Admin Portal – Device Management

Home | Administrator Central | Administrator Guides | Admin Portal - Device Management

What you need to know:

The device management portion of the admin portal provides a centralized way of managing and maintaining the inventory of phones. This article covers the topics related to device management.

View a List of Devices

To view the list on all the devices assigned to your site:

  1. Log in to the admin portal.
  2. Select your Site from the drop-down menu.
  3. Select the Options tab.
  4. Click image for large view
  5. Your Devices Page is broken up into two main areas:
    • Search and Filter: Using the search bar, the device list can be searched or filtered based on the MAC address or device type. Once your information is entered, click on the Search button and your information will appear in the Device Table.
    • Device Table: here, you can find useful device information such as the MAC address, Device Type, Available Lines, Site its associated to and the Devices Options.

Click image for large view

View Device Status and Details

From this tab, you can also confirm that a phone is effectively communicating with the network.

  1. Select the Options drop-down menu for the device you would like to verify.
  2. Choose Device Status. This will perform a status check and once complete, it will display the status of the phone and whether it is registered, aged or unregistered.  A registered status is a positive indication of connectivity, all others indicate some issue with the connection between the phone and the network.

Click image for large view

You can also reboot a device from the Action drop-down menu. Select Reboot Device.

Click image for large view

Manually Adding or Removing a Device

To add a device, follow these steps:

  1. Select Add Ported Device. The Add a Ported Device window will appear.
  2. Click image for large view
  3. Choose the site where the device is assigned to in the Site drop-down menu.
  4. Next, choose the device type from the Device drop-down menu. Note: You can only choose from the approved devices within your site.
  5. Enter the MAC Address of the device to be added.
  6. When you are done, select Save. The new device will now show up in your device list.

To remove a device, follow these steps:

  1. From the Devices tab, find the device you would like to remove.
  2. Select the Options drop-down menu.
  3. Then select Remove Device.
  4. Click image for large view
  5. When you are done, select Save to save your changes.

Assign Primary or Shared Lines to a Device

To assign primary or shared lines to a device, follow these steps:

  1. Click on Options button and select Assign Lines. The Assign Lines window should appear.
  2. Click image for large view
  3. Click an “Assign” button to add a phone number line appearance.
  4. In the Edit Line Assignment Dialog Box, configure the following:
    • Phone Number – Select an available number from the drop down box.
    • Type – You have the option to choose:
      • Primary Line Appearance, which should be the phone user’s main number but may be used for other numbers as well.
      • Shared Line Appearance, which allows users to receive calls placed to another user’s line, place calls from another user’s line, and see the status of that line from the line key on their own phone.
  5. Click image for large view
  6. Click on the Finish button when complete.

Changing the Line Appearance Order on Your Device

To change the order of your device’s Line Appearance, follow these steps:

  1. Click on the Options Button and select Line Order.
  2. Choose a Line Number in which you want to move and either click the up arrow or down arrow until you get in the sport you prefer.
  3. Click Save when complete to confirm your changes.

Export a List of Devices

To export a list of all the devices assigned to your site select Export. This will export the information as a .csv file and will include each MAC address, device type, available lines and site.

Click image for large view

Import a List of Devices (Bulk Upload of Devices)

You can also import a list of already existing devices as a bulk upload to the portal.

Note: Before performing a bulk upload, it is advised to download the .csv template found in the Import drop-down menu along with the list of supported devices and list of sites for better bulk upload results. You can also view the Instructions for this process from the drop-down menu list.

Click image for large view

Once you have created and saved your .csv file you are ready to perform a bulk upload.

  1. Click the Import drop-down menu.
  2. Select Upload .CSV File and select the file to upload. The system will validate the records. If there are any problems, the system will display the result with the corresponding error message.
  3. A notification will appear once the upload is successful and the devices will be added to your inventory. Once they pass validation, they will be ready to be assigned to users.