The basic process is
- Login to Cloudcall and setup your phone users
- Make a note of the Information
- Setup that phone user information against each UserID in Influence
Login to the Cloudcall Portal
To login to the Synety portal by visit this page: https://uk.portal.cloudcall.com/login
Login with the details provided by Synety.
Setting up Phone users
On the left hand side of their portal there is a navigation menu. You want to select Service Accounts which is found under Configuration in the Control section.
Once here you will see a list of accounts. Find the user you’re setting up and click Configure. You should see a screen like this:
Finally you need to enter an ID/Extn/No for the phone user:
This is found on the Click Devices tab on the Portal:
Make a note of all of the above info, e.g.
|User Name||Number (Logon)||Password||Device Number|
Putting Details into Influence
In User Profiles within Influence you need to open the users Profile and go to the App Logins tab, you should see a screen like this:
The Logon field should need to have Number that is highlighted in a Red square in the second screenshot.
To get the password you need to click Show which is highlighted in Green. Once show is clicked a password will be displayed which needs to be copied into the field highlighted in Green above.
The number highlighted in the Blue needs to be entered into the ID/Extn/No: which is also highlighted in Blue in the third screenshot.