Adding an Extension Only Profile

Content

An extension-only profile has an associated extension number but does not have an associated phone profile. ShoreTel Connect CLOUD Decision Makers and Phone Managers can add extension-only profiles to their account.

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

    The Add User dialog box appears.

  4. In the Contact panel, under Contact Information, do the following:
    • Next to Name, in the First and Last fields, type a first and last name to associate with the extension-only profile.
    • Next to Email, in the Business field, type the business email address to associate with the extension-only profile.
    • (Optional) Next to Email, in the Personal field, type the personal email address to associate with the extension-only profile.
    • In the Billing Location list, select the billing location for the extension-only profile.
    • In the Preferred Notification Email list, select the preferred email address to use when sending notifications to the user.
    • In the Preferred Contact Method list, select the preferred email address or phone number to use when contacting the user.
  5. Under ShoreTel Connect Log In, do the following:
    1. In the Username box, accept the default user name or type a new email address to use as the user name.

      The default user name is the business email address associated with the extension-only profile.

    2. In the Password and Confirm Password fields, type a password for the extension-only profile.

      See Resetting a ShoreTel Connect Portal Password for password requirements.

  6. Click Next.
  7. (Optional) To assign an extension to the new extension-only profile, do the following under Create a Phone in the Phone panel:
    • In the Phone Location list, select the geographic location of the phone.

      NOTE: Only locations that use the same currency as the Billing Location selected for the extension-only profile are displayed and can be selected.

    • In the Phone Type list, select the desired profile type for the extension-only profile; Essentials CLOUD, Standard CLOUD, Advanced CLOUD, Telephony CLOUD, Courtesy CLOUD, or Voicemail CLOUD.
    • Leave the Phone Number list field blank.
    • In the Extension field, type the extension for the extension-only profile.
    • In the User Group list, select the user group to assign the user to. For more information about user groups, see Managing User Groups.
    • In the Activation Date box, type or select the date to activate the extension-only profile.

      NOTE: You can set an activation date up to 30 days in the future; you cannot set the activation date to a date in the past.

    • If you do not want the extension-only profile to be accessible in any Dial by Name directories for your account, select the Do not include in dial-by-name groups check box.
  8. (Optional) Under Add-On Features, do the following:
    • Under Bundle Included, select the check box next to each add-on feature to enable for the extension-only profile.

      These features are included in profile type selected for the extension-only profile.

    • Under “A la carte” Options, select the check box next to each add-on feature to enable for the extension-only profile.

      These features are not included in profile type selected for the extension-only profile but are available for an additional charge.

      NOTE: Add-on features are not available for Courtesy CLOUD profiles. ShoreTel Connect Scribe is the only add-on feature available for Voicemail CLOUD profiles. If an add-on feature is displayed but is not selectable, the add-on feature has not yet been enabled for your account. The add-on feature can still be enabled for the user after the add-on feature is enabled for the account. For information about enabling add-on features for your account, see ShoreTel Connect CLOUD Add-On Feature Management.

  9. (Optional) Under Add-On Feature Settings, select one or both of the following check boxes:
    • Enable IM - to enable IM for the extension-only profile for both the ShoreTel Connect client and ShoreTel Mobility, if applicable.
    • Enable Video - the enable video for the extension-only profile for both the ShoreTel Connect client and ShoreTel Mobility, if applicable.
  10. Click Next.
  11. (Optional) Do one of the following on the Hardware panel:
    • To initiate a phone order when creating the extension-only profile, do the following:
      1. Select the Add Hardware Phone check box.
      2. In the Type list, select the desired rental or purchase option.
      3. In the Model list, select the desired phone model.
      4. In the Requested Delivery Date box, type or select the desired date to receive the phone.

        NOTE: Expedited charges may apply if the date chosen is sooner than the standard delivery time window.

      5. Select the Include Power Supply check box to receive a power supply with the phone.
    • To assign a phone to an extension-only profile, do the following:
      1. Select the Assign Phone check box.
      2. In the MAC field, type the MAC address of the phone you want to assign to the extension-only profile.
      3. In the Model list, select the phone model.

        The profile is automatically logged into the phone once the phone is connected.

        NOTE: The phone must also be added to your account from the Phones page of the ShoreTel Connect Portal. For information about adding a phone to your account, see Managing Phones.

  12. Click Next.
  13. (Optional) In the Roles and Permissions panel, do the following:
    1. Select a role to assign to the extension-only profile, and then click Add.

      The role is added to the list.

      NOTES: 

      • A Phone Manager cannot assign the role of Decision Maker or Billing Contact.
      • Resell Partners see ShoreTel Connect CLOUD Resell Partners for important details about assigning Authorized Contact roles for your customer accounts.
    2. In the Scope column, select one of the following:
      • Account - to assign the user the selected role for the entire account.
      • Location - to assign the user the selected role for a specific location only.

        NOTE: A user can only be assigned a role once per location or account. Location cannot be selected for the Decision Maker or Billing role; these roles are account-level roles only.

    3. If you selected Location, select the desired location in the Location list.
    4. Repeat steps a-c to add additional roles to the user.
  14. Click Next.
  15. In the Confirmation panel, verify the displayed information.
  16. Click Finish to add the new user.

Related Articles

Adding a User
Adding a Contact
Editing User Information
Resetting Passwords
Managing User Groups
Swapping ShoreTel Connect Profile Types
ShoreTel Connect Portal Documentation

ShoreTel Dates

Created Date 2016-08-12 - Modified Date 2017-04-17


Article: 000012053