# myCloudPBX Softphone Guides

Description:

These guides will walk you through activating the myCloudPBX Softphone for a user. Once activated, you will be able to use the following guides to install and use the Softphone on your devices.

# Activating / Deactivating the myCloudPBX Softphone

From the Extension configuration page, On the right hand side of your screen you will see a section labelled 'myCloudPBX' as shown below.

To activate:

Tick 'Enable Softphone'.
Enter your 'email address'.
Click 'Submit & Activate'.

You will now receive an email containing the download links for the Softphone. (The Softphone supports Mac, iPhone, Windows, & Android).

The email will also contain the username you will use to login to the Softphone.

TIP

NOTE: The password is never sent via email and is listed on the left hand side of the page when you activate the Softphone.

TIP

HINT! The Softphone allows for a maximum of two separate devices to be activated at a time. If you replace a device you will need to press the 'Reset License' button.

To deactivate the Softphone, simply untick 'Enable Softphone' and click 'Submit & Activate'.

# Updating Softphone Name

WARNING

Note: If you need to change the extension name for the softphone you will need to disable the softphone, and re-enable it.

To do this, simply untick 'Enable Softphone' and click 'Submit & Activate'.

Then tick 'Enable Softphone' and click 'Submit & Activate'.

You will then need to sign out of the softphone, and back in.

The name will now be updated.

# Windows Guides

These guides will aim to demonstrate how to install and operate the MyCloudPBX softphone using a Windows PC.

You will need a MyCloudPBX Softphone account in order to follow this guide, if you do not already have one you will need to contact your administrator.

# Installation

Step 1. From the Portal under your user settings or in your activation email, click the link 'Get it from Microsoft' to download the install '.exe' file.

Step 2. Navigate to the file on your Windows PC and double click to open and begin the installation process.

Step 3. Select your language from the drop down menu and then click on 'OK'.

Step 4. Click 'Next'

Step 5. Tick the box for 'I accept the terms in the License Agreement' and then click 'Next'

Step 6. Use the 'Change' button to select your installation location and then click 'Next'

Step 7. Click 'Install'

Step 8. Wait for the installation process to complete.

Step 9. Click 'Finish'.

Step 10. Open the program from your start menu or by double clicking the desktop icon.

Enter the following information and click 'Sign In':

Your Username: (You will have received this in the welcome email when you activated the softphone.)
Your Password: (You can find this in the myCloudPBX Management Portal. If you are not sure, contact your Administrator).

Step 11. You are now logged in.

# Making a Call

You will need a MyCloudPBX Softphone account in order to follow this guide, if you do not already have one you will need to contact your administrator.

Open the myCloudPBX app and login using your username and password.

Type the number you wish to call or use the on-screen keyboard and then click

# Accessing Voicemail

To access Voicemail, press or dial 777.

Use the on-screen keyboard to type in your voicemail PIN when prompted

Description: When you 'Blind Transfer' a call the call will immediately ring on the intended persons phone and will no longer be on yours.

Step 1. While in-call, click on to initiate a transfer. This will place your current call on hold.

Step 2. Type the number you wish to transfer to and then click

The call has now been transferred to the other person.

# Attended Transfer a Call

Description: An 'Attended Transfer' allows you to 'introduce' the caller to the callee before handing the call over. This is the preferred method of transferring calls.

Step 1. While in-call, click on to initiate a transfer. This will place your current call on hold.

Step 2. Type the number you wish to transfer to and then click followed by clicking 'Call First'.

You are now speaking to the callee.

Step 3. When you are ready to hand the call over, click .

The call has now been transferred to the other person.

# Conference Calls

Description: The myCloudPBX Softphone allows you to merge two callers together into a 3-way conference call.

Step 1. While in-call, click on to access additional call options.

Step 2. Click on 'Invite to Conference Call'

Step 3. Type the number of the person you wish to add to the call and then click .

Step 4. You are now in a conference call. In order to separate the calls click on , followed by 'Separate'.

# Adding Contacts

Description: The myCloudPBX Softphone allows you to add other users on your PBX as contacts so you can monitor their call status.

Step 1. From the main screen of the softphone, click 'Contacts' and then from the drop down menu, 'Add Contact'.

Step 2. Enter in the relevant information for your contact and then your contact's extension number in the box indicated below. Then click 'Add'.

Step 3. Click 'OK' to finish adding your contact.

Step 4. Your contact is now added.

# Android Guides

These guides will aim to demonstrate how to install and operate the MyCloudPBX softphone using an Android phone.

You will need a MyCloudPBX Softphone account in order to follow this guide, if you do not already have one you will need to contact your administrator.