Skip to content

Smart PBX Overview

Set up and manage your hosted phone system using IP Telecom's Smart PBX app. From the dashboard, view total users, devices, and numbers as well as assign main numbers, conference, and fax numbers. From the left hand navigation, start adding users, devices, and so on to your hosted PBX account.

Accessing Smart PBX

  1. Log in to the PBX portal.
  2. Select Smart PBX from the Your Apps page.

  3. If Smart PBX is not available in "Your Apps", click the App Exchange and use the toggle to enable it.

Viewing Smart PBX dashboard

Smart PBX Dashboard

  • Total Devices: the number of devices on the account (users might have more than one device) configured for the account.
  • Unregistered Devices: number of devices that are not currently registered.
  • Conference Bridges: number of conference numbers set up for this account.
  • Main Number: main numbers for the account; main number must be set up to enable incoming call handling.
  • Conference Number: account’s conference number (if assigned).
  • Main Faxbox Number: account’s main faxbox number (if assigned). The faxbox only handles inbound faxes; faxes are delivered by pdf to the email address that was configured when the number was assigned.
  • Total Numbers: total numbers owned by the account including any spare numbers you might have purchased as part of a group of numbers but not yet assigned. It also identifies non-geographic numbers on the account.
  • Company Directory: displays the number of users in the company directory. By default, users are added to the company directory but you can configure individual users to not be included if required. You can also download the directory as a .pdf file for distribution.
  • Account ID: the number is used by support to help track down call routing issues or any other support questions.
  • Account Realm: the url to access the account; used for SIP authentication and for faxboxes

Change hold music

To change the on hold music of the main account:

  1. Log in to the portal.
  2. Go to Your Apps > Smart PBX.

  3. Click the "Hold Music" icon on the dashboard.

  4. Select hold music or upload a new file.

Company directory

The company directory is available on your deskphone or in the Smart PBX. The company directory is created automatically when you upload users to your Yealink phone. (Press Directory > Remote Phone Book and enter.)

If you are using WorkPhone, the company directory is loaded automatically to your device.

Each time you create a new user in the Smart PBX, check the box for "Include User in the Company Directory" to ensure they are added.

Note

If you make changes to user details, the directory will update automatically and you can download a new .pdf version from the Smart PBX dashboard.

Download company directory

  1. Go to Apps > Smart PBX > Dashboard.
  2. In the "Company Directory Users" panel, click Download.

  3. The file will contain last name, first name, and associated phone numbers (DDI or extensions).

More information