As an Office Manager, you have the ability to update any user’s profile information.
Office Manager Access: Profile Changes
Most of the information within a user's profile can be updated by the user. There are a few exceptions that can only be edited by Office Managers or net2phone Canada Support.
Login name
Login names are always entered as emails.
Department
Department assignment is optional.
Overwrite with Site Defaults
If your organization has multiple locations (sites), you can override their settings to match a specific Site's configurations.
User Scope
You can update a user's scope with one of three options: Basic User, Call Center Agent, or Call Center Supervisor. You cannot demote another Office Manager or promote a user to Office Manager status without net2phone Canada Support.
Directory Options
Choose to enable or disable Announce in Audio Directory and List in Directory.
How to Edit a User’s Profile
As an Office Manager, you have the ability to update any user’s profile information. You must be in Manage Organization to access the Users tab.
- Click on the Users tab.
- Find the user’s name that you would like to update and click on their name, or the pencil icon to edit.
You can search for a user by extension or name.
- Within the user's configuration page, Profile settings are automatically opened within the first subtab; update or change any information in the user’s profile. Always ensure their email address is correct.
- Click Save.
Reboot the user's phone.
For changes to take effect, a desk phone must be rebooted. To reboot your phone, unplug the ethernet cable and plug it back in, ensuring you plug it back into the LAN port.
Tips for Effective User Management
Learn how to leverage Sonar portal features for effective management.
Single Login for All Integrations
Your Sonar login and password are used with all of net2phone Canada’s integrations, including the net2phone Canada iOS App and the Dialer Chrome extension. Learn how to Simplify Your Login with Sonar Single Sign-On (SSO).
Empower Users
Encourage users to update their own information as necessary. Basic users can utilize this Profile Overview to understand what personal settings they can change.
Local Caller ID
Change your caller ID to make your calls appear local. Office Managers can learn how to configure Local Calling: Change your Outbound Caller ID.
Password or PIN Reset
If someone forgets their password or PIN, it can be reset by an office manager or net2phone Canada's Support Team. Learn how to recover Forgotten your Sonar Passwords.
Need Assistance?
Contact our Technical Support Team by:
- Dialling 611 from any net2phone Canada device.
- Calling 1-877-498-3772 and choosing option #3.
- Emailing support@net2phone.ca (emails will be responded to within 1 business day).
