My Account – Privacy Settings

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What you need to know:

Adding efficiency through the introduction of Auto Attendants to automatically route calls or the use of the Monitoring feature to increase the visibility of a user’s phone status are common benefits of the BroadSoft service.

Introduction

However, not everyone needs or wants to be included in these options.  Some executives may not want others to be able to monitor their phone status and some businesses may want the Dial by Name Directory to only route to select users.  The Privacy feature allows you to realize the overall benefits of the solution, while maintaining select exclusions as needed.

 

Feature Prerequisites

Before the privacy service can be used the following conditions must be met:

  • All phone numbers need to be assigned to a to a station, device and user.
  • The Privacy feature is available only on Executive, Hosted Square Key, and Hosted PRI – User stations.

Feature Setup

  1. To set up this service for a User, log into the My Account portal and select your site.
  2. Select your Site.
  3. Select User Features.
  4. Then, select Privacy.
  5. Click image for large view
  6. Select the User/Phone Number and click Edit.
  7. Click image for large view
  8. Next, select the Auto Attendant privacy features.  Select Do not allow dialing to use extension to prevent extension dialing out of the Auto Attendant for this User.
  9. Select Do not include use first name or last name lookup to prevent the ability to dial by first or last name for this User.
  10. To enable call recording for this User select Enable Call Recording for this user.
  11. Finally, you can select the Users/Phone Numbers for this User to monitor.  Drag and Drop the Users/Phone Numbers from Available Monitoring to Authorized Monitoring.
  12. Click image for large view
  13. Click Save to save your changes.