Manage SIMPLE users

For all actions, the first two steps are the same to access users:

Add a user

  1. Click Set Up a User.
  1. In the First Name field, type the user's first name. And in the Last Name field, enter the user's last name.

  2. In the Email field, type the user's email address.

  3. In the User ID field, type the user ID, which must be in the format of an email address.

  4. Click Next.

  5. Click the Find Phone Number field, then select the number you want to assign to the user.

  6. From the Select Station list, select Premium User Station

  7. Select the checkboxes for the devices and applications you want to set up for the user:

    • BroadTouch PC Client
    • BroadCloud Connect and BroadCloud Meet
    • Connect Tablet
  1. In the Extension field, type a two- to seven-digit extension.

  2. Click Next.

  3. Click the Find and add a device field, then select the MAC address and device combination.

    If you don't see the MAC address you want, you'll need to add a ported device.

  4. Click Save. The new user can now make and receive calls. 

Add multiple users with a bulk upload

This is a three-step process:

  1. Download a CSV template
  2. Fill in the template and save it to your computer
  3. Upload the file to the SIMPLE portal. 

After you've uploaded the file, you can check to see if it uploaded successfully.

  1. Click Import list.

  2. Select Download .CSV Template from the list.

  1. Open the file.

  2. Fill in the information requested in the template, then save the file to your computer.

  1. From the Users tab, click the Import button.

  2. Select Upload .CSV Template from the list.

  3. Select the file you want to upload and click OpenYou'll upload the file from your computer or removable device, based on your operating system.

Use a list to search for users if you don't want to narrow your selection too much.

  1. From the Site list, select the location. If you only have one site, your users will show on the list and you won't need to select a site.

  2. To search by a list of users, do any of the following:

    • To increase the number of users listed per page, from the Show list, select the number of entries per page you'd like to see. 

    • Click on column headings to sort in ascending or descending order.

Use filters to search if you know exactly what you're looking for, so you can narrow down the information to quickly find it.

  1. Do any of the following:

    • From the First Name list, select the criteria you want to use for your search.

    • From the Starts With list, select what words you want included in your search.

    • In the Search field, type the words you want to search by.
  1. Click Search.
simple-administrator-portal-users-site-search-results

Use column headings to sort your user information in ascending or descending order.
 

  1. Click the gear icon.

  2. Select the column headings you want to see. You can also click and drag the columns to arrange them in the order you want to see them. Headings checked are displayed by default.

  3. To change the columns you want to see, select and deselect the checkboxes according to your preferences.

  4. Click Save.
simple-administrator-portal-users-site-edit-columns

Export a list of users

  1. Click Export and download the file to your device.
simple-administrator-portal-users-exported-list

Reboot a phone

To reboot a phone onsite:

 

  1. Unplug the network cable from the back of the phone, make a note of which port it was unplugged from, then wait 10 seconds.

  2. Plug the network cable back into the phone, making sure you plug it into the port it was unplugged from, then wait 5 minutes.

 

As the phone reboots it may recycle more than one time. If the reboot cycle is interrupted, it can cause problems with the phone’s configuration. We suggest the user step away from their desk, so they're not tempted to lift the handset.

To reboot a phone offsite:

  1. From the User tab, on the row with the user's name, from the Actions list, select Reboot Device

  2. Click Reboot.

    Inform the user you’ll be rebooting their phone before you click reboot. And ask the user to step away from the phone for five minutes, so they’re not tempted to interrupt the reboot process.

Change calling permissions

The calling permission types include:

  • Internal calls placed within your organization

  • Local calls placed within your local calling area

  • Toll-free calls to 8xx prefixes

  • Long-distance calls placed within North America, Canada, or extended Caribbean locations

  • International calls placed outside of the long-distance area that require an international calling code

  • Operator assistance calls placed by dialing 0 or 0+

  • Directory assistance calls to 411

  • Calls to a 700 prefix

  • Calls to a 900 prefix

  • Calls to a 976 prefix
  1. Click the Calling Permissions tab, and the Outbound Calling tab opens.

  2. Select the Use custom settings checkbox to override the site settings for outbound calls.

    The calling options are different for each user, depending on how the user account was set up.
simple-administrator-portal-numbers-edit-user-calling-permissions-outbound-calling-use-custom-settings
  1. Do the following for any of the custom settings:

    • For Internal Calls, from the Allow list, select the option you want.

    • To enable calls to be transferred or forwarded, select the Transfer/Forwards checkbox.

 

Repeat this process for any custom setting your user needs.

  1. Click Save.

  2. Click the Inbound Calling tab.

  3. To override the site settings for inbound calls, select the Use custom settings checkbox.

  4. In the Originating section, do one or both of the following:

    • To accept internal calls, select the Allow internal calls checkbox.

    • To accept collect calls, select the Allow collect calls checkbox.
  1. In the Transfer/Forwards section, select one of the following:

    • To permit external calls to be transferred or forwarded, select the Allow all external calls radio button.

    • To allow only external transferred calls to be transferred or forwarded, select the Allow transferred external calls only radio button.

    • If you don't want external calls to be transferred or forwarded, select the Block all external calls radio button.
  1. Click Save.

Change a phone assigned to a user

Before you assign a new phone to a user, you need to remove the old one.

  1. Click the Devices tab.

    Write down the MAC address for the bad device so you don’t select the same MAC address when assigning the new phone.
simple-administrator-portal-users-edit-user-devices-primary-device-assigned
  1. Click Unassign Device.

  2. Click Unassign.

Next, assign the new phone to that user:
 

  1. Click the Find and add an application field, then select the MAC address of the replacement phone from the list.

  2. From the Line list, select the number of phone lines the user needs.

  3. Click Save.

  4. Plug in the new phone; the same features assigned to the old phone will automatically be applied to the new one.

  5. In the Phone Codec options section, make sure the Normal Use is selected. Don't select  Multi-User Phone (Hoteling Host); this is currently not supported.

Reset a password

  1. On the row with user's name, from the Actions list, click Reset Password.

  2. Click Reset.

    A temporary password will be emailed to the user, who will then need to create a new password after logging in.

Edit a user's profile

  1. You can change the First Name, Last Name, User ID and Email. Simply enter the new information in those fields. You can enter up to four user IDs for any user. 

  2. The only language option currently available is English (United States). 

  3. Click Save.

Remove a SIMPLE user

If a new user is replacing the existing user immediately, you can edit the user to change the name, email address, and portal ID. Or, you can set up a new user for the phone at a later date.

  1. From the Actions list, click Remove User.

  2.  Click Remove.

    You can now unplug the phone and store it for the next user.