Configure a user as an executive assistant

1

Sign in to Control Hub, and go to Management > Users.

2

ユーザーを選択し、[通話] タブをクリックします。

3

Go to the Between-user permissions section and select Executive/Executive assistant.

4

Turn on the toggle and choose the Executive assistant option.

If a user, who is an executive assistant, is assigned to an executive, the list of executives appears with their phone number, extension, and opt-in status.

If you're a location administrator, only the executives pertaining to your assigned locations appear.

By default, the executive assistant is opted in. If you don't want an executive assistant to handle the executive's calls, uncheck the respective opt-in check box.

5

To forward the executive assistant calls to another destination, check the Forward filtered calls check box and enter the phone number in the Set phone number field.

6

[保存] をクリックします。

Configure a user as an executive

1

Sign in to Control Hub, and go to Management > Users.

2

ユーザーを選択し、[通話] タブをクリックします。

3

Go to the Between-user permissions section and select Executive/Executive assistant.

4

Turn on the toggle and choose the Executive option.

5

Search and select the users to add as executive assistants to this user.

If you're a location administrator, you can add users only from your assigned locations as an executive assistant.

The added executive assistants appear with their phone number, extension, and opt-in status. You can delete the added executive assistants using an icon or Remove All option.

6

Filter calls sent to the executive assistant: Turn on the Call Filtering toggle and select the type of calls that you want to go to the executive assistant from the following options.

  • All External Calls—Choose this option to send all the external calls to the executive assistant.

  • All Internal Calls—Choose this option to send all the internal calls to the executive assistant.

  • All Calls—Choose this option to send both internal and external calls to the executive assistant.

  • Custom Call Filter—Choose this option to ensure only specific calls are redirected to the executive assistant. If selected, click Add New Filter to set up a custom call filter using the following parameters.

    • Filter Name—Enter the filter name.

    • When—Select your predefined schedule from the drop-down list.

    • Calls from—Select the calls from Any Phone Number, Any Internal, Any External, or Select Phone Numbers that you want to go to the executive assistant.[選択した電話番号] を選択する場合は追加の詳細を入力します。

    • Filter or Don't filter—Choose to filter or not to filter the calls that fit within these parameters.

User can also use the following Feature Access Codes (FAC)—codes to control certain features—to activate or deactivate the call filtering options you have set up.

  • 通話フィルタリングを有効にする (エグゼクティブ) - #61

  • 通話フィルタリングを無効にする (エグゼクティブ) - #62

7

Enable call notifications to additional locations: Turn on Location To Ring and choose the Alert Type from the drop-down list.

  • サイレント

  • リング スプラッシュ

When you enable Location To Ring, the primary number of the user is alerted by default.

You can choose the additional locations that you want to alert:

  • Single Number Reach (Office Anywhere) location—The phone number specified in the single number reach settings.

  • Mobile location—The phone number specified in the mobility settings.

  • Shared call appearance locations—The devices where shared call appearance is configured.

8

Set up ring options: Choose any of the following Alerting Mode:

  • Simultaneous—Selecting this option rings all the added executive assistant phones at the same time. Any one can pick the call.

  • Sequential—Selecting this option rings the executive assistant phone in the order they appear in the executive assistant table. The call goes to the first executive assistant and then to the second.

9

Divert unanswered calls: Choose any of the following options if the call is unanswered:

  • Send to Voicemail—Select this option to send a voicemail to the executive.

  • Forward—Select this option and enter the number to which the calls to be forwarded.

  • Do nothing—Select this option if no action is to be taken.

You can specify the time (in seconds) after which the unanswered calls to be forwarded.

If sequential alerting mode is selected, you can set the number of rings before the calls are redirected to the assistants in a sequential manner.
10

Set up Caller ID: Select the Caller ID Name and Number to be shown on the executive assistant's phone for the incoming calls on the executive line.

11

[保存] をクリックします。

エグゼクティブおよびエグゼクティブ アシスタントは、内線番号ではなく電話番号が割り当てられている必要があります。 You can configure the number of assistants. Assistants can be configured for a number of executives. アシスタントの数に関係なく、いつでもエグゼクティブの代理として同時通話の数のみを行うことができます。

A user (executive) can also add executive assistants, filter calls, set up ring option, and caller ID on their own in the user portal. For more details, see Configure and manage your executive service. Any changes made to these settings by the user reflect in both the user portal and the Control Hub.

When the Executive answers the call, all the Executive Assistants receive the CallReleasedEvent with the completedElsewhere indication. When one of the Executive Assistants answers the call, all the other Executive Assistants receive the CallReleasedEvent with the completedElsewhere indication.

共有回線設定オプション

ユーザーの所在地が変わらなければ、エグゼクティブサービスでも共有回線のアピアランスを使用できます。エグゼクティブサービスと一緒に共有回線のアピアランスを設定することで、この機能をより簡単に使用できます。共有回線の表示方法の詳細については、 MPP 電話の回線の追加および並べ替えを参照してください。