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CLI Settings for Phonebar users
CLI Settings for Phonebar users

This guide assists Supervisors in managing which numbers are visible for users to choose to dial out from via the Phonebar menu

Updated over 6 months ago

CLI Numbers

The CLI is the number displayed when making an outbound call

Some surgeries have multiple numbers and can offer a list of CLIs to choose from to display from the Phonebar menu when making outbound calls

CLI numbers are set at a Global level however, users can be further restricted in which numbers they can choose to display. This restriction is useful when there are multiple departments but the user only ever works for one or two departments, it saves them from scrolling through a list of numbers and potentially using a number unrecognised by the call recipient

The Global CLI Management is managed in the Service Delivery Console, under the Numbers tab

The User level is managed in the Service Delivery Console, under the User tab, edit each User individually as required

See our Guide on CLI Management here


Service Delivery Console - Numbers

To set which numbers all users can choose to display, from the Phonebar settings menu, access the Service Delivery Console and select the Numbers tab

The CLI numbers for the service are managed via the CLI Management button

At a Global level, surgeries can choose which numbers are to be visible on outbound calls and these will appear in the Phonebar menu for users to select from

The minus icon is shown against numbers that are visible and selectable by users, allowing supervisors to click the minus to remove them from the visible list
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The plus icon is shown next to the CLIs that have not been selected to appear in the list of CLIs users can see. Clicking the plus icon will add the CLI to the visible list

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Service Delivery Console - Users

To set which numbers individual users can choose to display, from the Phonebar settings menu, access the Service Delivery Console and select the Users tab

Select user, edit, select CLI Management

Use the + and - icons to add or remove CLI numbers the user can choose to dial our from in the CLI Menu

The minus icon is shown against numbers that are visible and selectable by users, allowing supervisors to click the minus to remove them from the visible list
โ€‹
The plus icon is shown next to the CLIs that have not been selected to appear in the list of CLIs users can see. Clicking the plus icon will add the CLI to the visible list

Save User

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