8x8 Work

Admin Console

Overview

8x8 Admin Console is an online portal for 8x8 account administrators to manage their company's phone system from any desktop. Learn how the application works and how to get started.

Log In

As an 8x8 account administrator, manage your company’s phone system from our online portal. Configure and manage phone numbers, users, customize your auto attendant, set up ring groups and more.

How to get to Admin Console:

1. Sign in to your application panel by opening a web browser and entering the URL login.8x8.com
2. Log in to the application panel
3. Select Admin Console

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Create Site

During initial login you will need to set up a few things including: editing or creating sites, confirming your dial plan, and claiming phone numbers.

How to create a site:

1. From the homepage, click on Sites
2. Click Create Site
3. Enter site information, including site name, PBX, address and more
4. Once you're done, click Save

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Claim Phone Numbers

If you want to claim new phone numbers for your users, watch this video and learn how to add new numbers to your 8x8 account. 

How to claim phone numbers:

1. From the homepage, click Phone Numbers
2. Click Claim Phone Numbers
3. Select the Country and Number Type, and apply filters to search for the phone numbers you would like to claim
4. Select the phone numbers you would like to use, then click Claim Phone Numbers

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Billing

You can manage your billing preferences and view billing statements and payment method easily with the 8x8 Billing portal.

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Port Numbers

If you wish to keep your numbers from a previous provider, you can have them transferred over to 8x8 by submitting a number transfer request.

How to Port Numbers:

1. From the home screen, select Phone Numbers
2. Click on Port Numbers at the top right corner
3. Review all the pre-check requirements and click Continue
4. Enter your personal information and select the numbers you would like to port
5. Sign the electronic agreement and click I Agree
6. 8x8 will notify you via email with a number transfer date

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Create Users

The Users section keeps track of all of your employees. You will need to create a user for each employee. A User must be created in order to assign phone services and features.

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Profile Policy

The Profile Policy allows administrators to restrict their users’ access to certain in-app features. You can assign a specific profile policy when creating a user.

How to create a profile policy:

1. From the homepage menu, click on Profile Policies
2. Select Create New Profile Policy
3. Give your policy a name, and select the policy settings you would like to enable or disable
4. Once you're done, click Save

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Desk Phone Activation

If you'd like to learn how to activate your desk phones, this video will walk you through the steps you need to know.

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Power Keys

Power Keys give additional functionality to your Polycom phones. They allow you to handle multiple calls; utilize speed dials; and monitor and pick up calls for another extension. Through the 8x8 Admin Console you can set up Power Keys for your users.

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Role-Based Access Controls

Managing access privileges is easier with Role-Based Access Controls. Learn how to easily create custom roles and assignments in this short video.

How to create a custom role:

1. In the Roles page, click +Create role
2. In the following page, enter a role name
3. From the list of permissions, select the permissions you want to assign to this custom role
4. Click Save

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Auto Attendant

Auto Attendant is a powerful tool for routing calls and providing information to your customers without tying up resources.

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Ring Groups

Ring Groups allow you to have incoming calls ring to multiple extensions in a specific order or sequence.

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Call Queues

A call queue places callers in a queue or line while your employees are busy on other calls. Calls will be distributed to the next available employee.

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Group Paging

Paging allows you to send a one-way message to a department, team or work area. To access paging functionality, you must be connected to a Polycom phone and be a part of a paging group.

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Overhead Paging

Overhead paging allows you to dial an extension and connect to a one-way announcement paging system. You can make announcements to specific teams or departments within your site or even to other locations.

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Barge-Monitor-Whisper

Barge-Monitor-Whisper lets supervisors and managers listen in on an active call, whisper to the agent or even join the call. This can be helpful in training, coaching, evaluating agents and aiding in big deals. Click here for a quick reference sheet on how to use Barge-Monitor-Whisper.

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Meetings

Meetings in Admin Console allows users to customize their meeting features and layout. This enhances in-meeting experiences and allows personalized meeting layouts based on a company's own branding.

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