How to Add, Edit or Create New User & Shared User Accounts

‍I. Add new phone user (sub-account).

II. Add new fax number or port an existing fax number.

‍III. Shared number with other users.

‍IV. Attach or move an active standalone individual iPlum account to your master team account.

V. Bulk upload users in your iPlum account.‍

VI. Modify existing user information or assign this line to a different user.

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I. Add new phone user (sub-account)
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Add new users (sub-accounts) in your iPlum account:

1. Login https://my.iplum.com.
    
2. Click Dashboard || Users || Add User (Phone or Fax).
   Create a new sub-account using the user's business email address as the Login ID.
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3. The new user will receive an invitation by email to accept your invitation. They will be prompted to setup a new password.
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4. You will be notified via your administrator email when the user accepts your invitation. You can assign a new phone number to that user or port their existing number in their account.
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5. Dashboard || Users || Click iPlum Login ID of the User || Get iPlum Plan .  Follow the prompts to purchase the plan.
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6. The user can download iPlum app, login as "Existing User" with their credentials and start using the app.
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7. Optional Steps:

• You can modify user privileges: Dashboard || Users || Click iPlum Login ID of the User || Profile & Permissions.
• To setup voice network mode for best call reliability :
  Dashboard || Users || Click iPlum Login ID of the User || Settings || Call Mode: Outgoing Calls (Edit) || Use My Voice Network || Enter the user's physical mobile phone number and save.
  Dashboard || Users || Click iPlum Login ID of the User || Settings || Call Mode: Incoming Calls (Edit) || Use My Voice Network || Enter the user's physical mobile phone number and save.
  Note: Voice network mode maintains iPlum Caller-ID for all iPlum calls.

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II. Add new fax number or port an existing fax number

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1. You can add a new fax line or port an existing fax line to iPlum. Please check this link for adding a fax line.

2. Once you have added the fax line, you can share that line with other users in the company. Dashboard|| Users || Click iPlum Login ID of the line to share || Settings|| Share Number

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III. Shared number with other users

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Shared number feature allows team members to access multiple iPlum numbers in their web portal  

Example Use Cases:

·       Your customers call, text or leave voicemail to your main iPlum number. You want multiple team members to respond to it.

·       You have a group of practitioners who take care of clients’ text in a collaborative approach.

·       You want to share the main fax line with multiple users for both sending and receiving fax.

Each user needs an active iPlum subscription (Professional or Enterprise) to use shared number feature.

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Shared users can call, text, fax, access contacts & voicemail using multiple numbers using web browser portal. Administrators can enable sharing of one or more iPlum numbers with other iPlum users using webportal.  These users can now login in their iPlum account using web browser portal and access multiple shared iPlumline/s.

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Step by Step process to add shared users in your iPlum account:

1. Login https://my.iplum.com.
    
2. Click Dashboard || Users || Add User (Phone or Fax).
   Create a new sub-account using the user's business email address as the Login ID.
   The new user will receive an invitation by email to accept your invitation. They will be prompted to setup a new password. You will be notified via your administrator email when the user accepts your invitation.
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3. Buy Plan:
   Dashboard || Users || Click iPlum Login ID of the User || Get iPlum Plan (Professional or Enterprise).  Follow the prompts to buy the plan on this sub-account. The system will allocate a new iPlum number.
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4. ‍Setup Voice Network Mode for Best Call Reliability :
   Dashboard || Users || Click iPlum Login ID of the User || Settings || Call Mode: Outgoing Calls (Edit) || Use My Voice Network || Enter the user's physical mobile phone number and save.
   Dashboard || Users || Click iPlum Login ID of the User || Settings || Call Mode: Incoming Calls (Edit) || Use My Voice Network || Enter the user's physical mobile phone number and save.
   Note: Voice Network Mode maintains iPlum Caller-ID for all iPlum calls.
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5. Setup  Shared line for Calls, Text, Voicemail, Contacts & Fax:
   Dashboard|| Users || Click iPlum Login ID of the line to share || Settings|| Share Line (Edit) || Select other users to share this number.  Review services & permissions.
   Users can now access shared numbers in their iPlum portal.

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Note: To route calls using Phone Tree and Extensions, click this link.

(Use this option when you want to play a welcome phone tree greeting for incoming calls to main number and route the calls to different user phones based on extensions. Each user can call out independently showing outgoing Caller-ID as main iPlum phone number.)

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IV. Attach or move an active standalone individual iPlum account to your primary team account
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If a user already has an independent iPlum account, you can bring that account under your primary team account.

Important: If the existing account uses a phone number as its Login ID, the user must first change the Login ID to an email address before you can invite them as a sub-account.

1. Log in to my.iplum.com.
2. Navigate to Dashboard → Users → Add User (Phone or Fax). Enter the user's existing iPlum Login ID. You can update the user's name as applicable.
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3. The user will receive an invitation link to their iPlum login ID.
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4. Once the user clicks the link, it will connect them to your master account and you will see them in "Users" section.
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5. If they have an existing iPlum subscription via web portal, it will automatically move them to your master account billing in the subsequent billing cycle.
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6. If the user doesn't have an existing iPlum subscription or they have an existing iPlum plan from Apple iTunes or Google Play, you can buy them a plan in your iPlum master account. If they have an existing Apple or Google iPlum subscription, they can cancel it after your plan purchase for them.  They will not lose the number:
   Dashboard || Users || Click iPlum Login ID of the User || Plans.  Follow the prompts.
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7. Optional Steps:

• You can modify user privileges: Dashboard || Users || Click iPlum Login ID of the User  || Profile & Permissions.
• To setup voice network mode for best call reliability :
  Dashboard || Users || Click iPlum Login ID of the User || Settings || Call Mode: Outgoing Calls (Edit) || Use My Voice Network || Enter the user's physical mobile phone number and save.
  Dashboard || Users || Click iPlum Login ID of the User || Settings || Call Mode: Incoming Calls (Edit) || Use My Voice Network || Enter the user's physical mobile phone number and save.
  Note: Voice network mode maintains iPlum Caller-ID for all iPlum calls.
  

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V. Bulk upload users in your iPlum Account

You can setup multiple users at same time. Please check this link for bulk upload instructions.

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VI. Modify existing user information or assign this line to a different user

1. Login https://my.iplum.com.  
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2. Click Dashboard || Users || Click iPlum Login ID of the Line || Settings || Profile & Permissions

You can edit the information for an existing user here: Login-id, name and email. If this user leaves the organization, you can simply change login-id to another user without having to cancel the line. Please check this link to change login-id for an existing user.