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08 Mar 2018

How does iPlum multi-user team master account work?

Note: If you have already setup an iPlum account and ready to add additional users, you can skip to Section 2 below.


Multi-User Account Features:


Any iPlum account can be converted into a multi-user account.

  • Add and manage additional iPlum users.

  • Centralized billing .

  • Setup auto attendant and extensions.

  • Configure caller-id of additional users to main phone number.

  • Restrict permissions of certain user features.

  • Centralized archive texts.

  • Centralized call recordings.



Step by Step Process:


  1. Signup Primary iPlum Account:

    1. Click Sign in at top right corner of iPlum website.

    2. Buy A New iPlum Number: USA, Canada or Toll Free. If you don’t want an iPlum number for master account, click “Create Free Account”.

      The purchase and iPlum account creation process will require you to enter your physical phone number for security purposes. This number will become your login for the new account. It will not change any services or carrier on this number.

      Note: For Porting an existing number, please follow this FAQ.



  2. Setup Additional Lines For Your Team

    • To add a new iPlum line in your master account:

      1. Click “Additional Line“. Create a new login-id with a mobile phone number or an email. Landline or virtual numbers not allowed when creating additional accounts.

      2. The user will receive a link via phone text or email used to create their account.

      3. Once the user clicks the link, it will require them to setup a new password.

      4. The user is now connected to the master account and you will see them in “Accounts” section.

      5. Go to Accounts || Select the additional line and click “Get iPlum Number“. Follow the prompts to purchase the iPlum number for the this additional line.

      6. The user can download iPlum app, login and start using it.

      7. Show outgoing Caller-ID as use Main Account Number: Accounts || Select Account || Profile & Permissions || Caller-ID Number || Edit (Main account iPlum number).

      8. You can modify user privileges: Accounts || Select Account || Profile & Permissions.

      9. To setup voice network mode for best call reliability :
        Calls: Network Mode || Outgoing Calls || Select Account || Use My Voice Network || Enter the external phone number and save.

        Calls: Network Mode || Incoming Calls || Select Account || Use My Voice Network || Enter the external phone number and save.

        Note: Voice network mode maintains iPlum Caller-ID for all iPlum calls.

    • To attach an existing iPlum Account to the master account:

      1. Click “Additional Line“. Enter user’s existing login-id.

      2. The user will receive a link.

      3. Once the user clicks the link, it will connect to your master account and you will see them in “Accounts” section.

      4. Go to Accounts || Select the additional line and click “Get iPlum Number“. Follow the prompts to purchase the iPlum number for the this additional line.

      5. The user will see the new iPlum number assigned to them in their iPlum app.

      6. Show outgoing Caller-ID as use Main Account Number: Accounts || Select Account || Profile & Permissions || Caller-ID Number|| Edit (Main account iPlum number).

      7. You can modify user privileges: Accounts || Select Account || Profile & Permissions.

      8. To setup voice network mode for best call reliability :
        Calls: Network Mode || Outgoing Calls || Select Account || Use My Voice Network || Enter the external phone number and save.

        Calls: Network Mode || Incoming Calls || Select Account || Use My Voice Network || Enter the external phone number and save.

        Note: Voice network mode maintains iPlum Caller-ID for all iPlum calls.

  3. (Optional) Enable Auto Attendant to setup welcome greeting and extensions for all users.





Helpful links:

How to setup your main iPlum number to ring multiple phones or users?

How iPlum mobile phone system with auto attendant works?

How to block numbers from calling my iPlum?