Editing Personal Information

Content

ShoreTel Connect CLOUD users can view and edit their contact information and location. They can also view their ShoreTel Connect Portal login information and change their ShoreTel Connect Portal password.

If you are a Decision Maker, Phone Manager, or Billing Contact, you can also view and edit your notification preferences.

Decisions Makers and Phone Managers can also view and edit personal information, including user names, select profile features, and assigned roles, for other users on the account.

The Personal Information page is divided into the following tabs for viewing and editing personal information:

To access your Personal Information settings:

  1. Log in to the ShoreTel Connect Portal.
  2. On the Home menu, under Settings, click Personal Information.
  3. Click the tab that contains the settings you want to view or edit.

To access Personal Information settings for another user (available for Authorized Contacts only):

  1. Log in to the ShoreTel Connect Portal.
  2. On the Phone System menu, click Users.
  3. Do one of the following:
    • In the Contact Name column, click the name of the desired user.
    • Right-click the row that contains the desired user, and then click Personal Information.

    The Personal Information page for the selected user is displayed.

  4. Click the tab that contains the settings you want to view or edit.

Viewing Contact Information

The following information is displayed on the Contact tab:

Editing Contact Information

A first name, last name, and business email address must be provided. Title, personal email address, and mobile and home phone numbers are optional.

NOTE: When you update the contact name for a user,  the internal caller ID for that user is also automatically updated. For more information about the internal caller ID, see Editing Phone Settings.

  1. On the Personal Information page, click the Contact tab.
  2. Under Contact Information, click the current setting that you want to edit.
  3. Make the desired changes to the information, and then click to save your changes.

Changing the ShoreTel Connect Portal Password

The ShoreTel Connect Portal password must meet the following requirements:

To change the ShoreTel Connect Portal password:

  1. On the Personal Information page, click the Contact tab.
  2. Under ShoreTel Connect Log In, click Change Password.

    The Change Password dialog box appears.

  3. In the New Password and Confirm Password fields, type a new password.
  4. Optional: Under Email Notifications, do the following:
    1. Select the Yes, send email to check box to send an email notification of the change to the affected user.
    2. In the and box, type additional email addresses to send notifications to.
  5. Click OK to save the new password and send any requested notification emails.

Changing the Location for a Contact

If you are a Decision Maker or a Phone Manager, you can change the location for a contact.

NOTE: The location should only be changed if the contact is not currently assigned a phone profile. Changing the location for a user (with an assigned profile) can negatively impact user functionality due to resulting inconsistencies in user configuration. To change the location for a user that has an assigned profile, contact ShoreTel Connect Support.

  1. On the Personal Information page, click the Contact tab.
  2. Under Location, click the current location setting.
  3. In the Location list, click the location you want to move the contact to.

    NOTE: You can only move the contact to a different location if the new location is assigned to an invoice group that uses the same currency as the current contact location.

  4. Click to save your changes.

Adding a Feature to a Profile

If you are a Decision Maker or Phone Manager, you can add select features to a user’s phone profile.

  1. On the Personal Information page, click the Contact tab.
  2. Under Add a feature, in the Phone list, select the profile to add a feature to.
  3. In the Feature list, select the feature you want to add.
  4. In the Activation Date box, type or select the date you want the new feature to become active.
  5. Click Add.

Related Articles

Editing User Information
Resetting Passwords
Viewing Roles and Permissions
Configuring Notification Preferences
Editing Phone Settings
Editing Voicemail Settings
Editing Call Routing Settings
Editing Programmable Buttons
Managing Personal Emergency Locations
ShoreTel Connect CLOUD Add On Feature Management
ShoreTel Connect Portal Documentation

ShoreTel Dates

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


Article: 000012058