Guest users, also known as external users, are non-registered nVX users. Non-registered users of nVX are given a default set of permissions and privileges.
A meeting host can invite guest user(s) to the meeting while scheduling it in the User Portal.
Click on Schedule Meeting from the User Portal
Enter the meeting details and contacts to be invited
Enter the guest user’s email address and press the Tab key. Note: Make sure to use the Tab key after entering the guest email address otherwise the guest will not receive the meeting invitation.
If a meeting has already been started, a host or participant can invite a guest user immediately using the invite button.
Invite via Email
Enter the guest users’ email address and press the tab key. Click the Invite button to send the email invitation. Click the Cancel button to cancel the meeting invite.
Invite via Meeting Info
Guests can be invited by sending the meeting details. Click on Copy button and paste to users. They can join meeting via suitable method:
Meeting URL – Click on meeting URL to directly enter Meeting (Registered users and Guest users)
Meeting ID – Open User Portal and enter Meeting ID to join the meeting (Registered users only)
Join via Phone – Dial in any of the suitable number and follow the instructions.
Invite via SMS
Click on SMS tab and enter a 10-digit mobile number to send meeting URL via SMS.
A meeting host can invite guest user(s) to a meeting while scheduling the meeting through the nVX Mobile Apps. Hosts can also add guest users to live meeting via the Mobile App following the same format as the User Portal.
External users will receive an email with following details in the email body when invited by a meeting Host. Guest user(s) can select the suitable method to join the meeting; Dial in or click the link to join in a single click via nVX User Portal.
Logging in as a Guest
Upon joining a meeting, the guest user will be asked to login. Because the user is unregistered, they must select Join Meeting as Guest. If the meeting host has not started the meeting yet, the Join Meeting as Guest button will not be selectable.
Guest join view if meeting has not begun.Guest join view if meeting has started.
Guest users will then be prompted with a splash page asking them to enter their name and email address. Once both are entered, click the Join Now button to join the meeting.
After logging in successfully, guest users will be directed to the live meeting.
Feature Limitation for Guest users
Guest cannot start a meeting
Guest users are not allowed to start a meeting. They can enter meeting only if meeting is started by Host or any other participant. If meeting is not started, guest user login will not be available.
Guest cannot invite others
Guest users are not allowed to invite other participants. They will get following popup.
Call Detail Records (CDRs) show information on individual calls. To view your Call Detail Records, click the Call Detail Records menu icon, on the left panel of the dashboard. Records can be filtered and sorted.
Available Call Details
Each record contains the following details:
Type – Direction of call and endpoint used.
From – Originating calling number with caller ID or user information
To – Called party extension or number.
From Time – Date and time the call originated
To Time – Date and time the call ended
Duration – Length of call
Exit Reason – Termination code of call
Recording – To play, download or delete the recording. (if enabled)
Call Back option – Click on the three vertical dots to have the remote end number appear and then click on the pop-up to click to dial from here.
Note: The list of records can be sorted (ascending or descending) by any of the fields noted above
Filtering Records
Click on the Expansion arrow next to Filters.
Records can be filtered by:
Call Type – Select Inbound, Outbound or Local
From Name – Enter the originating caller information as displayed on the Caller ID (CID) or the user’s name, if internal call.
From Number – Enter the originating phone number or extension of the call
To Number – Enter the called number or extension.
From Time – Enter the beginning date of the filter to be applied. (The calendar icon can be used to select the date)
To Time – Enter the end date of the filter to be applied. (The calendar icon can be used to select the date)
Exit Reason – Select the exit reason to be applied, such as Abandoned, Allotted Timeout, Attended Transfer, Blind Transfer, Call Rejected or Chan Not Implemented.
Note: Number searches support the use of an asterisk (*) as a wildcard character; meaning, any character or sequence of characters in a search
Easily access all Outlook contacts via your nVX user portal. In this article, we will walk you through creating a new contact in Outlook and accessing them through the nVX user portal.
Create an Outlook Contact
Open your Outlook application. Navigate to the Contacts tab and click the ‘New Contact’ button. Complete the required details for the contact and click Save & Close button.
A new contact has now been created in your Outlook directory. This Outlook Contact Directory is synced with nVX, enabling you to see this new Contact under the Contacts tab in the nVX user portal.
Viewing Outlook Contacts in nVX
Open the nVX user portal. Navigate to the ‘Address Book’ tab to see a full list of Outlook contacts, or use the search bar to find a specific contact.
Emergency Services are not supported within the User Portal. Users will not be able to dial 911 from the User Portal. Users are required to use an IP phone when dialing 911.
An Endpoint is a device that is used as a communication channel for a user to make calls, receive calls, and use telephony features.
Selecting an Endpoint
Step 1: Select the Additional Settings icon in the bottom left of portal to open a pop-up.
Step 2: The middle option is the current endpoint selected. Click on the option to choose a different endpoint.
The available endpoints include:
All: Will ring all endpoints where the extension is registered.
Web: Will ring only the phone located in your web-based nVX User Portal
Phone: Will ring only the desk phone(s) where the extension is registered. When choosing Phone, a pop-up will appear to set the extension. Click on the checkbox to confirm.
External: Will ring an external number, such as your mobile phone. This setting can also be used for Ring Groups or Queues. When choosing External, a pop-up will appear to set the external number. Click on the checkbox to confirm.
The Contact Directory is a shared list of your organization’s contacts. Contact information includes:
First Name
Last Name
Extension
10-Digit Phone Number
Email Address
Access Your Contacts
To access your organization’s Contacts, navigate to the home screen of the User Portal by selecting the Home icon at the top left of the navigation panel. Your Contacts will be listed alphanumerically on the Calls tab of the home screen.
Contact Search
To search for a contact, enter a name, extension, or 10-digit phone number in the search bar. Results will update real-time as the information is entered. Click the X icon to clear your search.
Place a Call Using the Contact Card
To place a call from the contact card, click the blue phone icon to the right of the contact details. By clicking the blue phone icon, you will automatically place a call using your designated Endpoint.
Set Your Favorites
Mark your frequently usedcontacts as favorites by clicking the star icon.