# Extensions # IntellaPhone Setup Instructions ## First Step: Set CallerID Name and Phone Make/Model 1\) Set CallerID name 2\) Enable Voicemail (optional) 3\) Set Email Address (optional, for voicemail) 4\) Set Phone Make: IntellaPhone 5\) Set Phone Model: IntellaPhone PC [![1.png](https://public.intellasoft.net/uploads/images/gallery/2025-01/scaled-1680-/3uR1.png)](https://public.intellasoft.net/uploads/images/gallery/2025-01/3uR1.png) ## Second Step: Send the Invitation Email [![2.png](https://public.intellasoft.net/uploads/images/gallery/2025-01/scaled-1680-/2.png)](https://public.intellasoft.net/uploads/images/gallery/2025-01/2.png) ## Third Step: Wait for Email to be Sent. This may take 30 seconds or more. ## Fourth Step:The user will receive an email that looks like the following [![3.png](https://public.intellasoft.net/uploads/images/gallery/2025-01/scaled-1680-/3.png)](https://public.intellasoft.net/uploads/images/gallery/2025-01/3.png) The above link is purely an example. It is important to use the exact link that was sent in the email in order to proceed to the next step. ## Fifth Step: The user will visit the URL in the email and install the application Once installed, the user will then copy and paste the Username and Password into the matching fields of the application logon ![](https://public.intellasoft.net/download/attachments/74400481/image2022-8-27_10-36-1.png?version=1&modificationDate=1661610962129&api=v2) 1\) Download and install the IntellaPhone Application 2\) Once installed, copy the Username from this web page into the Username field of the Account Box 3\) Followed by, copy the Password from this web page into the Password field of the Account Box 4\) Leave 'Remember Details' checked # Extensions (Archive) The **Extensions** screen allows you to associate **Extensions** with phones. A phone must have an Extension** associated with them to receive calls. **Extensions** can be associated with physical phones, soft phones, or voicemail boxes.
- [Adding an Extension](#bkmrk-adding-an-extension) - [Additional Extension Settings](#bkmrk-additional-extension) - [Removing an Extension](#bkmrk-removing-an-extensio)
# Adding an Extension Start by navigating to the **Extensions** screen via the **Navigation Panel.** Next click **New Extension** button. A row editor will appear in the grid below.
**Field** **Type** **Description**
**Required**ExtensionNumericExtension number
Device TypeListType of Device the extension will be associated with
CallerID NameFieldCaller ID name, this may be overwritten depending on system settings
**Optional**UserListPortal users to be associated with this extension
VoicemailCheckboxEnables or disables voicemail
Voicemail PinNumericPin number to access voicemail, will only show if voicemail has been enabled.
**View Only**Agent (further explained below)ValueYes/ no value, states whether or not this extension is associated with an Agent (part of the [IntellaQueue](https://public.intellasoft.net/display/intellaqueue/IntellaQueue)/call center settings)
Status (further explained below)ValueStatus of device registered to server.
IP (further explained below)NumericInternet Protocol address of the extension.
Port (further explained below)NumericProtocol port that the extension residents on
Start by navigating to the **Extensions** screen via the **Navigation Panel.** Next click **New Extension** button. A row editor will appear in the grid below.![](https://public.intellasoft.net/download/thumbnails/8029547/image2017-8-29_14-30-49.png?version=1&modificationDate=1504031447349&api=v2) [![image.png](https://public.intellasoft.net/uploads/images/gallery/2024-08/scaled-1680-/om4image.png)](https://public.intellasoft.net/uploads/images/gallery/2024-08/om4image.png) [![image.png](https://public.intellasoft.net/uploads/images/gallery/2024-08/scaled-1680-/Lpiimage.png)](https://public.intellasoft.net/uploads/images/gallery/2024-08/Lpiimage.png) [![image.png](https://public.intellasoft.net/uploads/images/gallery/2024-08/scaled-1680-/XeVimage.png)](https://public.intellasoft.net/uploads/images/gallery/2024-08/XeVimage.png) ![](https://public.intellasoft.net/download/thumbnails/8029547/image2017-8-29_14-32-42.png?version=1&modificationDate=1504031560239&api=v2) The following options will be dependent on your organizations needs, so it is important to consult with your system administrator during your initial setup of your IntellaSoft web portal, or making any changes thereafter. Start by adding an appropriate **Extension** number, afterwards select the type of device you are creating the extension form. Several options are available from the drop down men. [![image.png](https://public.intellasoft.net/uploads/images/gallery/2024-08/scaled-1680-/UrGimage.png)](https://public.intellasoft.net/uploads/images/gallery/2024-08/UrGimage.png) Afterwards, select a **CallerID Name**, this is what will appear when this extension attempts to call others within the organization. ![](https://public.intellasoft.net/download/attachments/8029547/image2017-7-14_8-43-8.png?version=1&modificationDate=1500036188721&api=v2) **SITUATION DEPENDENT:** If the **Extension** you are adding will also have a **User** that requires permission access (see **[Users](https://public.intellasoft.net/display/intellacore/Users)** page for more information on configuring users), select the appropriate **User** from the drop down menu. If this does not apply **skip to step 6**. [![image.png](https://public.intellasoft.net/uploads/images/gallery/2024-08/scaled-1680-/gEximage.png)](https://public.intellasoft.net/uploads/images/gallery/2024-08/gEximage.png) ![](https://public.intellasoft.net/download/attachments/8029547/image2017-7-14_8-44-11.png?version=1&modificationDate=1500036251578&api=v2) At this point, you will also have the option to setup a **voicemail** for the **Extension.** If the extension does not require a voicemail go ahead and click **Save New Extension** (if you go ahead and save you will see a message stating **Changes Saved)**; otherwise move on to step 7. To enable voicemail, click the checkbox in the **Voicemail** column, afterwards select a numerical **PIN** for the voicemail, we recommenced something memorable between 4-8 digits. [![image.png](https://public.intellasoft.net/uploads/images/gallery/2024-08/scaled-1680-/cVLimage.png)](https://public.intellasoft.net/uploads/images/gallery/2024-08/cVLimage.png) ![](https://public.intellasoft.net/download/attachments/8029547/image2017-7-14_8-45-21.png?version=1&modificationDate=1500036321399&api=v2) Next, you also have the option to have voicemail notifications and recording sent to email, in the following box simply input the desired email address that voicemail recordings and notifications can be sent to. **Important:** Ensure that the email address you have inserted is correct. [![image.png](https://public.intellasoft.net/uploads/images/gallery/2024-08/scaled-1680-/2uximage.png)](https://public.intellasoft.net/uploads/images/gallery/2024-08/2uximage.png) ![](https://public.intellasoft.net/download/attachments/8029547/image2017-7-14_8-47-59.png?version=1&modificationDate=1500036479322&api=v2) Lastly; review **all** of the information submitted from **Extension Number** to **Voicemail Email,** once you have ensured all of the data is correct and accurate click **Save New Extension.** Afterwards you will see a message stating **Changes Saved.** [![image.png](https://public.intellasoft.net/uploads/images/gallery/2024-08/scaled-1680-/Qtiimage.png)](https://public.intellasoft.net/uploads/images/gallery/2024-08/Qtiimage.png) **![](https://public.intellasoft.net/download/attachments/8029547/image2017-7-14_8-48-33.png?version=1&modificationDate=1500036513237&api=v2)** There are several important limitations to keep in mind regarding **Extension**. Firstly, the number of **Extensions** depends on the licensing of your IntellaSoft web portal. Depending on the number purchased during your initial setup of your IntellaSoft system you may need to be purchase additional licenses to gain access to more extensions. We are working on a way to make this process seamless, but for now you will need contact your IntellaSoft Sales representative who will be more than happy to assist you during that process. If you see an error such as the one below, this means you have reached the maximum number of **Extensions** your licenses allow for. [![image.png](https://public.intellasoft.net/uploads/images/gallery/2024-08/scaled-1680-/b0simage.png)](https://public.intellasoft.net/uploads/images/gallery/2024-08/b0simage.png) ![](https://public.intellasoft.net/download/attachments/8029547/image2017-7-5_12-52-34.png?version=1&modificationDate=1499971305281&api=v2) Next, you may have noticed 4 columns with information that you cannot edit. This is simply information that the **IntellaSoft** web portal is reading from the server, and are explained below. [![image.png](https://public.intellasoft.net/uploads/images/gallery/2024-08/scaled-1680-/Lq8image.png)](https://public.intellasoft.net/uploads/images/gallery/2024-08/Lq8image.png) **Agent:** In this column it will simply state **Yes** or **No.** **Agents** are are specific the **Call Center** options of IntellaSoft Web Portal**.** This information is helpful in large organizations with multiple departments including ones that have a dedicated call center with live **Agents**, whether or not an **Extension** is identified as an agent depends on your licensing configuration and organizations needs. If you are needing add a call center to your IntellaSoft Communications Platform**,** contact your IntellaSoft representative to discuss options. **Status**: See the table below
**Status** **Definition**
OKThe end-point is registered and properly running on the server (you should see an **IP** and **Port** associated with the extension). An end-point can represent a physical phone, software phone, PA speaker, as well numerous other physical or virtual communication devices.
UNREACHABLEThe system cannot reach the phone, but the phone has been registered prior. This usually indicates that there may be an issue. Contact your system administrator for assistance.
UNKNOWNThis will be the status of the endpoint when it was previously UNREACHABLE, and the system has given up trying to contact the endpoint.
UNMONITOREDThis means that the endpoint has intentionally been set so it does not monitor status. The IP and PORT will only be populated if these are configured. Despite being Unmonitored, the endpoint can still be called. When this endpoint is called, the system will try to reach it until the system defined timeout is reached. If the endpoint is unresponsive at the time of the call, the call will fail.
BLANKNo phone has been registered to this extension. There could be several reasons for this, the phone could simply not be plugged in or programmed to this extension. The Contact your system administrator if you suspect a problem.
**IP:** This columns refers to the IP (or Internet Protocol) Address that the extensions lies on. This information is automatically updated based on the current server information. Generally speaking this is utilized by IntellaSoft staff, your organizations IT or System Administration to diagnose potential problems, should they arise. If you have questions regarding this, please direct them to your System Administrator. IP of the phone itself **Port:** Port that the phone resides on. ![](https://public.intellasoft.net/download/attachments/8029547/image2017-7-5_12-56-2.png?version=1&modificationDate=1499971305274&api=v2) # Additional Extension Settings Extensions may have to have additional information about them, this will depend on your organizations needs. Contact your system administrator for more information.
**Name** **Definition**
DIDInbound DID
Twinning #Twinning number. Ring an external number such as a cell phone.
Phone makeMake of the phone in question
Phone ModelModel of the phone in question
MACMAC address of the phone, if registered to a physical phone
Phone Reg #Registration number on the physical phone (ie: polycom reg number)
External CallerIDWhat callerid to use when the extension dials out a route
All Call ForwardCall forwarding
Class of ServiceClass of service when this extension makes a call
Phone GroupPhonegroup that this extension is a member of
SecetSecret password to use for incoming and outgoing requests, unless overridden using 'auth'
[![image.png](https://public.intellasoft.net/uploads/images/gallery/2024-08/scaled-1680-/Wuximage.png)](https://public.intellasoft.net/uploads/images/gallery/2024-08/Wuximage.png) # Removing an Extension Navigate to the **Extensions** screen. Select the **Extension** you wish to delete, and then click on the red **X** in the **controls** column. Warning Caution should always be exercised when removing an **Extension**. Even if an extension is not physically used and thought to be inactive, or it is not connected -- the associated voicemail box might be being used elsewhere in the system, or the extension may have a \[Call Forward\] in place. Ensure that it is verified that all functions related to this extension are unused or unneeded before removing. A confirmation pop up will appear confirming your selection. If you wish to delete click **OK**, you will see a message stating **Changes Saved**, if this is not the entry to wish to delete click **Cancel,** to return to the screen. [![image.png](https://public.intellasoft.net/uploads/images/gallery/2024-08/scaled-1680-/uVKimage.png)](https://public.intellasoft.net/uploads/images/gallery/2024-08/uVKimage.png) # Overview
- [Configurations](#bkmrk-configurations) - [Additional Configurations](#bkmrk-additional-configura) - [Adding an Extension](#bkmrk-adding-an-extension) - [Editing an Extension](#bkmrk-editing-an-extension) - [Deleting an Extension](#bkmrk-deleting-an-extensio) - [Additional Notes](#bkmrk-additional-notes)
An **extension** is an assignment to a physical phone, softphone, voicemail box, or any similar device configured within the system. A phone must have an extension assigned to it to receive calls.

A user cannot configure his or her extension. Only an administrator can update an extension.

## Configuration Options
**Field** **Type** **Description** **Required**
ExtensionAlphanumericExtension identifier Numeric digits are recommended if the extension must be dialed from a phone. Yes
Device TypeList Extension device type
**Type** **Description**
SIPSIP (Session Initiation Protocol) device
IAX2IAX2 (Inter-Asterisk eXchange) device
DAHDIDAHDI (Digium Asterisk Hardware Device Interface) device
VIRTUALVoicemail-only or call-forwarding extension, not connected to any physical device or softphone
SIP-VIRTUALAdditional extension on a device that supports multiple extensions
VIRTUAL and SIP-VIRTUAL device types do not use extension licenses
Yes
CallerID NameFieldCaller ID name – displayed on devices that support caller ID Yes
UserList The portal user associated with the extension (refer to [Users](https://docs.intellasoft.net/books/web-portal-dL9/page/users) for more information) – select if a specific user requires permission to access VIRTUAL and SIP-VIRTUAL device types do not use extension licenses. Yes
AgentValueIndicates if the extension is associated with an agent Read-only
Status Value Status of the device registered to the server
**Status** **Description**
OK The device is registered and configured IP and port are always displayed for this status.
UNREACHABLEThe system cannot reach a registered device An UNREACHABLE status could indicate an issue. Contact your system administrator if you suspect a problem.
UNKNOWNThe system has given up trying to contact an UNREACHABLE device
UNMONITOREDEndpoint is not monitored IP and port are always displayed for this status. An UNMONITORED endpoint can still be called. When this endpoint is called, the system will try to reach it until it times out. If the endpoint is unresponsive, the call fails.
BLANKNo device is registered to this extension A blank status could indicate an issue. Contact your system administrator if you suspect a problem.
Read-only
IPNumericInternet protocol address (IPv4 format – e.g. 255.255.255.255) assigned to the extension Read-only
PortNumericDevice signaling port Read-only
VoicemailCheckboxEnables or disables voicemailNo
Voicemail PinNumericVoicemail PIN – enabled if voicemail is enabled Yes if voicemail is enabled
Voicemail EmailEmailEmail address where voicemail messages are sent – enabled if voicemail is enabled No
Controls n/a Extension tools
**Icon** **Description**
[![image.png](https://docs.intellasoft.net/uploads/images/gallery/2024-03/scaled-1680-/bx2image.png)](https://docs.intellasoft.net/uploads/images/gallery/2024-03/bx2image.png) Opens the [Voicemail configuration manager](https://docs.intellasoft.net/books/web-portal-dL9/page/voicemail)
[![image.png](https://docs.intellasoft.net/uploads/images/gallery/2024-03/scaled-1680-/TfCimage.png)](https://docs.intellasoft.net/uploads/images/gallery/2024-03/TfCimage.png) Opens the Phone Buttons configuration manager
[![image.png](https://docs.intellasoft.net/uploads/images/gallery/2024-03/scaled-1680-/hXLimage.png)](https://docs.intellasoft.net/uploads/images/gallery/2024-03/hXLimage.png) Delete extension – see [Deleting an Extension](#bkmrk-deleting-an-extensio) below
n/a
## Additional Configuration Some extensions require additional configuration, depending on your organizational needs. These configuration options are described under [Phone Configuration](https://docs.intellasoft.net/books/web-portal-dL9/page/phone-configuration). Contact your system administrator for more information. ## Adding an Extension 1\) Click **Extensions** on the Navigation pane. The Extension Settings pane appears. 2) Click **New Extension** on the upper menu. [![image.png](https://public.intellasoft.net/uploads/images/gallery/2024-07/scaled-1680-/EJ9image.png)](https://public.intellasoft.net/uploads/images/gallery/2024-07/EJ9image.png) 3\) Enter the fields as required. Refer to [Configuration Options](#bkmrk-configurations) above. 4\) Click **Save New Extension**. The new extension has been added. ## Editing an Extension 1\) Click **Extensions** on the Navigation pane. The Extension Settings pane appears. 2) Double-click the extension row you want to edit. You should see a row editor. 3\) Make any desired edits. Refer to [Configuration Options](#bkmrk-configurations) above. 4\) Click **Save.** ## Deleting an Extension

Warning: Even if an extension is inactive or disconnected, it may have call forwarding enabled, or the associated voicemail box may be used elsewhere. Ensure all functions related to the extension are unused before removing it.

1\) Click **Extensions** on the Navigation pane. The Extension Settings should appear. 2\) Under the Controls column, click the red **X** for the extension you want to delete. 3\) Click **OK** to delete the extension. ## Additional Notes - The number of available extensions depends on your IntellaSoft licensing. You may need to purchase additional licenses to add more extensions. Contact your IntellaSoft sales representative for more information.