About This Guide

The Administrator Guide covers the functionality and configuration of your Cloud Voice hosted phone system (a cloud-based PBX, or Private Branch Exchange, the system that routes calls for your organization). It walks you through everyday operation and ongoing maintenance.

Who this guide is for

These pages are written for the administrators who deploy and manage Cloud Voice. They assume you are comfortable with networking and general IT administration.

How it is organized

Use the areas below to jump to the topic you need.

Tip

Setting up a brand-new system? Work through the list roughly top to bottom. Start with the Status Center to check system health, then move on to extensions, trunks, and call handling.

• Status Center, Monitor system health, resource usage, and live call activity.
• Extension, Create and manage the extensions your users call from.
• Contacts, Maintain shared and personal contact directories.
• Client Permission, Control what users can see and do in the Cloud Voice App (the desktop, mobile, and web client software your users log in to).
• LDAP Server, Publish your directory over LDAP (Lightweight Directory Access Protocol) so compatible devices and clients can look up contacts.
• Organization, Model your company structure and reporting hierarchy.
• Extension Group, Group extensions to simplify management and permissions.
• Auto-Provisioning, Configure supported IP phones and endpoints automatically.
• User Role, Define roles and the permissions assigned to each.
• Operator Panel, Give front-desk staff a console for handling live calls.
• Trunk, Connect the system to SIP (Session Initiation Protocol) trunks and your carrier.
• Call Control, Set up emergency calling and call-handling rules.

Caution

Call Control includes emergency calling (E911). Configure and test it before your users start placing live calls. If emergency calling is set up incorrectly, a call may fail to reach responders or send them the wrong location.

• Call Features, Configure voicemail and other calling features.
• Messaging, Manage omnichannel messaging across supported channels.
• PBX System, Adjust system-wide preferences and behavior.
• Security, Protect the system with security policies and controls.
• Maintenance, Keep firmware current and perform routine upkeep.
• CDR and Reports, Review CDRs (Call Detail Records, the log entry created for every call) and run reports.
• Integration, Connect Cloud Voice with third-party applications.
• References, Look up import and export parameters and other reference material.