Assign or Un-Assign Phones for a User

The Phones to User tool allows for quick assignment of phones to a selected user or agent. This tool is commonly used to assign a phone after a new agent or user is created or added to an agent team.

Accessing Phones to User

To access the Phones to User page:

  1. Select Phones from the Humanify Portal navigation menu. The menu expands to reveal additional tools.
  2. Click Phones to User to access the Phones to User tool.

Understanding the Phones to User Interface

The Phones to User page consists of the following three panes:

  • Users Pane – Displays a list of available users.
  • Assigned Phones Pane – Lists all phones currently assigned to the selected user.
  • Available Phones Pane – Lists all phones currently available for assigning to the selected user.
NOTE:

To learn more about using assignment panes, see Assignment Panes Interface.

To assign phones to a user:

  1. Locate and select the user needing phone(s) assigned from the Users Pane.

  1. Place a check next to each phone to assign to the user in the Available Phones Pane. To quickly select all available phones for assignment, click the Select All check box.
  2. Click the Assign button to move selected phone(s) to the Assigned Phones Pane.

The selected phones now display at the top of the Assigned Phones Pane. The green highlighting indicates any phones recently assigned, but not yet saved.

  1. Click the Save button to save the changes, or click the Cancel button to cancel the operation.

NOTE:

If canceling the operation, click the Continue button to confirm. Click Cancel to return.

A success confirmation displays in the upper right corner upon successfully saving changes. The message disappears after a few seconds.

To un-assign phones from a user:

  1. Locate and select the user needing phone(s) un-assigned from the Users Pane.

  1. Place a check next to each phone to select them in the Assigned Phones Pane. To quickly select all assigned phones for removal, click the Select All check box.
  2. Click the Un-assign button to move selected phones to the Available Phones Pane.

The selected phones now display at the top of the Available Phones Pane. The red highlighting indicates any phones recently un-assigned, but not yet saved.

  1. Click the Save button to save the changes, or click the Cancel button to cancel the operation.

NOTE:

If canceling the operation, click the Continue button to confirm. Click Cancel to return.

A success confirmation displays in the upper right corner upon successfully saving changes. The message disappears after a few seconds.

See Also