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 || Add User (Phone or 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 . 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
Sharednumber feature allows team members to access multiple iPlum numbers in their web portal
Example Use Cases:
· Your customers send text or leave voicemail to your main iPlum number. You want multiple team members to respond to it.
· You have a group of practitioners who take care of clients’ text in a collaborative approach.
· You want to share the main fax line with multiple users for both sending and receiving fax.
Note: Each user needs an active iPlum subscription (Professional or Premium) to use shared number feature.
Texting, Voicemail, Contacts and Fax:
Shared users can text, fax, access contacts & voicemail using multiple numbers using web browser portal. Administrators willenable sharing of one or more iPlum numbers with other iPlum users using webportal. These users can now login in their iPlum account using web browser portal and access multiple shared iPlumline/s. The system will also track which user responded to the text for shared lines. Note: Shared number option is for web portal. Mobile app will continue to show your own iPlum number for texting and contacts.
Calling:
Shared users can receive incoming calls for multiple numbers in their mobile app. When they call out, it will show the main number as their caller-id instead of their own iPlum number.
Step by Step process to add shared users in your iPlum account:
- Login https://my.iplum.com.
- Click Dashboard || Users || Add User (Phone or 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 (Professional or Premium). 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.
- Setup Shared line for Text, Voicemail, Contacts & Fax:
Dashboard|| Users || Click iPlum Login ID of the line to share || Settings|| ShareNumber (Edit) || Select other users to share this number. Review services & permissions.
Users can now access shared numbers in their iPlum portal.
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
If you have users who had set up their independent iPlum account but you want to bring them under your main account:
- Login https://my.iplum.com.
- Click Dashboard || Users || Click "Add User (Phone or 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
1. You can add a new fax line or port an existing fax line to iPlum. Please check this link for adding a fax line.
2. Once you have added the fax line, you can share that line with other users in the company.
Dashboard|| Users || Click iPlum Login ID of the line to share || Settings|| Share Number
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.
Your payment has been received and will be process!
