Add and manage teams

To add a new Team on desktop, click the ‘Admin Settings’ padlock, then ‘Teams’.

A list of existing Teams will be presented here. You can use the navigation options at the bottom of the page to seamlessly move between menu pages.

To create a new team, just click on ‘Add team’ located in the top right-hand corner.

Here, you can:

• Give your Team a unique name
• View the number assigned to your Team
• Set up the Team’s voicemail PIN
• Record a custom welcome greeting, waiting music, and/or hold music (if you wish)
• Configure the routing settings within the team (i.e. an incoming call will ring everyone within the Team simultaneously, send incoming calls to each team member in order, or send incoming calls to each team member in turn.

You can also configure what happens if a call goes unanswered, or if the line is busy (i.e. prompt the caller to leave a voicemail).

Adding Team members

Click the ‘Members’ tab to assign PhoneLine+ users to a Team.

Teams out of hours settings

You can configure the ‘Out of Hours’ settings for Teams just like you do for your regular calls and Menus. To activate this feature, simply toggle the setting to the “on” position.

Set the Team’s availability for each day of the week independently.

Indicate the availability for that day, along with the specific timeframe during which calls will be answered (for example, menu availability might range from 7:15 AM to 5:00 PM).

Reject anonymous calls

Finally, choose if you’d like for the menu to reject anonymous calls by adjusting the toggle alongside this setting.

Simply click ‘Save’ to apply these settings to your new Team, and you’re all set!

Editing or removing a team

Teams settings can be amended any time via the ‘Teams’ screen.

Simply click on the name of a Team to:

• Update its details (i.e. its name)
• Reconfigure its voicemail PIN
• Assign new Team members, or delete members you no longer wish to be associated with the Team
• Re-configure the call routing settings
• View the Team’s number/CLI
• Amend the audio associated with the welcome greeting and waiting music
• Re-configure the Team’s ‘out of hours’ settings
• Amend the Team’s voicemail settings (if activated)
• Adjust the Team’s settings to manage the acceptance or rejection of anonymous calls.

You can also remove a Team from PhoneLine+ on this screen.

show less

To add a new Team on mobile, tap on the ‘Settings’ cog.

Next, scroll down until you reach the ‘ADMIN’ section. Please note that all settings listed under this header are intended solely for PhoneLine+ administrators.

Tap ‘Teams’.

The ‘Teams’ screen provides a comprehensive overview of all teams within your organisation. It includes the CLI/number assigned to each team, along with the total number of users associated with the team.

To create a new Team, simply tap the ‘+’ icon located at the top right corner of the screen.

Here, you can:

• Give your Team a unique name
• Set up the Team’s Mailbox ID
• Add PhoneLine+ users to the Team
• Record a custom welcome greeting, waiting music, and/or hold music (if you wish)
• Configure the out-of-hours settings relating to the Team
• Configure the routing settings within the team (i.e. an incoming call will ring everyone within the Team simultaneously, send incoming calls to each team member in order, or send incoming calls to each team member in turn
• Finally, choose if you’d like for the menu to reject anonymous calls by adjusting the toggle alongside this setting.

Tap ‘Create Team’ once you have configured these settings to your liking.

Editing or removing a Team

Once a Team is created, it can be edited or removed.

To do this, return to the ‘Teams’ screen and tap on the Team you wish to edit/remove.

You can modify its details here. To remove the Team, scroll to the bottom of the screen and select ‘Delete Team’. Please be aware that once you tap this option, the Team will be permanently deleted and cannot be recovered. If you wish to reinstate it, you will need to set it up again from the beginning.

show less