Yeastar: Adding & Managing Extensions
Published:
Overview
Extensions are the core building block of the phone system. Each extension is a user account that registers to the Linkus softphone or an IP desk phone.
Steps to Add a Single Extension
- Log in to the PBX web portal and go to Extension and Trunk > Extension.
- Click Add.
- Enter the extension number, name and email address.
- Set a secure password and assign a User Role.
- Enable voicemail and the Linkus clients the user needs.
- Click Save and Apply.
Steps to Bulk Import Extensions via CSV
- In the Extension list, click Import.
- Download the CSV template and complete it.
- Upload the completed CSV and confirm the import.
Steps to Send the Linkus Welcome Email
- Go to Extension and Trunk > Extension.
- Select the checkbox of one or more extensions.
- Click Welcome Email at the top of the list.
- Users receive their extension details plus a login QR code and link for Linkus.
Key Notes
| Item | Details |
|---|---|
| Before sending | System email server working, email set on each extension, Linkus clients enabled |
| QR code & link | Single use, resend the Welcome Email if a user needs a new one |
| Bulk edits | Select multiple extensions and click Edit |
| Outbound caller ID | Set per user on the trunk, see Configuring Inbound & Outbound Routes |
| End-user guides | Installing Yeastar Linkus on Desktop and on Mobile |
