- Create an extension with an email address.
- Ask INGOS for access to my.ingos.com. You need it for the web interface and the app.
- Add the person to the right groups.
- If needed, assign a direct number.
- Once access is ready, create a code for the app, see Set up the app.
- Place a test call to the extension.
Employees join and leave
1. New employees
2. Role changes
- On the extension, change department, email, and mobile number under Stammdaten bearbeiten (Edit details).
- Update group memberships under Gruppen (Groups).
- Reassign a direct number under Einstellungen (Settings) and Durchwahlen (Direct numbers).
- You cannot change another role in the web interface yet, such as international instead of domestic only. Contact INGOS for that.
3. When employees leave
- Forward calls to the successor: Aktionen (Actions), then Rufumleitung ändern (Change call forwarding).
- Remove the person from every group.
- Disconnect their devices. Disconnect apps under Angemeldete Geräte (Signed-in devices) on the extension. Release desk phones under Tischtelefon provisionieren (Provision desk phone).
- Deactivate the extension. You can remove it permanently later.
- Ask INGOS to revoke access to my.ingos.com.
Download important company voicemail messages and call recordings first.
