Manage phones and base settings

AI-generated summary

Genesys Cloud allows you to manage phones and base settings in Phone Management. You can add, edit, delete, restart, and log out phones and migrate base settings between phones. You can rearrange and customize phone view columns, import phones in bulk, filter phones by registration status, and edit individual phone configurations. Phone actions are accessed through a shortcut menu and status is viewed through an indicator. Phone Management provides full configuration and management of phones and base settings in Genesys Cloud. Genesys Cloud allows configuring and managing phone settings through base settings. You can edit base settings by clicking the name, view who is logged in, see make/model, default user, and WebRTC user assigned. You can customize the view by rearranging, adding/removing columns, changing row density, and filtering. Actions like edit, copy, delete, and view usages are in the shortcut menu. You can add and delete base settings as needed.

PrerequisitesClick to expand

In Phone Management, you can perform a number of tasks to create and manage your phone and base setting configurations.

Click Menu > Digital and Telephony > Telephony > Phone Management.
Click the Phones tab or the Base Settings tab to perform a task.

To learn more about the tasks that you can perform, click the appropriate tab.

Phones
Base Settings

Show meClick to expand

Task	Description
Rearrange columns	Click any column and drag it to a new position.
Add/Remove columns	You can customize the Phones view by adding and removing columns. Use Choose the data to display and select next to the columns you want to display. To return the Phones view to its default configuration, clear all the check boxes and click Save.
Set row density	You can customize the Phones view with the row density setting. Use Choose the data to display and select one of the row density options. Comfy increases the amount of space between rows and Compact condenses the amount of space between rows.
Access actions shortcut menu	At the end of every row, you can access a set of phone specific actions. Use Click to show available actions and select an action. Available actions include: Edit: Edit the phone configuration. Status: Check a phone's status. Delete: Delete a phone. Restart: Restart a phone. (Not all phones support Restart.) Log out: Log the user out from a phone. (Not all phones support Log out.) Migrate: Migrate the base setting. For more information, see Migrate base settings.
Add phones	Click Add Phone to add new phones to your organization. For more information, see: Phone configuration overview About managed phone configuration About unmanaged phone configuration
Import phones	Use Import phones from a comma-separated values file to bulk import phone configurations. For more information, see Import phones
Delete phones	Select a row Use Delete to remove phones from your Genesys Cloud organization.
Restart phones	Select a row Use Restart to restart phones. Note: WebRTC phones do not support restarting.
Log people out	Select a row Use Log people out to log people out of a phone.
Change phone base settings	Select a row Use Change phone base settings to migrate base settings. For more information, see Migrate base settings.
Filter by registration	You can customize the Phones view by selecting the preconfigured registration filters from the View list. The registration filter allows you to determe a phone's registration status. You can filter by Primary Registration and Secondary Registration. Under both filters, you can choose All, Registered, Not Registered, or Partially Registered.
Filter phone view	You can customize the Phones view by using general filters. Just type a term in the Type to filter this page box and select the column from the list.
Edit a phone	The Name column shows the name assigned to each phone. You can edit any phone by clicking its name in the Name column. For more information, see: Phone configuration overview About managed phone configuration About unmanaged phone configuration
Check a phone's status	The Status column provides a brief status indicator for each phone. Click the status indicator to open the phone's information pane. This pane contains details about the phone.
Edit a site	The Site column indicates the phone's site. Click the site name to go to the Edit Site page. For more information, see About Sites.
Find provision details	The Last Provisioned column tells you when the phone was last provisioned.
Find phone hardware ID	The Hardware ID column shows each phone's hardware ID.
Find the phone ID	The ID column shows the ID number that Genesys Cloud assigns to the phone.
Edit base settings	The Base Settings column shows each phone's base setting. You can edit any phone's base settings by clicking its name in the Base Settings column. For more information, see: Phone configuration overview About managed phone configuration About unmanaged phone configuration
Find out who is logged in	The Logged in column shows who is logged in to the phone.
Find phone make and model	The Make & Model column shows the type of phone. For more information, see Managed phones and models matrix.
Find the default user	The Default For column shows the name of the user who is assigned to that phone.
Find the WebRTC user	The WebRTC Person shows the name of the user who is assigned to that WebRTC phone.

Show meClick to expand

Task	Description
Rearrange columns	Click any column and drag it to a new position.
Add/Remove columns	You can customize the Base Settings view by adding and removing columns. Use Choose the data to display and select next to the columns you want to display. To return the Base Settings view to its default configuration, clear all the check boxes and click Save.
Set row density	You can customize the Base Settings view with the row density setting. Use Choose the data to display and select one of the row density options. Comfy increases the amount of space between rows and Compact condenses the amount of space between rows.
Access actions shortcut menu	At the end of every row, you can access a set of base settings specific actions. Use Click to show available actions and select an action. Available actions include: Edit: Edit the base setting configuration. Copy: Copy the base setting. Delete: Delete the base setting. Usages: Shows all the phones that use that base setting.
Add Base Settings	Click Add Base Settings to add new base settings to your organization. For more information, see: Phone configuration overview About managed phone configuration About unmanaged phone configuration
Filter base settings view	You can customize the Base Settings view by using filters. Just type a term in the Type to filter this page box and select the column from the list.
Delete base settings	Select a row Use Delete to remove base settings from your Genesys Cloud organization.
Edit base setting	The Name column shows the name assigned to each base setting. You can edit any base setting by clicking its name in the Name column. For more information, see: Phone configuration overview About managed phone configuration About unmanaged phone configuration
Find the phone make and model	The Make & Model column shows the type of phone. For more information, see Managed phones and models matrix
Find a base setting ID	The ID column shows the idenfication number that Genesys Cloud assigned to the base setting. This number can be helpful for troubleshooting.

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Manage phones and base settings

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