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How do I change the settings on a device?

Update a device's settings as needed; such as who the device is assigned to, the extension number it uses, associated resources, button configuration, and emergency settings.
Important: Please excuse our mess while we improve your admin experience! We are in the process of migrating all accounts to the new GoTo Admin. Choose your current admin experience for the applicable steps on this topic.

GoTo Admin

If you're an admin who signs in at https://admin.goto.com, these steps are for you.

Change device settings

Before you begin: You must be assigned an Admin or Super admin role to perform this task.
  1. Sign in to GoTo Admin.
  2. From Devices, select the device that needs changes made.
    Tip: You can filter the list by choosing a device type.
  3. Optional: From the Overview tab, change the following:
    • Details: Select Edit IconEdit to make changes to the devices name, extension number or mac number, billing group, view the last provisioned date, or reassign the device to a different user. To learn more about adding a phone to a user:
    • Products: View licenses attached to the device.
    • Associated Resources: View what part of the admin console references this device. Navigate to that resource directly to make changes.
  4. Optional: From the Settings > General tab, change the following:
    • General: Choose the name displayed on the device, its time zone, where in the corporate directory the handset should appear, enable automatice directory filling, a paging profile zone, the device password, allow users to enable do not disturb (DND), and define a default transfer type.
      Note: Changing the device name will not alter Caller ID. The name feature is not supported on all phones.
    • Call routing: This section will only be visible if the device is not assigned to a user (also known as a standalone device). Choose the primary and secondary extensions. Select Edit settings to change settings on the device's direct extension, such as extension number, find me/follow me, recording, voicemail, and virtual fax settings.
    • Dialing: This section will only be visible if the device is not assigned to a user (also known as a standalone device). Choose which types of numbers this device can dial.
    • Advanced: Choose outbound proxy, phone configuration options and VLAN ID.
      Note: Enabling the Allow phone to retrieve its configuration option gives the device access to provisioning data. Disable this setting to prevent our provisioning servers from clearing any manual changes made directly on the device.
    • Hardware Security: Choose to enable call encryption and reset secure provisioning on a device.
      Note: Depending on your phone model, call encryption may or may not be available. When call encryption is enabled, the device will need to re-sync. You will see the option to "Save & resync" as you edit this setting.
    Tip: Secure calling is automatically enabled for all Tier 1 phones. Currently, secure calling cannot be turned off.
  5. Optional: From the Settings > Button Configuration tab, choose how the available on-device buttons function. Not all button types are available for every phone model. Refer to How do I set up button configuration on a phone? for additional detailed steps.
  6. Optional: From the Settings > Emergency settings tab, view or change the emergency location information for the device. This feature is being released in a phased rollout and may not be available on your account yet. Refer to How do I assign a device to an emergency location? for additional detailed steps.
  7. Select Save when complete and then choose your resync preference:
    • Save — Changes will be saved and applied the next time the phone reboots.
    • Save & resync now — Changes will be applied to the device immediately. This may take a few minutes, but will not shut down the device entirely.
    • Save & resync overnight — Changes will be applied to the device between 11pm and 3am on the device's timezone. This may take a few minutes, but will not shut down the device entirely.
What to do next: While on any tab in a device's profile, you can select the Three Dots Icon on the top-right to make changes to the details or delete the device. Use the breadcrumbs in the top-left to go back to the list of all devices.

PBX Administration (classic)

If you're an admin who signs in at https://my.jive.com/pbx, these steps are for you.

Turn call encryption on/off

Our secure calling feature always encrypts the first path of audio and will encrypt both if your call is with another device that has secure calling enabled as well.

Before you begin: You must be assigned the Admin or Super admin role to perform this task.
  • This feature is supported on Cisco MPP, Polycom, and Yealink desk phones as well as our GoTo app.
  • Our voice features, like call monitoring and call recording, still work with call encryption enabled.
  • Call encryption may use slightly more bandwidth and will change the network protocol you’re using. As a result, be sure to adjust your network policies as needed.
  • If media release is enabled on your network, secure calling will override this setting.
  • Secure calling uses TCP protocol. Ensure that port 5062 is enabled on your network.
  • You can also enable call encryption from a device profile.
  1. Sign in to PBX Administration (classic) at https://my.jive.com/pbx.
  2. From Security, toggle Secure Calling on or off for each phone.

    Result:

    • The phone will automatically reboot. A padlock will appear on the phone’s display when call encryption is enabled.

Link MAC address to a device profile

This article discusses how a MAC address can be added to a device after the initial creation.

Before you begin:
  • You must be assigned the Admin or Super admin role to perform this task.
  • The hardware profile must be created.
  1. Sign in to PBX Administration (classic) at https://my.jive.com/pbx.
  2. Click Devices in the left sidebar and then choose the device that needs a MAC address added.
  3. From Hardware > Device, verify Allow the phone to retrieve its configuration is enabled.
  4. Select the desired Hardware.
  5. Click Save.

Add a user to a phone

Linking a user to a phone allows that individual to use the phone as their own and make customizations.

Before you begin: You must be assigned the Admin or Super admin role to perform this task.
  1. Sign in to PBX Administration (classic) at https://my.jive.com/pbx.
  2. Select Devices in the left sidebar and then choose the phone that needs a different user assigned.
  3. From Device Settings > General Settings, select an Assigned User.
  4. Select Save.
  5. Power cycle the phone to apply the changes.

Change a user's name on a device

Identify your phones in the office by changing the name that appears on the actual device (e.g., “Front Desk” or “CEO”).

Before you begin: You must be assigned the Admin or Super admin role to perform this task.
  1. Sign in to PBX Administration (classic) at https://my.jive.com/pbx.
  2. Select Devices in the left sidebar and then select the device that needs a new name.
  3. From Settings > General Settings, enter the desired label (name) in the Display Name field.
  4. Select Save.
  5. Power cycle the phone to apply the changes.

    Result: Changing the name on a device does not affect the caller ID. The way in which the name displays on the device depends on your specific phone model.

Article last updated: 21 June, 2023