3CX has been steadily adding management functionality directly to users through their web client. If you have necessary permissions you will be able to manage Ring Groups, Office Hours, Greetings, and other features from the Web Client.
Note: If you would like access to manage your company's phone system, please reach out to Pinnacle and we can help you get set up.
Finding the "Admin" panel
- If you need help signing in or accessing the web client reach out to Pinnacle and they can send you a Welcome Email containing the link to your web client and your login information.
- To access the Web Client navigate to https://pbx.[company].com:5001/webclient/#/login or https://[company].3cx.us:5001/webclient/#/login. The exact link can be found in your Welcome Email.
- Once you are at the login page - if Pinnacle manages your user accounts you can click the "Microsoft" button to sign in with your Microsoft account. Otherwise, enter the credentials from your Welcome Email.
- Once you have logged in, you should see the Admin icon at the bottom of the left-hand menu
In the Admin Console:
- Manage Ring Groups and Call Queues
- Manage Office Hours
- Manage Holidays
- Manage Recordings and other Reporting
Manage Ring Groups and Call Queues
- In the admin panel, you can click "Call Handling" to get to your Ring Group panel
- From here you are able to edit any group you'd like by click on the pencil corresponding to the correct group
- Click on the "Users" tab and from here you can do the following: Add users, Delete users by clicking the "X" next to their name, or swap out users by clicking the dropdown arrow next to their name
Manage Office Hours
- In the Admin Panel (see Finding the "Admin" panel above), click on Office hours in the menu on the left side of the screen.
- In this menu, there will be various groups. Typically just choose the one with a friendly name; i.e. NOT "DEFAULT" or "Azure AD"
- Here You can click Add under each specific day to set day-specific hours or click Add in the top right to set every day. Note: Saturday and Sunday will be set if you choose the second option. To delete these click on the hour range under those days and then click "Delete".
- In the "Assigned DID numbers" box, choose each number you want to assign these office hours. Note: If you delete a DID from this list it will remove all routing for that DID so be careful! If you accidentally delete a DID and need the number rerouted please call Pinnacle immediately!
Manage Holidays
- In the Admin Panel (see Finding the "Admin" panel above), click on Office hours in the menu on the left side of the screen.
- In this menu, there will be various groups. Typically just choose the one with a friendly name; i.e. NOT "DEFAULT" or "Azure AD"
- Scroll down and find the Set your holidays section.
- Click Add
- Name the holiday/event to an appropriate name
- Set either Single day or Range of days
- Choose whether this holiday happens Every year or not
- Set the date(s) and time frame
- In the "Assigned DID numbers" box, choose each number you want to assign these office hours. Note: If you delete a DID from this list it will remove all routing for that DID so be careful! If you accidentally delete a DID and need the number rerouted please call Pinnacle immediately!
Manage Recordings and other Reporting
- Currently, the 3CX Web Client does not support Reporting/Recording management
- You can access the management console by navigating the Admin panel (see Finding the "Admin" panel above)
- Click M. Console, this will take you to the 3CX Management Console