How do I assign Users to specific extensions (desk phones) and change extension names?
As a default, all handsets are available for all Users to log in to, and so a search function will be given on the handset.
You can assign Users to an extension so, when logging in manually to a desk phone Users will see a list of permitted Users for that handset. You can do this via the Extensions tab in the Service Delivery Console.
If you are using the Surgery Connect Integration, Users can be logged in to a handset automatically and so there is no need to change the list of permitted users
If, however, Users are logging in manually each day, it may be useful (and easier) to change the list seen when logging in
Step by step guide
Navigate to the Extensions list in the Service Delivery Console
Click the Edit button in the row of the Extension you want to change
You can now change the Name/Location or the Permitted Users of the handset
Editing Extension Names
Name/Location
Type the new name for the extension, if you want to change it. (This is for your reference only and will not show anywhere else)
Once any changes have been made, click the green tick button to save the changes
You will see a Success or Failure message at the top of the page
Any issues will be described in a failure message
Editing Permitted Users
Permitted Users
Click the drop-down arrow in the Permitted Users column
You will then see a list of Users that are not currently assigned to the handset
Either select from the list, or start typing the name into the Permitted Users area to reduce the available Users list, and then select
To remove a User from the Permitted Users, click the red cross next to the User’s name
The User will be removed from the handset and will show in the available Users drop-down list
Once any changes have been made, click the green tick button to save the changes
You will see a Success or Failure message at the top of the page
Any issues will be described in a failure message
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