Editing Phone Settings

Content

ShoreTel Connect CLOUD users can view and edit many personal phone settings, including phone identification, voicemail, call routing, and emergency location settings. Decision Makers and Phone Managers can also view and edit phone settings for other users on their account.

The Phone Settings page is divided into the following tabs for viewing and editing phone settings:

To access your phone settings:

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

To access phone 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 Service/Phone Name column, click the name of the desired profile.
    • Right-click the row that contains the desired profile, and then click Phone Settings.

    The Phone Settings page for the selected profile is displayed.

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

Editing Phone Identification Settings

Identification settings determine how a phone is identified. The following information is displayed on the Phone tab.

You can edit your station label. Decision Makers and Phone Managers can also edit the SIP password, outbound caller ID, and extension.

To edit phone identification settings:

  1. On the Phone Settings page, click the Phone tab.
  2. Under Identification, click the current setting next to one of the following:
    • Station Label - to change the station label; the station label is displayed in the ShoreTel Connect portal, but is not displayed on the phone display.
    • SIP Password - to change the SIP password used for 3rd party devices (available for Authorized Contacts only).
    • Outbound Caller ID - to change the Outbound Caller ID number for the user (available for Authorized Contacts only).
    • Extension - to change the user’s extension (available for Authorized Contacts only).
  3. Type a new value for the desired setting.
  4. Click to save your changes.

Editing Privacy Settings

You can view your privacy settings and change your phone and voicemail PIN. If you are a Decision Maker or a Phone Manager, you can also view and edit privacy settings and change the phone and voicemail PIN for users on your account.

The following privacy settings are displayed on the Phone tab:

Including Profile Information in the Account Directory

Decision Makers and Phone Managers can configure whether or not to include a user’s profile in the account dial-by-name directory.

  1. On the Phone Settings page, click the Phone tab.
  2. Under Privacy, next to Directory, click the currently selected setting.
  3. Select one of the following in the list:
    • Include in the DBN directory (Default) - to include the user’s profile information in the account dial-by-name directory.
    • Do not include in the DBN directory - to not include the user’s profile information in the account dial-by-name directory.
  4. Click to save the changes.

Enabling Intercom Calls

Decision Makers and Phone Managers can configure whether or not a user can receive intercom calls.

  1. On the Phone Settings page, click the Phone tab.
  2. Under Privacy, next to Intercom, click the currently selected setting.
  3. Select one of the following in the list:
    • Receive intercom (Default) - to allow the user to receive intercom calls.
    • Do not receive intercom - to prevent the user from receiving intercom calls.
  4. Click to save the changes.

Blocking Caller ID

Decision Makers and Phone Managers can configure whether or not to block caller ID for a user’s phone. If Caller ID is blocked, the number will appear as unknown or anonymous when a call is made.

  1. On the Phone Settings page, click the Phone tab.
  2. Under Privacy, next to Caller ID, click the currently selected setting.
  3. Select one of the following in the list:
    • Block caller ID - to block caller ID when the user places an external call; if Caller ID is blocked, the number will appear as unknown or anonymous when a call is made.
    • Do not block caller ID (Default) - to show the caller ID information for a user when placing and external call.
  4. Click to save the changes.

Changing a Phone PIN

You can change your phone and voicemail PIN. If you are a Decision Maker or a Phone Manager, you can also change the phone and voicemail PIN for users on your account.

A phone PIN must meet the following requirements:

To change a phone PIN:

  1. On the Phone Settings page, click the Phone tab.
  2. Under Privacy, click Change Phone PIN.

    The Change Phone PIN dialog box appears.

  3. Under Settings, do one of the following:
    • In the New Phone PIN and Confirm Phone PIN fields, type a new password.
    • Select the Reset to default PIN check box to reset the password to the default 5-digit password assigned to all new phone users for your organization.
  4. (Optional) Under Email Notification, do the following:
    • Select the Yes, send email to check box to send an email notification of the password change to the affected user.
    • 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.

Editing the Time Format

You can view and change the time format for your phone. If you are a Decision Maker or a Phone Manager, you can also change the time format for other user’s phones.

  1. On the Phone Settings page, click the Phone tab.
  2. Under Time Settings, next to Time Format, click the currently selected time format.
  3. Select one of the following in the list:
    • H24 - to use 24-Hour (military) time.
    • AMPM (Default) - to use standard 12-Hour (AM/PM) time.
  4. Click to save your changes.

Editing the Features Settings

You can view your features settings and change the settings for the call waiting beep, the wallpaper used on your phone display, and the ring tone used for your phone. If you are a Decision Maker or Phone Manager, you can view and edit all of the following features settings for users on your account:

Turning the Call Waiting Beep On and Off

  1. On the Phone Settings page, click the Phone tab.
  2. Under Features, next to Call Waiting Beep, click the currently selected setting.
  3. Select one of the following in the list:
    • Enabled (Default) - to play a sound when an inbound call is received during an active call.
    • Disabled - to not play a sound when an inbound call is received during an active call; the call is still made, but no sound is played to announce the call.
  4. Click to save your changes.

Turning Instant Messaging On and Off

  1. On the Phone Settings page, click the Phone tab.
  2. Under Features, next to Instant Messaging, click the currently selected setting.
  3. Select one of the following in the list:
    • Enabled (Default) - to enable instant messaging for the profile.
    • Disabled - to disable instant messaging for the profile.
  4. Click to save your changes.

Turning Video Conferencing On and Off

  1. On the Phone Settings page, click the Phone tab.
  2. Under Features, next to Video Conferencing, click the currently selected setting.
  3. Select one of the following in the list:
    • Enabled (Default) - to enable video conferencing for the profile.
    • Disabled - to disable video conferencing for the profile.
  4. Click to save your changes.

Turning Video Mobility On and Off

You can choose to enable or disable video mobility for ShoreTel Mobility users.

  1. On the Phone Settings page, click the Phone tab.
  2. Under Features, next to Video Mobility, click the currently selected setting.
  3. Select one of the following in the list:
    • Enabled (Default) - to enable video mobility for the profile.
    • Disabled - to disable video mobility for the profile.
  4. Click to save your changes.

Changing the User Group for the User

The user groups available for the user depend on the user’s profile type.

  1. On the Phone Settings page, click the Phone tab.
  2. Under Features, next to User Group, click the currently selected setting, and then select the desired user group to assign the user to.
  3. Click to save your changes.

Enabling Operator Access

You can choose whether to enable or disable Operator Access for ShoreTel Connect desktop client users. Enabling Operator Access improves efficiency in the ShoreTel Connect client by turning on double-click to answer, list most recent calls first, and advanced telephony features through drag and drop.

NOTE: Operator Access is only available for users who have an Advanced CLOUD profile.

  1. On the Phone Settings page, click the Phone tab.
  2. Under Features, next to Operator Access, click the currently selected setting.
  3. Select one of the following in the list:
    • Enabled - to enable Operator Access for the profile.
    • Disabled (Default) - to disable Operator Access for the profile.
  4. Click to save your changes.

Changing the Wallpaper on the Phone Display

If the user’s phone supports screen wallpaper, you can select the wallpaper to display.

NOTE: Several wallpapers are available to choose from; custom wallpaper is not currently supported.

  1. On the Phone Settings page, click the Phone tab.
  2. Under Features, next to Wallpaper, click the currently selected setting, and then select the desired wallpaper.
  3. Click to save your changes.

Changing the Ring Tone on Your Phone

  1. On the Phone Settings page, click the Phone tab.
  2. Under Features, next to Ring Tone, click the currently selected setting, and then select the desired ring tone.
  3. Click to save your changes.

Configuring Delayed Ringdown on Your Phone

You can set up your phone to initiate a ringdown call whenever the handset is taken off hook and a number is not dialed within a specified period of time. You indicate the length of time to wait before initiating the ringdown call and you indicate the phone number to call when ringdown is initiated.

  1. On the Phone Settings page, click the Phone tab.
  2. Under Features, next to Delayed Ringdown, click the currently selected setting, and then select Enabled.
  3. Next to Ringdown delay, click the current setting, and then type the desired length of time (in seconds) to wait before initiating the ringdown call.
  4. Next to Ringdown Number, click the current setting, and then type the telephone number to call when the ringdown call is initiated.
  5. Click to save your changes.

Related Articles

Editing Voicemail Settings
Editing Call Routing Settings
Editing Programmable Buttons
Managing Personal Emergency Locations
Managing User Groups
Configuring Shared Call Appearances
Editing User Information
Changing the Phone Number or Extension for a User
ShoreTel Connect Portal Documentation

ShoreTel Dates

Created Date 2016-08-12 - Modified Date 2017-08-01


Article: 000012063