How to add or edit users?

I. New user with iPlum number.

II. Shared user creation.

III. Attach an active independent iPlum user to your master account.

IV. Bulk upload users in your iPlum account.

V. Fax new line or port an existing number.

VI. Modify user information for an existing line.


I. New user with iPlum number

Steps to add new users in your iPlum account:

  1. Login https://my.iplum.com.
     
  2. Click Dashboard || Users || New or Shared User (Phone/Fax).
    Create a new login-id with a mobile phone number or an email address.
  3. The user will receive a link via phone text or an email to accept your invitation. They will be prompted to setup a new password.
  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.
  5. Dashboard || Users || Click iPlum Login ID of the User || Get iPlum Plan (or Actions || Port Number).  Follow the prompts to purchase the plan.
  6. The user can download iPlum app, login as "Existing User" with their credentials and start using the app.
  7. Optional Steps:
  • To show the outgoing Caller-ID as primary iPlum number: Dashboard || Users  || Click iPlum Login ID of the User || Profile & Permissions || Caller-ID (outgoing) || Edit || Select Primary iPlum number option and save it.
  • 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 external 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 external phone number and save.
    Note: Voice network mode maintains iPlum Caller-ID for all iPlum calls.

II. Shared user creation

Shared user means that when they call out, it will show the main number as caller-id. Every shared user needs an iPlum subscription.

Steps to add shared users in your iPlum account:

  1. Login https://my.iplum.com.
     
  2. Click Dashboard || Users || New or Shared User (Phone/Fax).
    Create a new login-id with a mobile phone number or an email address.
  3. The user will receive a link via phone text or an 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.
  4. Buy Plan: Dashboard || Users || Click iPlum Login ID of the User || Get iPlum Plan .  Follow the prompts to buy the plan on this sub-account. The system will allocate a new iPlum number.
  5. Update Caller-ID:   To show the outgoing Caller-ID as primary iPlum number: Dashboard || Users  || Click iPlum Login ID of the User || Profile & Permissions || Caller-ID (outgoing) || Edit || Select Primary iPlum number option and save it.
  6. Call Forwarding on Primary Line: Dashboard || Users || Click iPlum Login ID of the Primary line || Settings || Call Forwarding (Edit) || Enable it || Enter main iPlum # and user's iPlum numbers created in above steps and save it. You can enable additional options to choose if you want the primary voicemail if none of numbers answer the call. You can choose to Display Incoming Caller ID to be "Actual Calling Number" or "iPlum Number".
  7. 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 external 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 external phone number and save.
    Note: Voice network mode maintains iPlum Caller-ID for all iPlum calls.

Calling access: The user can download iPlum app, login as "Existing User" with their credentials and start using the app for calling. It will show the main number as their caller-id.

Texting access: If you want this shared user to do texting using the main iPlum number, they can login on the web portal using main login ID. One can use multiple web sessions for same account on different computers or browsers for texting.

Voicemail access: If you want this shared user to access voicemail for main iPlum number, they can login on the web portal using main login ID. In the main iPlum number voicemail settings, you can add the shared user email address in "Additional emails" so that they get alert for voicemails along with primary user.

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.)


III. Attach an active independent iPlum user to your master account

You have users who had setup their independent iPlum account but now you want to bring them under your main account:

  1. Login https://my.iplum.com.  
  2. Click Dashboard || Users || Click "New or Shared User (Phone/Fax)".  Enter user's existing "iPlum login-id". For most users, their iPlum login-id is their physical mobile number. The name and user email can be setup based on your preference.
  3. The user will receive an invitation link to their iPlum login ID.
  4. Once the user clicks the link, it will connect them to your master account and you will see them in "Users" section.
  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.
  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.
  7. Optional Steps:
  • To show the outgoing Caller-ID as primary iPlum number: Dashboard || Users || Click iPlum Login ID of the User || Profile & Permissions || Caller-ID (outgoing) || Edit || Select Primary iPlum number option and save it.
  • 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 external 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 external phone number and save.
    Note: Voice network mode maintains iPlum Caller-ID for all iPlum calls.

IV. Bulk upload users in your iPlum Account


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


V. Fax new line or port an existing number

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

Note: All sub-account users have access to the same fax line for sending faxes.


VI. Modify user information for an existing line

Login-id, name and email are changeable. You can edit the information for an existing user in "Profile & Permissions". If a 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.

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