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User manual Compass Hosted PBX 'Personal settings'...................................................................................................................................3 'Manage > > dial plan'........................................................................................................................... 4 'Extensions'....................................................................................................................................... 4 'External numbers'.............................................................................................................................5 'dial plan'........................................................................................................................................... 7 'dial plan extensions'......................................................................................................................... 8 'Dial plan reception'........................................................................................................................ 10 Dial plan 'Prefix'.........................................................................................................................11 'Dial plan voice prompt (Time based routing)'.......................................................................... 13 'dial plan IVR Menu'.......................................................................................................................19 'Dial plan other possibilities'...........................................................................................................22 'Dial plan busy'...........................................................................................................................23 'Dial plan Voice prompts'........................................................................................................... 23 'Dial plan Queue'........................................................................................................................ 24 'Dial plan redirect to people'...................................................................................................... 25 'Dial plan Voicemail'.................................................................................................................. 26 'Voice prompts'................................................................................................................................27 'Music on hold'................................................................................................................................28 'Queues'........................................................................................................................................... 29 'Conference box'............................................................................................................................. 32 'Voicemail'.......................................................................................................................................33 'Call Forwarding'............................................................................................................................ 34 'Groups'................................................................................................................................................36 'Departments'....................................................................................................................................... 38 'Users'.................................................................................................................................................. 39 'Manage'>'phones'................................................................................................................................46 Auto configuration or Auto provisioning....................................................................................... 46 'Organisation / Company' management'.............................................................................................. 50 'Organisations / Company'>'Companies'............................................................................................. 50 'Customer management'>'Resellers'.................................................................................................... 52 'Log out'...............................................................................................................................................52 Online management and logging in You can find Compass Hosted PBX at https://pbx.speakup-telecom.com/ Here you enter the log-in screen of Compass. You need to enter your username and password and press 'Log in' to enter the site. Page 1 of 52 SpeakUp Voice over IP – Manual Compass Hosted PBX

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User manual Compass Hosted PBX

'Personal settings'...................................................................................................................................3'Manage > > dial plan'...........................................................................................................................4

'Extensions'.......................................................................................................................................4'External numbers'.............................................................................................................................5'dial plan'...........................................................................................................................................7'dial plan extensions'.........................................................................................................................8'Dial plan reception'........................................................................................................................10

Dial plan 'Prefix'.........................................................................................................................11'Dial plan voice prompt (Time based routing)'..........................................................................13

'dial plan IVR Menu'.......................................................................................................................19'Dial plan other possibilities'...........................................................................................................22

'Dial plan busy'...........................................................................................................................23'Dial plan Voice prompts'...........................................................................................................23'Dial plan Queue'........................................................................................................................24'Dial plan redirect to people'......................................................................................................25'Dial plan Voicemail'..................................................................................................................26

'Voice prompts'................................................................................................................................27'Music on hold'................................................................................................................................28'Queues'...........................................................................................................................................29'Conference box'.............................................................................................................................32'Voicemail'.......................................................................................................................................33'Call Forwarding'............................................................................................................................34

'Groups'................................................................................................................................................36'Departments'.......................................................................................................................................38'Users'..................................................................................................................................................39'Manage'>'phones'................................................................................................................................46

Auto configuration or Auto provisioning.......................................................................................46'Organisation / Company' management'..............................................................................................50'Organisations / Company'>'Companies'.............................................................................................50'Customer management'>'Resellers'....................................................................................................52'Log out'...............................................................................................................................................52

Online management and logging in

You can find Compass Hosted PBX at https://pbx.speakup-telecom.com/

Here you enter the log-in screen of Compass. You need to enter your username and password and press 'Log in' to enter the site.

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User manual Compass Hosted PBX

Compass for users

This manual shows brief explanations of the various screens and the aspects which can be adjusted. All buttons are marked with 'quotations marks'.

There are several levels which vary according to the user’s rights and the availability of the buttons. The levels are (from low to high):

1) End user: this shows the options 'My settings' and 'Log out'. You can adjust personal settings, see which phone is available, see information about your voicemail and manage forwarding and queue settings.

2) Department manager: besides the above options there is an option 'Manage'. Here you can adjust the dial plan of your department, create and manage users and groups, and add phones. If there is a group of users that work for multiple departments you can only manage the ones that belong to one department.

3) Organisation manager: you can manage everything within your own organization.4) Reseller: you have an extra button 'Organisations'. Here you can select the organization you

want to manage, and use the menu 'Manage' to adjust as needed.5) SpeakUp: you can manage all the resellers.

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User manual Compass Hosted PBX'Personal settings'

Here you find information about your settings and the availability of the phone.

• Personal informationHere you can adjust your password and e-mail address

• PhoneHere you can find the phone settings, adjust them, and manage your call waiting settings.

• Call forwardingHere you can manage incoming calls, e.g. if the phone is busy, not answered or unreachable.

• VoicemailHere you can manage voicemails and choose to have these send to the voicemail box, to e-mail or both. Here you can also check how many new messages you have in your voicemail box, provided this has been set.

• QueuesHere you can find the queues to which you have been added, e.g. the type of phone calls you can expect (for example sales of support).

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User manual Compass Hosted PBXDepartment or organisation managers can manage and configure various options and set up dial plans.

'Manage > > dial plan'If you click 'dial plan' you will find several options to adjust the phone system of your department according to your needs.If you click 'dial plan' a list appears allowing you to create new records for the elements under 'dial plan'. These links will take you to the 'Add resource' screens which belong to that specific element. If you want to select the element itself, you don't click on 'dial plan' but just slide your mouse over it followed by clicking on the element of your choice.

'Extensions'Extensions are the 3 or 4 digit numbers at which you can be reached through the internal network. You can create extensions in the range from 200 to 9999. You create an extension for one of your colleagues. Your colleague can use this extension to log in on every phone by pressing *1 [extension]. For example: *1 656.Below you see the extensions overview. By clicking on the description you open the dial plan. This dial plan will be explained further in this manual.

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User manual Compass Hosted PBXYou can add a new extension by clicking 'Add new extension', underneath the overview. You will see the screen 'Add new extension'. In the 'Extension' field you enter the number, and in 'Description' the name which has to appear in the list of the overview. This can be an extension number or a more detailed description like someone’s name. Click 'Add'.If you add a new user (see 'Users') you can also create a new extension.

Adjusting an extension can be done by clicking 'adjust' behind the description of the extensions list. You will see the same screen as 'Add', only with 'Adjust' on the button instead of 'Add'.

You can delete a number by clicking 'Delete' behind the extension in the overview. You will be asked to confirm the deletion.

'External numbers'external numbers are phone numbers which are used to reach your company. These numbers are already provided by your telecommunication partner. You can also add and remove external numbers yourself. Warning: if you remove an external number, you can no longer be reached on this number! If you have new external numbers you can add those yourself, as explained below.

By clicking on the description of the number you open the dial plan. The dial plan is explained elsewhere in this manual.

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User manual Compass Hosted PBXIf you click 'Add new external number' underneath the overview you will see the screen 'Add new external number'. Here you can enter the number in the 'external number' field and a description in the 'Description' field. This description will appear in the overview. Enter the name you want to appear when you make an external call (16 characters max.) and the name which should appear when someone makes an external call using this number (16 characters max.) click 'Add'.

You can adjust an external number by clicking 'Adjust' next to the description in the overview. You will see the same screen as 'Add' but instead of 'Add' the button says 'Adjust'.

You can delete an external number by clicking 'Delete' next to the description in the overview. You have to confirm the deletion after this. Warning: if you remove an external number you can no longer be reached on this number!

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User manual Compass Hosted PBX

'dial plan'As manager you can adjust the dial plan according to your wishes. First, all the elements in the various parts of the 'dial plan' have to be created. When all the people, queue's, voice prompts etc. are created in the various sections can you adjust the 'dial plan' accordingly. The dial plan can be formulated for each extension as well as external number.

By clicking on the extension or description of a number you open the dial plan which relates to that specific number. On the top of the page you can see whether it concerns an extension or external number.

There are sub-menu's at the right side of the screen. These can be viewed by clicking on the header. If you want to reduce the number of choices you type in the first letter(s) of the element you are looking for.Below you can find the relevant headers and the elements:

• Conferences:For example: meetings, customer boxes or other boxes you created.

• Transfers:Here you find the transfers that have been added. You can transfer both internally and externally.

• Other:End call,Busy, Prefix(name tag).

• People:This refers to all the users within the organization (manageable using Users & Groups)

• Soundprompts:All prompts which have been added by using Sound prompts will be shown here.

• Divisions:Time based routing: if you want to designate calls according to the time of day (for example with 'Good morning' or 'Good afternoon' voice prompts) you use “Time based routing” to create divisions (for example morning, afternoon, evening) which will then appear in the dial plan. Finally, you can assign the hours and/or days on which the selected condition should be active.IVR Menu: if you want to enable an incoming caller to select a specific destination, you can use an Interactive Voice Response (IVR) Menu.

• VoicemailIf you use this element, the call will be transferred to the selected voicemail.

• QueuesIf you use this element the incoming call will be transferred to the selected queue.

When setting up the dial plan it is important to know the type of track the incoming calls have to follow.If you are dealing with extensions which can be called directly from outside your organization, take a look at 'dial plan extension'.If you are dealing with calls which have to be transferred to the reception desk, take a look at 'dial plan reception'.If you want incoming calls to be greeted by a welcoming message, before transferring to the reception desk, take a look at 'dial plan voice prompt (Time based routing)'.If you want to use an IVR Menu, take a look at dial plan IVR'.For other or combined options, take a look at 'dial plan other possibilities'.

Make sure that you always save the dial plan adjustments BEFORE switching to another part of Compass. Your adjustments will not be stored automatically. You can save by clicking on the floppy disk, left from 'Elements' in the top right corner.

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User manual Compass Hosted PBX'dial plan extensions'

When opening the dial plan of an extension by clicking on the extension in the overview, you get the following screen.

In the top left corner, the gray square, you see the incoming call. Only if the caller has been added to the plan will the caller be linked to the extension. You can drag elements into the dial plan from the right hand side. Elements you can choose from are, for example, people, queues, voicemails, etc.

An previously added element can be removed by hovering on the the top right corner by you placing your mouse on the element.

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User manual Compass Hosted PBXIf you want to set up a procedure in case number 208 is busy, you open the element 'Other' and drag 'Busy' to the square 'Next action' at the left.

If you want a voice prompt to answer the call and this voice prompt should change according to the time of day, you can add 'Time based routing' (Time based routing is explained further below, see 'dial plan voice prompt (Time based routing)').

You save the dial plan by clicking on the floppy disk at the top right, next to 'Elements'.

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User manual Compass Hosted PBX'Dial plan reception'If you want to direct incoming calls to the reception desk, you choose the external number of the company and add 'Queue'; 'Reception'. Incoming calls are now transferred to the reception desk. From the reception desk calls can be transferred to other people within the company.

You can save the dial plan by clicking on the floppy disk at the top right, next to 'Elements'.

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User manual Compass Hosted PBXDial plan 'Prefix'

In the 'dial plan' (see chapter on 'dial plan' for further information) you can add a prefix to an external number. This way you can see, when answering the phone, which number the caller has dialed. This allows you to pick up with different greetings, for example when answering the phone for different departments.

Click on the external numbers overview on the number in question. You can now see the dial plan belonging to this number.

Choose 'Other', then 'Prefix' and drag it onto the square 'Next action'

You will now see the following pop-up, please enter the prefix:

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User manual Compass Hosted PBXThe prefix is now situated directly underneath 'Call'. If your phone is equipped with number recognition, you will see which number the caller has dialed, and you can answer accordingly.

You save the changes by clicking the floppy disk at the top right corner.

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User manual Compass Hosted PBX

'Dial plan voice prompt (Time based routing)'If you want to program incoming calls to be greeted by a voice prompt message, before transfer to the reception desk (or another department) you can do the following: click in the overview in the external numbers to open the dial plan.

Click on 'Divisions' and drag 'Time based routing' to the empty square at the left. Now a pop-up opens where you can add conditions. In this example , 'Morning', 'Afternoon' and 'Evening'.Click on 'save'.

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User manual Compass Hosted PBXThe following screen will show:

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User manual Compass Hosted PBXClick on the condition you want to edit to adjust the time and the days on which this condition should apply. You can also edit the days of the month and the months of the year. Do this for each condition and make sure that they are correct when it comes to time and days, so that the morning ends at 12.00, and the afternoon starts at 12.00.You can adjust the time by 15 minutes.

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User manual Compass Hosted PBXAfter this you can add, for example, voice prompts. Choose 'Voice prompts' and drag the prompts to the right place.

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User manual Compass Hosted PBXThen you add the queues or other transfers. In this example the calls will be transferred to the reception desk both mornings and afternoons. Click 'Queue' and drag 'Reception' to the right hand squares.

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User manual Compass Hosted PBXIf there is no need for transfer in the evening, only the voice prompt will answer with a welcome, and state the opening hours of the company. The computer will then disconnect the line. Click 'Other' and drag 'end call' to the square underneath 'Good evening'.

You can save the dial plan by clicking on the floppy disk at the top right, next to 'Elements'.

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User manual Compass Hosted PBX

'dial plan IVR Menu'If you want to offer incoming callers a selection of choices so they get directed to the correct departments, you can use an Interactive Voice Response (IVR) Menu. For instance this selection could apply to the department they need, or the topic of their call.Click in the overview on the external numbers that you want to have an IVR Menu.Select 'Divisions'.

Drag the IVR Menu to the empty square 'First action'.

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User manual Compass Hosted PBXYou will see a pop up where you can enter the data for the menu. Choose a name, the voice prompt, the number of times the voice prompt should be repeated if there is no response, and the pause between these repeats.Click on the keys that will be used in the menu.Click 'Save'.

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User manual Compass Hosted PBXYou will now see the following screen, where each key has become an option in the menu.

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User manual Compass Hosted PBXAdd the desired elements underneath the options.Here three queues are added, as well as a transfer (here 'Helpdesk').

You save the dial plan by clicking on the floppy disk at the top right, next to 'Elements'.

'Dial plan other possibilities'

Besides the Time based routing and the IVR Menu there are other options in the dial plan. These options will be discussed here. Combined options are possible as well as combinations with the aforementioned Time based routing and IVR Menu. This can be done by using extensions and external numbers. Below examples are given using an extension.

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User manual Compass Hosted PBX'Dial plan busy'

If the line is busy, you can select 'Additional' and enter 'Busy' in the square beneath this person (see the image below).

'Dial plan Voice prompts'

Here a Time based routing has been added in case “For Example” is busy. Now voice prompts are added which will answer the call with 'Good morning' or 'Good afternoon'. Click 'Voice prompts' and drag the voice prompts to the right hand squares.

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User manual Compass Hosted PBX

'Dial plan Queue' Following the voice prompt 'Good morning' you can redirect the call. If the call is to enter a queue for a specific department, you click on 'Queues' and drag the specific queue to the empty square underneath 'Good morning'.

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User manual Compass Hosted PBX

'Dial plan redirect to people'If you want to redirect to a person, for example following the voice prompt 'Good afternoon', you click on 'People' and drag the designated person to the empty square beneath 'Good afternoon'.

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User manual Compass Hosted PBX

'Dial plan Voicemail'If you want to redirect to voicemail you click on 'Voice mails' and drag the correct voicemail to the empty square underneath 'Busy'.

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User manual Compass Hosted PBX

'Voice prompts'Here you can see the overview of voice prompts which are linked to the company as illustrated in this manual.

SpeakUp has pre-programmed a list of standard prompts. You can add your own voice prompts by uploading .wav files. Click 'Add new voice prompt'. Upload the .wav file using 'Browse'. The 'Name' shows how the voice prompt will appear in the dial plan and overview. The 'Description' is where you enter the content of the voice prompt (for example: 'Good afternoon, welcome to Example Company). Finally, you click 'Add'.

You use 'Edit' to change the name and description of the voice prompt. Make the desired changes and click 'Edit'. You remove a voice prompt using 'Delete'. You will be asked to confirm the deletion.

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User manual Compass Hosted PBX

'Music on hold'Here you see the overview of the music on hold. Using 'Adjust' you can change the name of music.Using 'Remove' you can remove music.

If you click 'Add category, you see the following screen.

You may add more files to a category of your choice, for example classic music. Look for a new file, using 'Browse', and click 'select'. After this click 'Save'. When using more files, files within the category will be played random.

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User manual Compass Hosted PBX'Queues'A queue ensures that a call is transferred to the correct group of people.You can add a new queue by clicking 'Add new queue'.

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User manual Compass Hosted PBXYou add a new queue by clicking 'Add new queue'. After this:

• Enter the name of the queue.• Choose the strategy you want to use for this queue (drop-down menu).• Choose possibility to connect to a queue no one is logged-on to.• Choose possibility to transfer a caller who is in a queue that no one is logged on to.• Choose maximum number of people in the queue.• Enter the maximum duration (in seconds) someone can stay in the queue.• Enter the duration (in seconds) a phone will be ringing.• Choose the music on hold.• Choose which recurrent announcement is used (the announcement you hear while being on

hold)• Choose the repetition time for this recurrent announcement.

Finally, click 'Add'.

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User manual Compass Hosted PBXYou can add and remove people from a queue. Click in the overview on the name of the queue. You can add people to the queue by clicking at the green plus sign behind their name. You can remove people by clicking at the red minus sign behind their name. The number displayed represents the allocated priority . Priority '1' is called first, if priority '1' is unavailable priority '2' is called, followed by priority '3' and so forthClick 'Save' to save your changes.

If you click 'Edit' next to the queue name in the overview you can make changes to this queue. This screen looks the same as the add screen, but with an 'Edit' button instead of 'Add'.You can use 'Delete' to remove the queue. You will be asked to confirm the deletion.

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User manual Compass Hosted PBX'Conference box'You can set up a conference call using a Conference box. Provide each participant of the conference box with the corresponding number and if necessary the PIN-code. The first person to call opens the conference call, and the other participants join in.

You can add a new Conference box by clicking 'Add new conference box'. Enter the name of the box and if necessary the PIN-code, if applicable. Finally, click 'Add'.

You edit a conference box by clicking 'Edit' behind the description. You can change the description and the optional PIN-code. You find the same fields as in the Add field. Finally, click 'Edit' to save your changes. You remove a conference box by clicking 'Delete'. You will be asked to confirm the deletion.

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User manual Compass Hosted PBX'Voicemail'Here you can configure your voicemails boxes.

You add a new voicemail by clicking 'Add new voicemail'. You can then enter the description of the voicemail, for example the name of the person’s voicemail. You then enter the PIN-code and the e-mail address to which the .wav files, created by the voicemail, are to be mailed to.

You can edit voicemail settings by clicking 'Edit' behind the description. You can change the description, PIN-code and E-mail. The only difference between the edit and add screen, is that there is an 'Edit' button instead of an 'Add'.By clicking 'Delete' in the overview you can remove a voicemail. You will be asked to confirm the deletion.

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User manual Compass Hosted PBX'Call Forwarding'When you add a call forward, this call forward will be created in the dial plan. You will find it with the 'Elements'. For further details see 'Dial plan'.This is the call forward overview:

You add a new call forward by clicking 'Add call forward'.

− Enter the extension to which the call forward has to be directed.− Enter a name for the call forward.− Choose the ring time of the phone before the call forward registers as failed and the call will

revert back to the dial plan.− It is possible to enter a (new) extension. This extension is immediately/automatically??

created and its function is to transfer to the newly created extension. CLI transparent forwarding: if you check this option you will see the original Caller ID and not the Caller ID of the transfer within your own company.

− Confirm answered call: if you check this option you will first receive an announcement a call is waiting for call forwarding. Following this you can either accept or deny the call. If you choose deny, the call will be call forward back into the dial plan.

To finalize click Add.

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You can edit transfer settings by clicking 'Edit' next to the description. Enter the changes that are needed and click 'Edit'.You can remove a transfer by clicking 'Delete'. You will be asked to confirm the deletion.

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User manual Compass Hosted PBX'Management'> 'Users & Groups'If you move your mouse over 'Management' and click 'Users & Groups', you see the following screen. Here you can directly add new groups, departments and users.By defining these options you can grant permission to users, for example the permission to add extensions and edit dial plans.If you want to use 'Groups', 'Departments' or 'Users', you first move the mouse over 'Management', then over 'Users & Groups', and finally you click the option of your choice.

'Groups'Here you can see and manage groups which are not part of a specific department, for example project teams.

You can add a new group by clicking 'Add new group'. Enter the name of the group and click 'Add'.

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User manual Compass Hosted PBXYou can add persons to a group by clicking on the group description in the overview. You add people to the group by clicking the green plus sign behind their name, and remove them by clicking the red minus sign behind their name. You can use the filter to search for a specific name.Finally, click 'Save'.

By clicking 'Edit' in the overview you change the group name. Click 'Edit' to save the change.You remove the group by clicking 'Delete' in the overview. You will be asked to confirm the deletion.

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User manual Compass Hosted PBX'Departments'

In this overview your company's departments are summarized.

You add a new department by clicking 'Add new department'. Enter the name of the department and click 'Add'.

You can make changes by clicking 'Edit' in the overview. Enter the changes and click 'Edit'.By clicking 'Delete' in the overview you remove a department. You will be asked to confirm the deletion.

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User manual Compass Hosted PBX'Users'

This shows the overview of your company's users. Below you see the overview with usernames. If you click on a username you see his or her 'personal information'.

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User manual Compass Hosted PBXYou add users by clicking 'Add new user'. You will now see the 'Add user' screen (see illustration below).

Here you enter the following data: first name, prefix*, last name, username*,password*, pin code*, e-mail address, checkbox to send the log-in information to the entered e-mail address.

You can assign an extension (extensions range from 200 – 9999) and a description of the extension (for example 'Henk de Jong' or 'ext. Henk de Jong'). Finally, click 'Add'. You then have created a new extension which is directly linked to the new user.

* is optional (or automatically generated)

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User manual Compass Hosted PBXBy clicking 'Edit' in the user overview you open the following screen:Here you see the name, e-mail address, username and identities of the user. The links that appear on the top of the screen will be explained later on.

By clicking 'Edit user' in this screen you open the next screen (you can also access this page by clicking 'Edit' in the 'Users overview'). Here you can edit the name, e-mail address and pin code for logging on. Finally, click 'Add'.

By clicking 'Change password' in the 'User information screen' you open the following screen. Here you can change the password. Repeat the password in the second field and click 'Add'.

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User manual Compass Hosted PBX

By clicking 'Adjust user rights' you will open the next screen. Here you can choose the user’s permissions, provided you yourself are permitted to do so.

− Company rights: the user company has all rights to to manage the dial plans, users, groups and departments.

− Reseller rights: apart from the above the user can also create and manage other companies.− Super reseller rights: apart from the above the user can also create and manage resellers.

If you want to add company rights, click these and then 'Proceed'. In the next screen you can choose to which organization these rights may apply. After this you can choose the type of permission this user will be allowed. You can choose between: 'No rights', 'Read' and 'Write'.Then choose the company of the person witch he of she needs rights for.

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User manual Compass Hosted PBX

After this a 'Current rights' screen will appear that shows the new status.

The person now has writing rights to change the company profile, elements, users etc.

You can add a new identity for a user by clicking 'Add identity' in the 'Edit user' screen. You can enter the name and description of the new identity, the extension (new or existing) and external

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User manual Compass Hosted PBXnumber. Then you can choose to allocate a voicemail box to the identity, determine number recognition when calling outbound (checked = no, unchecked = yes) and choose if it is to be a 'Confirm answered call': if you check this option you will first receive an announcement that a call is waiting for transfer. You can either accept or deny the call. If you choose to deny, the call will be transferred back into the dial plan.

You can remove an identity by clicking the red minus sign behind the identity in the 'Edit user' screen. You will be asked to confirm the deletion.

You remove an user by clicking 'Delete' in the user overview. You will be asked to confirm the deletion.

If you click 'Log phone on or off' in the 'User information' screen, you see the following screen. Here you can determine which phone the user has to use to log on. In this case 'Christiaan Huygens' is the name of the phone. If you click on the name, you can see 'Christiaan Huygens' as a logged on user at the right hand side.

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User manual Compass Hosted PBX

If you click on 'Settings' in the 'User information' screen, you can see the user’s personal information. Here you edit the e-mail, password, phone and transfers of the identities. There are various kinds of transfers:

− Always: the calls are always transferred; there will be no incoming calls at this extension.− Busy: the call is forwarded if the user is busy.− Not available: the call is forwarded if the user does not pick up in time.− Out of reach: the call is forwarded if the extension cannot be reached.

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User manual Compass Hosted PBX'Manage'>'phones'

When you move the mouse over 'Manage' you find the option 'phones' on the right. If you want to add a phone you always have to use auto provisioning, as described below.

Auto configuration or Auto provisioning

Compass contains onboard auto configuration for several brands and types of phones. Auto configuration ensures that your phone will be configured automatically when you have added them to your company. You do not have to manually configure the phones for communication with the platform.At this moment auto configuration completely supports these brands:

• SNOM

At this moment auto configuration partially supports these brands:• Linksys• Aastra• Siemens

Move mouse over 'Manage' and click 'phones'. You are now in the phone overview.

You add a new phone by clicking 'Add new phone'. You can now enter the name of the user, the type of phone and the Mac address. The Mac address can normally be found on a sticker at the bottom or back of the handset or box. If your phone handset is not available in the list, you can choose 'Generic SIP Phone'. Depending on the type of phone you entered, there may be requests for additional information. After you have entered all the information required you can click 'Add'.

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User manual Compass Hosted PBX

Now your phone has been added. If you want to edit anything further, you can use the 'Edit' function. This will bring you to the same screen as 'Add', but with 'Edit' on the button.You can remove a phone by clicking 'delete'. You will be asked to confirm the deletion.

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User manual Compass Hosted PBXHere you can specify key functions (at this moment for snom only).

If you want to edit the phone specifications then press the yellow pencil.

Now you can change the name, the model, the mac address and firmware.

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User manual Compass Hosted PBXTo view the data and features of the phone you click on the name in the overview. You can now see the features which have been entered for this phone, see the illustration below. You will only need this information in case of manual configuration of a phone. Otherwise you will not need this data, and it is displayed for informative purposes only.

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User manual Compass Hosted PBX

'Organisation / Company' management'Only resellers can see and use this button. See 'Customer management'>'Companies' for more information on how to use the functions.

'Organisations / Company'>'Companies'

By moving the mouse over 'Customer management’ and clicking on 'Companies' you see the company overview.

Click on an organisation. You now see the screen below. You can manage this organisation using the 'Management' menu.

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User manual Compass Hosted PBXYou can add a company by clicking 'Add new company'. Enter the full and abbreviated name of the company (at least 2 and max. 12 characters) and select the extension length (3 or 4 digits). Finally, click 'Add'.

You can edit the company by clicking 'Edit' behind the company name. You are able to change the company name and the extension length.You remove a company by clicking 'Delete' behind the company name. You will be asked to confirm the deletion.

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User manual Compass Hosted PBX

'Customer management'>'Resellers'

Here you can see an overview of all resellers.

You add a reseller by clicking 'Add new reseller'. Enter the full and abbreviated name of the new reseller (16 characters max.) and click 'Add'.

You edit a reseller by clicking 'Edit' next to the resellers' name. You will see the same field as 'add', but it will say 'Edit' on the button instead of 'Add'. You remove a reseller by clicking 'Delete' behind the resellers' name. You will be asked to confirm the deletion.

'Log out'

You exit your session by clicking 'Log out'.

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