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Add-on Features

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Table of Contents

Overview
Activate Features
Special Provisioning
Manage Settings
Edit Account Settings
Add Users
Edit User Settings
Remove Users

Overview

Add-on Features provide convenient self-service functionality in the Account Portal that enables Authorized Contacts (Decision Makers and Phone Managers) to activate and manage Add-on Feature services including adding and removing users of each service. If you encounter any issues with this functionality, please create a Support Case to communicate the necessary information to Support.

To access and manage Add-on Features, log in to Account Portal, navigate to Organization, and select Add-on Features from the Phone System menu. If you have been enabled to use and manage previously activated Add-on Features, you can access some of them in the space at the bottom of the Home, Team, and Organization menus in the Account Portal.

NOTE: If you are an ST14.2 (Premise/Onsite) customer who performs user management in Director, you will have access to only the following two "HYBRID for ST14.2" Add-on Features: HYBRID Scribe (for ST14.2) and HYBRID Fax (for ST14.2).

In the Features tab of the Add-on Features screen, the following Add-on Features are available in the Sky phone system:

  • Sky On Demand Conferencing - Enables the use of a dedicated conference bridge number that all participants can dial to access a conference call.
  • Sky Replay - Records phone calls and enables users to view, manage, listen to, and download phone call recordings.
  • Sky Scribe - Transcribes voicemail from your phone into text and sends it, along with a .WAV file, to the desired email address.
  • Sky Fax - An email-to-fax service used as a fax solution for the Sky phone system. This service enables users to receive incoming faxes in their email inbox and send outbound faxes as email attachments.
  • Sky Mobility - Enables the use of a single mobile device for both business and personal communications while accessing desk phone and Unified Communications capabilities.
  • Sky for Salesforce - Integrates your Sky phone system with the Salesforce.com CRM application.
  • Sky Communicator - Integrates your Sky phone system with a unified communications tool that provides presence, enterprise instant messaging, voice and video chat, and screen sharing. Note that this feature can be managed only by Support staff.
  • Sky for Bullhorn - Integrates your Sky phone system with the Bullhorn application. This option is only available to customers who are enabled for the Bullhorn service.

In addition to Add-on Features, Sky also offers a variety of services that enable computer and web-based applications to interact with the Sky phone system. To learn more, see our Application Integration Solutions article.

Activate Features

For each of the Add-on Features, if the feature is not currently active for your account, you will see an Activate button next to the feature on the Add-on Features screen. If the feature is already activated, you will see two buttons, Settings and Manage.

Authorized Contacts (Decision Makers and Phone Managers) can activate an Add-on Feature for their account by doing the following:

  1. Log in to Account Portal with business email address (username) and user password
  2. Navigate to Phone System > Add-on Features.
  3. In the Add-on Features screen that appears, click Activate, which opens the Settings dialog box displaying default and modifiable settings.
  4. Modify all applicable settings with information specific to your account.
  5. Click OK to save the settings.
  6. Click OK again when asked to confirm the purchase of the feature license.

Special Provisioning

The following features require pre-provisioning or follow-up support before activation is complete. For more information, contact Support.

Sky On Demand Conferencing

To activate Sky On Demand Conferencing, you must already have a provisioned Dial-in Number for your account.

    Sky for Salesforce

    To activate Sky for Salesforce, you must already have a Salesforce.com account.

    Sky Communicator

    To activate Sky Communicator, contact Support and see the Sky Communicator article. Note that this feature is not accessible to Authorized Contacts in the Add-on Features screen.

    Sky for Bullhorn

    1. To activate Sky for Bullhorn, send an email to the Bullhorn resources center to request activating the Sky API for your account.
      To contact Bullhorn, go to www.bullhorn.com for current contact information.
    2. Provide your Bullhorn account IDs, username, and password.

    Manage Settings

    Each Add-on Feature is built with default settings that are applied to every new user. Authorized Contacts (Decision Makers and Phone Managers) can manage settings for these features using the general instructions in the rest of this article. For more detailed instructions specific to the desired Add-on Feature, click the links at the top of this article to view specific articles for the Add-on Features that you want to manage.

    Edit Account Settings

    To edit the account settings for a feature that is already activated:

    1. Log in to Account Portal with business email address (username) and user password.
    2. Navigate to Phone System > Add-on Features.
    3. In the Add-on Features screen, click Settings to open the Settings dialog box.
    4. Edit any of the modifiable feature settings and click OK.

    Add Users

    To add more users to a (previously activated) feature:

    1. Log in to Account Portal with business email address (username) and user password.
    2. Navigate to Phone System > Add-on Features.
    3. In the Add-on Features screen that appears, click Manage, which displays all active users in the main portal screen.
    4. Click Add to open a dialog box displaying a list of all inactive users.
    5. Search for the desired user(s) and select the check box(es) next to the desired user name(s) you want to activate.
    6. Click OK, then click OK again when asked to confirm the purchase of the feature license.

    To add more (previously activated) features to a user:

    1. Log in to Account Portal with business email address (username) and user password.
    2. Navigate to Phone System > Users.
    3. In the row of the desired user, click the link in the Contact Name column of the Users screen.
      Alternatively, you can right-click within the row of the desired user and select Personal Information from the pop-up menu that appears.
    4. The Contact tab opens in the Personal Information screen.
    5. In the Add a feature section of the screen, Decision Makers and account-level Phone Managers can do the following:
      1. Use the Phone drop-down menu to select the desired phone profile number.
      2. Use the Feature drop-down menu to select the desired feature. Note the following:
        • Only a subset of Add-on Features are available in the Feature menu. If the desired feature is not listed, navigate to Phone System > Add-on Features.
        • If a feature is already activated for the selected phone profile, as shown in the My Services section of the screen, that feature is not selectable in the Feature menu.
        • If any of the Feature menu options are grayed out, it means the feature has not yet been activated for the account.
        • Features cannot be removed (deleted) from a phone profile in the Personal Information screen.
      3. Click the Activation Date calendar to set the desired activation date. You can select any date between now and 90 days in the future.
    6. Click Add to add the selected feature.

    Edit User Settings

    To edit individual user settings for a feature that is already activated:

    1. Log in to Account Portal with business email address (username) and user password.
    2. Navigate to Phone System > Add-on Features.
    3. In the Add-on Features screen that appears, click Manage, which displays all active users in the main portal screen.
    4. You can search for the desired user or sort users by clicking any of the column headings.
    5. When you find the desired user, click the user's name to open the Settings dialog box.
      Alternatively, you can right-click anywhere in the row of the desired user and select the Update option.
    6. Edit the desired settings for the user and click OK.

    Remove Users

    To remove users from an active feature:

    1. Log in to Account Portal with business email address (username) and user password.
    2. Navigate to Phone System > Add-on Features.
    3. In the Add-on Features screen that appears, click Manage, which displays all active users in the main portal screen.
    4. You can search for the desired user or sort users by clicking any of the column headings.
    5. When you find the desired user, right-click anywhere in the row of the user.
    6. Select the Disable option to remove the user from the feature.
    7. Click OK to confirm the deletion.
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