GETTING STARTED #
DOWNLOADING ONECLOUD MOBILE #
2. Once installed, open the application and follow the prompts to allow notifications/access for your microphone and contacts, since this will be the first time you have run the application on your device.
Note regarding permissions: Notifications will alert you regarding missed calls. The application requires microphone permissions to place calls through the app and contacts permission to enable you to call your phone contacts through the OneCloud Mobile app. Contacts are not stored on the OneCloud system. These permissions can be managed through your phone’s settings as well.
LOGGING IN #
To log in, enter your extension and your company in the following format (extension@company) followed by your password. Your password is set by you after your install technician has sent you the OneCloud welcome email.
THE BASICS #
NAVIGATION MENU #
When you select the Contacts tab, the application will display the contacts list for your extension, as well as the phone system. You may filter the list by selecting the Contact’s drop-down list in the top left of your screen.
ADD A CONTACT | Press the plus symbol in the top right corner of your screen. Enter the contact’s information and press the icon in the top right of your screen to save.
EDIT A CONTACT | Open the contact, press the Menu icon in the top right, press Edit, and then enter the desired information. When done, press the icon in the top right.
DELETE A CONTACT | Open the contact, press the Menu icon, and then select Delete. Note you may not delete system extensions.
USER PRESENCE | A blue chat bubble next to a user’s avatar means they are currently logged into the instant message chat. Users not logged into the chat will receive an email notification for any missed messages. A green con on the right means that the user is available. Red is on a call. Gray is inactive.
FAVORITE A CONTACT | Open the contact, press the Star icon.
Receiving new voicemails to your extension will trigger a notification bubble in your application. From the Voicemail page, you may Play the voicemail or select it to open additional options.
ADDITIONAL OPTIONS | Permits you to Call Back the original caller, Save the voicemail, Forward the voicemail to another extension, View Information about the contact or Delete the voicemail. You may also use the slider to playback a segment of the selected voicemail.
SAVED MAILBOX | You may access the saved mailbox by pressing the Voicemail drop-down at the top of the application and select Saved. Your voicemail box has a 10MB limit by default and will not delete new/saved messages automatically. After the limit is reached your mailbox will stop accepting new messages. Deleted voicemails will be moved to the Deleted folder and are erased nightly from the phone system.
CHAT & SMS #
You can Chat with internal users individually or in groups from the Chat & SMS page. If you have SMS enabled on your account, then you are also able to send text messages from your business DID (Direct Inward Dial).
CALL HISTORY #
The Call History tab displays all incoming, outgoing, and missed calls. The icon to the left of the call will indicate if the call was incoming, outgoing, or missed. Clicking on any section of the entry will trigger a call back to the original caller. Pressing the Information icon to the right of entry will display the contact information for the caller when available.
Selecting the three horizontal bars on the right of the navigation bar will display More options. These options include editing your profile, answering rules, greetings, application settings, about, and log out of the application.
PROFILE | Click on your name to open account settings. Here you can change your custom status message, name, and email. Press the checkmark when completed.
ANSWERING RULES | Once you have programmed your desired answering rules as described in the OneCloud web portal guide, you will be able to view which rule is active. The active rule will be identified by a blue dot next to the rule name. To set the priorities of your rules, press the Sort button in the top right, then drag and drop the rules, using the three horizontal lines icon to the right of each rule, in the desired order.
GREETINGS | Inside the greeting’s menu you can manage your voicemail greeting. The active greeting is displayed with a checkmark next to it. To create a new greeting, press the icon on the top right. To edit an existing greeting, select that greeting to open the options. Here you can play, select (set to active) or delete a greeting.
ACTIVE CALLS #
PLACING A CALL #
Once logged into your account, you will be taken to the main screen of the application (the Contacts page). To access the Dial Pad, press the icon in the bottom right. From this menu, you can dial extensions or external numbers to place calls.
The Dial Pad will appear on the contact, voicemail, and call history navigation screens.
INCOMING CALL #
When receiving an incoming call, you will see OneCloud Audio listed under the contact’s name and/or number, to distinguish it from calls directly to your cell phone. You will have the option to answer or reject the call.
Note: To no longer receive calls on the OneCloud mobile app, simply log out of the application via the More navigation tab. To begin receiving calls again, log back into the application.
ACTIVE CALL #
When on an active call, you are presented with the following options:
- Speaker | Switches audio to speakerphone
- Mute | Silences the microphone
- Hold | Places caller on hold
- Add Call | Creates a 3-way conference
- Dial Pad | Displays the dial pad
- Transfer | Forwards a call to another number
- Switch Phone | Sends an active call to your other phone(s)
- More | Toggles call recording on/off
- Contacts | Opens the contact list
- Red Button | Disconnects the call