To fully take advantage of Blueface, you will be required to configure each employee as a User. Only the employees that you set up as a User on the Blueface Portal will have login credentials to access the Blueface Portal where they can view their own activity.
To take full advantage of the Blueface Portal, add all relevant employees as Users. Customer Administrators have the access level necessary to add and edit users.
When you add your employees as Users, they will receive their own unique Blueface Portal login details via the email address linked to their account. You can also grant a level of access that is appropriate to each employee’s role. The privileges applied to each User level have been outlined below:
Please Note: If you want to record all calls you must ensure that all employees are set up as User and that they have a Device linked to their profile.
A Customer Administrator has full access to control all features on the account. These features will be outlined in detail through other permission levels.
A Federation is a set of accounts that are linked together, such as a franchise operation that has a number of customer-facing locations, that are all linked under an overall umbrella organisation.
It may be advantageous to allow some Users access to see and make Customer Admin-level edits to all Federated Blueface accounts. To do this, Federation Administration status can be assigned to key users.
A Federation Administrator will have access to view all accounts associated with their Federation Group and can manage these accounts. They will have the same permission level on all accounts that a Customer Administrator would have.
A Regular User has access to view their own information such as their personal Cronologia delle Chiamate, Voicemail, Rubrica Aziendale e Call Recordings. A Regular User can download (but not delete) their own Call Recordings. They cannot see any other details on the Portal and cannot make any changes.
Group Monitors can be a team leader who needs to see information regarding other users in his or her team. A Group Monitor has the same access as a Regular User with the additional ability to view Call History and Call Recordings for the User Group they are assigned to.
They will not have any other control over the account.
Aggiungere un Utente
A Customer Administrator can add new Users to the account at any time. Follow the steps below to add a User to your account.
- From the Dashboard screen using the menu select People followed by Users.
- This will then populate the Users section, from here please select .
- Clicking on the [Add User] button will bring you to the Add User section.
|1. Username||Enter the c|
hosen username for this User. Please note usernames must have at least 6-32 characters, can include uppercase, lowercase, numbers & dots – we advise FirstName.LastName
|2. Email||Enter the email address attached to this user, this must be a valid email address for many reasons, email addresses can not be duplicated.|
|3. First Name||Enter the User’s first name.|
|4. Last Name||Enter the user’s last name.|
|5. Time Zone||From the dropdown please select the time zone applicable to the User.|
|6. Contact Number||Enter an alternative contact number for the User i.e. a mobile number.|
|7. Main Role||From the options select the role you wish to apply to the User.|
|8. Extended Role||From the options select the Extended Role(s) you wish to apply to the User.|
|9. Console||Check to grant User access to the Console feature.|
|10. Generate Callflow||Check to automatically create a ring Callflow for the User.|
|11. Create Voicemail||Check to automatically create & link voicemail box to the User (this will also add a Voicemail Element to the above mentioned Callflow).|
|12. Video Conferencing||Check to enable access to Video Conferencing to a user * Each user will require a charge for this service.|
|13. Missed Call Notification||Check to enable a notification via the Users email when they have missed a call.|
|14. Call Centre||Check to enable Call Centre functionality for the User|
- Once you are happy all the User Details are correct please click [Next] to move to the User Telephony tab.
|1. Caller ID Name Internal||Enter here the name you wish to appear for the User when they call internally.|
|2. Caller ID Name External||Enter here the name you wish to appear for the User when they call externally.|
|3. Caller ID Number Internal||From the dropdown select an already created internal number to assign to this User, alternatively ‘+’ to create & allocate a new internal number.|
|4. Caller ID Number External||From the dropdown select from the list of external numbers on the account to display as the Caller ID.|
|5. Country||From the dropdown select the country the User is to be situated.|
|6. Call Recording||From the dropdown please select if & how Call Recording is to be applied to the User.|
|7. Local Prefix||From the dropdown please select the Prefix of the area the User is situated.|
|8. Location||From the dropdown of created locations please select the location of the User, alternatively ‘+’ to create & allocate a new location.|
|9. CLIR (Calling Line Identification Restriction)||Enable to set the Users Caller ID Number External to Unknown/Anonymous|
|10. Incoming Fax Format||Please select from the two available formats which format they would like to receive their incoming fax in were applicable.|
|11. Can Send Fax||Enable to allow the User to avail of the Fax Virtuale service.|
|12. Call Barring||From the available options please select which (if any) calls are to be restricted for this User.|
- Once you are happy all the User Telephony details are correct please click [Next] to move to the User Device tab.
- On the User Device tab, click on [Allocate] to populate a list of available (unallocated already) devices on the account to choose from.
- Once you have allocated the chosen device to the User please click [Next] to move to the Confirmation tab.
- Once details are confirmed, click [Create User] to add this User to the Blueface Portal.
Edit User Settings
The newly added User (& all other Users) are listed under People followed by Users submenu.
- To edit the User settings click on the [Pen Edit Icon] beside the Users name you wish to edit.
- This will populate the Edit User page.
- From here you can manage & edit the Users settings.
Once you are satisfied with the changes, click on the [Save] button to apply the changes.
Retrieving Password and Logging In
How to Log In
To log into your UC Portal account please open a web browser (Google Chrome is recommended)) use the following link https://uc-portal.blueface.com/login which will bring you to the below login screen.
You will have received your login credentials in your Welcome Email (image below) you should have received once your account build was completed. Below the link to the Portal as seen in the image below, you will find details of your access credentials.
|1.||Username – Enter here your username provided in your Welcome Email.|
|2.||Password – Enter here your password provided in your Welcome Email.|
|3.||Optional Login – Select from the dropdown alternative login options.|
|4.||Forgot Password – Click here to request a password reset.|
|5.||Language Select – Select your appropriate language from the dropdown.|
|6.||Help – When selected both options will navigate you to the Blueface website help section.|
Once you have populated all the necessary fields with the required information please select LOG IN to access your UC Portal account.
Once you have logged in you will be brought to the Unified Communications Dashboard. Your password can be updated by clicking on your user profile avatar in the top right-hand corner followed by Settings e Update Password.
[Brand] will set up your access to the Portal and will add all of the required Devices, Numbers, Users and Voice Mailboxes outlined on the configuration document. As a result, you can immediately start using all the unified communications features Blueface offers your business.
In the event that you misplace or forget your password, please select Forgot Password as outlined above in point number 4. This will populate the below fields.
Please enter the Username o Indirizzo Email associated with your [Brand] Portal account and your credentials will be sent along with further instructions to your email account.
Once you have reset your password, revisit the Login screen and enter your new credentials to access the Portal.
Managing Payment Methods
In the ‘Online Account Management’, you can decide to pay via credit card or direct debit.
Blueface Ltd. 10/11 Exchange Place, IFSC, Dublin 1
If you have questions related to your payment method please contact email@example.com or call 015242000.
Pagamento con RID bancario
Per predisporre il pagamento tramite RID bancario stampare il modulo che si trova sotto “RID bancario”, sulla pagina “Gestione Account online”.
You must return the completed Direct Debit Form by post to:
10/11 Exchange Place
IFSC, Dublin 1
When setting up your direct debit we will schedule an express payment of a deposit which is the same amount as one month of your call plan. This allows our accounts department to place a credit limit on your account to facilitate pay as you go credit that you may need during the month.
Following the deposit payment we will process your call plan payments on the 1st of each month going forward.
Please do not hesitate to contact us if you have questions about Direct Debits or other payment methods: email firstname.lastname@example.org or call 01 524 2000.
Adding and Removing Contacts
Aggiungere un Utente
To add a User to the account, navigate to the users section and then click on the Add Users button on the top right hand side of the page.
You will then be prompted to fill in a form with an employee’s details such as Username, First name, last name, email address and contact number.
d) A sinistra hai la possibilità di bloccare alcune tipologie di chiamate in uscita, in particolare: verso numeri nazionali, internazionali, cellulari e numeri premium (numeri a pagamento).
e) Nella sezione situata in basso a sinistra della pagina, puoi decidere se abilitare gli utenti a registrare le chiamate
Finalising Set Up
f) A destra puoi assegnare all’utente un ‘Dispositivo’ e decidere il ‘Ruolo dell’Utente’
g) In basso a destra, nel riquadro ‘Opzioni’ puoi concedere l’autorizzazione a ‘Generare un flusso di chiamata’ o abilitare gli utenti ad inviare fax o ‘Creare una segreteria telefonica’. Infine selezionando ‘Genera contatto’ aggiungi l’utente nei contatti della rubrica aziendale;
h) Per completare la configurazione, dovrai inviare all’utente una mail con username e password, indispensabili per accedere al portale Blueface;
i) Fai clic su ‘Salva’ per completare il setup e aggiungere l’utente;
The newly added User will then be listed within the User List on the left hand side of the page. It is possible to find a specific User via the Search option at the top of the User Page and you can also edit the user’s details by clicking the blue icon to right of each user’s name.
Deleting a User
To delete a user, navigate to the users section through the main menu.
Use the Search Users bar to find the user you wish to delete.
By clicking on the blue edit button to right of a user’s details, you will open the user dialogue box.
Scroll to the bottom and click on the pink Delete button.
Confirm the dialogue box and this user will be deleted from your Blueface UC Platform account.
User Groups allow you to group a number of extensions from the same team, department or location together to share a receipt of incoming calls.
The ‘User Group’ is available for selection in the ‘Call History’ section to easily monitor that ‘Groups’ call history.
Assigning a ‘Group Monitor’ allows that ‘User’ to view ‘Call History’ for the ‘Group’ their group.
You can also select the ‘Group’ within a ‘Call Flow’ to quickly create a hunt group.
To Create a ‘User Group’:
a) Per creare un gruppo di utenti, clicca sull’icona ‘Persone’ creare un gruppo di utenti presente nel menù situato nella parte sinistra della schermata, clicca su ‘Utente’
b) Clicca sull’icona ‘Gruppi’
c) Seleziona ‘Aggiungi Gruppo’ in alto a destra e si aprirá una schermata con i ‘Dettagli Gruppo’
d) Fai clic su ‘Aggiungi Utente’ per selezionare gli utenti che vuoi includere in questo gruppo.
e) Seleziona gli utenti che vuoi includere
f) Clicca ‘Seleziona’ in basso a destra per aggiungere gli utenti selezionati al gruppo
g) Assegna un ‘Nome’ e una ’Descrizione’ al gruppo per identificarlo facilmente
h) Clicca ‘Salva’ in basso a destra per completare l’operazione
i) Il ‘Gruppo’ apparirà nella sezione dedicata agli ‘Utenti’
j) Puoi cliccare sull’icona del gruppo per visualizzare in qualsiasi momento la lista degli utenti inclusi nel gruppo
k) Se desideri apportare dei cambiamenti al gruppo, clicca sull’icona ‘Modifica’ creare un gruppo di utenti in basso a destra e potrai aggiungere o rimuovere gli utenti che desideri
l) Imposta un utente come ‘Amministratore Gruppo’ per permettergli di visualizzare il Registro Chiamate del gruppo con i privilegi di un Amministratore Account
m) I gruppi possono essere utilizzati anche nella progettazione dei flussi chiamata in quanto semplificano la creazione di gruppi di chiamata
Should you have any queries please do not hesitate to contact our Support team for assistance.
Book a Training Session
Unlock the UC Portal’s Potential.
Book a Training Session
Unlock the UC Portal’s Potential.