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How do I manage my default phone settings?

Update your default phone settings as needed such as the associated region and language, the recording options, and extension length.
Depending on your role, you will also have a User Settings tab where you can view the features available on a user level for this product and launch the bulk change tool.

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.

Manage default phone 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 Settings > Capabilities > Phones, you can change the following:
    General Choose your basic settings such as region, language, time zone, area code, and do not disturb (DND).
    Note: These are the default settings for the account. To make settings changes for a specific user, refer to How do I change a user's settings?
    Emergency services Choose if you want to enable email notifications for emergency calls (911 and 933 test calls) or set a default emergency location for your entire account.
    Restriction:
    • This feature is only available in the United States and Canada at this time.
    • This feature is being released in a phased rollout and may not be available on your account yet.
    • Only registered emergency locations can be added as a default emergency location, for more information, refer to How do I add an emergency location?.
    Calls Choose your basic call settings such as:
    • Caller ID
    • Hold music selection Watch Video
    • Call parking timeout Watch Video
    • Extension length
    • Corporate directory
    • All monitoring permissions
    • Allow paging barge
    • Default transfer type
    Recording Choose which calls you want to record and which storage options you want to use.
    Voicemail & fax Choose your basic voicemail and fax settings such as storage, access control, and voicemail length.
    Note: The default voicemail length is three minutes.
    Network Choose your network settings such as outbound proxy, information sharing, access, and VLAN ID.
    Phone system security Choose your phones admin password, enable web interface, enable call encryption for new phones, reset secure provisioning for all desk phones, and set a port-out passcode to prevent unauthorized phone number ports from your account.

PBX Administration (classic)

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

Set the time zone on a device

For individuals outside of your default time zone, you can override this setting on specific devices as needed.

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 navigation menu and then select the device that requires a different time zone than the system default.
  3. From Settings > General Settings, choose the desired time zone for the device.
  4. Select Save.
  5. Power cycle the device to apply the changes.

Change the device admin password

This password allows you to access a device's web user interface.

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. From Security, update the Device Admin Password. It must contain at least six characters.
  3. Save your changes.

Reset secure provisioning

Reset secure provisioning across all of your devices at once.

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. Click Security in the left sidebar and then click Reset in the Reset Secure Provisioning All field.

System settings

Below is a list of all the system settings and their descriptions.

Topics in this article:

General

General
Setting Description
Region Matches the ringback to the region and allows lines to call a local number without having to dial the country code. You can override this default on individual lines or conference bridges. Some features are not fully supported for regions outside of those listed.
Language Defines the language for system IVR messages (e.g., voicemail menu prompts). You can override this default on individual lines.
Dial By Name Directory Defines the dial by name directory accessed when internal users dial *11 from their phone. This does not affect dial plan Directory nodes.
Call Parking Timeout Defines how long a parked call remains on hold until it is routed back to the original person who parked the call.
Voicemail Length Defines the maximum length of a voicemail recording. When the limit is reached, the call is disconnected.
Extensions
Setting Description
Extension Digits Determines the required amount of digits (min=3, max=6) for all extensions. All system extensions must be of the same length.
Note: If changes are made to the extension length, the system will validate the new size to make sure there are no duplicate or invalid extensions. If there are any discrepancies, a list of extensions with those errors will be displayed.
Meetings
Setting Description
Disable GoTo Connect Meeting Access for all Users Removes access to the meeting icon in GoTo for all users.
Note: Coming Soon! If you have multiple UCC products, you will not see this slider.
Defaults
Setting Description
Time Zone The default time zone for the entire system. You can override this setting on individual devices or for voicemail time stamps on lines, ring groups, and shared voicemail boxes.
Area Code The default area code for all lines allowing users to call a local number without having to dial the area code. You can override this setting on individual lines.
Caller ID The default caller ID for the entire system. You can override this setting on individual lines.
Hold Music Playlist The default hold music playlist for the entire system. You can override this setting on individual lines, phone numbers, or call queues.
Corporate Directory The default corporate directory for all devices. You can override this setting on individual devices.
Enable Corporate Directory View Persistence — Optional Preserves searches within a corporate directory so you can view a list of the last used contacts.
Note: Supported on Polycom only.
Enable Corporate Directory Background Sync — Optional Allows a corporate directory to sync automatically.
Note: Supported on Polycom only.
JBC The default JBC for all devices. You can override this setting on individual devices.
Note: Outbound proxy and Registration proxy are disabled while using JBC.
Outbound Proxy — Optional The default outbound proxy for all devices for sending messages to GoTo Connect servers. You can override this setting on individual devices.
Note: Outbound proxy is typically configured by GoTo Connect to accommodate specific network setups and is not commonly required.
Registration Proxy — Optional The registration proxy with which the device configures. You can override this setting on individual devices.
Cisco Discovery Protocol (CDP) Allows devices on your network to share information (location, settings, software/hardware capabilities, etc.) with other devices that use CDP.
Note: Device discovery protocols are typically configured by GoTo Connect to accommodate certain network setups.
Link Layer Discovery Protocol (LLDP) Allows devices on your network to share information (location, settings, software/hardware capabilities, etc.) with other devices that use LLDP.
Note: Device discovery protocols are typically configured by GoTo Connect to accommodate certain network setups.

Recording and Storage

Before you begin: Before you can enable call recording, your remote storage must be setup.
Recording Setup
Setting Description
Record All Incoming Calls — Optional Enables recording of all incoming calls. Recordings will be saved to your remote storage.
Record All Outgoing Calls — Optional Enables recording of all outgoing calls, including calls made to internal extensions. Recordings will be saved to your remote storage.
To Allows you to choose if you want to use the GoTo Connect storage option or connect your account to your personal AWS account.
Connect AWS Allows you to connect your account to your personal AWS account. This button only appears if you select the custom option from the drop-down menu in the "To" field.
Call Recording Format Defines the file format for recordings. Only .mp3 is available when using GoTo Connect Storage.
Note:
  • If you enable call recording system-wide and on an individual line, ring group, or phone number; only one copy of call will be recorded.
  • If you enable call recording system-wide or on a phone number, as well as on an individual call queue; multiple copies of the call will be recorded. The queue will generate a recording that excludes the hold music, where the other recordings will include the hold music.
  • If you enable call recording system-wide or on a phone number, as well as on an individual conference bridge; multiple copies of the call will be recorded. The bridge will generate a recording that starts when the first participant enters and ends when the last participant exits, where the other recordings will be from the perspective of each participant.
Fax storage
Setting Description
Store received faxes Allows users with the right permissions to receive and manage faxes in GoTo Connect mobile.
Important: You must enable this setting before enabling user permissions.
Note: Faxes are always stored on internal GoTo Connect storage. Faxes are stored for a maximum of 90 days.

Business Continuity

BC Configuration
Setting Description
MAC Address A unique 12-digit string found on the bottom of your JBC device.
Name The name used to identify the BC device in the admin portal.
IP Address The internal IP address of the BC device. This field does not change the network IP address on the BC device. It is used by phones that are configured to connect through the BC device, and it lets them know where to send SIP (or phone) traffic.
Note: Configure the settings below if you have purchased Analog Failover (provides limited calling with external numbers, like 911, during an internet outage) and an ATA is connected to the JBC device:
PSTN Gateway URI The URI address of the ATA. Address should be formatted in this way: protocol:ipAddress:portNumber (e.g., sip:10.10.10.16:5060).
PSTN Line Count Specifies how many analog lines are connected to the ATA.
Priority Numbers These phone numbers bump existing calls to free up a line during an internet outage. You can add multiple numbers, but the list should never exceed the total PSTN Line Count. 911 is included by default on all systems. You do not need to add it to this list.
Bypass Numbers These phone numbers are always routed directly to the ATA and will pass through the PSTN rather than the GoTo Connect platform. Regular expressions can be used to match phones number prefixes. For example:
  • Matching country code "^33/d{9}$"
  • Matching an area code "^801/d{7}$"

Emergency Locations

Emergency Service Call Notification
Setting Description
Send Emergency Service Call Alerts Enables email alerts when a user calls emergency services.
Alert Email Address The recipient's email address.
Tip: Use a specially formatted email address provided by your cell phone carrier to send notifications via text message. Check with your carrier for more details.
Custom Emergency Numbers A phone number that triggers emergency service call notifications. These custom numbers can be helpful if you have different protocols for emergencies—perhaps you have onsite security or medical personnel that’s called for smaller emergencies.
Tip: To trigger emergency service call notifications when an internal extension is dialed, route the desired line extension to the custom emergency number as the only ring step in the line’s dial plan (Find Me/Follow Me).
Emergency Location The default emergency location.
Require Sub-location of Devices (E911) Toggle on to require the sub-location field be completed or marked intentionally as N/A before being allowed to save.
Enable Device Location Validation via External IP Toggle on to receive alerts when a device is moved outside of the defined location or IP address range for that device.

Extension Mapping

Reroutes an extension or a range of extensions to another extension (e.g., extensions 1240-1249 all dial extension 1100). Only unassigned extensions will follow these mapping rules

Extension Mappings
Setting Description
Pattern Defines the extension or range of extensions that are rerouted. Use X for extension ranges:
  • 1XXX for extensions 1000-1999
  • 12XX for extensions 1200-1299
  • 123X for extensions 1230-1239
Extension Defines the destination for the rerouted extension(s).

Billing Groups

Description
Billing groupssort billable phone numbers (DIDs) and devices by group (e.g., site, department, accounting code) on your monthly invoice for internal accounting and reporting purposes. As a reference, you can export these billing groups as a .csv.

Give a user and user group call monitoring permissions

Give users or user groups call monitoring permissions to listen to a call in progress on any line without call interruption or intervention.
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. From the left navigation menu, select Permissions > Monitoring.
  3. Choose one of the following monitoring permissions to set as the default for your account:
    Choice Description
    Simple Monitoring Permissions Users can monitor all lines on the system (full monitoring access).
    ACL Monitoring Permissions Users can only monitor specific lines on the system (limited monitoring access).
  4. Select Save.
  5. Enable the monitoring permission on the desired user and/or user group:
    • To enable monitoring permissions for a single user, select View users.
    • To enable monitoring permissions for multiple users and/or user groups, select Bulk change monitoring settings.

Enable monitoring permissions for a single user

  1. Select the desired user.
  2. Select the Settings tab.
  3. If using Simple Monitoring Permissions, enable the setting. This means the user has the ability to monitor all lines on the system.
  4. If using ACL Monitoring Permissions, select which users and user groups can be monitored from the drop-down. This means the selected user has the ability to monitor the users and user groups identified in the drop-down.
    Note: To remove a user or user group, hover over the user or user group you would like to remove and then select Admin Portal Trash Icon.
  5. Select Save.

Enable monitoring permissions for multiple users and user groups in bulk

  1. Select the desired users.
    Note: Using the filters, select the user group name to filter the applicable users in that user group.
  2. Select Next.
  3. If using Simple Monitoring Permissions, enable the setting. This means the users have the ability to monitor all lines on the system.
  4. If using ACL Monitoring Permissions, checkmark the box on the left, then enable the setting. Select Select users and groups and choose which users and user groups can be monitored from the drop-down. This means the selected users have the ability to monitor the users and user groups identified in the drop-down.
    Note: To remove a user or user group, hover over the user or user group you would like to remove and then select Admin Portal Trash Icon.
  5. Select Next and review the changes for accuracy.
  6. Select Apply changes.

Set up emergency call notifications

Alert specified personnel immediately after any line dials 911 for emergency services or 933 as an emergency services test dial emergency services. Notifications will be sent via email.

Before you begin: You must have super admin permissions to preform this task.
  1. Sign in to PBX Administration (classic) at https://my.jive.com/pbx.
  2. Select System Settings in the left navigation menu.
  3. From Emergency Locations, enable Send Emergency Service Call Alerts.
  4. Enter an Alert Email Address, and then select + to add multiple email addresses.
  5. Optional: Enter a Custom Emergency Number, and then select + to add multiple numbers.
    • A custom emergency number is a phone number that triggers emergency service call notifications. These custom numbers can be helpful if you have different protocols for emergencies—perhaps you have onsite security or medical personnel that’s called for smaller emergencies. You can add these numbers as a speed dial option on every device in your organization for easier access in case of an emergency.
    • To trigger emergency service call notifications when an internal extension is dialed, route the desired line extension to the custom emergency number as the only ring step in the line’s dial plan (Find Me/Follow Me).
  6. Select the Default Emergency Location from the drop-down list.
    Note: If your location does not appear in the drop-down list, please refer to the Set a default emergency location section in this article for detailed instructions on how add an emergency location.
  7. Select Save.
  8. Dial 933 from an internal phone to test emergency service call notifications. (Only available in the United States and Canada.)

Set a default emergency location

Choose a default emergency location so that first responders have accurate information in the case of an emergency call from any device. Only available in the United States and Canada.

Before you begin: You must have super admin permissions to preform this task.
In the event of a 911 call from a device that is not specifically assigned to an emergency location, this default address is what will be sent to dispatchers.
Note: This feature is being released in a phased rollout and may not be available on your account yet.
  1. Sign in to PBX Administration (classic) at https://my.jive.com/pbx.
  2. Select System Settings in the left sidebar.
  3. From Emergency Locations > Default Emergency Location, select an accurate location from the drop-down menu.
  4. Select Save.
What to do next: Set up emergency call alerts if desired.
Article last updated: 16 June, 2023