My Phone. My Phone - Overview. Signing In

Transcription

1 My Phone - Overview The Optus Loop My Phone portal gives you full access to your personal phone service settings, allowing you to customise and manage your service to suit your specific requirements. Within the My Phone portal users can access and manage the following: Messages - Access your voic messages from here My Features Configure phone features My Rules Create rules around your phone settings My Numbers View and Add Directories My History View Call History Signing In 1. Enter the url 2. Enter your Username and Password (provided to you by Optus). 3. Click Login Note: When logging in for the first time you will be prompted to change your password Optus Loop My Phone QRG 1 17/07/17

2 Menu Bar 1. Language English is the default 2. Profile From the Profile tab you can: Change your password Set Time zone Update your address Reset your Voic PIN 3. Support Clicking this link will take you to the Optus Business Care page 4. Sign Out Click to Sign Out of My Phone portal Dashboard Home The Home / Welcome page provides you with information on all the features available to you within the My Phone portal Optus Loop My Phone QRG 2 17/07/17

3 Dashboard My Messages Not only can you view and listen to your voic messages from here, you can also manage your message settings. Select Refresh to update your messages: 1. To listen to a message, tick the Action check box next to a message 2. Click the play head to listen to the message 3. Click pause, to pause the message 4. Click Stop, to stop the message Select Settings to configure your voic settings. Configure your settings so you can receive your messages on the go and not have to be in the office to listen to them: Optus Loop My Phone QRG 3 17/07/17

4 1. Voice Messaging Select the required option for calls to go to voic 2. Fax Messaging Only required if this number is associated with a fax 3. Message Storage Select whether messages go to voic on your phone or to a nominated address 4. Additional Settings Request message notification via SMS or 5. Greetings Select the number of rings before a recorded greeting is played Select System Music on Hold or upload a personal file Optus Loop My Phone QRG 4 17/07/17

5 Select Delete Selected to deleted messages 1. Tick the Action check box next to a message 2. From the pop a box, click Yes Select Download Selected to save a message to a WAV file or an MP3 file 1. Tick the Action check box next to a message 2. From the pop a box, click the link to Save as WAV file or Save As MP3 file, then follow the prompts to save the file Optus Loop My Phone QRG 5 17/07/17

6 Dashboard My Features My Features allow you to customise how your incoming calls are handled to make sure your unique needs are met. Route your calls to you wherever you may be, eliminate unnecessary calls that waste your time, and make sure calls are handled appropriately when you are at your busiest and already on a call If you are on your phone you can use the links on this page to download the Optus Loop Voice soft phone App to your Android or iphone 1. Your User Name is: yourphonenumber@loop.optus.com.au (ie: @loop.optus.com.au) 2. Your Password is the same password you use to access My Phone portal loop.optus.com.au Optus Loop My Phone QRG 6 17/07/17

7 Click on the links on this page to download the Optus Cloud Voice soft phone App to your Desktop PC, MAC desktop or as an Outlook Add-In 1. Your User Name is: (ie: 2. Your Password is the same password you use to access My Phone portal loop.optus.com.au If you are on your Android tablet or ipad you can use the links on this page to download the Optus Cloud Voice soft phone App to your device 1. Your User Name is: (ie: 2. Your Password is the same password you use to access My Phone portal loop.optus.com.au Optus Loop My Phone QRG 7 17/07/17

8 If you want to forward all your incoming calls: 1. Tick the Forward all calls to Phone # check box 2. From the dropdown select the forwarding number 3. Select Ring Reminder or No Reminder. If Reminder is selected you will received an audible reminder that you have forwarding setup Note: You must setup number in the My Numbers tab at the top of the screen before you can select a number from this drop-down menu By selecting Do Not Disturb, all calls will forward directly to Voic 1. Tick the Do Not Disturb me check box 2. Select Ring Reminder or No Reminder The Remote Office feature is ideal for mobile workers, as it enables them to use features while working remotely. Simply enter the phone number of their current location (home phone number, mobile number) and activate the service. All incoming calls to the user are now directed to the Remote Office number 1. Tick the Remote Office check box Optus Loop My Phone QRG 8 17/07/17

9 Sim Ring allows you to receive calls on up to 10 different devices simultaneously. Anywhere allows you to nominate a phone number that all calls to your office phone will divert to. When placing a call from your Anywhere phone, users can place calls that display their office phone number. 1. Enter the Sim Ring phone number or the Anywhere phone number in the Phone Number field 2. From the dropdown select Sim Ring or Anywhere 3. Tick the Enable Sim Ring check box to activate or turn off this feature 4. When creating a new Anywhere location you will receive a pop-up box where you can give the location a Description, Activate the feature and request an Answer confirmation Note: The Simultaneous Ring and Office Anywhere (Anywhere) features cannot be enabled at the same time. When you enable Sim Ring you will automatically disable the Anywhere feature and vice versa 1. From the dropdown select the number of rings prior to an incoming call being forwarded 2. Select Forward to number, and select the forwarding number from the dropdown, OR 3. Select Forward to my Voic Optus Loop My Phone QRG 9 17/07/17

10 Call Waiting allows you to receive a second call while on a call. If you answer the second call Optus Loop will automatically put your current call on hold and answers the second incoming call. If you are on a call, and a second call comes in you will hear a tone alerting you to the new call. You will also see the caller ID information of the caller on your phone display. If you choose to answer the second call your first caller will be put on hold. You will then be able to toggle easily between the two calls 1. Tick the Allow me to answer additional calls check box 2. To forward additional incoming calls to a different number, select Forward to number, then choose a number from the drop-down menu, OR Note: You must setup numbers in the My Numbers tab at the top of the screen before you can select a number from this drop-down menu 3. Select Forward to Voic If your phone is not connected to the network for any reason, such as power outage, failed internet connection, wiring problem, your calls can be forwarded to the number selected to insure you can still receive your calls. 1. Tick the If not reachable forward calls to check box 2. From the dropdown select the number to forward calls to Note: You must setup numbers in the My Numbers tab at the top of the screen before you can select a number from this drop-down menu Optus Loop My Phone QRG 10 17/07/17

11 Block callers with no caller ID displayed. If a caller has blocked their calling ID, you can setup to reject any unidentified callers 1. Tick the Reject callers with blocked caller id check box If this feature is enabled, another user can Barge in on your call by using the Barge-In feature access code *33 1. Tick the Do not allow users to Barge-in check box to turn this feature off 2. Tick the Play Barge-in warning tone check box to turn on a Barge-in warning tone Sequential Ring allows a user to create a list of up to 5 additional numbers to ring in a specific order when they receive an incoming call. 1. Tick the Alert Base Location check box and select the number of rings from the dropdown to configure calls to ring your base/main number first 2. Tick the Continue search when I am on a call check box if you are on a call the incoming call will continue to your alternate sequential numbers 3. Tick the Enable caller to skip search and go to voice mail check box to allow the caller to press # to go directly to your voic 4. Enter the numbers in the order you want them to ring Note: A rule for this feature will need to be set in the My Rules tab in order for it to operate Optus Loop My Phone QRG 11 17/07/17

12 Install a Dialer into Google Chrome 1. Click the download link to start the install (a new browser window or tab will open directing you to the Google Chrome Web Store) 2. Choose the geographically appropriate link based on your country 3. Select the Add button to confirm and install the extension 4. You will receive a confirmation popup that the Dialer for Chrome has been successfully installed, and the dialer will appear beside your search bar 5. When you launch for the first time you will be prompted to sign in Optus Loop My Phone QRG 12 17/07/17

13 Note: Your User Name is: (ie: Your Password is the same password you use to access My Phone portal 6. Once you login successfully, you will be prompted to restart your browser to continue 7. Upon restarting, click the icon on the Chrome bar. When you see this view, your Dialer for Chrome is ready to use. The Dialer will remember your login information and automatically log in until you intentionally sign out You are now ready to start making and receiving calls from the Chrome Dialer Hoteling enables a user s phone profile to be temporarily loaded onto a shared (host) phone. When the user logs into the Host phone, their profile including their number and settings will transfer to the device they are logged into. Note: This feature needs to be enabled by your site administrator Optus Loop My Phone QRG 13 17/07/17

14 Dashboard My Rules My Rules is where you can create different rules to forward, reject or accept certain calls based on the phone number of the person calling and/or time of day and day of the week when the calls are received. You can also add schedules that determine when your rules are active. First create a Schedule. A schedule is a period of time that can reflect time of day or a specific holiday period. Once you have created a schedule you can then allocate a specific rule to take place only during that scheduled time period. 1. In the Add New Schedule Here field add the name of the new schedule you want to create 2. From the dropdown select either Holiday or Time Schedule 3. Click the icon 4. In the Event Pop up, Add an Event Name and enter the Start date and time and End date and time 5. Click Add This Event Your Event has now been created Optus Loop My Phone QRG 14 17/07/17

15 Add rules to specific rule types 1. From the dropdown, select the rule type 2. Click the icon 3. From the pop up Rule window add a Rule Name and a Forward to phone number 4. Select Time Schedule or Holiday Schedule drop down and select a schedule that has already been created, to add to this rule type 5. In the Calls from section, you can apply the rule to all incoming calls or selected numbers 6. Click Save 7. In the Call Notify Settings section, add an address. Calls from the numbers you have configured during the specified times will cause an to be sent with caller information Optus Loop My Phone QRG 15 17/07/17

16 Dashboard My Numbers The My Numbers section of the My Phone portal can be used to: Access your Enterprise Directory Manage your Personal Directory Configure Speed Dial codes that can be used on your Desk Phone Enter alternative numbers to be used with other features To create a Personal contact: 1. In the Name field, add the contact name 2. In the Number field add the contacts phone number 3. Click the icon to add the entry to the contact list 4. You can use the filter to search by name or number 5. To make a call to a Personal contact, click the phone icon in the action field 6. A call will establish between your desk phone and the contact 7. Pickup your phone handset or use the speaker phone to begin the call Optus Loop My Phone QRG 16 17/07/17

17 The Enterprise Directory is a list of your organisations users. You do NOT have the ability to modify this list. 1. To make a call to an Enterprise contact, click the phone icon in the action field 2. A call will establish between your desk phone and the contact 3. Pickup your phone handset or use the speaker phone to begin the call 4. You can use the filter to search by name or number Your Speed Dial list is a self-created list of contacts that you call regularly. In this area, you can assign contacts a 2-digit feature code that can be dialed from your desk phone. To create a Speed dial: 1. Enter a contact Name 2. Enter a contact Number 3. From the dropdown select a Speed Code 4. To make a call to an Speed dial contact, dial the speed code number form your handset OR 5. Click the phone icon in the action field 6. A call will establish between your desk phone and the contact 7. Pickup your phone handset or use the speaker phone to begin the call Optus Loop My Phone QRG 17 17/07/17

18 Dashboard My Call History My Call History displays a view of Incoming, Outgoing and Missed calls. The list provides details of the calling party, date and time of call and call duration. There is also a click to dial option to call the caller back. 1. Add a start and end date to search your call history 2. Tick the required call types from Incoming, Outgoing and Missed calls 3. Click Refresh to view the list or Export to export a CSV. file 4. Click on a folder to view the call history from that date 5. To make a call back, click the phone icon in the Other Party field 6. A call will establish between your desk phone and the contact 5. Pickup your phone handset or use the speaker phone to begin the call Optus Loop My Phone QRG 18 17/07/17