Managing Geographic Locations

Content

You can view and export a list of geographic locations associated with your ShoreTel Connect CLOUD account. If you are a Decision Maker or Phone Manager, you can also add geographic locations to your account.

The following information is displayed on the Geographic Locations page of the ShoreTel Connect Portal:

To view geographic location:

  1. Log in to the ShoreTel Connect Portal.
  2. On the Phone System menu, click Geographic Locations.
  3. To filter the list, do one of the following:
    • Type your filter criteria in the search field on the toolbar.
    • Type your filter criteria under the appropriate column heading.
    • Select a status under the Status column heading.

Exporting a List of Geographic Locations

  1. Log in to the ShoreTel Connect Portal.
  2. On the Phone System menu, click Geographic Locations.
  3. (Optional) Filter the list to show only the locations you want to export.
  4. Click Export on the toolbar.
  5. Follow the prompts to open or save the file.

Adding a Geographic Location

Each time a new geographic location is added to your ShoreTel Connect system, emergency registration for the location is initiated automatically using the address information provided for the geographic location. The address for the location is registered with emergency services and an emergency outbound caller ID (callback number) is created for the location.

You must also create an emergency hunt group for each geographic location registered with emergency services. Emergency hunt groups are used to route return calls from emergency services. See Configuring Emergency Hunt Groups for more information.

  1. Log in to the ShoreTel Connect Portal.
  2. On the Phone System menu, under, click Geographic Locations.
  3. Click Add on the toolbar.

    The Location Details dialog box appears.

  4. In the Main panel, under Name & Address, do the following:
    1. In the Location Name field, type a name for the location.
    2. In the Country list, select the country in which to add the location.
    3. Enter the address for the location.
  5. (Australia Only) Under Emergency Registration Contact, do the following:
    1.  In the First Name and Last Name fields, enter the name of the individual who can provide information about your service (location?) in the case of an emergency.
    2. In the Phone Number field, enter the phone number for the individual.
  6. Under Emergency Registration, review the following information:
    • Callback Number - displays the callback number associated with the geographic location; this is the callback number used by emergency services

      When creating a new location, Not yet assigned is displayed; once the location is saved, emergency registration is initiated automatically. See Emergency Registration (ShoreTel Connect CLOUD) for more information.

    • Status - displays the status of the emergency caller ID associated with the geographic location

      When creating a new location, Not registered is displayed; once the location is saved, emergency registration is initiated automatically. See Emergency Registration (ShoreTel Connect CLOUD) for more information.

  7. Click Next.
  8. In the Call Control panel, do the following:
    1. Under Location Settings, in the Time Zone list, select the time zone for the location.
    2. Under Local Area Codes, in the Local Area Code field, type the local area code for the location.
    3. To add additional local area codes, do the following:
      1. In the Additional Local Area Codes field, type a local area code, and then click Add.
      2. Repeat for each additional local area code.
    4. Click Next.
  9. In the Settings panel, do the following:
    1. If more than one invoice group exists for your account, select the invoice group to add the location to in the Invoice Group list.

      NOTE: If you need to set up a new invoice group for the new location, complete the steps to add the location and then contact ShoreTel Connect support to add the new invoice group.

    2. To assign an IT Partner to the location, select a name from the IT Partner drop-down list.
    3. Click Next.
  10. In the Confirmation panel, verify the displayed information.
  11. Click Finish to add the new location.

Editing Location Details

Decision Makers and Phone Managers can update location details for locations.

NOTE: Locations with a pending emergency registration cannot be updated. Once the emergency registration is complete, the location details can be updated. For more information about emergency registration, see Emergency Registration (ShoreTel Connect CLOUD).

  1. Log in to the ShoreTel Connect Portal.
  2. On the Phone System menu, under, click Geographic Locations.
  3. Right-click the location you want to edit, and then click Edit Details.

    The Location Details dialog box appears.

  4. Make any desired changes to the location details on each panel; click Next to move through each panel.

    NOTE: If you change the address or Emergency Registration Contact information, an emergency registration update for the location is initiated automatically using the new information provided.

  5. Click Finish to save your changes and close the dialog box. 

Related Articles

Viewing Account Details
Emergency Registration (ShoreTel Connect CLOUD)
Configuring Emergency Hunt Groups
Managing Invoices and Payments
ShoreTel Connect CLOUD User Management
ShoreTel Connect Portal Documentation

ShoreTel Dates

Created Date 2016-08-12 - Modified Date 2017-08-24


Article: 000012042