Call2Teams - Customer Account Setup

Account Setup

1. Accept the Nextiva teams integration invitation via email, this will open the Teams integration portal in a new browser tab.
   
   
    
2. Follow the prompts to log in as a Global Administrator and allow all global changes, once logged in, the team integration wizard will display.
    
3. Click Check My Tenant, enter the Global Administrator account login information again, check Consent on behalf of organization, and then Accept to continue.
   
   
    
4. Correct any issues identified by the integration wizard, then click Next.
   
   
    
5. The PBX should be auto-populated with either Nextiva US East or Nextiva US West, depending on your state.  If not, select the correct option based on your geographical location, then click Next.
   
   
    
6. Click Enable Service
    
7. Click Accept or Select your Global Administrator to begin the sync; this process may take up to 15 minutes depending on account size.
    
8. Click NEXT once the sync is complete to set up your first user
   
   
    
9. Select a user from the Select a User dropdown
    
10. Input the user's Sip Username, Auth Username, and Password from the user's Voice Setup tab in the NextOS Admin Portal. If the user only has an extension and no DID, please input the location phone number in the phone number field.
     

    Call2Teams Portal	NextOS Admin Portal

    
     
11. Click Add User and Sync
     

Adding Additional Users

1. Select the USERS tab in the Team Integration portal
    
2. Select Add Users
   
   
    
3. Select a user from the Select a User dropdown
    
4. Input the user's Sip Username, Auth Username, and Password from the user's Voice Setup tab in the NextOS Admin Portal. If the user only has an extension and no DID, please input the location phone number in the phone number field.
   
   
    

Bulk User Import

1. Select the USERS tab in the Teams Integration portal
    
2. Select Import Users
    
3. Click Download CSV Template
   
   
    
4. Open the file import-template.csv
    
5. Complete the template with the required information
   
   

   SIPUsername	SIP Username from the device page in the NextOS portal
   Name	The user’s real name
   Email	IMPORTANT: This email address MUST match the Microsoft Teams email address of the user
   PhoneNumber	The user’s phone number as it is assigned in the NextOS portal.  If the user does NOT have a phone number, enter the location phone number.
   AuthUsername	The Auth username from the device page in the NextOS portal
   Password	The device password from the device page in the NextOS portal
   ExternalID	Can be left blank

   
    
6. Click the Browse button and upload the completed template
    
7. Click Upload