Onboarding New Users in 8x8 Admin Console

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 onboarding and offboarding tasks, and determine what actions users can take, such as accessing 8x8 Work Online, Desktop, and Mobile, dialing internationally, recording calls, and making account changes.

Applies To

  • Admin Console
  • User Configuration

Procedure

How do I onboard new users?

The basic steps in onboarding new users are creating a user profile, giving the user an extension, and activating their desk phone. The user profile establishes their account details, and the extension serves as their contact number within your network. 

Once you set up a user profile, the new user will receive a welcome email and can reset their password. To begin the user onboarding process, follow the steps below.

  1. Claim phone numbers to select the numbers you will assign to your users. See Claim Phone Numbers in 8x8 Admin Console.
  2. Create a user profile to add your user's name and email address, and to link their phone services to their individual user profile. See Create a User Profile in 8x8 Admin Console.
  3. Assign your users to 8x8 services and extensions so that they have a number to receive and make calls. See Assign User Services and Extensions in 8x8 Admin Console. If applicable, set up the following:
  4. If the user has a desk phone, you must activate their phone so they are able to receive calls. See Activate Your Desk Phones in 8x8 Admin Console. See 8x8 Work Manuals & User Guides for a list of user guides for 8x8 phones and equipment.
  5. Define outbound calling options. Here you restrict a user's calling abilities to domestic calls only, or allow them to make international calls. See Enable or Disable Outbound Calling for an Extension in 8x8 Admin Console.

Once the user has a license, a number associated with their profile, and the appropriate permissions, they should be able to start using their account (making/receiving calls) immediately.

For more information, view our guides on setting up your account.

How do I offboard a user?

To offboard a user no longer with the company, you can disable their profile and reset their extension. See Offboarding Users from Admin Console for more details.

Additional Features

  • Add your user to a Ring Group. Ring Groups are collections of extensions to which calls can be forwarded. This feature will allow your calls to be routed to a group of extensions, so you can forward calls to various teams or departments. See Set Up Ring Groups in 8x8 Admin Console.
  • Set up your Auto Attendant options for the user. This can include adding them to the company directory, turning on the dial-by-name feature for their extension, or setting the Auto Attendant to forward calls to their extension. See Set up an Auto Attendant in 8x8 Admin Console.
  • Add your user as an agent in a Call Queue. A call queue allows incoming calls to be handled in the order received by the first available agent. Specify your user's number as a primary or secondary extension. A primary extension is an initial contact for the call queue and the secondary extension acts as an overflow if the queue is full. See View a Call Queue in Admin Console.

Voicemail Configuration

Edit your voicemail password. Typically, voicemail passwords are set by your account administrator upon creation of your account. You can change your password using 8x8 Work Desktop or your phone. See Create or Edit Voicemail Passwords in Admin Console.


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