Manage and Use Client Profiles

+ - Desktop & Mobile App

Trainings Video

Overview

Client profiles are a powerful tool to link your presence status with actions that allow you to fully manage how and when you receive calls. This way, the pascom client can be customized for any situation with just one mouse click.

1. For example, if you often switch between your office and home office and want your devices to behave differently when receiving calls in each location.

2. You only want to be reachable via the pascom mobile app when you are in meetings and only if the matter is urgent.

3. You do not want to be disturbed at all during coffee breaks and therefore want to sign out of call queues during this time.

These are just a few examples and ideas that can be implemented with Client Profiles.

Link presence status to actions

So how does this work exactly? You have already learned about the presence status in the Profile and contact list tutorial.

Your presence status visible for all colleagues

The presence status can now be linked to actions via the client settings, meaning that by changing your client profile, it is possible to simultaneously keep your colleagues informed abd also trigger a range of preconfigured actions to control your devices, team members and more.

Profile Settings

1. The Profile Settings can be found in the Client Settings.

2. In the profile settings you can manage and customise your profiles.

By default, you will find two system-wide profiles in the profile settings overview, which are predefined for all users. The action set configured for each profile ensures that either all devices are accessible or deactivated.

Add new profile

To create a new profile click on the Add profile button.

Next, the profile configuration window will appear. You can use this window to add a profile which changes your presence status and link this change to a set of actions that you want to enable/disable each time the profile is enabled/disabled.

Set presence status

First of all, think about the name of the profile. It is important to know that the profile name is also used to signify your presence status to your colleagues. Therefore, it is important to first determine what you want to say to your colleagues with the profile i.e. “In a meeting”, “On Holiday” or “Working From Home” etc.

1. Assign profile name.

Assign as profile name e.g. Office, Home Office, Break etc.

2. Colour, symbol and visibility

Choose an appropriate icon and colour for your profile name. There are a number of icons and colours to choose from, so you should be able to find the most appropriate combination. Additionally, you can decide whether or not you want to make the profile icon visible to your colleagues.

You have complete freedom in when choosing the icon and colour combination. However, it is widely recognised that choosing the colour green for profiles in which you are reachable is generally considered a best practice. On the other hand, for profiles in which you do not want to be disturbed choosing red is the most suitable.

*For example: Your Home Office profile could have the symbol: “House” and the colour “green”. *

Sticky Profile - pin your profile

With the Sticky Profile setting, client profiles cannot be automatically overridden by triggers.

Example:

You switch to a profile Sick, which should remain active for the next few days. Now you still have a profile that automatically switches to the Lunchtime profile every day at 12 o’clock using a Time trigger. A sticky profile can thus not be overridden, which makes sense in this example.

Define New Actions

In the following section you define actions which are to be performed when switching to the profile. A profile has two action triggers, each of which can contain its own action chains.

1. actions that will be executed once the profile has been activated.
2. actions, which are executed as soon as the profile is exited.

The Add action button takes you to the action overview and allows you to define a new action.

Action - Change FollowMe

With the action Change FollowMe, you determine the behavior of your end devices when switching profiles. The FollowMe settings can be applied to “All “ devices, or only to a specific family of devices.

Setting	Description
Device Family	All - applies the FollowMe changes to all devices Mobile - only applies the FollowMe changes to mobile devices Softphone - only applies the FollowMe changes to the softphone Desktop Phones - only applies FollowMe changes to desktop phones DECT - only applies FollowMe changes to DECT devices.
FollowMe Settings	For more info, see the My Device Control guide.

Action - Set GSM mode

With the action Set GSM Mode, you can permanently enable the GSM fallback of your mobile devices.

Setting	Description
Activate/deactivate GSM mode for all my mobile phones	activate / deactivate

Action - Logging in, logging out and pausing in teams

The following Team Management actions allow you to log in, log out, or pause call queue membership when switching your profiles.

1. Action - Team-Login

1. Action - Team-Logout

1. Action - Team Pause

1. Action - End Team Pause

Setting	Description
All Teams	Activate / deactivate (opens dropdown menue)
Dropdown Menu	Select a single team for the action

Action - Set or remove location

With the action for locations you can set or remove locations by switching your profile. This makes sense if you use a location with a permanently configured setup in the office and do not need this setup in the home office.

1. Action - Set Location

1. Action - Remove Location

Setting	Description
target location	Set a location from the list.

Action - No location, logs you off from the current location.

Action - Set or remove redirect number

With the action for call forwarding, you can redirect calls to an internal or external call number by switching your profile. This makes sense if, for example, calls are to be processed in your absence.

1. Action - Set redirect number

1. Action - Unset redirection

Setting	Description
Set a redirection to given target	Add new call redirection or use a recent one

Action - unset redirection, removes the redirect number

Chain Actions

In a profile, it is possible to chain several actions together. In this way, profiles can be highly adapted to match your own way of working. In the following example, we create a home office profile that triggers the defined actions one after the other when activated.

What happens when I switch to thise Home Office profile?

1. First, the user is logged out of his current workspace.
2. A new workspace is then defined.
3. Then the FollowMe settings for the softphone are adjusted.
4. Finally, FollowMe settings for the mobile device are adjusted again so that only internal calls ring through.

Trigger - Use automation

With triggers you can automate the change to different profiles as far as possible.

Add an automatic trigger to your current profile via the Trigger tab.

Trigger - Set a time trigger

With the time trigger you can automate the change between profiles at certain times. For example, you can automatically switch to a lunch profile every day at 12:00.

Setting	Description
Time	At what time should the trigger be released.
Repeat	On which days should the trigger be repeated at the defined time.

Unset time trigger - time trigger can be temporarily disabled or completely deleted.

Trigger - Microsoft Teams Meeting

The Microsoft Teams Meeting Trigger automatically detects when you start a phone call or video conference via Microsoft Teams and then switches to a profile e.g. Teams Meeting.

The synchronization usually takes between 05 and 10 seconds until the presence status in the pascom client switches.

After a Teams meeting, your presence status automatically jumps back to the previously used profile.

Setting	Description
No settings available	The Microsoft Teams meeting trigger is already preconfigured.

Remove Microsoft Teams Meeting Trigger - The trigger can be temporarily disabled or completely deleted.

Edit, disable and delete actions

You can make changes to your actions, disable them or even delete them at any time.

Edit action
Every action can be adjusted afterwards. Just click on the action itself and you will get back to the configuration mask.

Disable action
You want to test how your action chain behaves when you remove an action? Then you can temporarily disable the action and re-enable it at a later time.

Delete action
You can permanently remove an action by clicking Delete. After deleting, the action cannot be restored.

Edit and delete profile

You can make changes to your profiles or remove them at any time.

Edit profile
Each profile can be adjusted again afterwards. Simply click on the pencil edit symbol and you will be taken back to the action overview.

Delete profile
To remove a profile, click on the trash can icon.
After deletion, the profile cannot be restored.