Business User Guide

Getting Started
 
Starting the software for the first time
 
Logging in
Forgotten Your Password?
   
Set Up Your Profiles and Options
 
 
Personal Profile
 
Change Password
Photo Upload
Preferences
Options
Regions
Company Profile
 
Logo Upload
Regions
   
User Admin
 
Adding a New User
User Permissions
 
Changing User Permissions
   
Online Monitor Status
 
Online Monitor List Right Mouse Click Options
Understanding Icons in Your Address Book
   
FollowMe!
 
How to Enter Phone Numbers
   
FastTalk!
 
How to Enter Phone Numbers
 
Import Contacts
Importing other address books
   
Find Contacts, Address Books and Online Monitor
 
Personal Address Book
 
Adding/Removing Address Books
Search Contacts
 
Adding a Contact to Your Address Book
Deleting a Contact from Your Address Book
Adding a Contact to Your Online Monitor
   
Diary (Calendar)
 
Adding New Appointments
   
Making Calls
 
Free PC to PC Calls
 
Making a Call
Accepting an Incoming Call
Ending a Call
PC to Phone Calls – PSTN
 
Making a PC to Phone (Off Net) Call
Adding Money to Your Phone Account Balance
Call Logs
 
PC to PC Call Logs
Phone Call Logs
   
Messaging
 
Creating a Video Mail
Creating a Voice Mail
Creating Text Messages
Receiving Messages
Retrieving Messages
 
Voice Messages
Text Messages
Video Message
Announcements
Reminders
Contact Requests
Deleting Messages
   
CRM (Customer Relationship Management)
 
Creating a New CRM Record for a User
Viewing CRM Records
   
Business Communications in the Markets!
 
How to Make an Announcement
   
Network Connections, Security, Http 1.1 and Firewalls
 
Network Connections
Security
Http 1.1
Firewalls
 
Checking Windows Personal Firewalls
 
Windows XP SP2 Firewall
 
McAfee Security Centre
 
Norton Internet Security
 
Zone Alarm Pro security system
   
Step by step guide to troubleshoot firewall problems
   
   

User Admin

To use this facility you must be listed as a WhitePhone Company Administrator. The first person who registered with WhitePhone from your company will have admin access as default and they can set up additional users to access this area.

User Admin can be located under Profiles from the main tool bar.

A list of all users registered in your company will be displayed.

Adding a New User

  1. Under Profiles / User Admin click the Add New User Button.
  2. Add the new user's personal, company, contact and Time Zone information. Please ensure the email address is correct or the new user will not receive their username and password.
  3. Click the Add User button.

An email will be generated from WhitePhone containing a username and password which will be sent directly to the new user.

Users added using this form will be automatically added to your Company Directory in the Find Tab.

User Permissions

If you have User Admin access for your company you can edit and define who has access to the various admin functions within WhitePhone Business.
You can define access permissions for :
  • Company Logo Upload
  • Editing Company details
  • Editing Company Products / Regions
  • User Administration

Changing User Permissions

  1. Under Profiles / User Admin click the User Permissions button.
  2. Double click on the user's name you wish to edit. An Edit user permissions window will appear.
  3. Check or uncheck the appropriate boxes.
  4. Click the OK button and the window will disappear.
  5. The new permissions can now be seen in the company list in the User Permissions window.