SOP - Allworx Handset Setup


(Master document here: https://docs.google.com/document/d/1RcNBQaXyFXK0Hc0vJori6JhrFkgJgDSSkFKUAzFQ1bo/edit#)


I. New User / New Handset / New Extension Setup

  1. Create the User


    1. New Style Login Name = School Initials and Room or Extension Number (LSSU1234)

    2. Full Name = fill in first and last name of user

    3. Password is 1234

    4. Require change = yes

    5. Same for Pin

    6. Select Primary Extension (you may need to do this first if the extension will be part of the Login Name)

    7. Assign Phone  - Leave unassigned, this is done on a new phone

    8. Select User Template

    9. Click ADD button at bottom

  2. Connect New Handset to Network


    1. Network Settings                           

    2. When prompted, assign phone to newly created user.

  3. Check New Handset setup and make sure new user is correct.


    1. Go to Handset in the menu

    2. Change owner to New User, if needed

    3. Other information should auto populate

    4. Make sure 911 information is accurate


      1. External Caller ID is the School number

      2. Emergency Caller ID Number is selected from drop down list.

  4. Configure the Extension / Call routes


    1. Set the number of rings before going to voicemail.

  5. Check the paging zones and make sure the handset is in the appropriate zone.


II. New User / Existing Handset / Existing Extension Setup

  1. For NEW style user setup (Login Name  like LSSU1234)


    1. Edit the First and Last Name of the User and save.

    2. No more changes needed.

  2. For OLD style user setup (Login Name like asmith)


    1. Edit the former user and change Primary Extension to an unused # in the 8000 range and save.

    2. Create a new user using instructions above, but in step G assign it to target existing Handset (Phone) 

    3. Complete Steps 3, 4, and 5 above



III. Moving an Existing User to an Existing Handset / Extension

  1. If the Existing User has an OLD style Login Name (like asmith)


    1. Edit the Existing User and change Primary Extension to an unused # in the 8000 range and save

  2. If existing Handset is already assigned to a User with NEW style  Login Name  (like LSSU1234)


    1. Edit the First and Last Name to the new Existing User and save.

    2. No more changes needed.

  3. If existing Handset is already assigned to a User with OLD style Login Name (like asmith)


    1. Edit the former user and change Primary Extension to an unused # in the 8000 range and save.

    2. Create a new user (for the new Existing User) using instructions above, but in step G, assign it to target existing Handset (Phone) 

    3. Complete Steps 3, 4, and 5 above


Reach handset APP

  1. Servers are internal and external

  2. User name is the Allworx user name

  3. Passcode is the number the user uses to retrieve voicemail

  4. IMG_1296.PNG