Depending on your needs, you can create a profile for one or more employees. And attach them to the departments as well.
The user with an "employee" level of access will be able to check the report with their calls only.
Creating a new department
Go to the "General settings" => "Employees" menu and click the "Add the first department" button.
Once you create the departments, click on the "Add new employee" link.
or "Add employee" if there are already employees created in the project:
Clicking the button will take you to the employee creation page.
And fill-up the form with the following details:
Email — employee email.
Full name — employee name.
Access level — employee access level.
Departments — if you have previously created a department, you can choose which employee to assign the department.
Extension number (starting with three digits, for example, 101) — the additional extension number for being in contact with your coworkers. You can forward the calls to your colleagues or call them. Once you dial the extension number — the system will call the main contacts.
Main contacts — the direction for making the calls while forwarding the call to the employee. Add a minimum of one direction in main contacts to save the employee's profile.
Other contacts — the different directions. They won't be called while forwarding the call to the employee but will be used for integration with the CRM system. If you set up one of such directions in the call forwarding scheme — the system will be able to recognize the employee who answered the call.
Types of contacts
You can add a variety of directions in the main and the other contacts.
Let's check them:
SIP account — the SIP line for making or receiving the calls.
1.1. The name of the SIP account always includes the project's name and begins with it. For example, for project testsite.com the beginning of the SIP account name will be
testsitecom_. You can add anything aftertestsitecom_.1.2. If you create your password: it must be at least 14 characters long, with at least one digit, symbol (except for '<' and'>'), and both lower-case and upper-case letters.
Depending on which application and device the manager will use for calls, you need to select a checkbox:
Ringostat Smart Phone application on PC
Ringostat application only on mobile phone - select "On phone"
Ringostat Smart Phone application on both PC and mobile phone - create two separate SIP accounts
Other calling application (installed on any device) - don't check the "Use SIP account in Ringostat Smart Phone" checkbox
Phone number — input the number in the international format. For example, for the UK, it should be +44XXXXXXXXXX.
External SIP — the SIP line from the other PBX you want to receive the calls to. Set the login of the line. For example, if the line is
[email protected]— put onlyG79333CN0001.
You also can move the directions from the main contacts to the other ones and vice versa.
After filling in all required fields, you need to save the changes.
Phone Numbers for Receiving SMS in Ringostat Smart Phone from Clients
In order for the manager to be able to receive SMS messages from clients only on a specific number, it is necessary to assign this number to the employee when creating or editing his profile.
It is quite simple to do this.
- In the block “Phone Numbers for Receiving SMS in Ringostat Smart Phone from Clients” click “Add a contact”.
- Select the number from the list that you want to assign to the manager and save the settings.
Please note!
Currently, such settings can only be made with the Peoplefone number operator.
You can assign several numbers to receive SMS to one manager, but no more than 10.
If the number is already used by another employee, it is red and cannot be selected. Free numbers are gray standard.
The number assigned to the manager for SMS can be deleted if necessary.
The number is assigned to the employee only for receiving incoming messages. To send an SMS, the manager must select the number from the list in the Ringostat Smart Phone application.