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Broadview OfficeSuite Administrator User Manual

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See also: User Manual , Manual
Administrator User Guide
OfficeSuite® Phone
putting all Your offiCeSuite® featureS to uSe to be more effiCient
ContaCt Support
1-888-623-VOIP
OfficeSuiteSupport@Broadviewnet.com
http://community.broadviewnet.com

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Summary of Contents for Broadview OfficeSuite

  • Page 1 Administrator User Guide OfficeSuite® Phone putting all Your offiCeSuite® featureS to uSe to be more effiCient ContaCt Support 1-888-623-VOIP OfficeSuiteSupport@Broadviewnet.com http://community.broadviewnet.com...

  • Page 2: Table Of Contents

    Using Your OfficeSuite® Phone . . . . . . . . . . . . . . . . . .

  • Page 3: Quick Start Guide

    Quick Start Guide This quick start guide is designed to provide you with a brief overview of the system . All of your phone’s features and settings will be managed through the phone itself and through our intuitive, online customer portal called MyOfficeSuite® . An account For more detailed instructions, please reference the Index on page 35 and search by has been created for you upon purchase in which you will receive an activation email the topic .

  • Page 4: Using Your Phone

    Quick Start Guide – Using Your Phone aCtivating Your phone aCCeSSing the CompanY adjuSting Your phone Press the Activate soft key and enter your direCtorY diSplaY SettingS extension and PIN, then press Enter or Press the Menu soft key on your phone, You can adjust and personalize your the # key .

  • Page 5: Managing Features Through The Myofficesuite® Portal

    . Creating an auto attendant to anSWer CallS Officesuite® Phone comes with virtually unlimited auto attendants that can be used to ensure all of your calls are answered and directed to the right person every time the phone rings, not matter who is in the office .
  • Page 6 CallS Click on Check Email from the My to outSide phoneS Email widget . The number of new OfficeSuite® Phone enables you to messages is displayed on the widget for program any assigned keys on your your convenience .

  • Page 7: Installing Your Phone

    OfficeSuite® phone . 3: ConneCt Your pC to Your phone (optional) OfficeSuite® can utilize an integrated Ethernet switch that allows you to connect to your computer without requiring an Ethernet Port . To do this, connect one of the provided Ethernet cables to your computer and into the PC port on the back of your OfficeSuite®...

  • Page 8: Using Your Officesuite® Phone

    Activating Your Phone Setting Up Voicemail and making a three-WaY Call or ConferenCe Call You can initiate multiple party phone calls right from your OfficeSuite® Phone . Dial the Getting Messages Press the Activate soft key and enter twice (or the Conf soft key once) . Then, dial first party’s number, then press the...
  • Page 9 . and simply log into any OfficeSuite® phone and use it as your own – same number, same speed dials, same voicemail . There is nothing to set up! Simply go to any other OfficeSuite®...

  • Page 10: Administering The System

    . You and your employees will be the Dashboard are widgets from which set up by Broadview as MyOfficeSuite® you can make changes to the system Information users for the customer portal, as well as and services .
  • Page 11 Administering and Using the System from the MyOfficeSuite® Portal http://MyOfficeSuite.broadviewnet.com...

  • Page 12: Setting Up How Calls Come Into Your Business

    Administering the System As the Administrator, you have the ability to manage and access all aspects of your Officesuite® system . This section covers the functions and features you have the ability to manage and control for your company, from anywhere .

  • Page 13: Setting Up Users

    There are two standard profiles that come through the MyOfficeSuite® portal . Just click on the Phones and Accessories page with your OfficeSuite® Phone account, an Administrator profile and a Standard from the Phone System Tab on top and User profile . You also have the ability to...

  • Page 14: Setting Up And Changing Call Permission Profiles

    Administering the System Setting up and Changing Call permiSSion profileS OfficeSuite® Phone allows you to set the outgoing calling permissions for each extension . To set up or change these permissions, select the extension you would like to change from the drop- down on the Call Permissions widget .
  • Page 15 . OfficeSuite® Phone is so flexible that any extension can be assigned to any users . To Enter a name for the group and choose an extension from the drop-down . Complete assign or change phones and extensions, go to the MyOfficeSuite®...

  • Page 16: Setting Up Your Business Hours

    Setting up Your buSineSS hourS on the My Account Dashboard, then for Your loCationS The OfficeSuite® Phone system lets you select Private from the Outgoing Caller pre-set your business hours so you can ID drop-down list for each extension you send callers to different extensions, groups, would like to designate as anonymous .
  • Page 17 . Many your phone . organizations use auto attendants 3 . You can even use the OfficeSuite® Text-To-Speech option to automatically record to automate call routing, presenting your greeting . Click the Use Text-to-Speech radio button, then choose a male or options such as: Press 1 for Sales, Press female voice by clicking the appropriate radio button .
  • Page 18 When a disaster strikes you need to move Details button from the My Online Fax quickly . To re-route all of your calls during widget . You’ll be contacted by Broadview an emergency like a snow storm, power Networks to complete your order .
  • Page 19 Dashboard or by clicking on Details CORDLESS on the Billing Widget . Here you can download a copy of your bill, review your payment history and more . OFFICESUITE DENTAL™ Get answers on OfficeSuite Phone ® and other cloud services. https://community.broadviewnet.com...

  • Page 20: Using The System

    App is available for free . The Voicemail enter the date, name or phone number App allows access to your OfficeSuite® and press enter . voicemail messages on your mobile device and displays a list of all of...

  • Page 21: Setting Up Speed Dials

    Your buSineSS CallS to an outSide phone Your OfficeSuite® phone has memory keys that you can easily set up as one-touch speed dials or to access the powerful features of the system . Setting up your OfficeSuite® Phone allows you to forward memory keys is easy .
  • Page 22 Do Not Disturb, click On on the the My never miSS a Call Phones Widget . With tWinning forWarding CallS to OfficeSuite® Phone’s Call Twinning Your voiCemail feature allows incoming calls to ring You can pre-program your calls to go your office phone and any other phone straight to your voicemail easily through simultaneously .

  • Page 23: Setting Up Music On Hold

    Using the System reCording Your name for SearChing and adding the direCtorY ContaCtS You will want to record your own name To view or add contacts to your system, for the company directory so that when click on the Contacts tab on the top incoming callers hear a name in the navigation of the site .
  • Page 24 To customize the presentation of your Dashboard, click on Customize Dashboard . Here OfficeSuite® Phone is fully compliant with all E911 regulations . This means, in the event you can add, remove, or reorder the widgets according to your preference . A helpful tip of an emergency, if 9 + 911 is dialed, the system will present authorities with location is to put the most used widgets near the top of the page for easy access .
  • Page 25 Using the System ConferenCing With hd meeting CheCking email through mY email If you have purchased OfficeSuite HD Meeting™, you can start or join an HD If you have purchased email service video, audio or web conference right through Broadview, you can check through the MyOfficeSuite®...

  • Page 26: Optional Features And Services

    Optional Features and Services We offer a wide selection of phones, soft phones and accessories for your choosing. Color touCh SCreen 24 or 48 keY lCd phone 16-keY lCd phone CordleSS phoneS lCd phone Slim phone ConferenCe phone mobile Softphone pC Softphone...
  • Page 27 Put phones anywhere, even places where you don’t have an electrical outlet. We offer PoE switches ranging from 8 to 48 ports. planatronics Supraplus Wideband headset Features wideband capability and ultra noise-canceling microphone. Check with your Broadview Networks representative about compatibility and options.
  • Page 28 OfficeSuite® system . Handle calls and manage voicemail box or department promptly with the the system right from your other device . It utilizes...
  • Page 29 To get started, click on Manage on the Voice Licenses widget . hd meeting With OfficeSuite HD Meeting™, you can host online meetings, HD video conferences and audio conferences for up to 100 people from virtually any device . Meeting organizers and participants can use any phone, any PC or Apple Macintosh computer, or even an iPhone®, iPad®...

  • Page 30: Getting Help

    Getting Help Broadview offers many ways to get help and support when using your online CommunitY OfficeSuite® Phone system . Our online community offers a wealth of information where you can search by topic, feature, read how-to articles and even post questions where Broadview staff mYoffiCeSuite®...

  • Page 31: Troubleshooting Your System

    MyOfficeSuite® portal instantly to notify sure everything is tight. Broadview of an issue . Click on Create If the phone reports that same Bad LAN Link error again, Broadview will replace New Ticket on the Trouble Tickets the phone(s) as needed.

  • Page 32: Fcc Notice To U.s. Customers

    When dialing 911, please be sure to dial 9 + 911 to complete the call . We are here to help! pleaSe ContaCt uS at: phone: 888.623.VOIP (8647) email: officesuitesupport@broadviewnet.com live Chat: Chat live with Broadview for help via the portal . Just click on Live Help on top of the MyOfficeSuite® Dashboard http://MyOfficeSuite.broadviewnet.com...
  • Page 33 Click on this icon and immediately dial a colleague or contact without ever picking up the phone. get instant help from officeSuite® experts personalize your profile, reset your pin, manage alerts and so much more! See who is on the...
  • Page 34 One click access to everything my voicemail–Listen to, my email–Get new email music on hold–Listen to and my hd meeting–Initiate or auto attendants–Record, trouble tickets–Open, download or email voicemail notifications right through change your on-hold music. join an HD video, audio or upload or use our text-to- close, update, view and messages all from the portal.

  • Page 35: Index

    Mute 3, 4, 9 Anonymous Calls 16 Emergency Override 12 User Management 13 Auto Attendant 17 External Calls 4, 8 OfficeSuite® Dialer 29 Automatic Failover 18 Online Community 19, 29 Voicemail App 20 FCC Notice 32 Online Fax 18 Voicemail from Deskphone 8...
  • Page 36 We are here to help! pleaSe ContaCt uS at: phone: 888.623.VOIP (8647) email: officesuitesupport@broadviewnet.com live Chat: Chat live with Broadview for help via the portal . Just click on Live Help on top of the MyOfficeSuite® Dashboard http://MyOfficeSuite.broadviewnet.com...

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