters, digits and the following characters:!, ~, *, (, ), dash, underscore, period, or single quotes and the domain part can be either a domain name or an IP address, for example, @mycompany.com. 3) To opt in or out of an executive pool, check or uncheck the Opt-in box on the line of the executive. If the executive does not allow assistants to opt in or out of their pool, the check box is disabled. 4) Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page BROADSOFT, INC. PAGE 194 OF 333

195 To exit without saving, select another page or click Cancel to display the previous page Configure Call Filtering for Executive You use the Filtering tab on the Executive page for a selected executive to configure call filtering for the executive. Use the following procedures to configure call filtering for an executive: Configure Call Filtering Settings Add Call Filtering Criteria Entry Modify or Delete Call Filtering Criteria Entry View, Activate, or Deactivate Call Filtering Criteria Entries Configure Call Filtering Settings You use the Filtering tab on the User Executive page for a selected executive to configure call filtering settings for the executive. Figure 161 Executive Filtering Tab (Assistant View) 1) On the User Call Control menu page, click Executive-Assistant. The User Executive-Assistant page appears. 2) Click Edit in the row of the executive whose service you want to configure. The User Executive page for the selected executive appears. The Filtering tab is displayed by default. 3) To enable call filtering, select On. To disable it, select Off. 4) Select the filtering mode. For Call Filtering Mode, select Simple or Advanced. 5) If you selected the simple mode, select the filter type from the following options: All Calls All Internal Calls All External Calls 2015 BROADSOFT, INC. PAGE 195 OF 333

196 6) If you selected the advanced mode, define call filtering criteria by following the procedures in the following subsections. You can define filtering criteria whether you selected the simple or advanced mode, but they apply only to advanced filtering. NOTE: If you select the advanced mode and no filtering criteria are defined or all criteria are inactive, none of the executive's calls are routed to the assistants. 7) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page Add Call Filtering Criteria Entry Use the User Executive Filtering Criteria Add page to add a call filtering criteria entry for the selected executive. This allows you to specify which calls should be routed to the executive s assistants and to the executive s screening destinations, and to define call filtering time schedule. If you need more than twelve numbers or more distinct time or holiday periods, you can create multiple criteria entries. Figure 162 Call Control Executive Filtering Criteria Add (Assistant View) 2015 BROADSOFT, INC. PAGE 196 OF 333

197 1) On the User Call Control menu page, click Executive-Assistant. The User Executive-Assistant page appears. 2) Click Edit in the row of the executive whose service you want to configure. The User Executive page for the selected executive appears. The Filtering tab is displayed by default. 3) Click Add. The User Executive Filtering Criteria Add page appears. 4) In the Description text box, type a name for the entry you are adding (from 1 through 50 characters). 5) Select Filter call to route calls that satisfy the criteria defined in this entry to the executive s assistants. Or select Do not filter call otherwise. 6) From the Selected Time Schedule drop-down list, choose the time schedule during which the criteria in this entry apply. 7) From the Selected Holiday Schedule drop-down list, choose the holiday schedule during which the criteria in this entry apply. NOTE: If the required schedule in not on the list, ask the executive to define it. 8) Specify the incoming calls to which the service applies: To filter/not filter calls from any phone number, select Any phone number. To filter/not filter calls from any external phone number, select Any external phone number. To filter/not filter calls from and internal phone number, select Any internal phone number. To filter/not filter calls from specific numbers, select Following phone numbers and configure one or more of the following options: Select Any private number Select Any unavailable number Enter up to twelve phone numbers in the Specific phone numbers text boxes. If a number is not one assigned to the group, type the complete number: <country code> <national number>. You can add more numbers by creating another. You can use wild cards. The? is a wild card that can replace a single digit anywhere in a digit string. A trailing * represents a digit string and can only appear at the end of a string containing digits and? wild cards. For example, ?4, ??34, and 4505?5*, are all valid call entries. 9) To filter/not filter calls to specific numbers, select the numbers by moving them to the Selected Call To Numbers column. When no numbers are selected, this criterion is ignored. In the Available Call To Numbers column, select the numbers and click Add >. Or to select all numbers, click Add All >>. To remove some numbers from the Selected Call To Numbers column, select the numbers and click Remove <. Or to remove all numbers, click Remove All << BROADSOFT, INC. PAGE 197 OF 333

198 You can select some or all of the items in a column. To select several items in sequential order, click the first item, hold down the SHIFT key on the keyboard, and then click the last item. To select several items, but not in a particular order, click the items while holding down the CTRL key on the keyboard. 10) To save your changes and display the previous page, click OK. To exit without saving, select another page or click Cancel to display the previous page Modify or Delete Call Filtering Criteria Entry Use the User Executive Filtering Criteria Modify page to modify or delete a filtering criteria entry for the selected executive. Figure 163 Call Control Executive Filtering Criteria Modify (Assistant View) 1) On the User Call Control menu page, click Executive-Assistant. The User Executive-Assistant page appears. 2) Click Edit in the row of the executive whose service you want to configure. The User Executive page for the selected executive appears. The Filtering tab is displayed by default BROADSOFT, INC. PAGE 198 OF 333

199 3) Click Edit on the row of the entry to modify. The User Executive Filtering Criteria Modify page appears. 4) To remove the entry, click Delete. The entry is deleted and the User Executive page appears. WARNING: This action cannot be undone. Once you click Delete, the entry is permanently deleted. 5) To modify the entry, change the information as required. For information about the options available on this page, see section Add Call Filtering Criteria Entry. 6) To save your changes and display the previous page, click OK. To exit without saving, click Cancel or select another page View, Activate, or Deactivate Call Filtering Criteria Entries Use the User Executive page to view call filtering criteria entries and activate and deactivate one or more criteria entries for a selected executive. NOTE: If advanced filtering mode is selected for the executive and no filtering criteria are defined or all criteria are inactive, none of the executive s calls are routed to the assistants. Figure 164 Executive Filtering Tab (Assistant View) 1) On the User Call Control menu page, click Executive-Assistant. The User Executive-Assistant page appears. 2) Click Edit in the row of the executive whose service you want to configure. The User Executive page for the selected executive appears. The Filtering tab is displayed by default and the criteria entries are listed at the bottom of the page. 3) To activate an entry, check the Active box in the row of the entry. 4) To deactivate an entry, uncheck the Active box in the row of the entry BROADSOFT, INC. PAGE 199 OF 333

200 5) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page Configure Call Screening for Executive You use the Screening tab on the User Executive page to configure call screening for a selected executive. Figure 165 Executive Screening Tab (Assistant View) 1) On the User Call Control menu page, click Executive-Assistant. The User Executive-Assistant page appears. 2) Click Edit in the row of the executive whose service you want to configure. The User Executive page for the selected executive appears. 3) Click the Screening tab. 4) To enable call screening, select On. To disable it, select Off. 5) Select the type of alert to use to notify the executive of an incoming filtered call on selected locations. For Alert Type, select Silent or Ring Splash. 6) Select the locations to alert for call screening by checking one or more of the following options: Alert BroadWorks Mobility Location Alert BroadWorks Anywhere Locations Alert Shared Call Appearance Locations 7) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page BROADSOFT, INC. PAGE 200 OF 333

201 Configure Call Alerting for Executive You use the Alerting tab on the User Executive page for a selected executive to configure alerting settings for the executive, that is, to specify how assistants should be alerted about filtered calls and how unanswered calls should be processed. Figure 166 Executive Screening Tab (Assistant View) 1) On the User Call Control menu page, click Executive-Assistant. The User Executive-Assistant page appears. 2) Click Edit in the row of the executive whose service you want to configure. The User Executive page for the selected executive appears. 3) Click the Alerting tab. 4) Select the alerting mode: To alert the assistants simultaneously, select Simultaneous. To alert the assistants sequentially, select Sequential. The assistants are alerted in the order specified by the executive. 5) Specify the calling line ID name to use when alerting assistants of the executive's calls. For Alerting Calling Line ID Name, select one of the following options: Executive Name to use the executive s name. Executive-Originator Names to use the executive s name followed by the name of the caller BROADSOFT, INC. PAGE 201 OF 333

202 Originator-Executive Names to use the caller s name followed by the name of the executive. Originator Name to use the caller s name. Custom and enter the name to use in the Alerting Custom Calling Line ID Name text box. Optionally, you can also enter a Unicode name, in the Unicode Alerting Custom Calling Line ID Name text box. Each can be from 1 through 80 characters and cannot contain percent (%) or plus (+) symbols, backslashes, double quotes, or extended ASCII characters. 6) Specify the calling line ID number to use when alerting assistants of the executive's calls. For Alerting Calling Line ID Number, select one of the following options: Executive Number to use the executive s number Originator Number to use the caller s number Custom and enter the number in the Alerting Calling Line ID Number text box. The number can be up to 23 digits and should be a valid phone number allocated to the group. Spaces, dashes, and parenthesis are allowed but are not included in the number. 7) Configure the call push recall timer. From the Call Push Recall After <X> Rings dropdown list, select the number of rings after a call pushed to the executive by one of their assistants should be recalled to the assistant if the executive does not answer the call. 8) Specify the number of rings after which to alert the next assistant when using the sequential alerting mode. From the Advance to Next Assistant After <X> Rings dropdown list select the number of rings. 9) Specify the rollover timeout, that is, the time after which to apply the rollover action to unanswered filtered calls. The timeout can be from zero through ) Specify the rollover action. Select one of the following options: Voice Messaging to forward the call to the executive's voice mail Forward to Phone Number/SIP URI to forward the call to a specified number and enter the number The phone number must be from two through 30 digits in length (three through 22 in E.164 format, that is +<country code><national number>). The SIP-URI must be from 3 through 161 characters in the user@domain format. The user part can contain a leading +, letters, digits and the following characters:!, ~, *, (, ), dash, underscore, period, or single quotes and the domain part can be either a domain name or an IP address, for example, @mycompany.com. No Answer Processing to apply no answer processing, which either triggers a service such as Call Forwarding No Answer if it is enabled for the executive or sends the call to the temporarily unavailable treatment 11) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, click Cancel or select another page BROADSOFT, INC. PAGE 202 OF 333

203 6.25 Flexible Seating Guest Use this item on the User Call Control menu, to configure your Flexible Seating Guest service and to create an association with a host Configure Flexible Seating Guest Use the Profile tab on the User Flexible Seating Guest page to configure your Flexible Seating Guest service. NOTE: When the host-guest association is active, you cannot modify any Flexible Seating Guest settings. Figure 167 Call Control Flexible Seating Guest 1) On the User Call Control menu page, click Flexible Seating Guest. The User Flexible Seating Guest page appears. The Profile tab is displayed by default. 2) To activate your Flexible Seating Guest service, select On. To deactivate it, select Off. 3) In the Unlock Phone PIN Code text box, enter the code to use to unlock the host phone. The code must be an integer from 4 through 10 digits. Configuring the PIN code allows you to lock the host phone. When the host phone is locked, the host-guest association cannot be terminated via the phone until the phone is unlocked using the PIN code. To save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page BROADSOFT, INC. PAGE 203 OF 333

204 Associate with Host You use the Host Association tab on the User Flexible Seating Guest page to create an association with a host. Figure 168 Call Control Flexible Seating Guest (Host Association Tab) 1) On the User Call Control menu page, click Flexible Seating Guest. The User Flexible Seating Guest page appears. 2) Click the Host Association tab. 3) Use the search function to search for available hosts. 4) In the Available Hosts column, select a host and click Add >. If the host enforces association time limit, the Host Association Limit appears at the top of the page and you have to configure your association limit as well. 5) To set your own association time limit, select the Limit Association to check box and enter a time limit in the Hours text box. If the host enforces association time limit, your own association time limit cannot exceed the host's time limit. Otherwise it can be from one through 999. If the host does not enforce association time limit, you can set an association that will never expire with that host by un-checking the Limit Association to check box, although the hours text box must still be populated. When either your or the host s association time limit expires, you are automatically disassociated from the host s device. 6) To select a different host, click Remove < and then repeat steps 4) and 5). 7) Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, click Cancel or select another page BROADSOFT, INC. PAGE 204 OF 333

205 Dissociate from Host You use the Host Association tab on the User Flexible Seating Guest page to terminate the association with a host. Figure 169 User Flexible Seating Guest (Host Association Tab with Active Association) 1) On the User Call Control menu page, click Flexible Seating Guest. The User Flexible Seating Guest page appears. 2) Click the Host Association tab. 3) Click Remove <. 4) Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page BROADSOFT, INC. PAGE 205 OF 333

206 6.26 Group Night Forwarding Use this menu item to view the status of your Group Night Forwarding service. Group Night Forwarding forwards your calls to a specified destination when the service is activated. Figure 170 Call Control Group Night Forwarding The following information is displayed on this page. Item Group Night Forwarding Business Hours Holiday Schedule Forward to phone number/sip-uri Description Displays the status of your service, which can be: On - activated, Off - deactivated, or Automatic On activated within the specified time and / or holiday schedule, displayed below. When you receive a call when the service is active, the call is forwarded to the phone number displayed below. Specifies the business schedule. Specifies the holiday schedule. Displays the phone number/sip-uri where calls are being forwarded Hoteling Guest Use this menu item on the User Call Control page to activate or deactivate your phone as a Hoteling Guest. Hoteling allows users to associate their service profiles with devices other than their own. This service can be used, for example, with transient employees. For example, an enterprise can set up a visitor office with a phone. The user account associated with this phone would have the Hoteling Host service assigned. Salespersons, with the Hoteling Guest service assigned, can associate their service profile with the phone in the visitor office. Hoteling consists of two separate services, Hoteling Host and Hoteling Guest. The first service, Hoteling Host, is used to designate a particular user as a host, allowing other users, with the Hoteling Guest service assigned, to associate their service profile with the Host user s device. The second service, Hoteling Guest, is used to allow Hoteling Guest users to associate their service profile with a Hoteling Host user s device BROADSOFT, INC. PAGE 206 OF 333

207 This service allows you to associate with the Hoteling Host for the purpose of making a call. The Hoteling Guest also has an ability to control the association time limit, which when it expires, automatically disassociates the Hoteling Guest from the associated Hoteling Host. The maximum of the association limit is configured by Hoteling Host. When disabled, a Hoteling Guest user has an ability to set an association with the Hoteling Host that never expires. The User Hoteling Guest page is a list page that contains an advanced search. The advanced search lets you define specific search criteria to narrow your search and display a manageable list. For more information on defining search criteria, see the BroadWorks Getting Started Web Interface Administration Guide. Figure 171 Call Control Hoteling Guest 1) On the User Call Control menu page, click Hoteling Guest. The User Hoteling Guest page appears. 2) To activate your phone as a Hoteling Guest, select On. To deactivate it, select Off. 3) To set your association limit, select the Limit Association to check box and enter a timeout limit in the Hours text box, after which the hotel-guest association ends. If the host has set the association limit, the Limit Association to time must be equal to or less than the Host Association Limit of the Hoteling Host. Otherwise, it can be from 1 through 999 hours. If the Host Association Limit is not enforced, you can set an association with a host that will never expire by un-checking the Limit Association to check box, although the hours text box must still be populated. When either your or the host s association time limit expires, you are automatically disassociated from the host s device. 4) To select one or more hosts, move their names from the Available Hosts column to the Associated Hosts column. Search for available hosts using the search function BROADSOFT, INC. PAGE 207 OF 333

208 NOTE: A user who is a both a Hoteling Host and a Hoteling Guest cannot associate their Hoteling Guest service to themselves as a Host. Therefore, even if you are provisioned with both, Hoteling Guest and Hoteling Host services; when you as a Hoteling Guest, list all available Hoteling Hosts, your name does not appear in the list of available Hosts. In the Available Hosts column, select one or more hosts. Click Add >. NOTE: The Add > and Add All >> buttons always move items from a column on the left to a column on the right. The Remove < and Remove All << buttons always move items from a column on the right to a column on the left. The Host Association Limit appears with the timeout limit of each selected host. 5) To save your changes, click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page Hoteling Host To exit without saving, select another page or click Cancel to display the previous page. Use this menu item on the User Call Control page to activate or deactivate your phone device as a Hoteling Host. Hoteling allows users to associate their service profiles with devices other than their own. This service can be used, for example, with transient employees. For example, an enterprise can set up a visitor office with a phone. The user account associated with this phone would have the Hoteling Host service assigned. A salesperson, with the Hoteling Guest service assigned, can associate their service profile with the phone in the visitor office. Hoteling consists of two separate services, Hoteling Host and Hoteling Guest. The first service, Hoteling Host, is used to designate a particular user as a host, allowing other users, with the Hoteling Guest service assigned, to associate their service profile with the Host user s device. The second service, Hoteling Guest, is used to allow Hoteling Guest users to associate their service profile with a Hoteling Host user s device. NOTE: A user who is a both a Hoteling Host and a Hoteling Guest cannot associate their Hoteling Guest service to themselves as a Host. Therefore, even if you are provisioned with both, Hoteling Guest and Hoteling Host services; when you as a Hoteling Guest, list all available Hoteling Hosts, your name does not appear in the list of available Hosts BROADSOFT, INC. PAGE 208 OF 333

209 Figure 172 Call Control Hoteling Host 1) On the User Call Control menu page, click Hoteling Host. The User Hoteling Host page appears, showing information on the Hoteling Host services. 2) To designate your phone as a Hoteling Host, check On. To deactivate it, check Off. 3) To save your changes, click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page. The User Hoteling Host page displays information on the associated guest, as follows: Item Association Limit Last Name First Name Phone Number Extension Association Date Description The amount of time a Hoteling Guest is allowed to use your device. If an association limit is enforced, the Enforce Association Limit is displayed beside the checkmark, for example, 24 hours. The Enforce Association Limit can be modified only by administrators. If the association limit is not enforced, the Hoteling Guest is allowed to associate with the Hoteling Host indefinitely. Last name of the Hoteling Guest using your device. First name of the Hoteling Guest using your device. The phone number of the Hoteling Guest using your device. The extension number of the Hoteling Guest using your device. The date the Hoteling Guest began using your device BROADSOFT, INC. PAGE 209 OF 333

210 6.29 Instant Messaging and Presence Use this menu item on the User Call Control menu page to provide private instant messaging and presence to soft clients and SIP phones. The Instant Messaging and Presence service allows other users to view your presence status by adding your BroadWorks ID to their contacts list. They can also send you instant messages by using your BroadWorks ID as the message destination. Figure 173 Call Control Instant Messaging and Presence 1) On the User Call Control menu page, click Instant Messaging and Presence. The User Instant Messaging and Presence page appears, showing information on the Instant Messaging and Presence services. 2) To display the previous page, click OK. The User Call Control page appears Push To Talk Use this menu item on the User Call Control menu page to: Configure Push To Talk Options Allow Push To Talk Calls from Selected Users Push To Talk provides an intercom-like functionality where you can call another party and be instantly connected BROADSOFT, INC. PAGE 210 OF 333

211 Configure Push To Talk Options Use this procedure to configure Push To Talk options. The User Push to Talk page is a list page that contains an advanced search. The advanced search lets you define specific search criteria to narrow your search and display a manageable list. For more information on defining search criteria, see the BroadWorks Getting Started Web Interface Administration Guide. Figure 174 Call Control Push to Talk 1) On the User Call Control menu page, click Push to Talk. The User Push to Talk page appears. 2) Select your Auto-Answer options. Select On if you want to automatically answer Push To Talk calls. Select Off if you do not want to automatically answer Push To Talk calls. 3) Select the Outgoing Connection Type. Select One-Way to establish a one-way path. If this option is selected, then the originator of the call can talk to the party receiving the call, but the party receiving the call cannot talk to the originator of the call. Select Two-Way to establish a two-way path. If this option is selected, then both the originator of the call and the party receiving the call can talk to each other BROADSOFT, INC. PAGE 211 OF 333

212 Allow Push To Talk Calls from Selected Users Use this procedure to select which users Push To Talk calls can be received from. 1) On the User Call Control menu page, click Push to Talk. The User Push to Talk page appears. 2) Select your Access List options. Select Allow calls only from the users selected below to list the users who can use Push To Talk to call you. Select Allow calls from everyone except the users selected below to accept Push To Talk calls from everyone except the listed users. 3) To add users to the display, move users from the Available Users column to the Selected Users column. In the Available Users column, select the users. You can select some or all of the items in a column. Item names are listed in alphabetical order. To select several items in sequential order, click the first name, hold down the SHIFT key on the keyboard, and click the last name. To select several items, but not in a particular order, click the names while holding down the CTRL key on the keyboard. To add the selected users to the display, click Add >. To move all users (unselected) at once, click Add All >>. 4) To remove users from the display, move users from the Selected Users column to the Available Users column. In the Selected Users column, select the users. To remove the selected users from the display, click Remove <. To move all users (unselected) at once, click Remove All <<. NOTE: The Add > and Add All >> buttons always move items from a column on the left to a column on the right. The Remove < and Remove All << buttons always move items from a column on the right to a column on the left. 5) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page BROADSOFT, INC. PAGE 212 OF 333

213 6.31 Physical Location Use this menu item on the User Call Control menu page to view the Physical Location service configuration. The Physical Location service allows proper support of emergency calling in countries and regions where the location of a user cannot be derived from the user's phone number. If the Physical Location service is configured for you, you can only make calls from the physical location designated for the calling device. The administrator is responsible for both specifying the physical location of a device and activating the service. Figure 175 Call Control Physical Location 6.32 Remote Office Use this menu item on the User Call Control menu page to activate or deactivate Remote Office. The Remote Office service allows you to use an off-site phone, for example your home office phone or cell phone, as your business phone. When active, you can access your CommPilot Call Manager functionality from another phone. All services available from your office phone are available through Remote Office. In particular, if you subscribe to a name delivery service at home, External Calling Line ID must be enabled for your caller s name and number to display with Remote Office. Figure 176 Call Control Remote Office 1) On the User Call Control menu page, click Remote Office. The User Remote Office page appears BROADSOFT, INC. PAGE 213 OF 333

214 NOTE: You can access this page by clicking RO on your CommPilot Call Manager page. When the button to the left of the RO link on the CommPilot Call Manager is selected, this service is on. When it is not selected, it is off. 2) To activate Remote Office, select On. To deactivate it, select Off. 3) Type the number or SIP URI of the remote device in the Remote Phone Number text box. The phone number must be from 2 through 30 digits in length (3 through 22 in E.164 format, that is +<country code><national number>). The SIP-URI must be from 3 through 161 characters in the user@domain format. The user part can contain a leading +, letters, digits and the following characters:!, ~, *, (, ), dash, underscore, period, or single quotes and the domain part can be either a domain name or an IP address, for example, @mycompany.com. 4) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page. NOTE: If you have both Simultaneous Ringing and the Remote Office features active for the same phone number, an incoming call results in two calls. One of these calls is to the phone number. The other call is to the numbers listed in the Simultaneous Ringing service or the members of the Simultaneous Ringing Group Shared Call Appearance Use this menu item on the User Call Control menu page to view alternate locations assigned to you and to configure Shared Call Appearance settings. You can have a maximum of 35 appearances assigned to you. Shared Call Appearances (SCAs) are assigned by your administrator. The Shared Call Appearance service allows you to receive call at your alternate locations. Alternate locations are alerted along with the primary location when an incoming call is received. Any one of these locations can answer the incoming call. The location that answers the call becomes the active location. The alternate locations can also be used to originate calls. The location originating the call becomes the active location. Once one location is active, the other locations cannot be used until the active location is released. The Users Shared Call Appearance page is a list page that contains an advanced search. The advanced search lets you define specific search criteria to narrow your search and display a manageable list. For more information on defining search criteria, see the BroadWorks Getting Started Web Interface Administration Guide BROADSOFT, INC. PAGE 214 OF 333

215 View Alternate Locations and Set SCA Preferences Figure 177 Call Control Shared Call Appearance 1) On the User Call Control menu page, click Shared Call Appearance. The User Shared Call Appearance page appears. 2) Check Alert all appearances for Click-to-Dial calls to enable alerts for Click To Dial calls. When this is enabled, all of your locations (primary and SCA) are alerted for Click To Dial calls when no location is active or if you have Multiple Call Arrangement (MCA) assigned and enabled. If you do not have MCA enabled, or it is disabled, and one of your locations is active, only that active location is alerted. 3) Check Alert all appearances for Group Paging calls to enable alerts for group paging calls. When this is enabled, all of your locations (primary and SCA) are alerted for group paging calls when no location is active or if you have Multiple Call Arrangement (MCA) assigned and enabled. If you do not have MCA assigned, or if it is disabled, and one of your locations is active, only that active location is alerted. 4) Check Allow Call Retrieve from another location to be able to dial an FAC to retrieve an existing active call from another location. 5) For Multiple Call Arrangement, select On or Off. Multiple Call Arrangement provides the ability for multiple calls to be handled concurrently on your different Shared Call Appearance locations. 6) Check Allow bridging between locations to allow bridging. This allows one or more person to pick up the device at shared call appearance locations and barge in on an active call. 7) Check Enable Call Park Notification to allow notifications about parked calls. When this option is enabled, all your locations are notified when a call is parked at your extension BROADSOFT, INC. PAGE 215 OF 333

216 8) To configure a warning tone to alert you that a third party is now on the line, turn on one of the Bridge Warning Tone options: Barge-in only, or Barge-in and repeat every 30 seconds. 9) Display alternate locations: To search for specific alternate locations, enter your search criteria and click Find. To display all alternate locations assigned to you, click Find All. The User Shared Call Appearance page list displays the following information for each alternate location. Item Identity/Device Profile Type Identity/Device Profile Name Line/Port Description Type of device of the alternate location. Name of the device assigned to the alternate location. Line or port assigned to the alternate location. 10) Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without changing, click Cancel or select another page Enable or Disable Shared Call Appearance Location and View Settings Use this page to enable or disable a given Shared Call Appearance (SCA) location. Figure 178 Call Control Shared Call Appearance Modify 1) On the User Call Control menu page, click Shared Call Appearance. The User Shared Call Appearance page appears. 2) In the row of the alternate location you want to access, click Edit. 3) To enable or disable this location, check or uncheck Enable this location. When a terminal is dissociated from a user, it becomes transparent to BroadWorks and is not presented with incoming calls. This page displays the following information about the alternate location. Item Identity/Device Profile Name Description Name of the device assigned to the alternate location BROADSOFT, INC. PAGE 216 OF 333

217 Item Line/Port Port Number Allow Origination from this location Allow Termination to this location Description Line assigned to the alternate location. Port number of the device port assigned to the location. This applies only to devices that support static port ordering. Specifies whether you can make calls from this location. Specifies whether you can receive calls from this location. 4) Click Apply or OK. Apply saves your changes. OK saves your changes and displays the User Call Control menu Video Add-On To exit without changing, click Cancel or select another page. Use the Video Add-On service to configure a video-capable device to work with your audio device when making calls to a person who has video capability. NOTE: You do not need this service if your audio device includes video capability. If you do activate this feature, to receive video, you must have a video device, configured by your administrator, which is turned on and reachable by the system. If the video device cannot connect in the time allotted, the call comes through with the audio portion only. NOTE: When you make a call with the Video Add-On service activated, it takes longer to start the call because the video is being set up. If you set your calls to go to a remote office and the Video Add-On service is active, only the audio portion of the call goes to the remote location. With the Video Add-On service disabled on your local device, both audio and video parts of the call go to the remote location Configure Video Add-On and View Settings Use this procedure to turn the Video Add-On service on and off and to set the maximum length of time before the call drops the search for the video add-on device. The Identity/Device Profile area displays the following details. Item Identity/Device Profile Name Line/Port Port Number Contact Description Name of the device assigned to the alternate location. Line assigned to the alternate location. Port number of the device port assigned to the location. This applies only to devices that support static port ordering. Contact address. Only available for identity/device profile types that allow static registrations BROADSOFT, INC. PAGE 217 OF 333

218 Figure 179 Call Control Video Add-On 1) On the User Call Control menu page, click Video Add-On. The User Video Add- On page appears. 2) To activate Video Add-On, select On. To deactivate it, select Off. 3) From the Maximum Originating Call Delay drop-down list, select 2, 5, or 10 seconds. 4) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page Zone Calling Restrictions Use this menu item on the User Call Control menu page to view your Zone Calling Restrictions configuration. Your administrator assigns your home zone, which corresponds to your actual location and determines which services are prevented from linking (forwarding, transferring, or bridging) a PSTN party with a BroadWorks party from another zone. Users in an enterprise can always call each other freely regardless of zones. Figure 180 Call Control Zone Calling Restrictions 1) On the User Call Control menu page, click Zone Calling Restrictions. The User Zone Calling Restrictions page appears. 2) To display the previous page, click OK. The User Call Control page appears BROADSOFT, INC. PAGE 218 OF 333

219 7 Calling Plans Use the User Calling Plans menu page to view the details of your calling plans, such as the type of numbers you can call, and the type of numbers you can receive calls from. Basic menu This menu displays menu items that all users can use: Incoming Calling Plan Advanced services This menu displays the menu items that users can use only if such functions have been assigned to them: Outgoing Calling Plan Outgoing Digit Plan Outgoing Pinhole Digit Plan 7.1 Access Calling Plans Menu To access the User Calling Plans menu page, click Calling Plans in the Options list. Figure 181 User Calling Plans 2015 BROADSOFT, INC. PAGE 219 OF 333

220 7.2 Incoming Calling Plan Use this menu item on the User Incoming Calls page to view the types of calls you are allowed to receive. Figure 182 Calling Plans Incoming Calling Plan 1) On the User Calling Plans menu page, click Incoming Calling Plan. The User Incoming Calling Plan page appears. The User Incoming Calling Plan page lists call types and specifies whether you are allowed to receive calls of that type as follows: Y in the Permitted column means that you can receive calls of that type. P in the Permitted column means that you can receive calls of that type only if they are transferred to you by a member of your group. N in the Permitted column means that you cannot receive calls of that type. 2) To display the previous page, click OK BROADSOFT, INC. PAGE 220 OF 333

221 7.3 Outgoing Calling Plan Use this menu item on the User Calling Plans menu page to: Display Calls You Can Place Display Calls You Can Forward and Transfer Display Permission for Your Calls to Be Forwarded or Transferred Display Calls You Can Make Using Call Me Now Service Following is an explanation of each call type listed on this page. Item Group Local Toll Free Toll International Operator Assisted Chargeable Directory Assistance Special Services I Special Services II Description Calls to the business group. (Your group or system administrator designates your business group.) Calls within the local calling area and local toll calls, which may or may not have charges associated with them. Free calls to numbers beginning with 1, usually followed by 800, 877, or 888. Chargeable calls within the same geographic region. Chargeable calls to other countries. Calls made with the assistance of an operator. Chargeable calls made to Directory Assistance such as 411 or the area code followed by Calls to 700 numbers. These calls may or may not be chargeable. (Reserved for System Administrator's discretion.) Premium Services I Chargeable calls to numbers beginning with 900. Premium Services II Chargeable calls to numbers beginning with 976. Casual URL Dialing Unknown 101XXXX chargeable calls, for example, followed by the number you are calling. Calls made to an address that is outside of the business group. Calls to unknown call types Display Calls You Can Place Use Originating Calls tab to view the types of calls you are permitted to make. The information displayed on the Originating Calls tab depends on the Outgoing Calling Plan service assigned to your group. Figure 183 shows and example of the Outgoing Calling Plan Originating Calls tab for a user with the Enhanced Outgoing Calling Plan service assigned to their group, and Figure 184 shows an example of the Outgoing Calling Plan Originating Calls tab for a user with the Outgoing Calling Plan assigned to their group BROADSOFT, INC. PAGE 221 OF 333

222 Figure 183 Calling Plans (Enhanced) Outgoing Calling Plan (Originating Calls) Figure 184 Calling Plans Outgoing Calling Plan (Originating Calls) 1) On the User Calling Plans menu page, click Outgoing Calling Plan. The User - Outgoing Calling Plan page appears. The Originating tab is displayed by default. If your group has been assigned the Outgoing Calling Plan, a checkmark in the Permitted column indicates that the call type is permitted. If your group has been assigned the Enhanced Outgoing Calling Plan: Y in the Permitted column indicates that you can dial this type of call BROADSOFT, INC. PAGE 222 OF 333

223 N in the Permitted column indicates that you cannot dial this type of call. "A" in the Permitted column indicates that an authorization code is required to make this type of call. "T1, T2, or T3" in the Permitted column indicates that the call is transferred to one of three alternate numbers, defined on the Transfer Numbers page. You are permitted to make emergency calls to numbers such as 911, if those services are available in your area. 2) To display the previous page, click OK. The User Calling Plans menu page appears Display Calls You Can Forward and Transfer Use this procedure to display the types of calls you are permitted to forward (or forward and transfer). NOTE: Depending on the way your system is configured, you can see either the Initiating Call Forwards tab or the Initiating Call Forwards/Transfers tab. Figure 185 Calling Plans Outgoing Calling Plan (Initiating Call Forwards/Transfers) 1) On the User Calling Plans menu page, click Outgoing Calling Plan. The User Outgoing Calling Plan page appears. 2) Click the Initiating Call Forwards tab or the Initiating Call Forwards/Transfers tab. The Initiating Call Forwards or Initiating Call Forwards/Transfers tab appears. A check mark in the Permitted column indicates that you can forward (or forward and transfer) this type of call. If no checkmark appears, you cannot. 3) To display the previous page, click OK BROADSOFT, INC. PAGE 223 OF 333

224 7.3.3 Display Permission for Your Calls to Be Forwarded or Transferred Use this procedure to display the permission assigned to you for your calls to be forwarded or transferred outside of your group. Figure 186 Calling Plans Outgoing Calling Plan (Being Forwarded/Transferred) 1) On the User Calling Plans menu page, click Outgoing Calling Plan. The User Outgoing Calling Plan page appears. 2) Click the Being Forwarded/Transferred tab. A check mark in the Permitted column indicates that your calls can be forwarded or transferred outside of your group. 3) To display the previous page, click OK. The User Calling Plans menu page appears Display Calls You Can Make Using Call Me Now Service Use the Call Me Now tab on the Outgoing Calling Plan page to view the call types you are permitted to make using the Call Me Now service. NOTE: The Call Me Now tab appears only if you have been assigned the Call Me Now service BROADSOFT, INC. PAGE 224 OF 333

225 Figure 187 Calling Plans Outgoing Calling Plan (Call Me Now Tab) 1) On the User Calling Plans menu page, click Outgoing Calling Plan. The User Outgoing Calling Plan page appears. 2) Click the Call Me Now tab. The Call Me Now tab displays the types of calls you are permitted to make using your Call Me Now service. A check mark in the Permitted column indicates that this type of call is allowed. If no check mark appears, you are not allowed this type of call. 3) To display the previous page, click OK BROADSOFT, INC. PAGE 225 OF 333

226 7.4 Outgoing Digit Plan Use this menu item on the User Calling Plans menu page to: Display Calls You Can Place Display Calls You Can Forward or Transfer Display Calls You Can Make Using Call Me Now Service The Outgoing Digit Plan service displays the special call types you are permitted to make, forward, transfer, and establish using the Call Me Now service Display Calls You Can Place Use the Originating Calls tab on the Outgoing Digit Plan page to display the call types you are permitted to make. The call types on this screen are defined and assigned by your administrator. Depending on the type of the Outgoing Calling Plan service assigned to your group the information on this tab differs as illustrated in Figure 188 and Figure 189. Figure 188 Calling Plans (Enhanced) Outgoing Digit Plan (Originating Calls) Figure 189 Calling Plans Outgoing Digit Plan (Originating Calls) 2015 BROADSOFT, INC. PAGE 226 OF 333

227 1) On the User Calling Plans menu page, click Outgoing Digit Plan. The User Outgoing Digit Plan page appears. The Originating Calls tab is displayed by default showing the types of calls you are permitted to make. If your group has the Outgoing Calling Plan service assigned, a checkmark in the Permitted column indicates that you can make this type of call. Otherwise you cannot. If your group has the Enhanced Outgoing Calling Plan service assigned: Y in the Permitted column indicates that you can make this type of call. N indicates you cannot. If an A appears in the Permitted column, an authorization code is required to make this type of call. If a T1, T2, or T3 appears, the call is transferred to one of three alternate numbers, defined on your Transfer Numbers page. 2) To display the previous page, click OK Display Calls You Can Forward or Transfer Use this procedure to display the call types you are permitted to forward or transfer. The call types on this screen are defined and assigned by your administrator. Figure 190 Calling Plans Outgoing Digit Plan (Initiating Call Forwards/Transfers) 1) On the User Calling Plans menu page, click Outgoing Digit Plan. The User Outgoing Digit Plan page appears. 2) Click the Initiating Call Forwards/Transfers tab. The Initiating Call Forwards/Transfers tab displays the types of calls you are permitted to forward or transfer. A check mark in the Permitted column indicates that you can forward or transfer this type of call. If no check mark appears, you cannot. 3) To display the previous page, click OK BROADSOFT, INC. PAGE 227 OF 333

228 7.4.3 Display Calls You Can Make Using Call Me Now Service Use the Call Me Now tab on the Outgoing Digit Plan page to display the call types you are permitted to make using the Call Me Now service. The call types on this screen are defined and assigned by your administrator. Figure 191 Calling Plans Outgoing Digit Plan (Call Me Now) 1) On the User Calling Plans menu page, click Outgoing Digit Plan. The User Outgoing Digit Plan page appears. 2) Click the Call Me Now tab. The Call Me Now tab displays the types of calls you are permitted to make using the Call Me Now service. A check mark in the Permitted column indicates that that the call type is allowed. If no check mark appears, the call type is now allowed. 3) To display the previous page, click OK. 7.5 Outgoing Pinhole Digit Plan The Outgoing Pinhole Digit Plan (OPDP) is used to override some of the restrictions imposed by your Outgoing Calling Plan (OCP) and Outgoing Digit Plan (ODP) by authorizing calls to specific destinations. Use this menu item on the User Calling Plans menu page to: Display Pinholes in Your Outgoing Plans for Originating Calls Display Pinholes in Your Outgoing Plans for Forwarding/Transferring Calls Display Pinhole in Your Outgoing Calling Plans for Call Me Now Calls 2015 BROADSOFT, INC. PAGE 228 OF 333

229 7.5.1 Display Pinholes in Your Outgoing Plans for Originating Calls Use this procedure to display the pinholes in your Outgoing Calling Plan (OCP) and Outgoing Digit Plan (ODP), that is, the call types you are permitted to make in addition to calls allowed by your OCP and ODP. The call types are defined and assigned by your administrator. Figure 192 Calling Plans Outgoing Pinhole Digit Plan (Originating Calls) 1) On the User Calling Plans menu page, click Outgoing Pinhole Digit Plan. The User Outgoing Pinhole Digit Plan page appears. The Originating Calls tab is displayed by default. The Originating Calls tab lists calls types and for each listed call type, the Pinhole column specifies whether the call type is allowed for outgoing calls as follows: I in the Pinhole column means that this entry is ignored by the Outgoing Pinhole Digit Plan (OPDP). Other OPDP entries may still apply. Y means that you are allowed to originate calls to the destinations defined by this call type. A means that you need to supply an authorization code when originating calls to the destinations defined by this call type. "TX" (where X = 1, 2, or 3) means that you are transferred to the specified transfer number, defined on your Transfer Numbers page. 2) To display the previous page, click OK BROADSOFT, INC. PAGE 229 OF 333

230 7.5.2 Display Pinholes in Your Outgoing Plans for Forwarding/Transferring Calls Use this procedure to display the pinholes in your Outgoing Calling Plan (OCP) and Outgoing Digit Plan (ODP) for forwarding and transferring calls;; that is, the call types you are permitted to forward or transfer in addition to calls allowed by your OCP and ODP. The call types are defined and assigned by your administrator. Figure 193 Calling Plans Outgoing Pinhole Digit Plan (Initiating Call Forwards/Transfers) 1) On the User Calling Plans menu page, click Outgoing Pinhole Digit Plan. The User Outgoing Pinhole Digit Plan page appears. 2) Click the Initiating Call Forwards/Transfers tab. The tab displays calls types;; and for each call type listed on this tab, the Pinhole column specifies whether the call type is allowed as follows: I in the Pinhole column indicates that his call type is ignored by OPDP. Y indicates that you are allowed to forward and transfer calls to the destinations defined by this call type. 3) To display the previous page, click OK BROADSOFT, INC. PAGE 230 OF 333

231 7.5.3 Display Pinhole in Your Outgoing Calling Plans for Call Me Now Calls Use this procedure to display the pinholes in your Outgoing Calling Plan (OCP) and Outgoing Digit Plan (ODP) for the Call Me Now service;; that is, the call types you are permitted to make using your Call Me Now service in addition to calls allowed by your OCP and ODP. The call types are defined and assigned by your administrator. Figure 194 Calling Plans Outgoing Pinhole Digit Plan (Call Me Now) 1) On the User Calling Plans menu page, click Outgoing Pinhole Digit Plan. The User Outgoing Pinhole Digit Plan page appears. 2) Click the Call Me Now tab. The tab displays calls types;; and for each call type listed on this tab, the Pinhole column specifies whether the call type is allowed as follows: I in the Pinhole column indicates that his call type is ignored by OPDP. Y indicates that you are allowed to establish calls using the Call Me Now service to the destinations defined by this call type. 3) To display the previous page, click OK BROADSOFT, INC. PAGE 231 OF 333

232 8 Client Applications The Client Applications menu page allows you to manage your client application settings. In addition, the following client applications: Call Manager/Attendant Console, Call Center, and Receptionist, if assigned, can be launched using the Launch box displayed on every page. Figure 195 User Client Applications The User Client Applications menu page contains these menu items: Basic Menu This menu displays menu items that all users can use: Attendant Console Busy Lamp Field CommPilot Call Manager Client Call Control Outlook Integration BroadWorks Connector for Lotus Sametime Advanced Menu This menu displays the menu items that users can use only if such functions have been assigned to them: BroadTouch Business Communicator Client Licenses BroadWorks Agent BroadWorks Supervisor 2015 BROADSOFT, INC. PAGE 232 OF 333

233 BroadWorks Receptionist Enterprise BroadWorks Receptionist Small Business BroadWorks Receptionist Office BroadWorks Assistant Enterprise BroadWorks Communicator eyepmedia Audio Video Office Communicator Tab Polycom Web Browser Client Licenses BroadTouch Mobile Link Bria for BroadWorks Polycom Phone Services UC-Connect 8.1 Access Client Applications Menu To access the User Client Applications menu page, click Client Applications in the Options list. 8.2 Attendant Console The Attendant Console allows you to use the console to view call activity (on a call, not on a call, or do not disturb) for selected members in your group. In addition, if permitted by your administrator, you can view the details of member calls, such as the number of calls, the name and number of the callers, and how long the call has been active. To personalize the console, you can modify which columns are shown Customize Attendant Console Use this menu item on the User Client Applications menu page to customize the columns displayed on the Attendant Console. The User Attendant Console page is a list page that contains an advanced search. The advanced search lets you define specific search criteria to narrow your search and display a manageable list. For more information on defining search criteria, see the BroadWorks Getting Started Web Interface Administration Guide BROADSOFT, INC. PAGE 233 OF 333

234 Figure 196 Client Applications Attendant Console 1) On the User Client Applications menu page, click Attendant Console. The User Attendant Console page appears. 2) If you have been assigned both the Attendant Console and CommPilot Call Manager, to have both launch automatically upon login, check Launch Attendant Console with CommPilot Call Manager on Login. If you have been assigned the Attendant Console only, to have it launch automatically upon login, check Launch Attendant Console on Login. 3) Check View Call Details if you want to see details of calls on the Attendant Console. NOTE: This check box can be hidden if you do not have the permission to view call details. 4) To select users to be monitored, move users from the Available Users column to the Monitored Users column BROADSOFT, INC. PAGE 234 OF 333

235 In the Available Users column, select the users. You can select some or all of the items in a column. Item names are listed in alphabetical order. To select several items in sequential order, click the first name, hold down the SHIFT key on the keyboard, and click the last name. To select several items, but not in a particular order, click the names while holding down the CTRL key on the keyboard. To add the selected users to the display, click Add >. To move all users (unselected) at once, click Add All >>. 5) To remove users from the display, move users from the Monitored Users column to the Available Users column. In the Monitored Users column, select the users. To remove the selected users from the display, click Remove <. To move all users (unselected) at once, click Remove All <<. 6) To add columns to the display, move columns from Available Columns to Displayed Columns. In the Available Columns, select the columns. You can select some or all of the items in a column. Item names are listed in alphabetical order. To select several items in sequential order, click the first name, hold down the SHIFT key on the keyboard, and click the last name. To select several items, but not in a particular order, click the names while holding down the CTRL key on the keyboard. To add the selected columns to the display, click Add >. To move all columns (unselected) at once, click Add All >>. The following table lists the columns that can be displayed on the Attendant Console. Column Titles Action Department Extension Mobile Name Number Pager Status Title Description Populates the Call Manager dialog box with the phone number. Department of the user. User s address. Telephone extension of the user. User s mobile telephone number. Name of the user. Telephone number of the user. User s pager number. A red icon appears if you are on a call or has a red line through it indicating Do Not Disturb (DND) is enabled. User s title, name, and department. This is a sortable field. 7) To remove the selected columns from the display, click Remove <. To move all columns (unselected) at once, click Remove All <<. In the Displayed Columns, select the columns. To remove columns from the display, move columns from the Displayed Columns to the Available Columns. 8) Position the columns in the desired order within the display, by selecting their names in the Displayed Columns column and clicking Move Up and Move Down until you move them to the desired position. The Attendant Console displays the columns in the order you choose, as illustrated in Figure 196 and Figure BROADSOFT, INC. PAGE 235 OF 333

236 9) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page. Figure 197 Attendant Console Display 8.3 BroadWorks Connector for Lotus Sametime This service has no configuration. Use this menu item to verify that the BroadWorks Connector for Lotus Sametime service has been assigned to you. The BroadWorks Connector for Lotus Sametime service allows you manage BroadWorks services such as Do Not Disturb and Call Forwarding, view your call logs, and make calls to contacts in the IBM Lotus Sametime Connect client using BroadWorks. This service replaces Client License 15, used prior to Release Figure 198 Client Applications BroadWorks Connector for Lotus Notes Sometime 1) On the User Client Applications menu page, click BroadWorks Connector for Lotus Sametime. The User BroadWorks Connector for Lotus Sametime page appears. 2) To display the previous page, click OK BROADSOFT, INC. PAGE 236 OF 333

237 8.4 Busy Lamp Field The Busy Lamp Field feature allows SIP Attendant Console phones to manage the lamp and console displays for monitored users. You can select members in your group or enterprise to be monitored using a SIP Attendant Console phone. Use the Busy Lamp Field page to add or remove users to be monitored. Figure 199 Client Applications Busy Lamp Field 1) To receive notifications about calls parked against monitored users, check the Enable Call Park Notification box. When this option is checked, you are notified when calls are parked against monitored users and when parked calls are retrieved or released. 2) To select users to monitor, move users from the Available Users column to the Monitored Users column. To look for specific available users, enter your search criteria and click Search. Or to display all available users, click Search. In the Available Users column, select the users. You can select some or all of the items in a column. Item names are listed in alphabetical order. To select several items in sequential order, click the first name, hold down the SHIFT key on the keyboard, and click the last name. To select several items, but not in a particular order, click the names while holding down the CTRL key on the keyboard. To select the selected users, click Add >. To select all users (unselected) at once, click Add All >>. 3) To de-select, move users from the Monitored Users column to the Available Users column. In the Monitored Users column, select the users. To de-select the selected users, click Remove <. To de-select all users (unselected) at once, click Remove << BROADSOFT, INC. PAGE 237 OF 333

238 NOTE: The Add > and Add All >> buttons always move items from a column on the left to a column on the right. The Remove < and Remove << buttons always move items from a column on the right to a column on the left. 4) Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page. 8.5 CommPilot Call Manager Use this menu item on the User Client Applications menu page to display information on CommPilot Call Manager. The CommPilot Call Manager service allows you to initiate, manipulate, and receive calls through a web-based interface. Figure 200 Client Applications CommPilot Call Manager 1) On the User Client Applications menu page, click CommPilot Call Manager. The User CommPilot Call Manager page appears, showing information on the CommPilot Call Manager services. 2) If you have been assigned both the CommPilot Call Manager and Attendant Console services, to have both launch automatically upon login, check Launch CommPilot Call Manager with Attendant Console on Login. If you have been assigned the CommPilot Call Manager only, to have it launch automatically upon login, check Launch CommPilot Call Manager on Login. 3) To save your changes, click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page BROADSOFT, INC. PAGE 238 OF 333

239 8.6 Client Call Control Use this menu item on the User Client Applications menu page to view your account for third-party call control applications. The Client Call Control service allows you to use applications such as the Client Application Protocol (CAP) interface through an external call client application. This service must be assigned to you by your group administrator. You cannot configure this service. 8.7 Lync CTI Figure 201 Client Applications Client Call Control 1) On the User Client Applications menu page, click Client Call Control. The User Client Call Control page appears. 2) To display the previous page, click OK. The User Client Applications page appears. This service has no configuration. Use this menu item on the User Client Applications menu page to verify that the Lync CTI service has been assigned to you. The Lync CTI service allows you to use Click To Dial functionality and to receive presence updates to and from Lync. Figure 202 Client Applications Lync CTI 1) On the User Client Applications menu page, click Lync CTI. The User Lync CTI page appears. 2) To display the previous page, click OK. The User Client Applications page appears BROADSOFT, INC. PAGE 239 OF 333

240 8.8 Lync Softphone This service has no configuration. Use this menu item on the User Client Applications menu page to verify that the Lync Softphone service has been assigned to you. The Lync Softphone service allows you to use Click To Dial functionality of Lync, receive presence updates, and initiate desktop soft-phone calls from Lync. Figure 203 Client Applications Lync Softphone 1) On the User Client Applications menu page, click Lync Softphone. The User Lync Softphone page appears. 2) To display the previous page, click OK. The User Client Applications page appears. 8.9 Outlook Integration Use this menu item on the User Client Applications menu page to activate or deactivate Outlook integration. The Outlook Integration service allows you to access your Outlook contacts from CommPilot Call Manager. Figure 204 Client Applications Outlook Integration 1) On the User Client Applications menu page, click Outlook Integration. The User Outlook Integration page appears BROADSOFT, INC. PAGE 240 OF 333

241 NOTE: When the CommPilot Call Manager page is opened, an alert box appears asking if a BroadSoft component can be downloaded, which enables Outlook Integration. Click OK to allow download and installation. (This can take a few minutes.) The CommPilot window appears upon completion. You may be instructed to reboot your PC for the changes to take effect. If you click NO, you do not have an Outlook list to view. Clicking NO can cause scripting errors. Until you download the necessary components, the alert box appears each time CommPilot is opened. 2) To activate Outlook Integration, select On. To deactivate it, select Off. 3) Specify the location from which your contacts are retrieved. Select either Retrieve Contacts From Default Contact Folder Only, or Retrieve All Contacts. 4) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page BroadTouch Business Communicator Client Licenses Depending on the services assigned to you, you may see one or more BroadTouch Business Communicator menu items on the User Client Applications menu page, for example, BroadTouch Business Communicator Desktop. Those services have no configuration. Use this menu item on the User Client Applications menu page to verify that the corresponding BroadTouch Business Communicator service has been assigned to you. Figure 205 Client Applications BroadTouch Business Communicator Desktop For example, to access the User BroadTouch Business Communicator Desktop page: 1) On the User Client Applications menu page, click BroadTouch Business Communicator Desktop. The User BroadTouch Business Communicator Desktop page appears. 2) To display the previous page, click OK. The User Client Applications page appears BroadWorks Agent The BroadWorks Agent is a Call Center agent soft client that enables users to perform typical call center agent activities, call control, basic reporting, and service configuration. For information on using BroadWorks Call Center, see the BroadWorks Hosted Thin Call Center Agent/Supervisor User Guide BROADSOFT, INC. PAGE 241 OF 333

242 Figure 206 Client Applications BroadWorks Agent 1) On the User Client Applications menu page, click BroadWorks Agent. The User BroadWorks Agent page appears. 2) To display the previous page, click OK. The User Client Applications page appears BroadWorks Supervisor The BroadWorks Supervisor is a Call Center supervisor soft client that enables users to perform advanced call features of a call center such as: Real-time queue monitoring capabilities Enhanced reporting Supervisor barge-in service BroadWorks Call Center service integration For information on configuring BroadWorks Call Center, see the BroadWorks Hosted Thin Call Center Agent/Supervisor Administration Guide. For information on using BroadWorks Call Center, see the BroadWorks Hosted Thin Call Center Agent/Supervisor User Guide. Figure 207 Client Applications BroadWorks Supervisor 1) On the User Client Applications menu page, click BroadWorks Supervisor. The User BroadWorks Supervisor page appears. 2) To display the previous page, click OK. The User Client Applications page appears BroadWorks Receptionist Enterprise BroadWorks Receptionist Enterprise is an advanced client application designed for an operator providing advanced call control, contact directories, and phone status. For information on using BroadWorks Receptionist Enterprise, see the BroadWorks Hosted Thin Receptionist User Guide. Use the User BroadWorks Receptionist Enterprise page to select users to monitor BROADSOFT, INC. PAGE 242 OF 333

243 NOTE: The default monitoring style in Receptionist is dynamic monitoring; however if you wish to constantly monitor the status of a particular set of users (static monitoring), make sure that the contacts you wish to monitor are in the Monitored Users column. Figure 208 Client Applications BroadWorks Receptionist Enterprise 1) On the User Client Applications menu page, click BroadWorks Receptionist Enterprise. The User BroadWorks Receptionist Enterprise page appears. 2) To select users to monitor, move users from the Available Users column to the Monitored Users column. NOTE: The Add > and Add All >> buttons always move items from a column on the left to a column on the right. The Remove < and Remove All << buttons always move items from a column on the right to a column on the left. 3) To save your changes, click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page BroadWorks Receptionist Small Business BroadWorks Receptionist Small Business is a desktop application for receptionists and executive assistants providing call control, contact directories, and phone status for a maximum of 30 contacts. For information on using BroadWorks Receptionist Small Business, see the BroadWorks Hosted Thin Receptionist User Guide. Use the User BroadWorks Receptionist Small Business page to select users to monitor BROADSOFT, INC. PAGE 243 OF 333

244 NOTE: The default monitoring style in Receptionist is dynamic monitoring; however if you wish to constantly monitor the status of a particular set of users (static monitoring), make sure that the contacts you wish to monitor are in the Monitored Users column. Figure 209 Client Applications BroadWorks Receptionist Small Business 1) On the User Client Applications menu page, click BroadWorks Receptionist Small Business. The User BroadWorks Receptionist Small Business page appears. 2) To select users to monitor, move users from the Available Users column to the Monitored Users column. NOTE: The Add > and Add All >> buttons always move items from a column on the left to a column on the right. The Remove < and Remove All << buttons always move items from a column on the right to a column on the left. 3) To save your changes, click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page BroadWorks Receptionist Office BroadWorks Receptionist Office is a desktop application for receptionists and executive assistants providing call control, contact directories, and phone status for a maximum of eight contacts. For information on using BroadWorks Receptionist Office, see the BroadWorks Hosted Thin Receptionist User Guide. Use the User BroadWorks Receptionist Office page to select users to monitor BROADSOFT, INC. PAGE 244 OF 333

245 NOTE: The default monitoring style in Receptionist is dynamic monitoring; however if you wish to constantly monitor the status of a particular set of users (static monitoring), make sure that the contacts you wish to monitor are in the Monitored Users column. Figure 210 Client Applications BroadWorks Receptionist Office 1) On the User Client Applications menu page, click BroadWorks Receptionist Office. The User BroadWorks Receptionist Office page appears. 2) To select users to monitor, move users from the Available Users column to the Monitored Users column. NOTE: The Add > and Add All >> buttons always move items from a column on the left to a column on the right. The Remove < and Remove All << buttons always move items from a column on the right to a column on the left. 3) To save your changes, click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page BROADSOFT, INC. PAGE 245 OF 333

246 8.16 BroadWorks Assistant Enterprise The BroadWorks Assistant Enterprise is an integrated toolbar that enables you to make and accept telephone calls, and change telephone settings, from within Internet Explorer and Outlook. For example, you can automatically initiate calls by clicking on phone numbers from within Outlook or Internet Explorer. You can also configure basic call control services, such as Selective Call Forwarding, Do Not Disturb, Voice Mail to , Simultaneous Ringing, and so on. For information on using BroadWorks Assistant Enterprise, see your BroadWorks Assistant Enterprise User Guide. Figure 211 Client Applications BroadSoft Assistant Enterprise 1) On the User Client Applications menu page, click BroadSoft Assistant Enterprise. The BroadSoft Assistant Enterprise page appears. 2) To display the previous page, click OK. The User Client Applications page appears BroadWorks Communicator Depending on the services assigned to you, you may see one or more BroadWorks Communicator menu items on the User Client Applications menu page, for example, BroadWorks Communicator Multimedia. Those services have no configuration. Use this menu item on the User Client Applications menu page to verify that the corresponding Communicator service has been assigned to you. BroadWorks Communicator is an audio-only soft client. BroadWorks Communicator Multimedia is a video add-on service. This service enables video for the BroadWorks Communicator service. BroadWorks Communicator G.729 enables the G.729 audio codec for all voice calls on BroadWorks Communicator. Figure 212 Client Applications BroadWorks Communicator 2015 BROADSOFT, INC. PAGE 246 OF 333

247 For example, to access the BroadWorks Communicator: 1) On the User Client Applications menu page, click BroadWorks Communicator. The User BroadWorks Communicator page appears. 2) To display the previous page, click OK. The User Client Applications page appears eyepmedia Audio Video Client Use this menu item on the User Client Applications menu page to verify that the eyepmedia Audio Video Client feature has been assigned to you. Figure 213 Client Applications eyepmedia Audio Video Client 1) On the User Client Applications menu page, click eyepmedia Audio Video Client. The User eyepmedia Audio Video Client page appears. 2) To display the previous page, click OK. The User Client Applications page appears Office Communicator Tab Use this menu item on the User Client Applications menu page to verify that the Office Communicator Tab service has been assigned to you. Figure 214 Client Applications Office Communicator Tab 1) On the User Client Applications menu page, click Office Communicator Tab. The User Office Communicator Tab page appears. 2) To display the previous page, click OK. The User Client Applications page appears BROADSOFT, INC. PAGE 247 OF 333

248 8.20 Polycom Web Browser Use this menu item on the User Client Applications menu page to verify that the Polycom Web Browser service has been assigned to you. Figure 215 Client Applications Polycom Web Browser 1) On the User Client Applications menu page, click Polycom Web Browser. The User Polycom Web Browser page appears. 2) To display the previous page, click OK. The User Client Applications page appears Client Licenses Use this menu item on the User Client Applications menu page to verify that a licensable third-party service has been assigned to you. Figure 216 Client Applications Client License NOTE: If there are no Client License items on the menu, none have been assigned to you. 1) On the User Client Applications menu page, click Client License <n>, where <n> denotes the client license number. The User Client License <n> page appears. The message This service has no configuration indicates the third-party service has been assigned to you, and requires no configuration at the user level. 2) To display the previous page, click OK. The User Client Applications page appears BroadTouch Mobile Link Use this menu item on the User Client Applications menu page to verify that the BroadTouch Mobile Link service license has been assigned to you BROADSOFT, INC. PAGE 248 OF 333

249 Figure 217 Client Applications BroadTouch Mobile Link 1) On the User Client Applications menu page, click BroadTouch Mobile Link. The User BroadTouch Mobile Link page appears. 2) To display the previous page, click OK. The User Client Applications page appears Bria for BroadWorks Use this menu item on the User Client Applications menu page to verify that the Bria for BroadWorks feature has been assigned to you. Figure 218 Client Applications Bria for BroadWorks 1) On the User Client Applications menu page, click Bria for BroadWorks. The User Bria for BroadWorks page appears. 2) To display the previous page, click OK. The User Client Applications page appears Polycom Phone Services Use this menu item on the User Client Applications menu page to configure how Polycom Phone Services should integrate with your BroadWorks services. Figure 219 Client Applications Polycom Phone Services List 2015 BROADSOFT, INC. PAGE 249 OF 333

250 1) On the User Client Applications menu page, click Polycom Phone Services. The User Polycom Phone Services page appears displaying the Polycom Identity/Device profile assigned to you. 2) Click the profile. The Polycom Phone Services page displays your Polycom Phone Service settings. Figure 220 Client Applications Polycom Phone Services Set 1) Check On to integrate your Polycom Phone Directory with BroadWorks, or check Off otherwise. 2) Select one or more of the following options: 8.25 UC-Connect Include the Personal Phone List in the Polycom Phone Directory Include the following Group Custom Contact Directory in the Polycom Phone Directory and select the Custom Contact directory from the drop-down list 3) Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. Or to cancel your changes and return to the previous page, click Cancel. Use this menu item to verify that the UC-Connect service has been assigned to you. Figure 221 Client Applications UC-Connect 1) On the User Client Applications menu page, click UC-Connect. The User UC- Connect page appears. 2) To display the previous page, click OK. The User Client Applications page appears BROADSOFT, INC. PAGE 250 OF 333

251 9 Meet-Me Conferencing Use the User Meet-Me Conferencing menu page to create and manage Meet-Me conferences, and to listen to conference recordings. You have access to this menu page only if you have been authorized. To create conferences you have to be assigned to a conference bridge. A conference host is a person who created the conference. A conference delegate is a person to whom the conference host has delegated a conference. You can be a host for one conference and a delegate for another conference. Both the host and the delegate can modify and moderate the conference, but the delegate cannot delete or delegate the conference. Figure 222 User Meet-Me Conferencing The User Conferencing menu page contains these menu items: Basic menu Conferences Recordings Advanced menu Bridges 9.1 Access Meet-Me Conferencing Menu To access the User Meet-Me Conferencing menu page, click Meet-Me Conferencing in the Options list. 9.2 Conferences Use this menu item on the User Meet-Me Conferencing menu page to: List Conferences Delete Conference (Host) Add Conference Modify Conference Assign Conference Delegates (Host) Define Conference Greeting Launch Moderator Client 2015 BROADSOFT, INC. PAGE 251 OF 333

252 9.2.1 List Conferences You use the User Meet-Me Conferences page to list the Meet-Me conferences for which you are the host or a delegate. On this page you can also search for a particular conference. Figure 223 Meet-Me Conferencing Meet-Me Conferences Information about a conference includes: Status Type Active The conference has occurrences in the future. Completed All occurrences of the conference have run. A completed conference can be edited and rescheduled for a future date. Completed conferences are deleted from the system after a certain time. Inactive Any conference, whether active or completed, is shown as inactive if the bridge on which the conference is created is inactive. Reservationless Not scheduled for any particular time, can be started any time when active. One-time The conference happens once, on the scheduled date and time, and is not repeated. Recurring (Daily, Weekly, Monthly, or Yearly) This is a scheduled conference that happens regularly at specified intervals. It can be ongoing or can have an end-date. Start Time For a one-time conference, the start time denotes the start date and time of the conference. For an active recurring conference, the start time denotes the next occurrence of the conference. For a competed recurring conference, the start time denotes the last occurrence of the conference. For a reservationless conference, the field is empty. 1) On the User Meet-Me Conferencing menu page, click Conferences. The User Meet-Me Conferences page appears. The page lists all the conferences for which you are the host or a delegate BROADSOFT, INC. PAGE 252 OF 333

253 2) To search for a conference, enter your search criteria and click Find. To go back to the complete list, click Find All. 3) To access the details of a conference, click the Edit link on the row for the conference. 4) To exit the page click Cancel Add Conference To create a conference you have to be assigned a conference bridge. You can create the following types of conferences: Reservationless The conference is not scheduled for any particular time, can be started any time. One-time The conference happens once, on the scheduled date and time, and is not repeated. Recurring (Daily, Weekly, Monthly, or Yearly) This is a scheduled conference that happens regularly at specified intervals. It can be ongoing or have an end-date. You use the User Meet-Me Conference Add page to schedule a new conference. Figure 224 Meet-Me Conferencing Meet-Me Conference Add (Reservationless) 2015 BROADSOFT, INC. PAGE 253 OF 333

254 Figure 225 Meet-Me Conferencing Meet-Me Conference Add (Recurring) 1) On the User Meet-Me Conferencing menu page, click Conferences. The User Meet-Me Conferences page appears. 2) Click Add. The User Meet-Me Conference Add page appears. 3) From the Bridge Name drop-down list, select the bridge to use for this conference. A conference bridge can be used more than once. The number of ports on the bridge determines how many users can participate at the same time in conferences scheduled on the same bridge. 4) In the Title box, enter the name for the conference (from 1 through 80 characters). 5) In the Account Code box, enter the account code to use for the conference (from 1 through 50 characters). The account code can be any string of digits and does not need to match an account code provisioned for the group. It will be included in the Call Detail Records (CDRs) for the call. 6) In the Estimated number of participants text box, enter the number of participants the conference may have. You can enter a number from 1 through 294 but not higher than the maximum number of ports available on the bridge on which this conference is hosted. 7) You can put restrictions on the conference by checking one or more of the following options: 2015 BROADSOFT, INC. PAGE 254 OF 333

255 Mute all attendees on entry End conference when host departs Moderator required to start conference Enable security pin Allow Unique Identifier 8) Specify how to notify the conference attendees when other attendees join or leave the conference. For When attendees join/leave, select one of the following options: Play tone Play recorded name No notification NOTE: For conferences with more than 147 attendees; attendees are muted on entry, and the entry/exit tones and name announcements are disabled. 9) Specify the type of conference you want to create. Select One Time, Recurring, or Reservationless. 10) Specify the conference time. NOTE: The conference cannot be scheduled to last longer that the maximum conference duration configured for the bridge. For a reservationless conference Figure 226 Meet-Me Conference Add Scheduling Details (Reservationless Conference) Specify the start date of the conference. In the Start Date box, enter the date in month/day/year format or select the date from the pop-up calendar. Specify the end date of the conference. For End Date, select Never or Date, if Never is an option. If you selected Date or if a date is the only option, enter the date in month/day/year format or select the date from the pop-up calendar. For a one-time conference Figure 227 Meet-Me Conference Add Scheduling Details (One-Time Conference) 2015 BROADSOFT, INC. PAGE 255 OF 333

256 Specify the date of the conference. In the Start Date box, enter the date in month/day/year format or select the date from the pop-up calendar. Specify the time of day the conference is scheduled to run. In the Start Time box, type the time (HH:MM, 1 <= HH <= 12, 00 <= MM <= 50) and select AM or PM from the drop-down list. Specify the Duration of the conference by selecting the number of hours and minutes from the drop-down lists. For a recurring conference Figure 228 Meet-Me Conference Add Scheduling Details (Recurring Daily Conference) Figure 229 Meet-Me Conference Add Scheduling Details (Recurring Weekly Conference) Figure 230 Meet-Me Conference Add Scheduling Details (Recurring Monthly Conference) 2015 BROADSOFT, INC. PAGE 256 OF 333

257 Figure 231 Meet-Me Conference Add Scheduling Details (Recurring Yearly Conference) Specify the start date of the conference. In the Start Date box, enter the date in month/day/year format or select the date from the pop-up calendar. Specify the time of day the conference is scheduled to run. In the Start Time box, type the time in Hour:Minute format and select AM or PM from the drop-down list. Specify the Duration of the conference by selecting the number of hours and minutes from the drop-down lists. Enter the recurrence pattern. From the Recurs drop-down list, select the type of recurrence from the following options: Daily and specify the frequency of occurrence in days. Weekly and specify the frequency of occurrence in weeks, and the day or days of the week on which the conference should run. Monthly and specify the frequency of occurrence in months and the day for the recurrence of the conference. For the day of recurrence, select one of the following options: To schedule the conference on a specific day of the month, for example the 27th, check Day <X> of the month and enter the day. To schedule the conference on a specific day of the week within the month, for example the Second Monday of the month, check The <Xth> <Day-of-Week> of the month, and select Xth and Day-of-Week from the drop-down lists. Yearly and specify the frequency of occurrence in years, for example every two (2) years, and the day for the recurrence from the following options: To schedule the conference on a specific day of the year, check Day <X> of <Month> and select the day and the month. To schedule the conference on a specific day of the week and month, for example the first Sunday of January, check The <Xth> <Day-of-Week> of <Month> and select Xth, Day-of-Week, and Month from the drop-down lists. Specify when the conference should end. In the Recurrence Range section, select one of the following options for End: Never to run the conference continuously (if this option is available) 2015 BROADSOFT, INC. PAGE 257 OF 333

258 After <X> occurrences to end the conference after specified number of occurrences Date to end the conference on a specific date and select the date from the calendar. 11) Click OK. OK saves your changes and displays the previous page Modify Conference To exit without saving, click Cancel or select another page. You use the User Meet-Me Conference Modify page to modify or delete a conference. You can modify any conference that is accessible from the User Meet-Me Conferences page. If you are a delegate, the Delete button and the Delegate tab are disabled. Figure 232 Meet-Me Conferencing Meet-Me Conference Modify (Host View) 2015 BROADSOFT, INC. PAGE 258 OF 333

259 Figure 233 Meet-Me Conferencing Meet-Me Conference Modify (Delegate View) 1) On the User Meet-Me Conferencing menu page, click Conferences. The User Meet-Me Conferences page appears. 1) Click Edit on the row of the conference to edit. The User Meet-Me Conference Modify page appears. 2) To delete the conference, click Delete. The conference is deleted and the User Meet-Me Conferences page appears. WARNING: This action is final and cannot be undone. 3) To modify the conference details, edit information as required. For information about the options available on this page, see section Add Conference. 4) Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, click Cancel or select another page BROADSOFT, INC. PAGE 259 OF 333

260 9.2.4 Delete Conference (Host) You can only delete conferences that you created. 1) On the User Meet-Me Conferencing menu page, click Conferences. The User Meet-Me Conferences page appears. 2) To delete a conference, check the Delete box on the row for the conference. 3) Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page Assign Conference Delegates (Host) You can delegate conferences to other users on the same conference bridge. Use the User Meet-Me Conference Delegates Modify page to assign conference delegates. Figure 234 Meet-Me Conferencing Meet-Me Conference Delegates Modify 1) On the User Meet-Me Conferencing menu page, click Conferences. The User Meet-Me Conferences page appears. 2) Click Edit on the row for the conference to edit. The User Meet-Me Conference Modify page appears. 3) Click the Delegates tab. The User Meet-Me Conference Delegates Modify page appears. 4) To display available users, click Search. Or display specific users, enter your search criteria and click Search. The results of your search appear in the Available Users column. 5) In the Available Users column, select the users to assign to the conference as delegates and click Add >. Or to assign all users in the Available Users column, click Add All >>. The selected users appear in the Conference Delegates column BROADSOFT, INC. PAGE 260 OF 333

261 6) To remove some users from the list of delegates, select the users to remove in the Conference Delegates column and click Remove <. Or to remove all users, click Remove All <<. 7) Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, click Cancel or select another page Define Conference Greeting Use the User Meet-Me Conference Custom Greeting Modify page to define a greeting to be played to participants when they join the conference. Figure 235 Meet-Me Conferencing Meet-Me Conference Custom Greeting Modify (Host View) Figure 236 Meet-Me Conferencing Meet-Me Conference Custom Greeting Modify (Delegate View) 1) On the User Meet-Me Conferencing menu page, click Conferences. The User Meet-Me Conferences page appears. 2) Click Edit on the row for the conference to edit. The User Meet-Me Conference Modify page appears. 3) Click the Custom Greetings tab. The User Meet-Me Conference Custom Greeting Modify page appears. 4) Configure the entrance greeting: 2015 BROADSOFT, INC. PAGE 261 OF 333

262 To play no greeting, select No Greeting. To play a custom greeting, select Custom Greeting and select a file with your greeting from the drop-down list. The file can be either in.wav or.wma format. NOTE: The greeting can also be uploaded using the voice portal. 5) Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, click Cancel or select another page Launch Moderator Client Use the User Meet-Me Conference Modify page to launch the Conferencing Moderator client application used to manage conferences. The following read-only information is provided: Conference Access This section specifies the phone number and the conference ID to be used by the conference participants. If a security PIN is enabled for the conference, it is also listed. This section also contains the Call Me Now link, which allows conference participants to request to be called into the conference. Moderator Access This section specifies the phone number and the PIN to be used by the conference moderators. If a security PIN is enabled for the conference, it is also listed. 9.3 Recordings Figure 237 Meet-Me Conference Modify (Conference Access Information) 1) On the User Meet-Me Conferencing menu page, click Conferences. The User Meet-Me Conferences page appears. 2) Click Edit on the row for the conference to edit. The User Meet-Me Conference Modify page appears. 3) To launch the Conferencing Moderator client, click Launch Moderator Client. 4) Click OK to return to exit the page. Use this menu item on the User Meet-Me Conferencing menu page to: List or Delete Recordings Download Recordings 2015 BROADSOFT, INC. PAGE 262 OF 333

263 9.3.1 List or Delete Recordings You use the User Meet-Me Conference Recordings page to view, and deleted conference recordings. Figure 238 Meet-Me Conferencing Meet-Me Conference Recordings 1) On the User Meet-Me Conferencing menu page, click Recordings. The User Meet-Me Conference Recordings page appears. 2) To delete a recording, check the Delete box on the row of the recording. 3) Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, click Cancel or select another page Download Recordings You use the User Meet-Me Conference Recordings page to download conference recordings. Figure 239 Meet-Me Conferencing Meet-Me Conference Recordings 1) On the User Meet-Me Conferencing menu page, click Recordings. The User Meet-Me Conference Recordings page appears. 2) Click the Download link in the row of the recording and follow the instructions of your browser. 3) Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, click Cancel or select another page BROADSOFT, INC. PAGE 263 OF 333

264 9.4 Bridges Use this menu item on the User Meet-Me Conferencing menu page to view conference bridges View Conference Bridges You use the User Meet-Me Conference Bridges page to view conference bridges available to you. Active bridges are indicated by a check mark in the Active column. Figure 240 Meet-Me Conferencing Meet-Me Conference Bridges 1) On the User Meet-Me Conferencing menu page, click Bridges. The User Meet- Me Conference Bridges page appears. 2) To return to the previous page, click OK BROADSOFT, INC. PAGE 264 OF 333

265 10 Messaging Use the User Messaging menu page to configure voice mail parameters, such as distribution lists or greetings. Figure 241 User Messaging Basic menu This menu displays menu items that all users can use: Aliases Collaborate Sharing Distribution Lists Greetings Integrated IM&P Short Message Service Voice Management Voice Portal Third-Party IM&P Advanced services 2015 BROADSOFT, INC. PAGE 265 OF 333

266 This menu displays the menu items that users can use only if such functions have been assigned to them: Fax Messaging MWI Delivery to Mobile Endpoint Third-Party MWI Control Third-Party Voice Mail Support Voice Portal Calling 10.1 Access Messaging Menu 10.2 Aliases To access the User Messaging menu page, click Messaging in the Options list. Use this menu item on the User Messaging menu page to: View or Delete Your Aliases Add Alias The Aliases service allows you to access your voice mailbox from other phones as if you were at your primary phone. NOTE: To receive calls from other phones, you need to program your phone to forward and/or call forward no answer to the voice portal DN, or the number that you call to retrieve your messages View or Delete Your Aliases Use this procedure to view or delete the other phone numbers from which you can access your voice mailbox as if you were at your office phone (for example, your cell phone). Figure 242 Messaging Aliases 1) On the User Messaging menu page, click Aliases. The User Aliases page appears, showing your aliases. 2) To delete an entry, check the Delete box next to the entry. 3) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. WARNING: This action cannot be undone. Once you click Apply or OK, the entry is permanently deleted BROADSOFT, INC. PAGE 266 OF 333

267 Add Alias 4) To exit without saving, select another page or click Cancel to display the previous page. Use this procedure to add a phone number from which you can access your voice mailbox as if you were at your office phone (for example, your cell phone). Figure 243 Aliases Aliases Add 1) On the User Messaging menu page, click Aliases. The User Aliases page appears, showing your aliases. 2) Click Add. The User Aliases Add page appears. 3) Type the alias phone number in the * Phone Number text box. A phone number used for incoming calls must be from one through 20 digits (three to 22 digits in E.164 format, that is, +<country code><national number>. Dashes, parentheses, or spaces are allowed but not included in the phone number. 4) To save your changes and display the previous page, click OK. To exit without saving, select another page or click Cancel to display the previous page. 5) In the User Aliases page, save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page Collaborate Sharing Use this menu item on the User Messaging menu page to see whether the Collaborate - Sharing service has been assigned to you. The service allows you to use the sharing functionality of your BroadTouch Business Communicator. Figure 244 Messaging Collaborate Sharing 2015 BROADSOFT, INC. PAGE 267 OF 333

268 1) On the User Messaging menu page, click Collaborate Sharing. The User Collaborate Sharing page appears. 2) To exit the page, click OK Distribution Lists Use this menu item on the User Messaging menu page to: Create Distribution List Add or Delete Distribution List The Distribution Lists capability allows you to create and maintain lists of phone numbers or SIP-URI addresses for distributing voice mail messages Create Distribution List Use this procedure to create a list of phone numbers or SIP-URI addresses for distributing voice mail messages. You can create up to 15 different lists. Figure 245 Messaging Distribution Lists 1) On the User Messaging menu page, click Distribution Lists. The User Distribution Lists page appears. 2) Click the tab for the list that you want to create. 3) In the Description text box, enter a description of this list for your own reference. 4) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page. NOTE: You can modify this list at any time. Remember to save your changes BROADSOFT, INC. PAGE 268 OF 333

269 Add or Delete Distribution List Entry Use this procedure to add a phone number or SIP-URI address to a distribution list, or to delete one from it. Figure 246 Distribution Lists Distribution Lists Add/Delete 1) On the User Messaging menu page, click Distribution Lists. The User Distribution Lists page appears. 2) Click the tab for the list that you want to add to or delete from. 3) To add an entry, type a phone number or SIP-URI address in the Phone Number/SIP- URI text box. The phone number must be from 2 through 30 digits in length (3 through 22 in E.164 format, that is +<country code><national number>). The SIP-URI must be from 3 through 161 characters in the user@domain format. The user part can contain a leading +, letters, digits and the following characters:!, ~, *, (, ), dash, underscore, period, or single quotes and the domain part can be either a domain name or an IP address, for example, @mycompany.com. 4) Click Add. The entry is added to the list. 5) Or, to delete and entry, check the Delete box beside the phone number to be deleted. 6) Click Delete. The entry is deleted. WARNING: This action cannot be undone. Once you click Delete, the entry is permanently deleted BROADSOFT, INC. PAGE 269 OF 333

270 10.5 Greetings Use this menu item on the User Messaging menu page to configure your greetings. The User Greetings page allows you to configure the messages your callers hear or see when your phone is busy or you do not answer. On this page, you can also disable message deposit in your voice mail. NOTE: You can upload video files to be used as your personal greetings. However, if the calling party is not able to see video, then only the audio portion is heard Configure Greetings Use the User Greetings page to configure the greeting messages your callers hear or see when your phone is busy or you do not answer BROADSOFT, INC. PAGE 270 OF 333

271 Figure 247 Messaging Greetings 1) On the User Messaging menu page, click Greetings. The User Greetings page appears. 2) To prevent callers from leaving you messages, check Disable Message Deposit and select one of the following options: To disconnect calls after the greeting message, check Disconnect call after greeting. To forward calls to another number, check Forward call after greeting to: and enter the phone number in the text box. A phone number used for incoming calls must be from one through 20 digits (three to 22 digits in E.164 format, that is, +<country code><national number>. Dashes, parentheses, and spaces are allowed but are not included in the phone number BROADSOFT, INC. PAGE 271 OF 333

272 3) Set your Busy Greeting: If you want callers to hear or see the standard system greeting when your phone line is busy, select System greeting. If you want callers to hear a personalized message, select Personal greeting and select a file from the Audio drop-down list. If your voice messaging service has video support enabled, you can also select the name of a video file that contains your personalized greeting from the Video drop-down list. NOTE: BroadWorks accepts.wav and.wma audio file formats and.mov and.3gp video file formats. The maximum allowed length of a voice messaging greeting is two minutes. 4) Set your No Answer Greeting: From the Number of rings before greeting drop-down list, select the number of rings before the greeting is played. Note that other services, such as Call Forwarding No Answer, share this setting, and if it is changed in one service, this change affects all other services using this value. Select Extended Away to play your Extended Away greeting to callers when you do not answer the call or select No Answer Greeting to play your No Answer greeting. The Extended Away option allows you to play a different message to callers when you are away for an extended period of time. If you selected Extended Away: Check Disable Message Deposit to prevent users from leaving you voice mail while you are away. Select an audio file that contains the greeting to play to callers while you are away from the Audio drop-down list. If your voice messaging service has video support enabled, you can also select the name of a video file that contains your greeting from the Video drop-down list. If you selected No Answer Greeting: If you want callers to hear or see the standard system greeting, when there is no answer select System greeting. If you want callers to hear a personalized message when there is no answer, select Unavailable Greeting and select the name of an audio file that contains your personalized greeting from the Audio drop-down list. If your voice messaging service has video support enabled, you can also select the name of a video file that contains your personalized greeting from the Video dropdown list. If you want callers to hear or see an alternate greeting message when there is no answer, select the button next to one of the alternate greetings, enter the name for the greeting (from 1 through 80 characters), and select the name of an audio file that contains your greeting from the Audio drop-down list. If your voice messaging service has video support enabled, you can also select the name of a video file that contains your personalized greeting from the Video drop-down list BROADSOFT, INC. PAGE 272 OF 333

273 NOTE: You can provide up to three alternate No Answer recordings. However, only one No Answer recording can be active at any time, that is, the Extended Away, System Greeting, Unavailable Greeting, or one of the alternate greetings. 5) To save your changes, click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page. NOTE: You can modify your greetings at any time. Remember to save your changes Integrated IM&P Use this menu item on the User Messaging menu page to see whether your Integrated IM&P service is enabled. The service is enabled or disabled by your administrator. You can see your Integrated IM&P service credentials on your Profile page. For information, see section 3.2 Profile. Figure 248 Messaging Integrated IM&P 1) On the User Messaging menu page, click Integrated IM&P. The User Integrated IM&P page appears. 2) To exit the page, click OK BROADSOFT, INC. PAGE 273 OF 333

274 10.7 Short Message Service Use this menu item on the User Messaging menu page to verify that the Short Message Service has been assigned to you. If you have not been assigned the service, the menu item does not appear. Figure 249 Messaging Short Message Service 1) On the User Messaging menu page, click Short Message Service. The User Short Message Service page appears. 2) To exit the page, click OK Third-Party IM&P Use this menu item on the User Messaging menu page to see whether the Third-Party IM&P service has been assigned to you. If you have not been assigned the service, the menu item does not appear. You set your Third-Party IM&P credentials on your Profile page. For information, see section 3.2 Profile. Figure 250 Messaging Third-Party IM&P 1) On the User Messaging menu page, click Third-Party IM&P. The User Third- Party IM&P page appears. 2) To exit the page, click OK Voice Management Use this menu item on the User Messaging menu page to: Activate and Set Up Voice Messaging Configure Advanced Settings for Voice Management 2015 BROADSOFT, INC. PAGE 274 OF 333

275 The Voice Management service allows you to configure the handling of your voice messages Activate and Set Up Voice Messaging Use this procedure to specify how you want your voice messages handled. Figure 251 Messaging Voice Management 1) On the User Messaging menu page, click Voice Management. The User Management page appears. 2) For Voice Messaging, select On. 3) Indicate if you want all calls, busy calls, or unanswered calls sent to voice mail. 4) Indicate whether you want your calls to be sent to voice mail when you are outside of your primary zone. NOTE: You must have the Location-based Calling Restrictions service assigned for this to be effective. 5) To retrieve voice messages using the phone and , select Use unified messaging. 6) If you have selected unified messaging and you want to hear a stuttered dial tone (and on some phones see a blinking light) to inform you when you have messages waiting, check Use Phone Message Waiting Indicator. 7) If you always listen to your voice messages using your client and do not use the phone retrieval option, click Forward it to this address and type the address where you want your voice messages to be sent. The address must be from 3 through 80 characters in the format of user@domain. It can contain only symbol, letters, digits, and the following characters:!, #, $, %, &, *, +, -, /, =, _, {,},, ~, `,.,?, ^, or single quotes BROADSOFT, INC. PAGE 275 OF 333

276 8) If you want to receive a short message informing you about incoming calls, check Notify me by of the new voice message at this address and type the address where you want these notifications to be sent. The address must be from 3 through 80 characters in the format of user@domain. It can contain only symbol, letters, digits, and the following characters:!, #, $, %, &, *, +, -, /, =, _, {,},, ~, `,.,?, ^, or single quotes. 9) If you want a carbon copy of your messages to be sent to another address, check a carbon copy of the voice message to and type the address where you want the copy to be sent. The address must be from 3 through 80 characters in the format of user@domain. It can contain only symbol, letters, digits, and the following characters: #, $, %, &, *, +, -, /, =, _, {,},, ~, `,,?, ^, or single quotes. 10) If you want callers to be able to press 0 during your voice message and be transferred to another number, such as a mobile phone or Auto Attendant, check Transfer on 0 to Phone Number and type the phone number to transfer the calls. A phone number used for outgoing calls must be from two through 30 digits (three to 22 digits in E.164 format, that is, +<country code><national number>. Dashes, parentheses, and spaces are allowed but are not included in the phone number. 11) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page Configure Advanced Settings for Voice Management Use this procedure to configure advanced voice management settings. You can perform this procedure only if you have access to the (Advanced Settings [Also saves current screen data]) hyperlink. See your group administrator for access to this hyperlink or help in configuring advanced settings. NOTE: The Full Mailbox Limit read-only field, which specifies the maximum allowed size of your voice mailbox, applies if your mailbox is stored on the group s mail server. If you use a personal mail server, no limit is imposed by BroadWorks BROADSOFT, INC. PAGE 276 OF 333

277 Figure 252 Messaging Voice Management Advanced Settings 1) On the User Messaging menu page, click Voice Management. The User Management page appears. 2) Click the (Advanced Settings [Also saves current screen data]) link. The User Management Advanced Settings screen appears. 3) If you want to use a personal server for your messages, go to step 8 of this procedure. Otherwise, click the Group s Mail Server. 4) Type your address. The address must be from 3 through 80 characters in the format of user@domain. It can contain only symbol, letters, digits, and the following characters:!, #, $, %, &, *, +, -, /, =, _, {,},, ~, `,.,?, ^, or single quotes. 5) Type your user ID for the group mail server. The ID can be from 1 through 80 characters. 6) Type your password for the group mail server. The password can be from 1 through 40 characters. 7) Go to step 15 of this procedure. 8) If you want to use a personal server for your messages, click a Personal Mail Server. 9) Type the IP address or the fully qualified name of the mail server hosting the account for your voice messages. It can be from 1 through 80 characters. 10) From the drop-down list, select the protocol that must be used to connect to the account, either POP3 or IMAP. 11) Select Delete all messages marked for deletion when using IMAP to permanently delete all messages marked for deletion. 12) Type your address. The address must be from 3 through 80 characters in the format of user@domain. It can contain only symbol, letters, digits, and the following characters:!, #, $, %, &, *, +, -, /, =, _, {,},, ~, `,.,?, ^, or single quotes. 13) Type your user ID for the personal mail server. The ID can be from 1 through 80 characters BROADSOFT, INC. PAGE 277 OF 333

278 14) Type your password for the personal mail server. The password can be from 1 through 40 characters. 15) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page Voice Portal To exit without saving, click Cancel or select another page. Use this menu item on the User Messaging menu page to upload a recorded personalized name. The Personalized Name service allows you to configure a recording of your name for Auto Attendant and Messaging Select Personalized Name Use this procedure to upload a recording of your name for Auto Attendant and Messaging. Figure 253 Messaging Voice Portal 1) On the User Messaging menu page, click Voice Portal. The User Voice Portal page appears. 2) Check the box to indicate that the personalized name recording should be used with Auto Attendant and Voice Messaging. Callers hear the user name recording when using the name-dialing feature and when transferring to the user s extension. NOTE: Depending on the way your group administrator has configured the group voice portal, this check box may not be editable. For example, if the personalized name recording usage has been assigned to your group by the group administrator, a checkmark appears in the interface, but it is not editable. 3) Select the name of the audio file of your name from the drop-down list. NOTE: BroadWorks accepts.wav and.wma audio file formats. The maximum allowed length for your voice portal personalized name is 10 seconds BROADSOFT, INC. PAGE 278 OF 333

279 4) Check the Auto-login to Voice Portal when calling from my home text box to enable the auto-login option. When this is enabled, the system recognizes the calling user, and the password collection phase is skipped. 5) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page Fax Messaging To exit without saving, click Cancel or select another page. Fax Messaging allows you to receive faxes over a dedicated phone number. Faxes received are immediately stored in your voice messaging mailbox, and are accessible for review and printing via the voice portal. Voice Management services and Call Notification services apply to fax messages. Using the voice portal, you retrieve fax messages in the same manner that you retrieve voice messages. You can review new and existing fax messages, skip, repeat, save and erase fax messages, and play fax envelope information. In addition, faxes can be printed. To print a fax from the voice portal, you supply a fax machine number, when prompted, identify where the fax is sent for printing. The call to the fax machine for printing is subject to your usual call restrictions. If Call Notification is turned on for you, an is sent to the address specified each time a fax is received indicating the receipt of the fax message, the calling number, and the time and day it was received. After printing from the voice portal, an is also sent, indicating the success or failure of the print job. For information on setting up Call Notification, see section 4.11 Call Notify. Depending on your Voice Management settings, you can also receive fax messages through your application. In this case, faxes appear as TIFF attachments to . You can view these using a suitable third-party application such as Microsoft Windows Picture and Fax Viewer. From there, faxes can be sent to a printer. For more information on setting up to receive voice and fax messages as , see section 10.9 Voice Management. Your administrator is responsible for assigning you a fax number and initially enabling fax messaging BROADSOFT, INC. PAGE 279 OF 333

280 Turn Fax Messaging On and Off Use the Fax Messaging menu item on the Messaging Incoming Calls page to turn Fax Messaging on or off. The activation status of the assigned phone number is displayed to the right of the phone number. The activation status is either Activated or Not Activated. The status is not shown if the phone number is set to None. Once your number is activated, your phone (device) can be used for fax messaging. Figure 254 Messaging Fax Messaging 1) On the User Messaging menu page, click Fax Messaging. The User Fax Messaging page appears. 2) To enable Fax Messaging, check On. To disable it, check Off. When Fax Messaging is on, you can receive faxes at the number or any of the aliases assigned to you for this purpose. 3) To save your changes, click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page BROADSOFT, INC. PAGE 280 OF 333

281 10.12 MWI Delivery to Mobile Endpoint The MWI Delivery to Mobile Endpoint service allows you to deliver a notification to your mobile phone whenever a new voice mail, fax, or video message is received. When this service is enabled and your mobile phone has the short messaging service (SMS) or message waiting indicator (MWI) capability, the information about new voice mail, fax, or video message is sent to your mobile phone Turn MWI Delivery to Mobile Endpoint On and Off Use this menu item on the Messaging Incoming Calls page to turn MWI Delivery to Mobile Endpoint on or off. Figure 255 Messaging MWI Delivery to Mobile Endpoint 1) On the User Messaging menu page, click MWI Delivery to Mobile Endpoint. The User MWI Delivery to Mobile Endpoint page appears. 2) To enable MWI Delivery to Mobile Endpoint, check On. To disable it, check Off. 3) In the Mobile Phone Number text box, enter the mobile phone number. A phone number used for incoming calls must be from one through 20 digits (three to 22 digits in E.164 format, that is, +<country code><national number>. Dashes, parentheses, and spaces are allowed but are not included in the phone number. 4) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page BROADSOFT, INC. PAGE 281 OF 333

282 10.13 Third-Party MWI Control Use this menu item on the User Messaging menu page to use third-party MWI control. The Third Party MWI Control service allows you to receive a message waiting indicator (MWI) to alert you of messages waiting on a third-party voice mail system. When you redirect incoming calls encountering a busy or no answer condition to a third-party voice mail system, this service gives you an MWI when messages are deposited on this mail system. The MWI can be a stuttered dial tone or, on some phones, a light on your phone. The MWI is deactivated when you retrieve your messages Use Third-Party MWI Control Use this procedure to receive a message from other network elements to allow your Message Waiting Indicator (MWI) to work on your phone. Figure 256 Messaging Third-Party MWI Control 1) On the User Messaging menu page, click Third-Party MWI Control. The User Third-Party MWI Control page appears, showing information about the Third-Party MWI Control service. 2) To display the previous page, click OK. The User Messaging menu page appears BROADSOFT, INC. PAGE 282 OF 333

283 10.14 Third-Party Voice Mail Support Use this menu item on the User Messaging menu page to configure a third-party voice mail system. Third-Party Voice Mail Support allows you to use an external voice mail system to handle your voice messages Configure Third-Party Voice Mail System Use this procedure to configure a third-party voice mail system to handle your voice messages. Figure 257 Messaging Third-Party Voice Mail Support 1) On the User Messaging menu page, click Third-Party Voice Mail Support. The User Third-Party Voice Mail Support page appears. 2) To activate third-party voice mail support, check On. Check Off to deactivate this service. 3) If you activated this service and want to send all your calls to the third-party voice mail system, check the Send All Calls to Voice Mail box. 4) If you activated this service and want to send your busy calls to the third-party voice mail system, check the Send Busy Calls to Voice Mail box. 5) If you activated this service and want to send your unanswered calls to the third-party voice mail system, check the Send Unanswered Calls to Voice Mail box. 6) If you activated this service and want to send your calls to the third-party voice mail system when you are outside of your primary zone, check the Send Calls while out of Primary Zone to Voice Mail box. NOTE: You must have the Location-based Calling Restrictions service assigned for this to be effective. 7) From the Number of rings before greeting drop-down list, select the number of rings before the voice mail greeting is played. 8) To save your changes, click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page BROADSOFT, INC. PAGE 283 OF 333

284 To exit without saving, select another page or click Cancel to display the previous page Voice Portal Calling Use this menu item on the Messaging Incoming Calls page to turn Voice Portal Calling on or off. The Voice Portal Calling service allows you to make a call from a phone as if you were calling from your desk phone. To access the Make Call option from the Voice Portal Calling menu, turn Voice Portal Calling on Turn Voice Portal Calling On or Off Use this procedure to enable or disable Voice Portal Calling. Figure 258 Messaging Voice Portal Calling 1) On the User Messaging menu page, click Voice Portal Calling. The User Voice Portal Calling page appears. 2) To enable Voice Portal Calling, check On. To disable it, check Off. When Voice Portal Calling is on, you can make calls from the Voice Portal menu from the Make Call option. 3) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page BROADSOFT, INC. PAGE 284 OF 333

285 11 Service Scripts Use the User Service Scripts menu page to configure and load Call Processing Language (CPL) scripts and view the CPL logs. Call Processing Language scripts are custom-written scripts for specialized call control. For example, a law firm may want to customize Call Notify to trigger an notification to the billing department for every incoming call. This could be accomplished using a CPL script. BroadSoft, certified third-party developers, certified group administrators, or service providers develop CPL scripts. Figure 259 User Service Scripts The User Service Scripts Basic menu displays the items that all users can use including: Configuration Load Logs 11.1 Access Service Scripts Menu To access the User Service Scripts menu page, click Service Scripts in the Options list Configuration Use this menu item on the User Service Scripts menu page to enable or disable a CPL script that has already been loaded. NOTE: A Service Script you enable at the user level takes precedence over one enabled at the group level BROADSOFT, INC. PAGE 285 OF 333

286 Enable or Disable CPL Scripts Use this procedure to enable or disable a CPL script for specialized call control. Figure 260 Service Scripts Configuration 1) On the User Service Scripts menu page, click Configuration. The User Configuration page appears. When a script is selected, the path of the script file displays and the script content appears in the Script Source box. To select a script, follow the procedure in section Load CPL Script. 2) Click Enabled or Disabled. Enabled indicates the feature is on. 3) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page BROADSOFT, INC. PAGE 286 OF 333

287 11.3 Load Use this menu item on the User Service Scripts menu page to load a CPL script. The Load function allows you to load a CPL script for use in specialized call control Load CPL Script Use this procedure to load a CPL script. Figure 261 Service Scripts Load 1) On the User Service Scripts menu page, click Load. The User Load page appears. 2) If the script is in a file on your local computer, type the path and file name in the File text box or click the Browse button to locate the file. If the file is located on a web server, type the address in the URL text box. The address should be in the format [http(s)://]<ip address or domain name><cpl script path on the server>. 3) Click Apply to start loading. To exit without loading, click Cancel or select another page. Saved indicates the file loaded and parsed correctly. If the file does not parse, an error message is displayed indicating the line number and error type. 4) To display the previous page, click OK. The User Service Scripts page appears BROADSOFT, INC. PAGE 287 OF 333

288 11.4 Logs Use this menu item on the User Service Scripts menu page to view and clear the CPL log. The Logs service allows you to examine the CPL log file View and Clear CPL Log Use this procedure to view the CPL log and clear the log, if you wish. Figure 262 Service Scripts Logs 1) On the User Service Scripts menu page, click Logs. The User Logs page appears, showing the CPL log trail. The logs displayed in the Log trail box are the logs generated by and specified in the script. 2) If you want to clear the log trail, check Clear Logs. 3) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page BROADSOFT, INC. PAGE 288 OF 333

289 12 Collaborate Use the User Collaborate menu page to create and manage collaborate rooms, which provide audio (and optionally video) conferencing capabilities associated with the multiuser chat rooms on your UC-One client. There are three types of collaborate rooms, corresponding to the types of chat rooms supported by the UC-One client: My Room, project rooms, and instant rooms. My Room This collaborate room is created for you by the system and is always there. You can modify some settings for this room. Project rooms These rooms are created by you, typically for a specific purpose and you define their character and lifespan. Instant rooms These rooms are dynamically created by the client when needed. You can only configure some general settings for these rooms. Figure 263 User Collaborate You can perform the following operations on your collaborate rooms: List Collaborate Rooms and Configure Common Settings Create Project Room Modify or Delete Project Room Modify My Room View Instant Room Settings 2015 BROADSOFT, INC. PAGE 289 OF 333

290 12.1 List Collaborate Rooms and Configure Common Settings Use the User Collaborate Rooms page to view information about the collaborate bridge to which you are assigned, list your rooms, and configure common settings for your instant rooms. Figure 264 Collaborate Collaborate Rooms 1) On the User Collaborate menu page, click Collaborate Rooms. The User Collaborate Rooms page appears. 2) Configure common settings for the instant rooms. To play a tone when attendees join or leave the room, select Play Tone. Or to play no notification, select No notification. To end the session when you leave the room, check End room session when owner departs. To require your presence to start a session, check Owner required to start room session. 3) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page BROADSOFT, INC. PAGE 290 OF 333

291 12.2 Create Project Room You use the User Collaborate Room Add page to create a new project room. Figure 265 Collaborate Collaborate Room Add 1) On the User Collaborate menu page, click Collaborate Rooms. The User Collaborate Rooms page appears. 2) Click Add Project Room. The User Collaborate Room Add page appears. 3) Enter the room name. 4) To end a collaboration session when you leave the room, check End collaborate room session when owner departs. 5) To require your presence to start a collaboration session in this room, check Owner required to start collaborate room session. 6) Specify how to notify the session participants when other participants join or leave the room. To play a tone when attendees join or leave the room, select Play Tone. To play no notification, select No notification. 7) Select the type of collaboration sessions you want this room to support: One-time A session happens once, on the scheduled date and time, and is not repeated. Reservationless Sessions are not scheduled for any particular time and can be started any time. Recurring (Daily, Weekly, Monthly, or Yearly) Sessions happen regularly at specified intervals BROADSOFT, INC. PAGE 291 OF 333

292 8) Specify the scheduling details. NOTE: A collaboration session cannot be scheduled to last longer that the maximum session duration configured by your administrator for the bridge. For a room with reservationless sessions: Figure 266 Collaborate Room Add Scheduling Details (Reservationless Session) Specify the start date of the room. In the Start Date box, enter the date in month/day/year format or select the date from the pop-up calendar. Specify the end date of the room. For End Date, select Never or Date. If you selected Date, enter the date in month/day/year format or select the date from the pop-up calendar. For a room with a one-time session: Figure 267 Collaborate Room Add Scheduling Details (One-time Session) Specify the start date of the session. In the Start Date box, enter the date in month/day/year format or select the date from the pop-up calendar. Specify the time of day the session is scheduled to run. In the Start Time box, type the time (HH:MM, 1 <= HH <= 12, 00 <= MM <= 50) and select AM or PM from the drop-down list. Specify the Duration of the session by selecting the number of hours and minutes from the drop-down lists BROADSOFT, INC. PAGE 292 OF 333

293 For a room with recurring sessions: Figure 268 Collaborate Room Add Scheduling Details (Recurring Daily Sessions) Figure 269 Collaborate Room Add Scheduling Details (Recurring Weekly Sessions) Figure 270 Collaborate Room Add Scheduling Details (Recurring Monthly Sessions) 2015 BROADSOFT, INC. PAGE 293 OF 333

294 Figure 271 Collaborate Room Add Scheduling Details (Recurring Yearly Sessions) Specify the start date of the first session. In the Start Date box, enter the date in month/day/year format or select the date from the pop-up calendar. Specify the time of day the session is scheduled to run. In the Start Time box, type the time in Hour:Minute format and select AM or PM from the drop-down list. Specify the Duration of the sessions by selecting the number of hours and minutes from the drop-down lists. Enter the recurrence pattern. From the Recurs drop-down list, select the type of recurrence from the following options: Daily and specify the frequency of occurrence in days. Weekly and specify the frequency of occurrence in weeks, and the day or days of the week on which the sessions should run. Monthly and specify the frequency of occurrence in months and the day for the recurrence of the session. For the day of recurrence, select one of the following options: To schedule the sessions on a specific day of the month, for example, the 27th, check Day <X> of the month and enter the day. To schedule the sessions on a specific day of the week within the month, for example, the Second Monday of the month, check The <Xth> <Dayof-Week> of the month, and select Xth and Day-of-Week from the dropdown lists. Yearly and specify the frequency of occurrence in years, for example every two (2) years, and the day for the recurrence from the following options: To schedule the session on a specific day of the year, check Day <X> of <Month> and select the day and the month. To schedule the sessions on a specific day of the week and month, for example, the first Sunday of January, check The <Xth> <Day-of-Week> of <Month> and select Xth, Day-of-Week, and Month from the drop-down lists. Specify when the collaborate room should end. In the Recurrence Range section, select one of the following options for End: Never to run the sessions in this room continuously BROADSOFT, INC. PAGE 294 OF 333

295 After <X> occurrences to end the room after specified number of sessions have occurred. Date to end the room on a specific date and select the date from the calendar. 9) Click OK. OK saves your changes and displays the previous page. To exit without saving, click Cancel or select another page Modify or Delete Project Room You use the User Collaborate Room - Modify page to modify or delete a project room. Figure 272 Collaborate Collaborate Room Modify 1) On the User Collaborate menu page, click Collaborate Rooms. The User Collaborate Rooms page appears. 2) Click Edit in the row of the room to modify. The User Collaborate Room Modify page appears. 3) To delete the room, click Delete. The previous page appears. WARNING: The Delete operation is final and cannot be undone. 4) To regenerate the room ID, click the Regenerate Room Id link. 5) To modify the room, enter or select new information as required. For information about the options available on this page, see section 12.2 Create Project Room. 6) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, click Cancel or select another page BROADSOFT, INC. PAGE 295 OF 333

296 12.4 Modify My Room You use the User Collaborate Room - Modify page to modify My Room settings. Figure 273 Collaborate Collaborate Room Modify 1) On the User Collaborate menu page, click Collaborate Rooms. The User Collaborate Rooms page appears. 2) Click Edit in the row of My Room. The User Collaborate Room Modify page appears. 3) To regenerate the room ID, click the Regenerate Room Id link. 4) To change the name of My Room, enter the new name in the Name text box. 5) To end a collaboration session when you leave the room, check End collaborate room session when owner departs. 6) To require your presence to start a collaboration session in this room, check Owner required to start collaborate room session. 7) Specify how to notify the session participants when other participants join or leave the room. To play a tone when attendees join or leave the room, select Play Tone. To play no notification, select No notification. 8) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page BROADSOFT, INC. PAGE 296 OF 333

297 12.5 View Instant Room Settings You use the User Collaborate Room Instant Room page to view instant room settings. Figure 274 Collaborate Collaborate Room Instant Room 1) On the User Collaborate menu page, click Collaborate Rooms. The User Collaborate Rooms page appears. 2) Click View in the row of an instant room. The User Collaborate Room Instant Room page appears. 3) Click OK to return to the previous page BROADSOFT, INC. PAGE 297 OF 333

298 13 Utilities This section contains subsections that correspond to each item on the User Utilities menu page. Use the User Utilities menu page to change your system password, display your call logs, consult your Feature Access Codes, view your group directory, and verify your intercept user status. Figure 275 User Utilities Basic menu This menu displays menu items that all users can use: Authentication Basic Call Logs Enhanced Call Logs Feature Access Codes Group Directory Enterprise Directory Intercept User Registrations Prepaid Visual Device Management Security Classification 2015 BROADSOFT, INC. PAGE 298 OF 333

299 NOTE: Group Directory only appears if you are a member of a group. Enterprise Directory only appears if you are a member of an enterprise. Basic Call Logs and/or Enhanced Call Logs appear only if you have the corresponding services assigned Access Utilities Menu To access the User Utilities menu page, click Utilities in the Options list Authentication Use this menu item on the User Utilities menu page to set your new password. The Authentication service allows you to change your system password to prevent unauthorized access to your account Set Your New Password Use this procedure to set your new system password. All text boxes are required. Figure 276 Utilities Authentication 1) On the User Utilities menu page, click Authentication. The User Authentication page appears. 2) Type your Authentication User Name (from 1 through 80 characters). 3) Type your current authentication password. 4) Type your new authentication password (from 1 through 60 characters). 5) Confirm your new authentication password. 6) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page BROADSOFT, INC. PAGE 299 OF 333

300 13.3 Basic Call Logs Use this menu item on the User Utilities menu page to: View Placed Calls View Received Calls View Missed Calls The Basic Call Logs service allows you to view the latest placed, received, or missed calls. If you have Full access assigned, you can delete the logs for the calls you have placed, received, or missed. The Basic Call Logs service was available prior to Release 18.0, but there was no web page in the CommPilot web portal for users to see them. In Release 18.0, the User Basic Call Logs web page was added, which made basic call logs available from the web portal to users with the Basic Call Logs service assigned View Placed Calls Use this procedure to display your placed calls. Figure 277 Utilities Basic Call Logs (Placed Calls Tab) 1) On the User Utilities menu page, click Basic Call Logs. The User Basic Call Logs page displays the Placed Calls tab by default. The call information displayed for each call is described in the following table: Item Name Phone Number Date/Time Description Name of the person called. Phone number of the person called. The date and time the call was placed. 2) To delete call logs, click Select All or click the check box in the Delete column of the row of the call logs you want to delete. You can select one or several check boxes. 3) To save your changes, click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, click Cancel or select another page BROADSOFT, INC. PAGE 300 OF 333

301 View Received Calls Use this procedure to display your received calls. Figure 278 Utilities Basic Call Logs (Received Calls Tab) 1) On the User Utilities menu page, click Basic Call Logs. The User Basic Call Logs page appears. 2) Click the Received Calls tab. The tab displays your received calls. The information displayed for each call is described in the following table. Item Name Phone Number Date/Time Description Name of the person who called. Phone number of the person who called. The date and time the call was placed. 3) To delete call logs, click Select All or click the check box in the Delete column of the row of the call logs you want to delete. You can select one or several check boxes. 4) To save your changes, click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, click Cancel or select another page BROADSOFT, INC. PAGE 301 OF 333

302 View Missed Calls Use this procedure to display your missed calls. Figure 279 Utilities Basic Call Logs (Missed Calls Tab) 1) On the User Utilities menu page, click Basic Call Logs. The User Basic Call Logs page displays the Placed Calls tab. 2) Click the Missed Calls tab. The tab displays your missed calls. The information displayed for each call is described in the following table. Item Name Phone Number Date/Time Description Name of the person who called. Phone number of the person who called. The date and time the call was placed. 3) To delete call logs, click Select All or click the check box in the Delete column of the row of the call logs you want to delete. You can select one or several check boxes. 4) To save your changes, click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, click Cancel or select another page BROADSOFT, INC. PAGE 302 OF 333

303 13.4 Enhanced Call Logs Use this menu item on the User Utilities menu page to: View Placed Calls View Received Calls View Missed Calls The Enhanced Call Logs service allows you to view the latest placed, received, or missed calls. If you have Full access assigned, you can delete the logs for the calls you have placed, received, or missed. NOTE: Depending on your system configuration, you may or may not see the fields identified as additional information in the following subsections View Placed Calls Use this procedure to display all placed calls. Figure 280 User Enhanced Call Logs (Placed Calls Tab) 1) On the User Utilities menu page, click Enhanced Call Logs. The User Enhanced Call Logs page displays the Placed Calls tab. The information displayed for each call depends on your system configuration. The call information is described in the following table, with the optional fields, available only in some systems, described in the Additional Information section. Item Name Phone Number Date/Time Description Name of the person called. Phone number of the person called. The date and time the call was placed. Additional Information Duration Outgoing Call Center DNIS Redirection Number The duration of the call. The call center or route point DNIS. This field is populated if an agent uses a call center or route point DNIS to make an outgoing call. In all other cases, this field is empty. The phone number to which the call has been redirected, if applicable BROADSOFT, INC. PAGE 303 OF 333

304 Item Redirection Type Redirection Class Description The type of redirection or the reason why the call was redirected. The possible values are Deflection, Transfer Consult, Third Party Deflection, Call Park, and Voice Mail Transfer. Information about the redirection destination if the call has been redirected. Otherwise, this field is empty. The possible values are Intra- Group, Enterprise, and Network. 2) To delete call logs, click Select All or click the check box in the Delete column of the row of the call logs you want to delete. You can select one or several check boxes. 3) To save your changes, click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, click Cancel or select another page View Received Calls Use this procedure to display all received calls. Figure 281 User Enhanced Call Logs (Received Calls Tab) 1) On the User Utilities menu page, click Enhanced Call Logs. The User Enhanced Call Logs page appears 2) Click the Received Calls tab. The tab lists your received calls. The information displayed for each call depends on your system configuration. The call information is described in the following table, with the optional fields, available only in some systems, described in the Additional Information section. Item Name Phone Number Date/Time Description Name of the person who called. Phone number of the person who called. The date and time the call was placed. Additional Information Duration Redirection Number The duration of the call. The phone number to which the call has been redirected, if applicable BROADSOFT, INC. PAGE 304 OF 333

305 Item Redirection Type Redirection Class Description The type of redirection or the reason why the call was redirected. The possible values are Deflection, Transfer Consult, Third Party Deflection, Call Park, Call Forwarding Always, Call Forwarding Busy, Call Forwarding Not Reachable, Call Forwarding No Answer, Call Forwarding Selective, Trunk Group Forward Capacity Exceeded, Trunk Group Forward Unreachable, Trunk Group Forward Unconditional, Call Pickup, Directed Call Pickup, Sequential Ring, Series Completion, Simultaneous Ring, Automatic Hold/Retrieve, Fax Deposit, Voice Messaging, Third-Party Voice Mail Support, Do Not Disturb, Distribution from Route Point, Distribution from Call Center, Distribution from Hunt Group, and Voice Mail Transfer. Information about the redirection destination if the call has been redirected. Otherwise, this field is empty. The possible values are Intra-Group, Enterprise, and Network. 3) To delete call logs, click Select All or click the check box in the Delete column of the row of the call logs you want to delete. You can select one or several check boxes. 4) To save your changes, click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page View Missed Calls To exit without saving, click Cancel or select another page. Use this procedure to display all missed calls. Figure 282 User Enhanced Call Logs (Missed Calls Tab) 1) On the User Utilities menu page, click Enhanced Call Logs. The User Enhanced Call Logs page displays the Placed Calls tab. 2) Click the Missed Calls tab. The User Enhanced Call Logs page displays your missed calls. The information displayed for each call depends on your system configuration. The call information is described in the following table, with the optional fields, available only in some systems, described in the Additional Information section. Item Name Phone Number Date/Time Description Name of the person who called. Phone number of the person who called. The date and time the call was placed BROADSOFT, INC. PAGE 305 OF 333

306 Item Description Additional Information Redirection Number Redirection Type Redirection Class The phone number to which the call has been redirected, if applicable. The type of redirection or the reason why the call was redirected. The possible values are Deflection, Transfer Consult, Third Party Deflection, Call Park, Call Forwarding Always, Call Forwarding Busy, Call Forwarding Not Reachable, Call Forwarding No Answer, Call Forwarding Selective, Trunk Group Forward Capacity Exceeded, Trunk Group Forward Unreachable, Trunk Group Forward Unconditional, Call Pickup, Directed Call Pickup, Sequential Ring, Series Completion, Simultaneous Ring, Automatic Hold/Retrieve, Fax Deposit, Voice Messaging, Third- Party Voice Mail Support, Do Not Disturb, Distribution from Route Point, Distribution from Call Center, Distribution from Hunt Group, and Voice Mail Transfer. Information about the redirection destination if the call has been redirected. Otherwise, this field is empty. The possible values are Intra- Group, Enterprise, and Network. 3) To delete call logs, click Select All or click the check box in the Delete column of the row of the call logs you want to delete. You can select one or several check boxes. 4) To save your changes, click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, click Cancel or select another page Feature Access Codes Use this menu item on the User Utilities menu page to view the functions you can perform using feature access codes (FACs), by dialing the assigned code. If two codes are listed for a function, for example, *34 or #88 Advice Of Charge Activation, you can use either code. However, if there are currently no feature access codes that apply to you, you see this message: You do not currently have any services which require Feature Access Codes. If you enter a feature access code that is not assigned to you, it is treated the same way as when you enter any other digits. The User Feature Access Codes page allows you to display the list of star codes assigned to you. You can view, but not edit these codes. For information on using feature access codes, see the BroadWorks Special Calling Features Quick Reference Guide BROADSOFT, INC. PAGE 306 OF 333

307 View Your Feature Access Codes Figure 283 Utilities Feature Access Codes (Top of Page) 1) On the User Utilities menu page, click Feature Access Codes. The User Feature Access Codes page appears, showing your star codes. The following table describes the feature access codes. Code Name Description *34 Advice Of Charge Activation Allows you to get charge information messages to the phone in different ways based on the service configuration. Dialing the code activates the feature for the next outgoing call. *77 Anonymous Call Rejection Activation *87 Anonymous Call Rejection Deactivation *52* Anonymous Call Rejection Interrogation Allows you to activate the Anonymous Call Rejection service. After you dial the feature access code, the system plays an announcement to inform you that the service has been successfully activated. If the service was already active, you still receive the announcement. Allows you to deactivate the Anonymous Call Rejection service. After you dial the feature access code, the system plays an announcement to inform you that the service has been successfully deactivated, even if the service was never activated. Allows you to get the status of the Anonymous Call Rejection service. #8 Automatic Callback Deactivation Terminates all current Automatic Callback sessions. #9 Automatic Callback Menu Access Allows you access to an Interactive Voice Response (IVR) menu which lists the current pending callbacks and allows you to cancel individual callbacks BROADSOFT, INC. PAGE 307 OF 333

308 Code Name Description *14 BroadWorks Anywhere E.164 Dialing Allows you to dial E.164 numbers. You dial a feature access code as an alias to the + sign. The system replaces the feature access code digits with the + sign and resumes the call with an E.164 number. *15 Call Bridge Allows a Shared Call Appearance (SCA) location to initiate or join an SCA-Bridge, upon which the Application Server automatically selects an appropriate call appearance to bridge on. Call Bridge FAC becomes visible when one or more of the following services are authorized (service provider or group) or assigned (user): *72 Call Forwarding Always Activation BroadWorks Anywhere Shared Call Appearance Shared Call Appearance 5 Shared Call Appearance 10 Shared Call Appearance 15 Shared Call Appearance 20 Shared Call Appearance 25 Shared Call Appearance 30 Shared Call Appearance 35 Executive Flexible Seating Guest Redirects your incoming phone calls to another number, such as a mobile phone or administrative assistant. After dialing the feature access code, dial the phone number where you want your calls to be redirected. *73 Call Forwarding Always Deactivation *21* Call Forwarding Always Interrogation *21 Call Forwarding Always to Voice Mail Activation #21 Call Forwarding Always to Voice Mail Deactivation Terminates the Call Forwarding Always service. Upon deactivation, your calls ring on your phone unless you have set up another service such as Call Forwarding Busy, Call Forwarding No Answer, or Do Not Disturb. Allows users to get the current status and destination of the Call Forwarding Always service. The status is active or inactive and the destination is voice mail or the current forwarding number. Redirects incoming phone calls to your voice mail. Terminates the Call Forwarding Always To Voice Mail service. Upon deactivation, your calls ring on your phone unless you have set up another service such as Call Forwarding Busy, Call Forwarding Busy To Voice Mail, Call Forwarding No Answer, or Do Not Disturb. *90 Call Forwarding Busy Activation Redirects incoming phone calls to another number, such as a mobile phone or administrative assistant, when you are on the phone. After dialing the feature access code, dial the phone number where you want your calls to be redirected. *91 Call Forwarding Busy Deactivation *67* Call Forwarding Busy Interrogation Terminates the Call Forwarding Busy service. Upon deactivation, your calls ring on your phone unless you have set up another service such as Call Forwarding Always, Call Forwarding No Answer, or Call Management Do Not Disturb. Allows users to get the current status and destination of the Call Forwarding Busy service. The status is active or inactive and the destination is voice mail or the current forwarding number BROADSOFT, INC. PAGE 308 OF 333

309 Code Name Description *40 Call Forwarding Busy To Voice Mail Activation #40 Call Forwarding Busy To Voice Mail Deactivation *92 Call Forwarding No Answer Activation *93 Call Forwarding No Answer Deactivation *61* Call Forwarding No Answer Interrogation *41 Call Forwarding No Answer To Voice Mail Activation #41 Call Forwarding No Answer To Voice Mail Deactivation *94 Call Forwarding Not Reachable Activation *95 Call Forwarding Not Reachable Deactivation *63* Call Forwarding Not Reachable Interrogation #76 Call Forwarding Selective Activation #77 Call Forwarding Selective Deactivation *54* Calling Line ID Delivery Blocking Interrogation Redirects incoming phone calls to your voice mail when you are on the phone. Terminates the Call Forwarding Busy To Voice Mail service. Upon deactivation, your calls ring on your phone unless you have set up another service such as Call Forwarding Always, Call Forwarding Always To Voice Mail, Call Forwarding No Answer, or Call Management Do Not Disturb. Redirects your incoming phone calls to another number, such as a mobile phone or administrative assistant, when you do not answer your phone. After dialing the feature access code, dial the phone number where you want your calls to be redirected. Terminates the Call Forwarding No Answer service. Upon deactivation, your calls ring on your phone unless you have set up another service such as Call Forwarding Busy, Call Forwarding Always, or Do Not Disturb. Allows users to get the current status and destination of the Call Forwarding No Answer service. The status is active or inactive and the destination is voice mail or the current forwarding number. Redirects incoming phone calls to your voice mail when you do not answer the phone. Terminates the Call Forwarding Busy To Voice Mail service. Upon deactivation, your calls ring on your phone unless you have set up another service such as Call Forwarding Busy, Call Forwarding Busy To Voice Mail, Call Forwarding Busy, or Call Management Do Not Disturb. Allows you to have your incoming calls forwarded to a different number when your device is not accessible by BroadWorks. After dialing the assigned code, you dial the phone number where you want your calls to be redirected. Allows you to turn off the Call Forwarding Not Reachable service. After deactivation, should your phone become unreachable, calls are no longer rerouted to an alternate device through the Call Forwarding Not Reachable service. Allows you to query the Call Forwarding Not Reachable service status. The Selective Call Forwarding service can be activated only if the service is configured with the following minimum requirements: The Default Call Forward to phone number/sip URI is configured At least one selective criterion is configured and active Allows you to turn off the Selective Call Forwarding service. After the service has been deactivated, no criteria are used when a call is being redirected. Allows you to get the status of the Calling Line ID Delivery Blocking service BROADSOFT, INC. PAGE 309 OF 333

310 Code Name Description *67 Calling Line ID Delivery Blocking per Call *31 Calling Line ID Delivery Blocking Persistent Activation #31 Calling Line ID Delivery Blocking Persistent Deactivation Hides your calling line ID on a per call basis. Before placing a call, dial the feature access code;; then place your call as usual. Note that this service is only active for one phone call. Prevents display of your calling line ID for all calls. Displays your calling line ID for all calls. *65 Calling Line ID Delivery per Call Overrides the Calling Line ID Delivery Blocking Persistent setting for one call. *68 Call Park Places a call on hold with the intent of retrieving it from another extension. The call can be parked on your own extension or another within your group. *88 Call Park Retrieve Retrieves a call that has been parked. *98 Call Pickup Allows you to pick up calls within your assigned call pickup group. You cannot pick up calls outside your assigned group. When you dial the Call Pickup code, you answer the ringing phone in your group. If more than one phone is ringing, you answer the phone that has been ringing the longest. (The extensions within your call pickup group can be viewed on the CommPilot web interface in your group phone list. The call pickup group to which you belong is determined by your group administrator and may or may not consist of those members listed in your group phone list.) *48 Call Recording Pause Allows you to pause call recording. Your Call Recording service must be set to On Demand, On Demand with User Initiated Start, Always with Pause/Resume mode;; otherwise dialing the code has no effect. *49 Call Recording Resume Allows you to resume call recording after you paused it. *44 Call Recording Start Allows you to record a call. If you dial the code when not on a call, you are prompted for the number to call. Your Call Recording service must be set to On Demand or On Demand with User Initiated Start mode;; otherwise dialing the code has no effect. *45 Call Recording Stop Allows you to stop recording a call. This option is only available in On Demand with User Initiated Start mode. *11 Call Retrieve Retrieves an existing active call from another endpoint. You have to dial the feature access code from the location where the call is to be retrieved. This feature can be used from the primary location, from a Shared Call Appearance alternate location, from a BroadWorks Anywhere location, or from a Flexible Seating Host to which you are currently associated. A user with the Executive service can retrieve a call that is connected to an assistant location, and a user with the Executive-Assistant service can use the Call Retrieve feature access code via the Executive- Assistant Initiate Call feature access code to retrieve/pull an executive s call to the assistant s location BROADSOFT, INC. PAGE 310 OF 333

311 Code Name Description *69 Call Return Returns a call to the phone number of the last call you received. If configured for your system, a twostage procedure allows you to confirm the call after hearing the number. #92# Call Return Number Deletion Allows you to delete the last incoming number for the Call Return feature. *43 Call Waiting Persistent Activation Turns on Call Waiting for all calls you place. #43 Call Waiting Persistent Deactivation Turns off Call Waiting for the next and all subsequent calls you place. *53* Call Waiting Interrogation Allows you to get the status of the Call Waiting service. *70 Cancel Call Waiting Turns off the Call Waiting service for the next call you place. *99 Clear Voice Message Waiting Indicator *33* Communication Barring User- Control Activation #33* Communication Barring User- Control Deactivation *#33# Communication Barring User- Control Query *56* Connected Line Identification Restriction Interrogation Clears the audible (and visible for some devices) message waiting indicator on your phone. Activates the current Communication Barring profile selected by the user through the web portal. Deactivates the currently active Communication Barring profile selected by the user through the web portal. Provides information on which profile is currently active. Allows you to get the status of the Connected Line Identification Restriction service. *57 Customer Originated Trace Places a trace on the last number that called you. *97 Directed Call Pickup Picks up a call at a specific extension within your assigned group. The extensions within your business group can be viewed on the CommPilot Call Manager in your Group list. The Call Pickup group to which you belong is determined by the group administrator and may or may not consist of those members listed in your Group phone list. When you dial the Directed Call Pickup code followed by the extension, you answer the ringing call at that extension. *33 Directed Call Pick-up with Bargein Dials an allowed prefix, followed by the assigned code and an extension to either pick up a ringing call in your group or to join an ongoing call with someone in your group. *55 Direct Voice Mail Transfer Transfers a caller on hold to your voice mail. *80 Diversion Inhibitor Allows a user to prevent redirection services from being activated on the terminating side of an unanswered call. *78 Do Not Disturb Activation Activates the Do Not Disturb service. When Do Not Disturb is active, your phone does not ring and all calls go directly to "busy treatment", such as Voice Messaging. *79 Do Not Disturb Deactivation Turns off the Do Not Disturb service BROADSOFT, INC. PAGE 311 OF 333

312 Code Name Description #83 Escalate Call Supervision Call Center agents can use this code to escalate calls to a supervisor. A supervisor who is not on a call and who does not have the Do Not Disturb service enabled is considered available and the call is routed to that supervisor. The caller is put on hold by the agent when the escalation to the supervisor is initiated. The FAC code is available to agents with Call Center Standard or Call Center Premium service assigned. #63 Executive-Assistant Call Push Allows an assistant to push a call to the executive to whom the call is intended. It can be either an incoming filtered call or a call initiated by the assistant on behalf of the executive. #64 Executive-Assistant Initiate Call Allows an assistant to initiate a call on behalf of an executive. #65 Executive-Assistant Opt-in Allows an executive assistant to opt in to an executive pool. #66 Executive-Assistant Opt-out Allows an executive assistant to opt out of an executive pool. #61 Executive Call Filtering Activation Activates executive call filtering. #62 Executive Call Filtering Deactivation Deactivates executive call filtering. *26 Find-me/Follow-me Call Push Allows the user to send a call that they received from a Find-me/Follow-me group back to the group to realert the members. This feature is only available to users who are defined as BroadWorks users of a Find-me/Followme group. *22 Flash Call Hold Places a call on hold with the flash-hook to place another call. You can toggle between the two calls by pressing the flash hook. #72 Forced Forwarding Activation Activates Forced Forwarding. When supervisors dial the FAC, they are prompted to enter the supervised queue s primary phone number. Once you enter the destination number, the destination number is validated and an activation message is played (if the number is valid). #73 Forced Forwarding Deactivation Deactivates Forced Forwarding. When supervisors dial the FAC, they are prompted to enter the supervised queue s primary phone number. Once you enter the destination number, the destination number is validated and an activation message is played (if the number is valid). #58 Group Call Park Allows you to park a call. The service hunts for the first available user in the Call Park group and parks the call there. Note that this feature access code cannot be used until the Call Park service has been assigned. #51 Hunt Group Busy Activation Enables the Hunt Group Busy policy for your hunt group. When the policy is enabled, all calls to the hunt group receive busy treatment. #52 Hunt Group Busy Deactivation Disables the Hunt Group Busy policy for your hunt group BROADSOFT, INC. PAGE 312 OF 333

313 Code Name Description #53 Hunt Group Busy Interrogation Provides the status of the Hunt Group Busy policy for your hunt group. #82 Initiate Silent Monitoring A supervisor can use this code to silently listen in on a call handled by an agent that they are monitoring. This FAC code is available to supervisors with the Call Center Monitoring service assigned. *66 Last Number Redial Dials the most recently dialed phone number called from your extension. *96 Legacy Automatic Callback Invocation #96 Legacy Automatic Callback Cancellation Allows you to camp on a busy called party. When you dial the feature access code after a call to a busy destination, a callback request is created and you are automatically called back when the called party hangs up. Cancels all active Legacy Automatic Callback requests. *12 Location Control Activation Allows you to activate a location. You dial the Location Control Activation feature access code from the location that needs to be activated. This feature can be used from a Shared Call Appearance alternate location or a BroadWorks Anywhere location. *13 Location Control Deactivation Allows you to deactivate a location. You dial the Location Control Deactivation feature access code from the location that needs to be deactivated. This feature can be used from a Shared Call Appearance alternate location or a BroadWorks Anywhere location. #80 Make Outgoing Call as Call Center Allows call center agents to make calls using the call center phone number. Users can thus override the default setting configured by the administrator. The FAC code is available to agents with Call Center Premium service assigned. #81 Make Personal Outgoing Call Allows call center agents to make calls using their personal phone number. User can thus override the default setting configured by the administrator. The FAC code is available to agents with Call Center Standard or Call Center Premium service assigned. #23 Mobility Call Anchoring Activation Anchors the mobile phone on BroadWorks for all calls. This allows the user to use their personal mobile device as their business phone and use originating and terminating services available from their office phone. *23 Mobility Call Anchoring Activation Per Call #24 Mobility Call Anchoring Deactivation *24 Mobility Call Anchoring Deactivation Per Call Anchors the current call made from the same mobile device from which the FAC is dialed on BroadWorks. This allows the user to use their personal mobile device to make a business call. The call is processed as if it were originated from the user s office phone. Disables call anchoring for all calls to and from the mobile. Disables call anchoring for the current call made from the same mobile device from which the FAC is dialed. This allows the user to use their business mobile device to make a personal call. The call is processed in the mobile network BROADSOFT, INC. PAGE 313 OF 333

314 Code Name Description #29 Mobility Calling Line ID Activation Sets the calling line ID phone number to the user s mobile phone number. *28 Mobility Calling Line ID Activation Per Call #28 Mobility Calling Line ID Deactivation *29 Mobility Calling Line ID Deactivation Per Call Sets the calling line ID phone number of the mobile device from which the FAC is dialed to the device s phone number for the current call. Sets the calling line ID phone number to the user s fixed line calling line ID. Sets the calling line ID phone number of the mobile device from which the FAC is dialed to the calling line ID of the user s main line for the current all. #84 Monitor Next Call Allows users to monitor route point or call center calls to agents with Call Center Premium service assigned. The FAC code is available to users with Directed Call Pickup with Barge-in and Call Center Monitoring services assigned. *60 Music On Hold Per-Call Deactivation #70 Night Service Activation Manual Override #71 Night Service Deactivation Manual Override Deactivates the Music On Hold service for the current calls. Activates the Night Service, which identifies business hours for the queue, and transfers incoming calls received outside of business hours to an alternate queue. Deactivates the Night Service, which identifies business hours for the queue, and transfers incoming calls received outside of business hours to an alternate queue. *610 No Answer Timer Sets the numbers of rings before No-Answer handling is applied to the Voice Messaging, Third-Party Voice Mail Support, Call Forwarding No Answer, Call Forwarding No Answer To Voice Mail, and Sequential Ringing services. *84 Number Portability Announcement Activation *85 Number Portability Announcement Deactivation Activates number portability announcement. Deactivates number portability announcement. *71 Per Call Account Code Charges a call to an account code assigned to you. *50 Push to Talk Provides an intercom-like functionality where you can call another party and be instantly connected. *51* Selective Call Rejection Interrogation Allows you to get the status of the Selective Call Rejection service. *75 Speed Dial 100 Calls the two-digit speed dial number of the party you want to call. *74 Speed Dial 8 Calls the two to nine-digit speed dial number of the party you want to call. *47 Sustained Authorization Code Activation (calls unlocking) Unlocks your calls. When you are required to provide authorization codes for outgoing calls, this code allows you to unlock this requirement. Having unlocked code activation, you are no longer prompted for an authorization code and your calls proceed without interruption BROADSOFT, INC. PAGE 314 OF 333

315 Code Name Description *37 Sustained Authorization Code Deactivation (calls locking) Locks your calls. When you are required to provide authorization codes for outgoing calls, this code allows you to lock" this requirement again. *86 Voice Mail Retrieval Allows users to retrieve BroadWorks and third-party voice mail. *62 Voice Portal Access Allows you to access your voice portal. 2) To display the previous page, click OK. The User Utilities menu page appears Group Directory Use this menu item on the User Utilities menu page to: View Group Directory View or Print Summary of Group Directory View or Print Phone List The Group Directory service allows you to display your group directory and view or print either a summary of detailed phone list View Group Directory You use the Utilities Group Directory page to view your group directory. Figure 284 Utilities Group Directory 2015 BROADSOFT, INC. PAGE 315 OF 333

316 The User Group Directory page is a list page that contains an advanced search. The Yahoo ID, Name, Phone Number, Extension, Mobile, Address, and Department appear for each user in the Group. Depending on the number of pages of data in a list, list pages allow you to present the data several different ways. You can click the headings of a column to change the sort order of items in the column, use the input boxes below the data to specify search criteria, or click the page links, for example, Next or Previous. The advanced search lets you define specific search criteria to narrow your search and display a manageable list. For more information on defining search criteria, see the BroadWorks Getting Started Web Interface Administration Guide. 1) On the User Utilities menu page, click Group Directory. The User Group Directory page displays your group directory. The items displayed on the Group Directory page follow. Item Name User ID Phone Number Extension Department Mobile Address YahooID IM&P ID Description Displays the name of the person in the group. Displays the user ID of the person in the group. Displays the phone number of the person in the group. Displays the phone extension of the person in the group. Displays the department of the person in the group. Displays the mobile phone number of the person in the group. Displays the address of the person in the group. Displays the Yahoo ID of the person in the group. Displays the IM&P ID of the person in the group. 2) To display the previous page, click OK. The User Utilities menu page appears BROADSOFT, INC. PAGE 316 OF 333

317 View or Print Summary of Group Directory Use this procedure to display or print your Group Directory. Figure 285 Utilities Group Directory Summary 1) On the User Utilities menu page, click Group Directory. The User Group Directory page displays your group directory. 2) Click Group Directory Summary. The Group Directory Summary displays a group phone list in summary form. The items displayed on the Group Directory Summary page follow. Item Name User ID Number Extension Department Mobile Address Description Displays the name of the person in the group. Displays the user ID of the person in the group. Displays the phone number of the person in the group. Displays the phone extension of the person in the group. Displays the department of the person in the group. Displays the mobile phone number of the person in the group. Displays the address of the person in the group. 3) To display the previous page, click x in the right-hand corner of the page. The User Group Directory page appears BROADSOFT, INC. PAGE 317 OF 333

318 View or Print Phone List Use this procedure to display or print your Group Directory Detail Phone List. Figure 286 Utilities Group Directory Detail 1) On the User Utilities menu page, click Group Directory. The User Group Directory page displays your group directory. 2) Click Group Directory Detail. The Group Directory Detail displays a group phone list in detail. The name, department, and phone number of each group member appear. 3) To display the previous page, click x in the right-hand corner of the page. The User Group Directory page appears BROADSOFT, INC. PAGE 318 OF 333

319 13.7 Enterprise Directory Use this menu item on the User Utilities menu page to: View Enterprise Directory View or Print Summary of Enterprise Directory View or Print Phone List The Enterprise Directory service allows you to display your enterprise directory and view or print either a summary of the enterprise directory or a detailed phone list View Enterprise Directory The User Enterprise Directory page is a list page that contains an advanced search. The Name, Phone Number, Extension, Mobile, Address, Group, and Department appear for each user in the Enterprise. Depending on the number of pages of data in a list, list pages allow you to present the data several different ways. You can click the headings of a column to change the sort order of items in the column, use the input boxes below the data to specify search criteria, or click the page links, for example, Next or Previous. The advanced search lets you define specific search criteria to narrow your search and display a manageable list. For more information on defining search criteria, see the BroadWorks Getting Started Web Interface Administration Guide. Use this procedure to display your Enterprise Directory. Figure 287 Utilities Enterprise Directory (Top of Page) 1) On the User Utilities menu page, click Enterprise Directory. The User Enterprise Directory page displays your enterprise directory. The items displayed on the Enterprise Directory page follow. Item Name User ID Description Displays the name of the person in the enterprise. Displays the user ID of the person in the enterprise BROADSOFT, INC. PAGE 319 OF 333

320 Item Phone Number Extension Department Mobile Address YahooID Group ID IM&P ID Description Displays the phone number of the person in the enterprise. Displays the phone extension of the person in the enterprise. Displays the department of the person in the enterprise. Displays the mobile phone number of the person in the enterprise. Displays the address of the person in the enterprise. Displays the Yahoo ID of the person in the enterprise. Displays the group ID of the person in the enterprise. Displays the IM&P ID of the person in the enterprise. 2) To display the previous page, click OK. The User Utilities menu page appears View or Print Summary of Enterprise Directory Use this procedure to display or print your Enterprise Directory. Figure 288 Utilities Enterprise Directory Summary 1) On the User Utilities menu page, click Enterprise Directory. The User Enterprise Directory page displays your enterprise directory. 2) Click Enterprise Directory Summary. The Enterprise Directory Summary displays an enterprise phone list in summary form BROADSOFT, INC. PAGE 320 OF 333

321 The items displayed on the Enterprise Directory Summary page follow. Item Name User ID Number Extension Department Mobile Address Group ID Description Displays the name of the person in the enterprise. Displays the user ID of the person in the enterprise. Displays the phone number of the person in the enterprise. Displays the phone extension of the person in the enterprise. Displays the department of the person in the enterprise. Displays the mobile phone number of the person in the enterprise. Displays the address of the person in the enterprise. Displays the group ID of the person in the enterprise. 3) To display the previous page, click x in the right-hand corner of the page. The User Enterprise Directory page appears View or Print Phone List Use this procedure to display or print your Enterprise Directory Detail Phone List. Figure 289 Utilities Enterprise Directory Detail 1) On the User Utilities menu page, click Enterprise Directory. The User Enterprise Directory page displays your enterprise directory. 2) Click Enterprise Directory Detail. The Enterprise Directory Detail displays a group phone list in detail. The name, department, and phone number of each enterprise member appears BROADSOFT, INC. PAGE 321 OF 333

322 3) To display the previous page, click x in the right-hand corner of the page. The User Enterprise Directory page appears Intercept User The Intercept User service allows you to verify whether your service has been intercepted. If the Intercept User service is enabled for your account, some or all calls to your number and from your number are intercepted. When your incoming calls are intercepted, the caller may hear a message indicating Out of Service or be routed to another number or to your voice mail. When your outgoing calls are intercepted, you may hear an announcement. If you have been assigned the Intercept User service, your Intercept User page specifies whether your service has been intercepted and displays your intercept settings. NOTE: Even if your Intercept User service is disabled, your calls may still be intercepted if your group s Intercept service is enabled View Intercept User Status and Settings Use the Utilities Intercept User page to verify whether your service has been intercepted and to view your intercept settings. Figure 290 Utilities Intercept User To access the Intercept User page: 1) On the User Utilities menu page, click Intercept User. The User Intercept User page appears, showing your intercept user status and settings. 2) To display the previous page, click OK. The User Utilities menu page appears BROADSOFT, INC. PAGE 322 OF 333

323 The following table provides an explanation of each read-only item on the Utilities Intercept User page. Item Intercept User Description When set to On, the Intercept User service is enabled and your calls are intercepted as specified on this page. Inbound Call Options Intercept All Inbound Calls Allow Inbound Calls from System-Defined Phone Numbers Allow Inbound Calls (Partial Intercept) Use Alternate Outbound Blocking Announcement Route to Voice Mail Play New Phone Number Transfer on 0 to Phone Number When checked, all calls to your number are intercepted. When checked, your calls are intercepted, except for the calls from specific numbers defined by the system administrator. If this option is checked, you can receive calls. If this option is checked, you hear an outbound blocking announcement when trying to make a call. When this option is checked, all your incoming calls are routed to your voice mail. When this option is checked, your callers hear the new phone number that replaces your current phone number. When this option is checked, your callers are transferred to the specified phone number upon pressing 0. Outbound Call Options Block All Outbound Calls Route to Phone Number Allow Outbound Local Calls When this option is checked, you cannot make calls. When you try to make a call, the call is intercepted and you hear an announcement. When this option is checked, the calls you make are routed to a specified phone number. When this option is checked, you are allowed to make local calls BROADSOFT, INC. PAGE 323 OF 333

324 13.9 Registrations Use the Utilities Registration menu item to see all your static and dynamic registrations. This page also displays information about devices that have been locked out due to a SIP authentication failure. If a device was locked out and the registration has expired, the lockout is present even though the registration no longer exists. When a device has been permanently locked out, the Lockout Expires field is empty and the Lockout Count field displays the word Permanent. Lockout date and time are in GMT offset time. Figure 291 Utilities Registrations 1) On the User Utilities menu page, click Registrations. The User Registrations page appears, showing all your static and dynamic registrations. 2) To display the previous page, click OK. The User Utilities menu page appears BROADSOFT, INC. PAGE 324 OF 333

325 13.10 Prepaid The Prepaid service allows you to use your phone without the need for signing a contract. Use the Utilities Prepaid menu item to verify that you have been assigned the service. Prepaid has no configuration. Figure 292 Utilities Prepaid 1) On the User Utilities menu page, click Prepaid. The User Prepaid page displays the Prepaid service page. 2) Click OK to return to the previous page Visual Device Management Use the Utilities Visual Device Management menu item to view whether the Visual Device Management service has been assigned to you. The service allows an administrator to use a visual configuration tool to configure your phone. Figure 293 Utilities Visual Device Management 1) On the User Utilities menu page, click Visual Device Management. The User Visual Device Management page appears. 2) Click OK to return to the previous page BROADSOFT, INC. PAGE 325 OF 333

326 13.12 Security Classification Use the Utilities Security Classification menu item to view the security classification assigned to you. The security classification indicates the maximum level of classified information that you can be safely exchange in a conversation. For more information, contact your administrator. Figure 294 Utilities Security Classification 1) On the User Utilities menu page, click Security Classification. The User Security Classification page appears displaying the security classification level assigned to you. 2) Click OK to return to the previous page BROADSOFT, INC. PAGE 326 OF 333