# 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 [](https://public.intellasoft.net/uploads/images/gallery/2025-01/3uR1.png) ## Second Step: Send the Invitation Email
## 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 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 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.**Field** | **Type** | **Description** | |
**Required** | Extension | Numeric | Extension number |
Device Type | List | Type of Device the extension will be associated with | |
CallerID Name | Field | Caller ID name, this may be overwritten depending on system settings | |
**Optional** | User | List | Portal users to be associated with this extension |
Voicemail | Checkbox | Enables or disables voicemail | |
Voicemail Pin | Numeric | Pin number to access voicemail, will only show if voicemail has been enabled. | |
**View Only** | Agent (further explained below) | Value | Yes/ 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) | Value | Status of device registered to server. | |
IP (further explained below) | Numeric | Internet Protocol address of the extension. | |
Port (further explained below) | Numeric | Protocol port that the extension residents on |
**Status** | **Definition** |
OK | The 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. |
UNREACHABLE | The 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. |
UNKNOWN | This will be the status of the endpoint when it was previously UNREACHABLE, and the system has given up trying to contact the endpoint. |
UNMONITORED | This 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. |
BLANK | No 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. |
**Name** | **Definition** |
DID | Inbound DID |
Twinning # | Twinning number. Ring an external number such as a cell phone. |
Phone make | Make of the phone in question |
Phone Model | Model of the phone in question |
MAC | MAC address of the phone, if registered to a physical phone |
Phone Reg # | Registration number on the physical phone (ie: polycom reg number) |
External CallerID | What callerid to use when the extension dials out a route |
All Call Forward | Call forwarding |
Class of Service | Class of service when this extension makes a call |
Phone Group | Phonegroup that this extension is a member of |
Secet | Secret password to use for incoming and outgoing requests, unless overridden using 'auth' |
A user cannot configure his or her extension. Only an administrator can update an extension.
## Configuration Options**Field** | **Type** | **Description** | **Required** | ||||||||||||
Extension | Alphanumeric | Extension identifier Numeric digits are recommended if the extension must be dialed from a phone. | Yes | ||||||||||||
Device Type | List | Extension device type
| Yes | ||||||||||||
CallerID Name | Field | Caller ID name – displayed on devices that support caller ID | Yes | ||||||||||||
User | List | 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 | ||||||||||||
Agent | Value | Indicates if the extension is associated with an agent | Read-only | ||||||||||||
Status | Value | Status of the device registered to the server
| Read-only | ||||||||||||
IP | Numeric | Internet protocol address (IPv4 format – e.g. 255.255.255.255) assigned to the extension | Read-only | ||||||||||||
Port | Numeric | Device signaling port | Read-only | ||||||||||||
Voicemail | Checkbox | Enables or disables voicemail | No | ||||||||||||
Voicemail Pin | Numeric | Voicemail PIN – enabled if voicemail is enabled | Yes if voicemail is enabled | ||||||||||||
Voicemail Email | Email address where voicemail messages are sent – enabled if voicemail is enabled | No | |||||||||||||
Controls | n/a | Extension tools
| n/a |
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.