Configuring setups for phone users

After physically installing the FortiVoice unit and completing the configuration of the unit, you can inform your phone users about how to access the user portal and use the FortiVoice features.

The FortiVoice system provides a user portal where phone users can view their call logs, configure and manage their own messaging, and access other features.

This section contains information that you may need to inform or assist your phone users so that they can use the FortiVoice features.

This information is not the same as what is included in the help for FortiVoice user portal. It is included in this guide because:

• Phone users need to know how to access the FortiVoice user portal and its online help.
• Phone users need to know the feature codes they can use on the phones.
• Phone users need to know how to change the voicemail password on the FortiVoice user portal and on the phone.
• Phone users may be confused if they try to enable a feature that you disabled (such as call waiting or do not disturb).
• You may need to tailor some information to your network or phone users.

This topic includes:

• Logging in to the user portal
• Changing the voicemail PIN
• Receiving and sending faxes
• Using the operator console
• Setting user privileges and preferences
• Setting feature codes

Logging in to the user portal

When a user has a phone extension on the FortiVoice phone system, the web-based FortiVoice user portal allows this user to perform the following tasks for their extension:

• Check the call history for received, placed, or missed calls.
• Check the voicemail including playing, deleting, forwarding, or saving voicemails.
• Manage the business and personal contacts, and view the business and corporate phone directories.
• Manage how the phone system handles phone calls.
• Check recorded calls including playing, deleting, or saving the voicemails.
• Receive and send faxes.
• Set up reminder events and invite guests.
• Add user conference call events in your calendar and invite attendees by email.
• View device details of desk phones and softclients, and set up programmable keys.
• Configure the extension according to your preferences.
• Use the operator console to process organization calls.
• Use the call center console to process call queues.

To access the FortiVoice user portal, phone users need the following information:

• FortiVoice user portal link: https://<IP_address_or_FQDN>/voice

  Where <IP_address_or_FQDN> is the IP address or the FQDN of the FortiVoice phone system.

  If you have changed the access port, then you must also include the port. For example: https://<IP_address_or_FQDN>:446/voice.

• Phone extension

• User password

For more information about how to connect and use the FortiVoice user portal, see the FortiVoice User Portal Guide.

For information about adding extension numbers and user PINs, see Configuring IP extensions.

Changing the voicemail PIN

Inform the phone users how to change their default voicemail PIN. For details, phone users can refer to the FortiVoice User Portal Guide.

Receiving and sending faxes

Inform the phone users that they can receive and send faxes using the user portal. For more information, see Configuring fax.

Using the operator console

If you have enabled the operator role for an extension, inform the extension user so that the user can process corporate calls on the user portal. For more information, see Operator Role.

Setting user privileges and preferences

The call features each phone user can use is controlled by the user privilege and preferences settings associated with the user’s extension. You may need to inform users of the features that they can use.

For information, see Configuring user privileges and Setting extension user preferences.

Setting feature codes

By default, the FortiVoice unit has feature codes for users to access certain features by dialing the codes. You can go to Service > Feature Code > Feature Code and double-click a feature name to modify its code and description, but that does not change the mapping between the code and the feature.

For details, see Modifying feature access codes.