PortSIP Knowledge Base
  • PortSIP Communications Solution
    • What is PortSIP?
    • The Advantages of PortSIP PBX vs. Other PBXs
    • Cloud PBX Empowering Service Providers
    • Simplifying Unified Communications with WebRTC and SIP
    • What is CPaaS? Communications Platform as a Service Explained
    • UCaaS is Unified Communications as a Service
    • PortSIP PBX Administration Guide
      • Overview
      • PortSIP Security Features
      • Summary of Changes
      • Before Started
      • 1 Installation of the PortSIP PBX
        • Installation of PortSIP PBX v22.x
          • Install PortSIP PBX on Linux
          • Install PortSIP IM Server on Linux
          • Install PortSIP PBX on Windows
          • Upgrade to the Latest Version Within v22.x on Linux
          • Upgrade to the Latest v22.x on Windows
          • Upgrade v16.x to the Latest v22.x on Linux
        • Installation of PortSIP PBX v16.x
          • Upgrade to the Latest v16.x Release
      • 2 Configuring the PortSIP PBX
      • 3 Tenant Management
        • Password and Sign-In Security
      • 4 Phone Device Management
        • Managing Phones
        • Auto Provisioning Security
        • Custom IP Phone Template
        • Bulk Importing Users and Auto Provisioning IP Phones
        • Zero Touch Provisioning Phones
        • Provision Phone Using PnP
        • PnP Auto Provisioning IP Phone Multicast Debug
        • Provision Phone Using RPS
        • Provision Phone Using DHCP Option 66
        • Provision Phone Using TFTP
        • Provisioning Cisco 79xx IP Phones
        • Provision Fanvil DECT IP Phones
        • Provision Yealink DECT IP Phones
        • Provision SNOM DECT IP Phones
        • Configuring Private RPS Account
      • 5 User Management
        • Users
        • How to Configure the Endpoints?
        • User Groups
        • DND and Automatic Callback
        • Speed Dial 8
        • Speed Dial 100
      • 6 Transport Management
      • 7 Trunk Management
        • Configuring SIP Trunk
        • Handle Outbound Calls Through SIP Trunk
      • 8 Call Route Management
        • Configuring Inbound Rule
        • Configuring Outbound Rule
      • 9 Configuring PortSIP SBC
        • Topology
        • Summary of Changes
        • Installation PortSIP SBC v11.x
        • Installation PortSIP SBC v10.x
        • Configuring PortSIP SBC for WebRTC
        • Upgrade to the Latest v11.x Release
        • Upgrade to the Latest v10.x Release
      • 10 Configuring SBC for MS Teams
        • Architecture
        • Configuring Microsoft Teams
        • Configuring SBC and PBX
        • Configure an SBC for Multiple Tenants
      • 11 Deploy the SBC Cluster
      • 12 Configuring Virtual Receptionist
        • Managing Virtual Receptionist
        • Visual IVR Editor Guide
        • Direct Inward System Access (DISA)
      • 13 Configuring Ring Group
      • 14 Call Parking
        • PortSIP Call Parking Feature
        • Using Call Parking Feature
        • Using Enhanced Call Park on Fanvil IP Phones
        • Using Enhanced Call Park on Yealink IP Phones
        • Using Enhanced Call Park on Grandstream IP Phones
        • Using Enhanced Call Park on SNOM IP Phones
        • Using Enhanced Call Park on Dinstar IP Phones
        • Using Enhanced Call Park on Htek IP Phones
      • 15 Shared Voicemail
      • 16 Call Queue
        • Configuring Call Queue
        • Configuring Queue Callback
        • Agent States and Work Modes
        • Skills-Based Routing
        • Silent Monitoring
        • Wallboards
      • 17 Roles and Permissions
      • 18 E164 Number Processing
      • 19 Billing
      • 20 CDR and Call Recordings
        • CDR
        • Call Recordings
        • CDR Field Descriptions
      • 21 Call Reports
      • 22 Dealers
      • 23 Feature Access Codes
      • 24 Call Pickup
      • 25 Meetings
        • Joining a Meeting with the Invite Link
      • 26 Hot Desking
      • 27 STIR/SHAKEN
        • Configuring STIR/SHAKEN
      • 28 Digital Engagement Channels
        • SMS Channel
        • WhatsApp Channel
        • Manage SMS/WhatsApp Message Conversations
      • 29 Integrations
        • Microsoft 365 Integration
        • Google Workspace Integration
      • 30 Office Hours and Holiday Schedule
        • Configuring Office Hours and Holiday Schedule
        • Routing Calls Based on Office Hours and Holidays
      • 31 Configuring Email Notifications
      • 32 Night Mode
      • PBX and SIP Trunk using PortSIP SBC
      • SIP Header Manipulation
      • Rebranding PortSIP PBX, SBC
      • System Service Extension Numbers
      • Certificates for TLS/HTTPS/WebRTC
        • Preparing TLS Certificates
        • Update Certificates
      • Backup and Restore: An Essential Guide
        • Backup and Restore PortSIP PBX
        • Backup and Restore PortSIP SBC
      • Storing Into AWS S3
      • Storing Into Azure Blob Storage
      • Trace Server - A Better Way to Monitoring SIP Messages and QoS for PortSIP PBX
    • Configuring SIP Trunks
      • QuestBlue SIP Trunk
        • Purchase a DID on QuestBlue Platform
        • Configuring QuestBlue IP Authentication Trunk
        • Configuring QuestBlue Register Authentication Trunk
        • Configuring Outbound & Inbound Calls
        • QuestBlue SMS Integration
      • Twilio SIP Trunk
        • Purchase a DID on the Twilio
        • Configuring Twilio Register Based Trunk
        • Configuring Twilio Interconnect Trunk
        • Configuring Outbound & Inbound Calls
        • Twilio SMS Integration
      • Telnyx SIP Trunk
        • Purchase a DID on Telnyx Platform
        • Configuring Telnyx IP Authentication Trunk
        • Configuring Telnyx Register Authentication Trunk
        • Configuring Outbound & Inbound Calls
        • Telnyx SMS Integration
      • Vonage SIP Trunk
        • Purchase a DID on Vonage Platform
        • Configuring Vonage IP Authentication Trunk
        • Configuring Vonage Register Authentication Trunk
        • Configuring Outbound & Inbound Calls
        • Vonage SMS Integration
      • VoIP.ms SIP Trunk
        • Purchase a DID on VoIP.ms
        • Configuring VoIP.ms Register Based Trunk
        • Configuring Outbound & Inbound Calls
        • VoIP.ms SMS Integration
      • Voxtelesys SIP Trunk
        • Purchase a DID on Voxtelesys Platform
        • Configuring Voxtelesys IP Authentication Trunk
        • Configuring Voxtelesys Register Authentication Trunk
        • Configuring Outbound & Inbound Calls
        • Voxtelesys SMS Integration
      • Wavix SIP Trunk
        • Purchase a DID on Wavix Platform
        • Configuring Wavix IP Authentication Trunk
        • Configuring Wavix Digest Trunk
        • Configuring Outbound & Inbound Calls
        • Wavix SMS Integration
      • VoIP Innovations SIP Trunk
        • Purchase a DID on VoIP Innovations Platform
        • Configuring VoIP Innovations IP Authentication Trunk
        • Configuring Outbound & Inbound Calls
        • VoIP Innovations SMS Integration
      • Bandwidth SIP Trunk
        • Purchase a DID on Bandwidth Platform
        • Configuring Bandwidth IP Authentication Trunk
        • Configuring Outbound & Inbound Calls
        • Bandwidth SMS Integration
      • Flowroute SIP Trunk
        • Purchase a DID on Flowroute Platform
        • Configuring Flowroute IP Authentication Trunk
        • Configuring Outbound & Inbound Calls
        • Flowroute SMS Integration
      • Gamma SIP Trunk
      • Aire Networks SIP Trunk
      • VoiceMeUp SIP Trunk
        • Configuring VoiceMeUp Trunk
        • VoiceMeUp SMS Integration
    • PBX Cluster (v22.x)
      • Topology
      • Preparing Cluster Servers
      • Configuring Cluster Servers
      • Managing Cluster
    • High Availability (v22.x)
      • High Availability and Sclability On-Premise
        • PortSIP PBX High Availability Architecture
        • High Availability Installations on Ubuntu
        • Upgrading High Availability Installation
        • Scaling Servers On-Premise for High Availability
        • Scaling SBC On-Premise for High Availability
        • Scaling IM Server On-Premise for High Availability
      • High Availability and Scalability on AWS
        • PortSIP PBX High Availability Architecture
        • High Availability Installations on AWS
        • Upgrading High Availability Installation
        • Increase Size of EBS Volume
        • Scaling Servers on AWS for High Availability
    • PBX Cluster(v16.x)
      • Topology
      • Preparing Cluster Servers
      • Configuring Cluster Servers
      • Managing Cluster
      • Configuring Cluster Servers for High Availability
    • High Availability (v16.x)
      • High Availability for On-Premise
        • PortSIP PBX High Availability Architecture
        • High Availability Installations on Ubuntu
        • Upgrading High Availability Installation
      • High Availability and Scalability on AWS
        • PortSIP PBX High Availability Architecture
        • High Availability Installations on AWS
        • Upgrading High Availability Installations
        • Increase Size of EBS Volume
        • Scaling Servers on AWS for HA
    • PortSIP UCaaS
    • FAQ
      • Troubleshooting Call Issues
      • How to Activate License key?
      • What is the Multi-Tenant PBX?
      • Is the PortSIP PBX built on Asterisk, FreeSwitch?
      • What is the SBC?
      • What is the PBX? Features, Benefits
      • What File Format Is Required for PortSIP PBX Prompt?
      • What is Direct Inward Dialing (DID)?
      • What is the DID Pool?
      • What are IP Phones Work with PortSIP PBX?
      • Hardware Specifications
      • How to Adjust the REST API Rate Limit?
      • SIP Status Code of Response
      • What is SIP ALG and Why You Need to Disable It?
      • Essential Factors for Choosing a Could PBX Solution
      • Migrate from legacy FCM APIs to HTTP v1 for Android Push Notifications
      • PortSIP SDK License Agreement
      • PortSIP Software End-User License Agreement
  • Apps Guides
    • PortSIP ONE Desktop App
      • Sign in to PBX
      • Calls, Messages, and Voicemails
      • Customize Your Caller ID
      • SMS and WhatsApp Messaging
      • Click to Call
      • Calling from Another Device
      • Change Your Call Queue Status
    • PortSIP ONE Mobile App
      • Sign in to PBX
      • Calls, Messages, and Voicemails
      • Customize Your Caller ID
      • SMS and WhatsApp Messaging
      • Change Your Call Queue Status
    • PortSIP Softphone
  • DEVELOPING WITH PORTSIP
    • Getting Started
    • Calling APIs
      • User Manual for Windows
      • User Manual for iOS
      • User Manual for Android
      • User Manual for macOS
    • REST APIs
      • Version 22.2
        • Get Started
          • Schema
          • Authentication and Authorization
          • HTTP verbs
          • Summary Representations
          • Resource ID
          • Query Options Overview
          • Detailed representations
          • Timezones
          • API Response
          • Error Handling
          • Resource Synchronization
          • Personal Contacts Synchronization
        • Authentication
        • Administrations
        • Extensions
        • Authentication
        • Tenants
        • Call Queues
        • Billing
        • CTI
        • Call Sessions
        • Call Detail Records
        • Conference
        • Contact
        • Emergency Numbers
        • Extensions
        • Files
        • Blobs
        • Trunks
        • Inbound Rules
        • Outbound rules
        • Virtual Receptionists
        • Media Server
        • MOH
        • Automatic Callback
        • Auto Provisioning
        • Push Notification
        • Ring Groups
        • Shared Voicemails
        • Security
        • Feature Access Codes
        • Voicemails
        • Call Park
        • Call Pickup
        • Hot Desking
        • External Message
        • Notification
        • Troubleshooting
        • Microsoft 365
        • Models
      • Version 22.1
        • About
        • API reference
          • Info
          • Login
            • By microsoft
          • Logout
          • Network
          • Sbc
            • Token
              • Destroy
          • Im
            • Token
              • Destroy
          • Dealers
            • Password
            • Destroy
          • Mobile push
            • Destroy
          • Ip filters
            • Destroy
            • Export
          • Transports
            • Destroy
            • Status
          • Tenants
            • Switch
            • Dealers
              • Destroy
            • Destroy
          • Tenant
            • Status
            • Notification
              • Test email
            • Password policy
            • Billing
            • Balance
            • Custom headers
          • Conference servers
            • Status
            • Destroy
          • Media servers
            • Status
            • Destroy
          • License
          • Key
          • Brand
          • Dealer
            • Status
            • Username
            • Password
          • Roles
            • Destroy
          • User
            • Password
            • Extension password
            • Profile
            • Status
            • Presence
            • Balance
            • Greetings
              • Enable
              • Disable
              • Destroy
            • Phones
              • Destroy
            • Cdrs
              • Sync tokens
                • Diff
            • External messages
            • Recordings
              • Destroy
            • Speed dial 8
              • Destroy
            • Speed dial 100
              • Destroy
            • Meetings
              • Destroy
              • Status
              • Mute
              • Unmute
              • Lock
              • Unlock
              • Start
              • Stop
              • Start recording
              • Stop recording
              • Participants
                • Layout
                • Invite
                • Mute
                • Unmute
                • Chairman
                • Position
                • Destroy
            • Holidays
              • Destroy
            • Global holidays
            • Contacts
              • Favorite
              • Unfavorite
              • Destroy
              • Sync tokens
                • Diff
            • Call queues
              • Agent
            • Outbound caller ids
            • Ring groups
            • Business contacts
              • Favorite
              • Unfavorite
              • Sync tokens
                • Diff
            • Extension contacts
              • Favorite
              • Unfavorite
              • Sync tokens
                • Diff
          • Users
            • Profile
            • Password
            • Extension password
            • Role
            • Ms365 binding
              • Destroy
            • Destroy
            • Status
              • Destroy status
            • Balance
            • Greetings
              • Enable
              • Disable
              • Destroy
            • Phones
              • Destroy
            • Holidays
              • Destroy
            • Global holidays
            • Call queues
              • Agent
            • Speed dial 8
              • Destroy
            • Speed dial 100
              • Destroy
          • Extension numbers
          • Groups
            • Destroy
            • Members
              • Destroy
          • Voicemails
            • Set read
            • Set unread
            • Destroy
          • Recordings
            • Destroy
          • Call queue servers
            • Status
            • Destroy
          • Call queues
            • Status
            • Destroy
            • Waiting
              • Pickup
            • Agents
          • Exclusive numbers
            • Destroy
            • Call queues
              • Agents
              • Destroy
            • Export
          • Vip numbers
            • Destroy
            • Export
          • Call queue blacklisted numbers
            • Destroy
            • Export
          • Call queue blacklist prompts
          • Sessions
            • Directly
            • Hold
            • Unhold
            • Refer
            • Attended refer
            • Destroy
          • Conference rooms
            • Destroy
            • Status
            • Mute
            • Unmute
            • Lock
            • Unlock
            • Start recording
            • Stop recording
            • Participants
              • Layout
              • Invite
              • Mute
              • Unmute
              • Chairman
              • Position
              • Destroy
            • Recordings
              • Destroy
              • Set read
              • Set unread
          • Contacts
            • Destroy
            • Export
          • Emergency numbers
            • Destroy
          • Files
            • Destroy
          • Blobs
            • Uploads
              • Append
              • Complete
              • Status
              • Destroy
          • Inbound rules
            • Destroy
            • Export
          • Moh server
            • Musics
              • Destroy
          • Monitor
          • Monitor groups
            • Destroy
            • Members
              • Destroy
            • Managers
              • Destroy
          • Call park
          • Call park groups
            • Destroy
            • Members
              • Destroy
          • Call pickup groups
            • Destroy
            • Members
          • Voicemail
          • Acb
          • Outbound rules
            • Destroy
            • Export
            • Applied groups
              • Destroy
          • Phone models
          • Phones
            • Reprovision
            • Assignee
            • Reboot
            • Reject
          • Dect phone models
          • Dect phones
            • Destroy
            • Members
          • Providers
            • Status
            • Destroy
            • Export
            • Assignees
              • Destroy
          • Ring groups
            • Agents
            • Destroy
          • Shared voicemails
            • Destroy
            • Voicemails
              • Set read
              • Set unread
              • Destroy
            • Greetings
              • Enable
              • Disable
              • Destroy
          • Holidays
            • Destroy
          • Allowed country codes
          • Disallowed codes
            • Destroy
            • Export
          • Blacklisted numbers
            • Destroy
            • Export
          • Call rates
            • Destroy
            • Export
          • Ivr servers
            • Status
            • Destroy
          • Ivrs
            • Status
            • Destroy
            • Action urls
              • Destroy
          • Hotdesking
            • Status
            • Logout
            • Destroy
          • Sms
            • Destroy
          • Whatsapp
            • Destroy
          • Cdrs
          • Calllogs
          • External messages
          • Call reports
            • Destroy
          • Completed call reports
            • Destroy
          • Feature access codes
          • Default email templates
          • Custom email templates
          • Audit logs
          • Event logs
          • Ms365
            • Certificate
            • Users
          • Google
          • Admin
            • Status
            • Username
            • Password
            • Settings
            • Notification
              • Test email
            • Ms365
              • Certificate
            • Google
          • Templates
            • Phones
              • Destroy
        • Specification
      • Version 22.0
        • About
        • API reference
          • Info
          • Login
            • By microsoft
          • Logout
          • Network
          • Sbc
            • Token
              • Destroy
          • Im
            • Token
              • Destroy
          • Dealers
            • Password
            • Destroy
          • Mobile push
            • Destroy
          • Ip filters
            • Destroy
            • Export
          • Transports
            • Destroy
            • Status
          • Tenants
            • Switch
            • Dealers
              • Destroy
            • Destroy
          • Tenant
            • Status
            • Notification
            • Password policy
            • Billing
            • Balance
            • Custom headers
          • Conference servers
            • Status
            • Destroy
          • Media servers
            • Status
            • Destroy
          • License
          • Key
          • Brand
          • Dealer
            • Status
            • Username
            • Password
          • Roles
            • Destroy
          • User
            • Password
            • Extension password
            • Profile
            • Status
            • Presence
            • Balance
            • Greetings
              • Enable
              • Disable
              • Destroy
            • Phones
              • Destroy
            • Cdrs
              • Sync tokens
                • Diff
            • Recordings
              • Destroy
            • Speed dial 8
              • Destroy
            • Speed dial 100
              • Destroy
            • Meetings
              • Destroy
              • Status
              • Mute
              • Unmute
              • Lock
              • Unlock
              • Start
              • Stop
              • Start recording
              • Stop recording
              • Participants
                • Layout
                • Invite
                • Mute
                • Unmute
                • Chairman
                • Position
                • Destroy
            • Holidays
              • Destroy
            • Global holidays
            • Contacts
              • Favorite
              • Unfavorite
              • Destroy
              • Sync tokens
                • Diff
            • Call queues
              • Agent
            • Outbound caller ids
            • Ring groups
            • Business contacts
              • Favorite
              • Unfavorite
              • Sync tokens
                • Diff
            • Extension contacts
              • Favorite
              • Unfavorite
              • Sync tokens
                • Diff
          • Users
            • Profile
            • Password
            • Extension password
            • Role
            • Ms365 binding
              • Destroy
            • Destroy
            • Status
              • Destroy status
            • Balance
            • Greetings
              • Enable
              • Disable
              • Destroy
            • Phones
              • Destroy
            • Holidays
              • Destroy
            • Global holidays
            • Call queues
              • Agent
            • Speed dial 8
              • Destroy
            • Speed dial 100
              • Destroy
          • Extension numbers
          • Groups
            • Destroy
            • Members
              • Destroy
          • Voicemails
            • Set read
            • Set unread
            • Destroy
          • Recordings
            • Destroy
          • Call queue servers
            • Status
            • Destroy
          • Call queues
            • Status
            • Destroy
            • Waiting
              • Pickup
            • Agents
          • Exclusive numbers
            • Destroy
            • Call queues
              • Agents
              • Destroy
            • Export
          • Vip numbers
            • Destroy
            • Export
          • Call queue blacklisted numbers
            • Destroy
            • Export
          • Call queue blacklist prompts
          • Sessions
            • Directly
            • Hold
            • Unhold
            • Refer
            • Attended refer
            • Destroy
          • Conference rooms
            • Destroy
            • Status
            • Mute
            • Unmute
            • Lock
            • Unlock
            • Start recording
            • Stop recording
            • Participants
              • Layout
              • Invite
              • Mute
              • Unmute
              • Chairman
              • Position
              • Destroy
            • Recordings
              • Destroy
              • Set read
              • Set unread
          • Contacts
            • Destroy
            • Export
          • Emergency numbers
            • Destroy
          • Files
            • Destroy
          • Blobs
            • Uploads
              • Append
              • Complete
              • Status
              • Destroy
          • Inbound rules
            • Destroy
            • Export
          • Moh server
            • Musics
              • Destroy
          • Monitor
          • Monitor groups
            • Destroy
            • Members
              • Destroy
            • Managers
              • Destroy
          • Call park
          • Call park groups
            • Destroy
            • Members
              • Destroy
          • Call pickup groups
            • Destroy
            • Members
          • Voicemail
          • Acb
          • Outbound rules
            • Destroy
            • Export
            • Applied groups
              • Destroy
          • Phone models
          • Phones
            • Reprovision
            • Assignee
            • Reboot
            • Reject
          • Dect phone models
          • Dect phones
            • Destroy
            • Members
          • Providers
            • Status
            • Destroy
            • Export
            • Assignees
              • Destroy
          • Ring groups
            • Agents
            • Destroy
          • Shared voicemails
            • Destroy
            • Voicemails
              • Set read
              • Set unread
              • Destroy
            • Greetings
              • Enable
              • Disable
              • Destroy
          • Holidays
            • Destroy
          • Allowed country codes
          • Disallowed codes
            • Destroy
            • Export
          • Blacklisted numbers
            • Destroy
            • Export
          • Call rates
            • Destroy
            • Export
          • Ivr servers
            • Status
            • Destroy
          • Ivrs
            • Status
            • Destroy
            • Action urls
              • Destroy
          • Hotdesking
            • Status
            • Logout
            • Destroy
          • Sms
            • Destroy
          • Whatsapp
            • Destroy
          • Cdrs
          • Call reports
            • Destroy
          • Completed call reports
            • Destroy
          • Feature access codes
          • Default email templates
          • Custom email templates
          • Audit logs
          • Event logs
          • Test email
          • Ms365
            • Certificate
            • Users
          • Admin
            • Status
            • Username
            • Password
            • Settings
            • Notification
          • Templates
            • Phones
              • Destroy
        • Specification
      • Authentication
      • Accessing CDRs and Recordings
    • Call Control APIs
    • Messaging APIs
      • Protocol
      • API Examples
    • WSI: Pub/Sub
    • Webhook Events
      • Registering a Webhook
      • Receiving Events via a Webhook
      • Event Reference
    • Mobile Push Notifications
      • How Do Push Notifications Work with PortSIP PBX?
      • Integrating the Push Notifications in Native iOS APP
      • Integrating the Push Notifications in Android APP
  • PBX v12.x (EOL)
    • PortSIP PBX v12.x is EOL
    • High Availability
      • PortSIP PBX High Availability
      • UCaaS High Availability
      • Deploy the PortSIP PBX HA on AWS
      • Deploy PortSIP PBX HA for CentOS
      • Deploy PortSIP PBX HA for Ubuntu
      • Migrate the HA data
    • Push Notifications
      • How do push notifications work with PortSIP PBX?
      • Implement the PUSH notifications in Xamarin iOS APP with PortSIP PBX 12.x
      • Implement the PUSH notifications in native iOS APP with PortSIP PBX 12.x
      • Implement PUSH notifications in Android APP with PortSIP PBX 12.x
      • Implement PUSH notifications in Xamarin Android APP with PortSIP PBX 12.x
    • Tutorials
      • REST API Examples
      • Trace server - A Better Way to Debug PortSIP UC
      • Setup SSL Certificates for HTTPS/WebRTC
      • Going Real-Time with PortSIP PBX Pub/Sub
      • Upgrade PortSIP PBX for offline
      • PortSIP UC Architecture
      • PortSIP PBX Features
      • PortSIP Security Feature
      • Hardware Specifications
      • Setup PortSIP PBX for Linux
      • Upgrade PortSIP PBX
      • Upgrade PortSIP PBX v12.x to the v12.8.7
      • Add Extended Media Server
      • Store the recording files to AWS S3
      • Configure Notifications for Kubernetes
      • Rebranding PortSIP PBX
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On this page
  • User
  • Extension
  • Forwarding Rule
  • Voicemail
  • Office Hours
  • Phone Provisioning
  • BLF
  • Balance
  • Extension Status
  • Register the Client App and IP Phone to PBX
  1. PortSIP Communications Solution
  2. PortSIP PBX Administration Guide
  3. 5 User Management

Users

This section explains how to create and configure extensions in PortSIP PBX. There are multiple methods to create an extension.

  • When provisioning a new phone, you could choose to create a new extension for that phone.

  • Extensions can be manually created from the left menu: Call Manager > Extensions.

  • Extensions can be imported from the .csv file.

  • Create the extension by calling the REST API.

  • Create the extension by copying from an existing extension.

To configure an extension,

  1. Sign in to the PortSIP PBX Web Portal by System Admin credentials, click the menu Tenants, select a tenant then click the Manage button to manage this tenant, or sign a user who has the Tenant Admin permission into the Web Portal to manage that tenant.

  2. Click on the left menu option Call Manager > Extensions in the PortSIP PBX Web Portal. Click on Add to create a new one, or select an existing extension and click the Edit button to configure or manage the existing extension users.

User

Enter the Username and Password in the User section. Please keep in mind that this username and password are only for access to the PBX Personal Web Portal. In case assume we create a user whose user name is jamesbond.

The user can grant permissions by selecting a role from the Role list box; the User role indicates that the user has typical extension access; the Admin role indicates that the user is a tenant administrator who can manage the tenant through the web portal.

If a user has the Admin role, we refer to him as a Tenant Admin. A tenant admin has ability to manage the tenant to which it belongs.

The PortSIP PBX allows adding more than one administrator to a tenant.

The Email field is mandatory since the PBX will need to send the notification email to the user's email address.

The Display Name is the full name of the user, like James Bond.

After creating a user, that user can sign in to the Personal Web portal entering the Username, Password, and tenant's SIP domain.

Please refer to the below screenshot, which shows that the user of a tenant signs in to the web portal, just enter the tenant's SIP Domain and click the Next button.

If the SIP domain you entered is correct, you will see the below screenshot to allows you to enter the username and password; Otherwise, you will get an error.

Extension

The extension number and password are mandatory fields that must be filled in under the Extension page.

If the tenant's SMTP server is configured, once an extension is successfully created, a welcome email will be sent to the user's email address with details about the newly created extension and PBX parameters such as the PBX SIP domain, the PBX IP, and the QR code. The PortSIP UC App can be used to scan the QR code and register to the PBX without having to enter any information manually.

There is a QR code for this extension; instead of entering the information manually, you can save the QR code and use the PortSIP App to scan the QR code to sign in to the PBX.

The Preferred transport for QR code list box allows you to specify the preferred transport for the QR code; when registering PBX by scanning the QR code, the PortSIP App will prioritize the preferred transport.

The Generate QR code with the below network interface option allows you to specify the "outbound proxy server" address for the client app when it scans the QR code to register to the PBX.

You can select a DID from the trunk and trunk DID pool for the extension in the Outbound Caller ID section; when the extension makes an outbound call to a trunk, the Outbound Caller I will be presented in the From header of the INVITE SIP message.

As shown in the screenshot below, if the call is made over trunk 1, the Outbound Caller ID will be 022000, and if it is made over trunk 2, the Outbound Caller ID will be 88010.

  • Record audio calls: If this option is selected, any audio calls with this extension audio calls will be recorded as audio files.

  • Record video calls: If this option is selected, any video calls with this extension will be recorded as video files, and any video calls will be recorded as video files (MP4).

  • Always make outbound anonymous calls: When this option is enabled, the user part of the "From" header in the INVITE message sent to the trunk will be set to "anonymous".

  • Always deliver outbound caller ID: If you enable this option, the Outbound Caller ID will always be set as the user part of the From header in the INVITE delivered to the trunk.

Forwarding Rule

Each extension can have a set of call forwarding rules that define what the PortSIP PBX should do when the extension user is unable to answer an incoming call. This can be configured using the following criteria.

  • The user’s status

  • The time

Each status requires a call-forwarding rule. For example, if the user is unable to take a call whilst their status is "Available", the call can be forwarded to voicemail or to the mobile phone number / Landline.

Forwarding the call to a certain mobile number requires the trunk and outbound rule to be configured.

The forwarding rules have the following optional values:

  • Forward to voicemail: The call will be routed to the voicemail service so that the caller can leave a voice message. There is an option to select an extension number for the voicemail box. For example, if you select extension 108, the voicemail will be saved in the 108's mailbox; if you leave it blank, the voicemail will be saved in the extension's own mailbox.

  • Forward to number: permits you to enter a number and then forward the call to that number; the number can be an extension number or system extension number (ring group, virtual receptionist, meeting number, queue number) or a PSTN phone number (forwarding the call to a certain mobile number requires the trunk and outbound rule configured).

  • Hangup: The call will be terminated by the PBX.

  • Ring anyway: send the call to this extension anyway.

  • Exceptions: You can create exception rules for an extension by entering the caller ID, selecting the time shifts in the Received During field, and choosing the desired action in the Forward To field. If a call matches one of the exceptions, it will be rerouted according to that exception rule, and the extension’s normal forwarding rules will be bypassed.

Voicemail

The Voicemail page allows you to specify the extension's voicemail preferences (including the voicemail PIN number for authentication), enable or disable PIN Authentication, and enable PortSIP PBX to read out the message's date and time.

The Choose default Voicemail greeting message section allows you to configure your voicemail greetings.

Click the "+" button to upload the new greeting file, and click the Switch icon to specify it as a greeting file. You can also record the voicemail greeting by dialing the FAC *57.

Office Hours

The Office Hours Scheduling feature allows a user’s status to be changed on the basis of global office hours or specific office hours.

Choose whether the extension will use Global Office Hours or Specific Office Hours. Select the Use Specific Office Hours option to set specific office hours, and that allows the creation of different office hours for each day.

The time shift 00:00-23:59 indicates that the entire day is open for business, whereas 00:00-00:00 indicates that the entire day is closed.

Phone Provisioning

BLF

You can configure the BLF lights on an IP phone in this tab.

Match a BLF button with an extension, so that this button will show the status of that extension. The number of available BLF buttons varies per phone. The following options are available for BLFs.

  • BLF: shows the dialog status of another extension

  • Speed Dial: Link to a phone number for easy calling

  • Custom Speed Dial

  • Change Status

Balance

The balance for an extension can be recharged by the tenant administrator. When billing is enabled, the call will fail if the balance is insufficient.

Extension Status

We can see the extension status in the list by selecting Call Manager > Users from the menu. The extension's current status is indicated in the Status column. The alarm icon indicates that an extension has enabled push notifications successfully; the blocked icon indicates that the extension has enabled DND.

You can click on the search icon to check an online extension's device details.

As shown in the below screenshot, extension 102 is registered from a PortSIP UC client (IP is 192.168.0.22, the port is 5960 over the UDP transport), and the Yealink T53 IP Phone (IP is 192.168.0.36, the port is 5060 over the UDP transport).

Register the Client App and IP Phone to PBX

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Last updated 11 hours ago

For more details about the Office Hours and Holidays, please read the .

The Phone Provisioning tab allows you to add or edit the settings of phones linked to this extension. The management of IP phone settings is discussed in the section .

Visual Park: The unique park feature that PortSIP PBX offered, get more details in the article .

Night Mode: Easy to control the night mode activation/deactivation, get more details in the article .

Please read this article to learn how to register the client app and IP Phone to the PortSIP PBX:

Office Hours and Holiday Schedule
4 Phone Device Management
Call Parking
Night Mode
How to Configure the Endpoints?