The wizard allows you to Add, remove, or replace both individual services or service packs in bulk for users.

1. Run User Wizard

Allows you to select the Service Provider / Enterprise and Group Users are assigned to

IMPORTANT: If users were selected for a prior bulk task, they will remain selected. You can click on the user selected dropdown to run wizard again.

2. A .csv template containing User IDs can also be uploaded.

• • Templates are available for download at the beginning of the bulk section.

An endpoint is an additional device that will share the user’s primary line (i.e. a shared call appearance).

1. Add a new endpoint by clicking on the plus (+) icon

2. Next, a modal popup window will open where you can select from an available list of device profiles and set the line port.

• • Select a device profile by clicking the plus (+) icon

  • Set a Device Name

  • Set a Line Port unique ID

NOTE: You may use tags to dynamically construct your user IDs.

3. By default, the additional options will be checked for you:

• • Enable this location

  • Allow Origination from this location

  • All Termination to this location

4. Click Save

Additional services license are required by BroadWorks in order for shared call appearance to configured.

IMPORTANT: A lookup will be performed to see if required license are available within the group and allow assignment during this step.

1. If no additional license are required:

• • Skip User Services

  • Skip Service Packs

2. If additional license are required:

• • Add User Services individually

  • Add Service Packs

NOTE: If ‘Add Service Pack’ is selected, a lookup will be performed when selected and the ‘Required License’ notification will be updated accordingly.

Once required license(s) are assigned, additional settings may be applied for configuration.

NOTE: Depending on additional license assigned, some options below may not apply.

1. Additional settings may include:

• • Alert all for click-to-dial calls

  • Alert all for group paging calls

  • Allow call retrieve from another location

  • Multiple call arrangement active

  • Allow bridging between locations

  • Enable call park notification

  • Bridge Warning Tone

Prior to being submitted to BroadWorks, you will get the chance to preview and make any edits.

Edit may be done inline on the table on the screen and / or the ability to download a .csv file and upload at a later time.