ClearPath Hosted MVP Web Portal 1

Log In Page Users are able to access the Web Portal by using their assigned user name and password. Access Web Browser Enter Portal address: portal.cpmvp.net User ID: user’s direct i.e Password: password (case sensitive) Once you are logged in, you will be prompted to change your password. 2

User Profile Page Once you are logged in and have changed your password, the user profile page will show. The profile page allows the user to access calling options. 3

Profile (User) Click on the Profile link on the right hand side. The profile page shows the user name, user ID, address and contact information. Click Ok to return to the main profile page 4

Addresses Click on the Addresses link on the right hand side of the page. The addresses page shows the users direct dial number, MAC address of the phone and user ID. Click OK to return to the main user profile page. 5

Passwords Click on the Passwords link on the right hand side of the page. The user has the ability to change the web portal and voice portal password. To change web/voice portal password, select the option, enter current password, enter new password, enter, new password again. Once the password is entered click OK to return to the main user profile page. 6

Time Schedule Click the Time Schedule link on the right hand side of the page. This section allows the user to accept/deny/forward calls during day and time period chosen by the user. If the user would like to have specified calls received Monday to Friday 8:30 am to Friday 5:00 pm each day will need to be entered. Click Add and then select the start day, select the start time, select end day, select the end time. Once all required information is completed click apply to save. Click OK to return to the user profile page. 7

Incoming Calls This section will allow the user to control the handling of incoming calls. Click on the Incoming Calls option on the left hand side of the page. 8

Anonymous Rejection Click on the anonymous rejection link on the right hand side of the page. Anonymous rejection is used to reject callers whom do not show their information. To enable this feature, select On, click apply to save. Click OK to return to the Incoming Calls Page. 9

Calling Name Retrieval Click on the Calling Name Retrieval link on the right hand side of the page. Calling Name Retrieval looks up the name of a caller in an external database when the name did not arrive with the original call. To enable this feature select On, click Apply to save. Click OK to return to the Incoming Call Screen. 10

Call Forwarding Always Click on the Call Forwarding Always option on the right hand side. Call Forwarding Always is used to forward all calls to a specified telephone number the user chooses. To enable this feature the user will select on and then enter the telephone number in which they wish to forward all calls. Click Apply to save. Click OK to return to the Incoming Calls Screen. 11

Call Forwarding Busy Click on the Call Forwarding Busy option on the right hand side of the page. Call Forwarding Busy allows the user to forward all incoming calls to a different phone number or SIP-URI if the phone is currently busy. To enable this feature, select on and enter the telephone number that calls will be forwarded. Click Apply to save. Click OK to return to the Incoming Calls page. 12

Call Forward No Answer Click on the Call Forwarding No Answer option on the right hand side of the screen. The Call Forwarding No Answer feature enables the user to forward un-answered calls to specified telephone numbers. To enable the Call Forward No Answer feature, select On, enter the telephone number in which calls will be forward, select the number of rings before calls are forwarded. Click Apply to save. Click OK to return to the incoming calls page. 13

Call Notify Click on the Call Notify link on the right hand side of the page. The Call Notify option sends an with the caller's name and number to a specified address when pre-defined criteria, such as phone number, time of day or day of week, are met. To enable this feature, enter the address which will receive notifications of specified callers. Click apply to save. 14

Call Notify (cont.) Click Add Enter a description. Select the time schedule. Select the option Calls from any phone number Following Phone Numbers Any Private Number Any Unavailable Number Specific Phone Numbers (list numbers in the prospective fields) Click OK to save. Click apply to save. Click OK to return to the Incoming Calls page. 15

Do Not Disturb Click on the Do Not Disturb feature on the right hand side of the page. Allows the user to send all calls directly to the voice messaging box without ringing the phone. To enable this feature, select on. There is an option to play a ring reminder when Do Not disturbed is enabled. Click Apply to save. Click OK to return to the Incoming Calls screen. 16

External Calling Line ID Delivery Click on the External Calling Line ID Delivery link on the right hand side of the page. External Calling Line ID Delivery allows the user to view caller ID information. To enable this feature select on. Click Apply to save. Click OK to return to the Incoming Calls page. 17

Internal Calling Line ID Delivery Click on the Internal Calling Line ID Delivery link on the right hand side of the page. Internal Calling Line ID Delivery allows the user to view internal caller ID. To enable this feature, select on and click Apply to save. Click OK to return to the Incoming Calls page. 18

Automatic Hold Retrieve Click on the Automatic Hold Retrieve option on the right hand side of the screen. Incoming calls are automatically held and retrieved without having to use feature access codes. To enable this feature, select on. Enter the amount of seconds in which the call will be placed on hold and automatically retrieved. Click Apply to save Click OK to return to the Incoming Call page. 19

Alternate Numbers Click on the Alternate Numbers link on the right hand side of the screen. Alternate Numbers allow up to ten additional phone numbers to be assigned in addition to the user’s primary number. All additional numbers and extensions ring the user’s phone(s) just like the primary phone. A distinctive ring can be set as well. The administrator will need to enable this feature. To enable, the administrator will need to select on and select the additional numbers in the phone number column and select the ring pattern. Click Apply to save Click Ok to return to the Incoming Calls Page. 20

Call Forwarding Selective Click on the Call Forwarding Selective option on the right side of the screen. This feature will automatically forward incoming calls to a different phone number when pre-defined criteria, such as the phone number, time of day or day of week, are met. To enable this feature, enter the telephone number that calls will forward. Click Apply to save. Click Add to add the telephone numbers that you would like to forward. Click Apply to save. Click OK to return to the Incoming Calls Page. 21

CommPilot Express Click on the Comm Pilot Express link on the right hand side of the screen. The Comm Pilot Express allows a user to set the Out of Office, In Office, Busy and No Answer Settings. To enable a selection with in the Comm Pilot Express, select the current profile. Select the options with in the profile (forwarding number, forwarding address, etc.) Click Apply to Save. Click OK to return to the Incoming Calls Page. 22

CommPilot Express Con’t 23

CommPilot Express Con’t 24

Priority Alert Click the Priority Alert link on the right hand side of the screen. Priority Alert allows the user to set different ring patterns for specified users. To enable Priority Alert, click Add. Enter the Description, select the Time Schedule. Select the call from option and enter the telephone numbers. Click Apply to save. Click OK to return to the Incoming Calls Page. 25

Priority Alert Add 26

Selective Call Acceptance Click on the Selective Call Acceptance link on the right hand side of the screen. Selective Call Acceptance allows a user to receive certain calls specified by the user. To enable this feature, click Add. Enter the Description and select the time schedule. Select the preferred option in the Call from section. Enter the telephone numbers in the prospective fields. Click OK. Click Apply to Save. Click OK to return to the Incoming Calls screen. 27

Selective Rejection Click the Selective Rejection link on the right hand side of the screen. This feature will allow the user to reject certain callers during a specified time period. To enable this feature, click Add. Enter the description and select the time schedule. Select an option in the Call from section and enter the telephone number. Click OK. Click Apply to save. Click OK to return to the Incoming Calls screen. 28

Sequential Ring Click the Sequential Ring link on the right hand side of the screen. Sequential Ring allows the user to sequentially ring up to 5 locations in addition to the base location. To enable this feature, select use base location first. Select the number of rings for the base location. Enter the telephone numbers for the locations. Set the amount of rings for each telephone number listed. Click Add. Enter a description name and click apply. The telephone numbers will appear on the bottom portion of the screen and show as active. Click Apply to save. Click OK to return to the Incoming Calls screen. See next Slide. 29

30 Sequential Ring

Simultaneous Ring Personal Click on the Simultaneous Ring Personal Link on the right hand side of the screen. This feature allows up to 10 telephone numbers to ring simultaneously when calls are received. To enable this feature, select on. Select the option for how to handle incoming calls. Enter the phone numbers for the simultaneous ring. Enter one at a time and click Add. Click Apply to save. Click OK to return to the Incoming Calls screen. 31

Outgoing Calls This section will allow the user to control the handling of outgoing calls. Click on the Outgoing Calls option on the left hand side of the page. 32

Automatic Callback Click the link for Automatic Callback on the right hand side of the screen. Allows the user to monitor a busy party in the group and automatically establish a call when the busy party is available. To enable this feature, select on. Click Apply to save. Click OK to return to the Outgoing Calls screen. 33

Calling Line ID Delivery Blocking Click on the Calling Line ID Delivery Blocking link. This feature allows the user to prevent the phone number from being displayed when calling other numbers. To enable this feature select on. Click Apply to save. Click OK to return to the Outgoing Calls screen. 34

Speed Dial 8 Click on the Speed Dial 8 link on the right hand side of the screen. Speed Dial 8 allows the user to dial a pre-defined number by dialing only one digit. To enable this feature enter the phone numbers that will be used to speed dial as well as the Name of the individual. Click Apply to save. Click OK to return to the Outgoing Calls screen. 35

Personal Phone List Click on the Personal Phone List link on the right hand side of the page under the Outgoing Calls option. This feature allows the user to configure a list of numbers to allow quick dialing from your CommPilot Call Manager. To enable this feature, the user has the option to manually enter the telephone numbers or Import their phone list using a.csv file. Once the contact information is added, click Apply to save. Click OK to return to the Outgoing Calls page. 36

Call Control This page displays menu items used for call control. Click on the Outgoing Calls option on the left hand side of the page. Click on the Call Control option on the left hand side of the page. 37

Barge-in Exempt Click on the Barge-in Exempt Link on the right hand side of the screen. Block barge-in attempts from other users with Directed Call Pickup with Barge-in. To enable this feature, select on. Click Apply to save. Click OK. 38

Call Waiting Click on the Call Waiting link on the right hand side of the page. Answer a call while already on another call. To enable this feature select on. Click Apply to save. Click OK to return to the Call Control screen. 39

Music on Hold Click on the Music on Hold link on the right hand side of the page. Play audio (music) when the remote party is held or parked. To enable this feature select on. Click Apply to save. Click OK to return to the Call Control page. 40

Push To Talk - Intercom Click on the Push to Talk link on the right hand side of the page. Make and selectively receive Push to Talk calls. To enable this feature, select an option from the Auto Answer. On –automatically answer Push To Talk calls. Off – does not automatically answer Push To Talk calls. 41

Push To Talk (cont.) Select the Outgoing Connection Type: One Way – the originator of the call can talk to the party receiving the call, but the party receiving the call cannot talk to the originator of the call. Two Way – Both the originator of the call, and the party receiving the call can talk to each other. 42

Push To Talk (cont.) Select your Access List Options Allow calls only from the users selected. Check calls from everyone except the users listed. 43

Push To Talk (cont.) To select users to accept/deny Push To Talk calls, click on the search tab under Enter search criteria below. A list of all users in the group will be listed under the Available Users box on the left hand side of the page. Select the users to accept/deny (more than one user, use the CTRL key). Once the users are selected click on the Add button. The users will now move to the Selected Users box. To add all users in the group, click Add All. Click Apply to save. Click OK to return to the Call Control page. 44

Remote Office Click on the remote office link on the right hand side of the page. Remote Office allows the user to use their home phone, cell phone or even a hotel phone as the business phone. By using the CommPilot Call Manager, the user can make phone calls from this remote phone and have them billed to the business. To enable this feature select on and enter the telephone number that will be used. Click Apply to Save. Click OK to return to the Call Control screen. 45

Client Applications This page displays menu items used for client applications. Click on the Outgoing Calls option on the left hand side of the page. Click on the Client Applications on the left hand side of the page. 46

Busy Lamp Field Click on the Busy Lamp Field on the right hand side of the page. Busy Lamp Field allows the user to create a list of users to monitor via your SIP Attendant Console Phone and assign a SIP URI to the list. To enable this feature, click on the search tab. A list of Available users will populate in the Available users box. Select the users (if more than one use the CTRL key). Select the Add button (add all) to add the selected users. The users will now populate in the Selected Uses box. Click apply to save. Click OK to return to the Call Control screen. 47

Comm Pilot Call Manager Click on the Comm Pilot Call Manger link on the right hand side of the page. Provide a web-based client for a user instead of using star codes or pressing the flash hook. The client provides a visual, graphical user interface that is used to initiate, manipulate, and release calls. Check the box to launch this feature when logging in. Click Apply to save. Click OK to return to the Call Control page. 48

Comm Pilot Call Manager (cont.) Calls can be made from the Call Manager. Enter the 10 digit telephone number in the box under “Enter Phone Number”. Click Dial (the physical phone on the user’s desk will ring) The phone on the desk will ring, press the answer soft key. The phone now has an OK to dial the calling number. 49

Comm Pilot Call Manager (cont.) Calls can be transferred, held, sent to voic and conferences. However the Call Manager is an accessibility tool to use with the telephone. 50

Comm Pilot Call Manager (cont.) At the bottom of the Call Manager there are additional options. The user is able to view the Group directory, Personal directory (imported from a contact directory), Call Log, Outlook Contact list, and dialing preferences. 51

Outlook Integration Click on the Outlook Integration link on the right hand side of the page. Access user Outlook contact information from the CommPilot Call Manager. To enable this feature select on. Click Apply to save. Click OK to return to the Call Control screen. Select the contact retrieval option. Retrieve contacts from default contact directory. Retrieve all contacts. Click Apply to save. Click OK to return to the Call Control screen. 52

Messaging This section will allow the user to control user Voic options. Click on the Messaging option on the left hand side of the page. 53

Aliases Click on the Aliases link on the right hand side of the page. This feature allows the user to directly access voice messages from other pre- defined numbers. i.e If a home number is entered within the phone number field and you call your direct number (DID) you will be diverted directly to your voic system to retrieve messages. To enable this feature, click Add. Enter the telephone number. Click OK to save 54

Aliases (cont.) Once the user has clicked on OK, it will revert to the main Aliases page. The telephone number that was entered will show in the list. Once all telephone numbers are listed, click Apply to save. Click OK to return to the Call Control screen

Distribution Lists Click on the Distribution List link on the right hand side of the page. Create multiple distribution lists to use with voice messaging. To enable this feature enter a description for the list. Select a number from the top (0-9) for the Distribution list). Enter the (internal) telephone numbers of all members that will be added to the group. Click Apply to save. Click OK to return to the Messaging screen. 56

Sending Distribution Lists from Voic To send a distribution voice message to internal group members from the physical phone: Press the Messages soft key on the phone. Press the Connect soft key (Connect will show on the display of the phone). Enter the pass code and press # Press 1 to access the voic box. Press 5 to compose and send a new message. Please start recording your message and press #. Press 5 to send a message to a distribution list. Please press the key corresponding with the distribution list that will be used from 0 to 9. Press 3 to send the message to the selected distribution list. Press the # key to confirm. 57

Voice Management Click on the Voice Management link on the right hand side of the page. Record messages for calls that are not answered within a specified number of rings or for busy calls. 58

Voice Management (cont.) The user has the ability to select from the following: Turn Voice Messaging on/off. Send All calls to Voice Mail Send Busy calls to voic . Send un-answered calls to voic . a carbon copy of the voic to . Transfer on ‘0” to phone number. Enter the telephone number of the operator/individual that will be answering calls. Once the user has modified messaging options, click Apply to save. Click OK to return to the Messaging screen. 59

Utilities – Feature Access Codes 60