Hoteling

What you need to know:

Hoteling enables a User’s phone profile of phone number, features, and calling plan to be temporarily loaded onto a shared (host) phone.

Introduction

Hoteling enables a User’s phone profile of phone number, features, and calling plan to be temporarily loaded onto a shared (host) phone. It is comprised of two features: Hoteling Host and Hoteling Guest that work together to allow you to designate specific phones (hosts) that Users (guests) can temporarily log into and use as their own phone. When a guest logs in to a host phone, their User profile is automatically transferred to the device. The host device then becomes the user’s primary device while they are logged into it.

 

The Hoteling feature is useful for companies with traveling Users which enables workers to be in a remote office but still have the functionality of their main desk phone with the same features. It is also useful in a call center environment where a site may have a limited number of phones but need their employees to share their phones over multiple shifts while being able to maintain a specific profile acting as their agent identity in the call center.

 

Feature Prerequisites/Restrictions

  • Supported station types are Premier and Standard Users.
  • Supported phone models for the Host device are Polycom SoundPoint IP 450, 550, 560, 650, 670 Phones configured with UC software version 4.0.4 or higher. Polycom VVX 300, 310, 400, 410, 500, 600 Phones configured with UC software version 4.1.5 or higher.
  • Only lines that are set up as private (not shared) on the Polycom phones can be configured to act as a host. The administrator should not configure the Sharing service on the User that is permanently assigned to the host device.
  • The Host device must only be configured with one line registration. The host’s line can be allowed to be on multiple line keys on the phone but all the line keys must share the same line registration (as in the Hosted Square Key configuration).
  • The Hoteling Host’s line can only be assigned on one device; it cannot be shared on other phones.

Hoteling supports two ways for the Hoteling Guest to “sign-in” to the host phone:

  1. Directly on the host phone – once configured, a soft-key is available on the phone.
  2. Through My Phone portal – once configured, the User has a button available on their My Phone dashboard.


Configure Host Phone

  1. Log in to the Enterprise Portal.
  2. Select your site from the drop-down menu.
  3. Select the Numbers page.
  4. Click the Edit button next to the user you wish to configure.

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  1. Click on the Device tab.
  2. Check the Multi User Phone (Hoteling Host) option.
  3. Check Limit Association Period to enable a time limit and enter the number of hours.

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  1. Click Save.


Configure a Guest Profile

  1. Click the User page.
  2. Find the guest you wish to configure.
  3. Click on Edit.

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  1. Select the On the Go tab on the left-hand navigation.
  2. Click the On/Off toggle to enable the Hoteling Guest.

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  1. Click Save.