How to add, edit or create shared user accounts?
I. New user creation with iPlum plan.
II. Shared user creation with iPlum plan.
III. Attach an active independent iPlum account to your master account.
IV. Bulk upload users in your iPlum account.
V. Fax new line or port an existing number.
VI. Modify existing user information or assign this line to a different user.
I. New user creation with iPlum plan
Steps to add new users in your iPlum account:
- Login https://my.iplum.com.
- Click Dashboard || Users || New or Shared User (Phone/Fax).
Create a new login-id with a mobile phone number or an email address.
- The user will receive a link via phone text or an email to accept your invitation. They will be prompted to setup a new password.
- You will be notified via your administrator email when the user accepts your invitation. You can assign a new phone number to that user or port their existing number in their account.
- Dashboard || Users || Click iPlum Login ID of the User || Get iPlum Plan (or Actions || Port Number). Follow the prompts to purchase the plan.
- The user can download iPlum app, login as "Existing User" with their credentials and start using the app.
- Optional Steps:
- To show the outgoing Caller-ID as primary iPlum number: Dashboard || Users || Click iPlum Login ID of the User || Profile & Permissions || Caller-ID (outgoing) || Edit || Select Primary iPlum number option and save it.
- You can modify user privileges: Dashboard || Users || Click iPlum Login ID of the User || Profile & Permissions.
- To setup voice network mode for best call reliability :
Dashboard || Users || Click iPlum Login ID of the User || Settings || Call Mode: Outgoing Calls (Edit) || Use my voice network || Enter the external phone number and save.
Dashboard || Users || Click iPlum Login ID of the User || Settings || Call Mode: Incoming Calls (Edit) || Use my voice network || Enter the external phone number and save.
Note: Voice network mode maintains iPlum Caller-ID for all iPlum calls.
II. Shared user creation with iPlum plan
Shared user means one or more users will receive incoming calls for the main number and when they call out, it will show the main number as their caller-id instead of their own iPlum number. You will setup an iPlum subscription for each user.
Calling:
a) Setup call-forwarding on main number settings to other user's iPlum numbers to receive calls on other lines. When you setup call forwarding to other numbers, include the main number as well.
b) Change each user caller-id to main number to show the same number when any user calls out.
Texting:
Each user will be able to text from their iPlum app showing their specific iPlum number. The mobile app will not allow texting from the main number on shared accounts. If you want the shared users to do texting using the main iPlum number, they can login on the web portal using main login ID. They can use multiple web sessions for same account on different computers or browsers for texting.
Voicemail :
Each user will be able to receive their direct iPlum number voicemails. The mobile app will not provide voicemails of the main number on shared accounts. If you want the shared user to access voicemail for main iPlum number, they can login on the web portal using main login ID. Additionally, for the main iPlum number voicemail settings, you can add the shared user email addresses in "Additional emails" so that they get email alert when there is a voicemail left for main iPlum number.
Step by Step process to add shared users in your iPlum account:
- Login https://my.iplum.com.
- Click Dashboard || Users || New or Shared User (Phone/Fax).
Create a new login-id with a mobile phone number or an email address.
- The user will receive a link via phone text or an email to accept your invitation. They will be prompted to setup a new password. You will be notified via your administrator email when the user accepts your invitation.
- Buy Plan: Dashboard || Users || Click iPlum Login ID of the User || Get iPlum Plan . Follow the prompts to buy the plan on this sub-account. The system will allocate a new iPlum number.
- Update Caller-ID: To show the outgoing Caller-ID as primary iPlum number: Dashboard || Users || Click iPlum Login ID of the User || Profile & Permissions || Caller-ID (outgoing) || Edit || Select Primary iPlum number option and save it.
- Call Forwarding on Primary Line: Dashboard || Users || Click iPlum Login ID of the Primary line || Settings || Call Forwarding (Edit) || Enable it || Enter main iPlum # and other user's iPlum numbers created in above steps and save it. You can enable additional options to choose if you want the primary voicemail if none of numbers answer the call. You can choose to Display Incoming Caller ID to be "Actual Calling Number" or "iPlum Number".
- Setup voice network mode for best call reliability :
Dashboard || Users || Click iPlum Login ID of the User || Settings || Call Mode: Outgoing Calls (Edit) || Use my voice network || Enter the external phone number and save.
Dashboard || Users || Click iPlum Login ID of the User || Settings || Call Mode: Incoming Calls (Edit) || Use my voice network || Enter the external phone number and save.
Note: Voice network mode maintains iPlum Caller-ID for all iPlum calls.
Note: To route calls using Phone Tree and Extensions, click this link.
(Use this option when you want to play a welcome phone tree greeting for incoming calls to main number and route the calls to different user phones based on extensions. Each user can call out independently showing outgoing Caller-ID as main iPlum phone number.)
III. Attach an active independent iPlum account to your master account
You have users who had setup their independent iPlum account but now you want to bring them under your main account:
- Login https://my.iplum.com.
- Click Dashboard || Users || Click "New or Shared User (Phone/Fax)". Enter user's existing "iPlum login-id". For most users, their iPlum login-id is their physical mobile number. The name and user email can be setup based on your preference.
- The user will receive an invitation link to their iPlum login ID.
- Once the user clicks the link, it will connect them to your master account and you will see them in "Users" section.
- If they have an existing iPlum subscription via web portal, it will automatically move them to your master account billing in the subsequent billing cycle.
- If the user doesn't have an existing iPlum subscription or they have an existing iPlum plan from Apple iTunes or Google Play, you can buy them a plan in your iPlum master account. If they have an existing Apple or Google iPlum subscription, they can cancel it after your plan purchase for them. They will not lose the number:
Dashboard || Users || Click iPlum Login ID of the User || Plans. Follow the prompts.
- Optional Steps:
- To show the outgoing Caller-ID as primary iPlum number: Dashboard || Users || Click iPlum Login ID of the User || Profile & Permissions || Caller-ID (outgoing) || Edit || Select Primary iPlum number option and save it.
- You can modify user privileges: Dashboard || Users || Click iPlum Login ID of the User || Profile & Permissions.
- To setup voice network mode for best call reliability :
Dashboard || Users || Click iPlum Login ID of the User || Settings || Call Mode: Outgoing Calls (Edit) || Use my voice network || Enter the external phone number and save.
Dashboard || Users || Click iPlum Login ID of the User || Settings || Call Mode: Incoming Calls (Edit) || Use my voice network || Enter the external phone number and save.
Note: Voice network mode maintains iPlum Caller-ID for all iPlum calls.
IV. Bulk upload users in your iPlum Account
You can setup multiple users at same time. Please check this link for bulk upload instructions.
V. Fax new line or port an existing number
You can add a new fax line or port an existing fax line to iPlum. Please check this link for adding a fax line.
Note: All sub-account users have access to the same fax line for sending faxes.
VI. Modify existing user information or assign this line to a different user
- Login https://my.iplum.com.
- Click Dashboard || Users || Click iPlum Login ID of the Line || Settings || Profile & Permissions
You can edit the information for an existing user here: Login-id, name and email. If this user leaves the organization, you can simply change login-id to another user without having to cancel the line. Please check this link to change login-id for an existing user.
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