Admin Portal – Adding Devices

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Introduction

Administrators can add devices in the Calling Admin Portal. In this guide, you will find steps for adding one device at a time and for adding devices in bulk. Once a device is added, it is activatable when adding a user via:

  • The Set Up a User wizard on the Dashboard.
  • The Set Up a User wizard on the Users page.
  • The Assign User action in the Numbers page.

If you are adding devices and users for the first time, take a look at this getting started article – Getting Started: Adding and Assigning Devices and Users.


Adding a Device

  1. Log in to the Calling Admin Portal.
  2. Select the Devices tab from the left-hand navigation.
  3. Select Add Ported Device.
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  5. The Add Device wizard will appear. From here, choose the Site where you would like to add the device.
  6. Next, choose the device you would like to add from the Device drop-down menu.
  7. Note: You can only choose the available devices for your location. If you do not see the model listed, please contact your service provider.

  8. Enter the MAC Address of the device to be added and select Save. The new device will now show up in your device list.
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What’s next?

  • Now that your device is added, it is managed on the Devices tab. For information on managing devices, visit the Device Management guide.
  • Added devices are now available to assign to users. For steps on how to add a user, visit the Adding Users guide.


Adding Multiple Devices (Bulk Upload)

You can import a list of already existing devices as a bulk upload to the portal. To do so, follow these steps:

  1. Log in to the Calling Admin Portal.
  2. Select the Devices tab from the left-hand navigation.
  3. Before performing a bulk upload, it is recommended to download the CSV template. Select the Import drop-down menu. Here you can find the following helpful tools for performing a bulk device upload:
    • CSV Template
    • List of Supported Devices
    • List of Sites
    • Instructions

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  4. Once you have created and saved your CSV file, you are ready to perform a bulk upload. Select the Import drop-down menu and then select Upload .CSV File.
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  6. Select the file to upload and the system will validate the records. If there are any problems, the system will display the results with the corresponding error message. A notification will appear once the file upload is successful, and the devices will be added to your inventory.

What’s next?

  • Now that your devices are added, they are managed on the Devices tab. For information on managing devices, visit the Device Management guide.
  • Added devices are now available to assign to users. For steps on how to add a user, visit the Adding Users guide.