Users
Create User Group
To create a user group: From the Menu , go to Work Groups > User Groups. On the User Groups page, click Create User Group in the upper-right corner. Under Group details, enter the group name and a short description. The group name is mandatory to ...
How to activate a user that has been deactivated
Applies To 8x8 Admin Console Procedure Log in to the 8x8 Admin Console. Go to 'Users'. Search for the user you wish to activate. Click on the ellipsis on the right-hand side of the user's details, seen below, and select 'Activate user'. 5. Select ...
Block Calls From Groups of Numbers in 8x8 Admin Console
Objective Block calls coming from a range of numbers from reaching an individual extension in 8x8 Admin Console. Applies To • Admin Console Procedure This procedure can be used to block partial matches for phone numbers. For example, if you'd like to ...
Audit Management Generate Archive Not Working in 8x8 Admin Console
Symptom When attempting to generate an archive on 8x8 Admin Console's Audit Management page, the option is grayed out and clicking on it does nothing. Applies To Admin Console Audit Events Resolution The Generate Archive option becomes active after a ...
Phone Number Assignment Fails Due to User First Name Length in 8x8 Admin Console
Symptom Phone numbers cannot be assigned to users. One of the following banner errors may appear: "User settings saved with errors. Failed at extension update." "User settings saved with errors. Failed at Phone Number assistant sending welcome ...
Error Saving Contact When Adding Contacts in 8x8 Admin Console
Symptom When attempting to add Contacts there is an error that reads, "Error saving contact." In the browser console Network logs there is an error: {"httpStatus":"FAILED_DEPENDENCY","validationErrors":null,"message":"Could not create contact. ...
8x8 SSO Login Failure SAML User Does Not Link to Any User
Symptom Users are unable to log in to 8x8 using Single Sign-On (SSO) and receive the following error message: "The SAML user does not link to any user." Applies To Single Sign-On Integration (SSO) Login With Organisation Resolution Verify Federation ...
View Users' Extensions in 8x8 Admin Console
Objective View a list of extensions in 8x8 Admin Console. Applies To Admin Console Procedure Log in to Admin Console. Select Extension Numbers. A list of all extensions will populate. The list can be filtered by location and type.
Update a User's Basic information in 8x8 Admin Console
Objective In Admin Console, edit an existing user's Basic Information, including: First and Last Name* Email Address* Username* Site* Language Time Zone Contact Directory options Job Title Department Address Personal Contact Number *These fields are ...
How to Send Feedback in 8x8 Admin Console
Objective Submit feedback via 8x8 Admin Console. Applies To 8x8 Admin Console Procedure Log in to 8x8 Admin Console. Click the circle icon in the top right of the page and click Send feedback. Here you can submit your feedback. When you're done, ...
Deactivate a User in 8x8 Admin Console
Objective Deactivate a user in Admin Console. Applies To Admin Console Procedure Log in to 8x8 Admin Console. Select Users. Search for the user you wish to deactivate. Select the 3 dots on the right-hand side of the user's details. Select Deactivate ...
Move an 8x8 Admin Console User to a Different Site on a Separate PBX
Objective Move a user from one site and PBX to a different site on a separate PBX. Applies To Users Admin Console Procedure Log in to Admin Console. Select Users. To the right of the desired user, select Edit (pencil icon). Under Services and ...
Call Forwarding Rule Not Being Applied to Inbound Call in 8x8 Work
Question Why is my call-forwarding rule not being applying on inbound calls? Applies To 8x8 Work Admin Console Answer Call forwarding rules are applied in order from top to bottom. For example, if you have a rule to forward calls from anyone above ...
Swap Devices Between Users in 8x8 Admin Console
Objective Remove a device from one user and assign it to another user in 8x8 Admin Console. Applies To Admin Console Phones Adapters Extensions Procedure Remove the Device from the First User Log in to Admin Console. Select Users. To the right of the ...
Inspect Saved Configuration Error When Saving Line Key Configuration in 8x8 Admin Console
Symptom An error banner with the following message is displayed when attempting to save Line Key Configuration: Error while saving line key configuration. Failed and creating power key. Please inspect the saved configuration. Applies To Admin Console ...
Gong.io Integration Guide for 8x8 Services
Objective Integrate Gong.io with 8x8 X Series accounts, allowing Gong.io to access customer call recordings and user data on the 8x8 platform. This process must be performed by each customer wishing to implement this integration. IMPORTANT: The 8x8 ...
Configuring Okta SAML 2.0 SSO for 8x8 Admin Console
Objective Configure Okta SAML 2.0 SSO for Admin Console. Applies To Admin Console Okta SSO Procedure This is a basic configuration walkthrough for Okta and Admin Console, to provide Okta SAML SSO login for 8x8 Work users. Add the 8x8 SAML Application ...
When does the 8x8 Welcome Email expire?
Question How long is the Welcome Email valid for? Applies To Admin Console 8x8 Work Welcome Email Answer The Welcome Email is valid for 72 hours. If your Welcome Email link has expired, your system administrator can send you a new one. Additional ...
Does resetting a user's password log them out of 8x8 applications?
Question Does resetting a user's password log them out of 8x8 applications? Applies To 8x8 Work Admin Console Answer Resetting an 8x8 password does not log the user out of applications. However, the user will need to enter their new password the next ...
Configure 8x8 Authentication Password Policy in Admin Console
Objective Set up a password policy with rules around password length, formation, password duration, and lockout duration. Applies To Password Policy Admin Console 8x8 Authentication Procedure This process assumes that you have enabled 8x8 ...
Unable to Reset 8x8 Password Due to Company Turned Off 8x8 Login Error
Objective When attempting to reset your 8x8 Work password, you receive an error that reads, "Your company turned off 8x8 login." Applies To 8x8 Work Admin Console Procedure This process requires administrator access to Admin Console. Log in to Admin ...
Send Welcome Email Failed in 8x8 Admin Console
Symptom When trying to send the welcome email or reset a user password in Admin Console, you receive an error that reads, Send welcome email has failed. Please try again!" Applies To Admin Console Welcome Email Resolution Select Users. To the right ...
Creating Custom Call Forwarding Rules in 8x8 Admin Console
Objective Create custom forwarding rules to redirect calls to an external destination in Admin Console. Applies To Admin Console Call Forwarding Note: The following procedure can be done if the user is active. If the user is deactivated, the system ...
What is a user policy profile?
Question What is a user policy profile? Applies To Admin Console Answer A user policy profile is a group of settings that allows account administrators to restrict certain functionality for a group of users. All accounts start out with an 8x8 Master ...
Disable Voicemail Access for a User from a Call Queue in 8x8 Admin Console
Objective Disable voicemail access from the Call Queue. Applies To Admin Console Procedure Log in to Admin Console. Go to Call Queues and click Edit. Scroll down to Primary/Secondary Members and click the 3 dots to the right of the user. 5. Click ...
User’s Department Not Correctly Updating in 8x8 Work Contacts
Symptom When assigning a department to a user in the 8x8 Admin Console the change does not show in the 8x8 Work contacts list when filtering by department. Applies To 8x8 Work 8x8 Admin Resolution Log in to Admin Console. Select Users. To the right ...
Failed Saving User Settings Error When Assigning a License in 8x8 Admin Console
Symptom When attempting to assign a license to a new or existing user in Admin Console, you encounter the error Failed saving user settings. Applies To Admin Console Suspended Licenses Licenses Assigned to Deactivated Users Resolution Trying to ...
Reset a User Profile to Default Settings in 8x8 Admin Console
Objective Reset a User Profile to its default settings in 8x8 Admin Console. Applies To Admin Console User Profile Procedure This will remove all the user's information from the extension so that you can reassign it at a future date. Log in to Admin ...
Editing Users in Bulk in 8x8 Admin Console
Objective Editing user profiles in bulk in 8x8 Admin Console. Applies To 8x8 Admin Console Procedure Log in to Admin Console. Select Users. Using the checkboxes to the left of the users, select the users you wish to modify. In the upper right, select ...
Block Anonymous Calls for an Extension in 8x8 Admin Console
Objective Inbound calls appear as Anonymous when callers actively prevent their name and phone number from being displayed to the person or service they are calling. This process will show you how to block anonymous calls at the extension level, ...
Access Audit Events in Admin Console
Symptom Check what changes were done by which user or administrator in Admin console. Applies To Admin Console Solution Log in to Admin Console. Click the menu option in the top left hand corner (3 horizontal lines). Click Audit events. Additional ...
Use Profile Policies to Restrict User Access to Services or Features
Objective Use profile policies to restrict your users' access to certain services or options. Applies To Admin Console Permissions Features Restrict users from using 8x8 Meetings. Prevent users from upgrading the 8x8 Work for Desktop. Prevent users ...
Generate a Users Report in Admin Console
Objective Download user profile information in 8x8 Admin Console. Applies To Admin Console Procedure Log in in to Admin Console. Select Users. On the Users page, select Generate users report. The following window should appear. Select the desired ...
Configure a User Policy Profile in 8x8 Admin Console
Objective Configure, edit, and apply a user policy profile template to restrict users' access to certain features. Applies To Admin Console Administrators User Policy Profiles Procedure Create/Edit Profile Template Log in to Admin Console. Open the ...
Service Addresses in 8x8 Admin Console: Sites, Additional, & Emergency
Question What are the three different service addresses listed in a user's profile in 8x8 Admin Console? Applies To Service Addresses Admin Console Emergency Information Answer Service Address Types Site Address Emergency Address Additional ...
Onboarding New Users in 8x8 Admin Console
Objective Manage the basics for Admin Console users. Such as: Onboarding and Offboarding Additional 8x8 Work Features Configuring Voicemail Account services are set for each user at the user level. Administrators control the account and all ...
8x8 Admin Console Administrator Guide for Migrated Services
Overview Welcome to Admin Console! This page provides a brief overview of your new system management platform. Any settings changes previously made in Account Manager will now be done in Admin Console. Comprehensive information is available in the ...
What is an account administrator in 8x8 Admin Console?
Question What is an account administrator in 8x8 Admin Console? Applies To Admin Console Account Administrator Answer The account administrator is the person who controls your 8x8 system via Admin Console. The administrator sets up the system ...
Enable or Disable Outbound Calling for an Extension in 8x8 Admin Console
Objective Enable or disable outbound calling for an extension. Applies To Admin Console Outbound Calling Extensions Procedure Outbound calling refers to calls made to numbers outside of your 8x8 network. This setting will not affect a user's ability ...
Offboarding Users from Admin Console
Overview In the event of an employee leaving the company, you might want to remove their user information from your account. This involves deactivating the user's profile and resetting their extension. The former user will no longer have login access ...
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