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Users, seats and devices

5 min de lecture
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A person makes and takes calls on three kinds of device: a SIP phone or softphone, the Windows app, and the iOS app. Each device needs a seat of that type. The journey is always the same four steps: add the user, get seats, turn a seat on for the user, install the device.

Telephony - Active directory - + Connect more users (or Team and access). Enter the email and role. The person gets an invitation and appears in the directory once they accept.

A seat can only be given to someone who has accepted. Until then they are not listed.

Seats come from seat plans (for example a SIP seat, or a full seat with SIP + Windows + iOS) and from seats your subscription already includes. Each plan unit adds its seats to the company pool.

You do not have to buy in advance. When you turn a device on for someone and the pool of that type is full, Need a … seat opens - Buy a seat takes you through checkout and back to the same person.

If a reseller or service provider manages your account, they buy the seats. Ask them to add one, then turn it on yourself.

  1. Telephony - Active directory. Find the person.
  2. Under Available devices, click the SIP, Windows or iOS icon.
  3. Switch Device access on. The seat is taken from the pool.

What happens when each device is turned on:

DeviceEffect
SIPSIP credentials are issued (username + password) for the person’s internal number.
WindowsThe person can sign in to the Windows app.
iOSThe person can sign in to the iOS app. This company becomes their mobile company, and the analysis agent for their mobile calls is set from Call settings - or from the person’s own Analysis agent when their settings override the company default.

Switching Device access off returns the seat to the pool.

DeviceHow
WindowsDownload the installer from https://api.voicelogica.ai/desktop/windows-installer (also linked in the welcome email). Sign in with the Voice Logica email and password.
iOSInstall Noema by Voice Logica from the App Store. Sign in with the Voice Logica email and password.
SIPOpen the person’s User settings (gear) to copy the server, username and password. In the softphone or desk phone (MicroSIP, Zoiper, Grandstream…): server / domain = the server shown, username and auth username = the username, password = the password. UDP or TCP on 5060, TLS on 5061. Status turns online within seconds.

Step-by-step guides for the person: MicroSIP, Windows app and Noema. The device drawer sends them by Email or SMS with the details filled in.

The person shows up under Online devices once the device is connected.

On the Windows and iOS apps the person chooses the line they call from:

  • iOS - Settings - Call from: their own mobile number, or one of the company lines.
  • Windows - the dialpad shows the caller ID / trunk picker when there is more than one choice.

The company lines on offer come from the person’s User settings:

SettingMeaning
Allowed outbound trunksTrunks they may call through. Any trunk = every enabled outbound trunk.
Allowed caller IDsNumbers they may show. Any company number = every number on those trunks.
Default outbound trunk / Default caller IDPreselected in the apps.

The call goes out through the trunk that owns the number picked. On iOS a person with no seat in the company only has their own mobile.

The iOS app loads the lines when the person signs in. After changing them here, restart the app.

With the Claude and ChatGPT connector the same journey is one conversation:

StepTool
Add the userteam_execute (action "invite_member")
See seats, free capacity and plansteam_query (action "get_seats", includes the link to buy in the app)
Buy seatsteam_execute (action "buy_seats", charges the card on file - confirm first)
Turn a device on or offteam_execute (action "set_user_seat")
Credentials and download linksget_user_phone_setup - what is enabled, SIP credentials, Windows and iOS links, and the call-from lines
Need a … seat opens when I turn a device on

The pool of that type is full. Buy a seat, or turn the device off for someone who no longer uses it.

The person is not in Active directory

They have not accepted the invitation yet. Check its status under Team and access.

The SIP phone does not register

Check the server, username and password again from User settings. If the password was regenerated, every phone using the old one goes offline until it is updated.

iOS shows only my mobile under Call from

The person has no seat in the company, or no trunk is registered. Check User settings - Allowed outbound trunks, then restart the app.