How-to Configure a User Account for Softphone Use

Problem

A user wants to use a softphone to access their extension or phone number.

Intended Audience

Admin, Reseller, Client

Step-by-Step Guide

  1. Open ClusterPBX and login with an account that has access to edit user accounts
  2. Click the Users entry in the navigation menu
  3. Click the user account that you want to change to open the User Update Form
  4. Click the Edit User button

  5. Change the Phone Model to N/A – Softphone/PBX – SIP
  6. Click the Generate button to create a secure Softphone Password

  7. Click the Apply button to complete the operation

Note

Users on other type of phones (Polycom, Cisco, etc.) are able to configure and connect using a Softphone application by themselves – along their physical device.

Next Step

The end user must configure their device to connect to the account, using their Extension and Softphone Password to login to the service.