Adding, Editing or Deleting Devices

 

Within the Tresta cloud phone system, you can add any device where you’d like to answer calls that are routed to you. These include your mobile phone, your home phone, or any other number where you can be reached.  You can read more about how devices are used in Tresta here.

In this article, you will learn:

  • Who has access to devices;
  • How to add a device;
  • How to edit a device;
  • How to remove a device.

    This article assumes you are a Tresta System Administrator and have not added any devices to your account.

Who has access to devices?

Both System Administrators and Users have the ability to add, edit or remove devices. Here’s how those permissions differ:

  • System Administrators have access to the devices of any user in addition to their own, and they have the ability to add, edit or delete devices for users. User devices are accessed from within the Users tab under the System Settings (more below).

  • Individual Users have control over their own devices within the Devices tab under User SettingsThis article explains how users manage their devices.

 

Adding a Device (System Administrator)

Devices are managed in the Tresta web app. Once logged in, do the following:

  1. Click on the System tab at the top of the page.
  2. Select “Users” from the left-side menu. 

  3. Select the user for which you want to add a device and click the Edit icon in the right corner. This opens the Edit User page.

  4. Click on the Devices tab. Every user must add a device when accessing their Tresta account for the first time. To add another device, click on the +Add Another link at the bottom of the page. This opens a box where you name the device, provide the phone number linked with the device, and choose the caller ID for when you receive a call to your device.

    adddevice.png
  5. Click the red Add button, and then click the red Save button in the upper right corner of the page. Clicking save automatically adds the new device and starts sending calls to it (in addition to the other devices).

Editing a Device (System Administrator)

When a system administrator is on the Users page (located under the Systems tab), they can edit any user-defined device by doing the following:

  1. Select the user for which you want to edit a device and click the Edit icon in the right corner. This opens the Edit User page.

  2. Click on the Devices tab.

  3. Determine which user device you need to revise, and click the Edit icon in the right corner. You then have the option to re-name the device or change its phone number.

  4. Once you’ve made your changes, click the Save button. 

  5. Finally, click the other red Save button in the upper right corner of the Edit User page. Your edits are now live for that device.

Removing a Device (System Administrator)

When a system administrator is on the Users page (located under the Systems tab), they can remove any user-defined device by doing the following:

  1. Select the user for which you want to remove a device, and click the Edit icon in the right corner. This opens the Edit User page.

  2. Click the Devices tab.

  3. Determine which user device you need to remove and then click the Trash icon to delete it. This instantly removes the device from the user’s account. 

  4. Finally, click the red Save button in the upper right corner of the Edit User page. Your edits are now live for that user.

 

 

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