How do I setup my account as a User?
Basic telephony routing setup for new Users
This guide will teach you the very basics of setting up your telephony routing for one user. From there you can apply what you’ve learned to other users or groups, or head to our help centre for further instructions.
Upon logging in, you’ll be greeted by all your sipgate account’s sections:
To begin creating your desired telephony routing:
1. Click All Users
2. Then your user profile’s name
3. Next click Edit routing in the pre-set routing section, as shown here:
4. Then click Add phone number
5. From the pop-up window, select one of the free trial telephone numbers and click Add phone numbers
6. You’ll be directed back to editing your routing. From here, click Add phone numbers. All three will need to be done separately.
We are now setting up call forwarding for when your phones are online, busy, or offline. For now, please simply click Next and go with the recommended settings, and then click Save.
7. Once you’ve set up forwarding for all three cases separately, please click Finish Editing.
8. Register a VOIP device to your profile. The last step is to connect a device to your user profile for this routing. You may have noticed that the “Phone of John Smith” in this example has a little red circle - this means that there is no device successfully registered with this particular “device connection”/set of SIP credentials. Your options for connecting a device include: - A VOIP-compliant hardphone/desk phone - A softphone client downloaded to your computer, laptop, or mobile - The sipgate softphone for your computer We have many different set up guides for different devices available in our help centre. This guide will not go through device set up, but will show you where you can find your SIP Credentials in order to register a device below.
After clicking Finish Editing, you will still be on your routing page. Just above the routing you set up, you’ll see a small graphic of a phone. Please click there to see the device connections details.
Your SIP Credentials should now be displayed. Please remember to use the complete SIP ID and the full SIP Password, both case-sensitive, when registering a device. The sipgate softphone is an exception; it connects to your account via login after you download it to your computer, so SIP credentials are not required. Scroll to the bottom of the page to view all device connections.
Congratulations! You have successfully set up your first telephony routing with sipgate. Now you can apply these settings to other users or groups. We recommend personalizing your voicemail message or adding additional team members to your account. For further guidance on setting up other features on your sipgate account, please visit our help center.