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AT&T U-verse Voice Small Business User Guide

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Page 1: AT&T U-verse Voice Small Business User Guide Phone...can manage your billing information easily online. Review 36 months of billing history and 13 months of payment history at your

AT&T U-verse Voice Small BusinessUser Guide

Page 2: AT&T U-verse Voice Small Business User Guide Phone...can manage your billing information easily online. Review 36 months of billing history and 13 months of payment history at your

Table of Contents

Account ManagerAccessing your AT&T Account Manager ........................3

Account OverviewVoice Messages ................................................................. 4Call Logs ..............................................................................5Address Book ......................................................................6Phone Features ..................................................................6Accessing your Phone Features Online .........................6

Quick Settings ..........................................................7Call Forwarding .........................................................7Call Filtering ..............................................................8Feature Controls.......................................................8Sequential Hunting ..................................................9Outgoing Calls ..........................................................9Voicemail Settings ........................................... 10-12Voice Mailbox Preferences .............................. 10-11Voicemail Notifications .....................................11-12

Bill & Payments ................................................................. 12Usage & Recent Activity ........................................ 13Message Center ...................................................... 13My Profile ................................................................. 14Creating/Managing Sub-Accounts ................14-15My Orders................................................................. 16Make a Payment ...................................................... 16Payment Options .................................................... 16My Bill ........................................................................ 17Payment History ..................................................... 17Billing Reports......................................................... 17

Accessing your Phone FeaturesBy Phone ............................................................................ 18

Anonymous Call Blocking ..................................... 18All Call Forwarding .................................................. 18Busy Call Forwarding ............................................. 18Call Blocking ............................................................ 18

Caller ID Blocking ................................................... 18Caller ID Per Call Blocking ..................................... 18Call Screening ......................................................... 18Call Transfer ............................................................ 18Call Waiting ............................................................. 18Cancel Call Waiting ................................................ 18Do Not Disturb ........................................................ 19Exclusive Call Forwarding ..................................... 19Locate Me ................................................................ 19No Answer Call Forwarding ................................... 19Safe Call Forwarding .............................................. 19Three-Way Calling .................................................. 19Speed Dialing .......................................................... 19Transfer To Voicemail ............................................ 19

VoicemailHow to Manage or Change Voicemail Settings .......... 20

Voicemail Access .................................................. 20Change PIN for Voicemail .................................... 20Change Voicemail Greeting ................................ 20Combine your AT&T Wireless & U-verse Voice Mailboxes ................................................................. 20Voicemail Viewer ................................................... 20

Contact and SupportHow to Register/Contact and Support ......................... 21Notes ........................................................................... 22-23

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AT&T Account Manager

Enter your Member ID and Password and select Log in.

Accessing your Account ManagerBefore you can log into Account Manager for the first time, you must create a user name & password. There are instructions on how to create a user name & password at the end of this document.

Log in www.att.com/mybusiness1. Select: Business U-verse2. Enter: User Name & Password3. Click Log in; Once your account is verified the Account Manager overview page will appear4. In the blue menu bar you will see the profile name you registered during the account set up5. That’s all there is to it, you are ready to begin using Account Manager.

Should you have lost or forgotten your Password or U-verse Member ID, click here to secure new credentials online.

AT&T Account Manager offers powerful tools that you can access virtually any time of the day or night to keep your business running smoothly. You can review and update the services to which you subscribe, as well as the packages and features associated with each of your business lines. And, you can change the settings of the calling features online when you are away from the office. You can manage your billing information easily online. Review 36 months of billing history and 13 months of payment history at your convenience. You can enroll in paperless billing, sign up for automatic monthly payments or click to pay your bill anytime. Using AT&T Account Manager to manage your U-verse Voice features and service is convenient.The following step by step instructions will guide you through the use of these services.

Account Manager

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Account Overview

Once logged in, from the Account Overview page, your Voice details can be accessed and displayed. From the overview screen, you have several options…(My services, Bill & Payments, Usage & Recent Activity, Message Center, My Profile, My Orders).

From Voice Details: Selecting Phone Features takes you to the majority of your changeable/customizable features.

From here, you have access to Voice Messages, Call Logs, Address Book, Phone Features, and Voicemail Settings.

From the Voice Messages tab, you can view and manage all your voicemail messages. See who’s called, play or save messages, Add to Address Book or delete with the click of the mouse! Your messages (up to a limit of 100MB of storage space) are stored indefinitely. If you reach this 100MB limit, the system sends you a warning message, which you can view from the System Messages link.

Voice Messages

For any particular message in a given row, click an icon to the right to play the message, add number to the address book, or delete the message.

Play Delete

Add to address book

In addition, you can also forward messages to email addresses, forward messages to other U-verse voicemail or Unified Messaging subscribers, mark the message old/new and a host of other functions.

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Account Overview

In the Call Logs section the main screen will list all missed, dialed, and received calls. You can also click to dial or call back (click to call) from the Call Logs section.

Call Logs

Sort call logs to display All or to display only Missed, Dialed or Received calls.

Missed calls

Dialed calls

Received calls

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These screens display a list of all calls (missed, answered, dialed, outgoing, etc.). Calls are displayed based on the time the call is received. Screens include:Missed Calls – This screen displays all calls that have been missed. Here, you can add, modify, view, and call contacts. Answered Calls – This screen displays all calls that have answered. Here, you can add, modify, view, or call contacts. All Calls – This screen displays all calls - missed, answered, and outgoing- based on the time the call was received or made. You can add, modify, view, or call contacts from this screen. Outgoing Calls – This screen displays all calls that have been dialed. Here, you can add, modify, view, or call contacts. Search Call History – This screen allows you to perform a search by entering the name and/or telephone number of the incoming or outgoing call you want to find. You also have the capability to narrow your search criteria by specifying the date, type of call, or the time the call is made or received.

Call Log Fields include:Name: The name of the person calling you, if available. All names are listed in alphabetical order. If you want to view the contact information from your address book, select the contact name. Number: The telephone number of the answered call, if available. Click the Call link next to the appro-priate name to initiate a call to that contact. When: The date and time of the answered call. Most recent calls are displayed at the top. To change the sort to ascending/descending order, select the “When” link at the top of the column. Length: Indicates the duration of the call. Action: “Add to Address Book” displays when the contact information is not in the address book. To add a contact to the address book, select “Add to Address Book” link.

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You can access the Address Book by selecting it from the top tab section. Here you can search, add or view contact information.

You can also set up Speed Dial contacts.

••

Address Book

3

Just enter in the phone number and select “Create Contact.” Rememberto Save all updates.

To manage your phone features, click on “Phone Features.” The Phone Features page will then appear.

Phone Features

4

Account Overview

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Important: In order to manage phone features you must first select the telephone number you wish to manage.

Select the proper phone number:

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You should select or enter the telephone number you wish to setup features for.

Quick settings provide a snapshot of your current feature settings. If you wish to make changes to your settings, you can open up each feature on the right. Turn them on/off, add remove or change numbers for the forwarding and filtering features under the Phone Features tabs on the right.

Quick Settings

Call ForwardingTurn each call forwarding feature on or off with the click of your mouse. Select the length of time yourphone will ring prior to being forwarded to voicemail or forwarded to any other number you choose. Remove or change numbers for the forwarding and filtering features.

Remember to click “Save” for every feature change that you make. Your changes will update immediately once saved.

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Account Overview

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Call FilteringCall Blocking can save you time by blocking unwanted incoming calls. This feature can be used at the same time as Exclusive Call Forwarding so you can block up to 20 incoming numbers and forward up to 20 other incoming numbers to a number of your choice.

With Exclusive Call Forwarding, you can assure VIP customers are routed directly to the number of your choosing.

7

Locate me is a great feature when you are expecting an important call and you are away from the office. By adding up to 5 phone numbers,you or your colleagues will be able to receive these calls. While multiple numbers will ring at the same time, once the call is answered the other numbers will stop ringing.

Feature Controls8

Account Overview

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Sequential HuntingYou must select the main number to change feature settings.

You can set the last number in the Sequential Hunting to forward to voicemail or another number by accessing the feature settings on that phone number. This way, if an incoming phone call is not answered by any phone number in the queue, the caller will still be forwarded to voicemail or the number you choose.

By default, incoming calls ring each phone number for 15 seconds in sequence. To change how long incoming calls ring each phone number, select a different value from the Time list, and then click Save. To add a phone number to the queue, select a phone number from the Choose Phone Number list, and then click Save. To exclude a phone number from the queue, uncheck the Included box. To turn this feature on or off, select ON or OFF, and then click Save.

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Outgoing CallsEasily block International and Directory Assistance calls for any or all of your business phone numbers with the click of your mouse.

10 Flexible Calling Line ID allows the listed name for an additional line to display on Caller ID when outgoing calls from that line are made.

With Flexible Calling Line ID, the customer has the flexibility with their additional lines to have the primary line listing display or their additional line listings display. For example, the primary line displays as “Dan’s All Star Flooring”, and one of the additional lines can display as “Dan’s Flooring Sales Dept.” on Caller ID. In order for an additional line to have its individual Calling Line ID display, an additional listing should be in place and requires customer to initiate an ordering action with AT&T.

Easily block International and Directory Assistance calls for any or all of your business phone numbers with the click of your mouse.

“Please hold while we try to locate the party you have called” is played to the caller before the call rings to the next available line in the queue.

Account Overview

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Just click on the dropdown to bring up the settings.

Voicemail SettingsYou can select the Voicemail Settings option from the top tab section. There are three sections to the Voicemail Settings: General Preferences, Voicemail Mailbox Preferences, and Notifications.

Under General Preferences, you can turn voicemail ON/OFF, set number of rings, change your PIN, change message settings and more.

The optional (advanced) voicemail setup is explained in detail in our Advanced Voicemail Setup Guide. For basicset up instructions, see below:

Voice Mailbox PreferencesChoose security levels, Autoplay, Message Forwarding, Message Transcription, and Message Details. And you can Manage Greetings or Add/Remove wireless numbers.

With Message Forwarding you can send voicemail leftin your AT&T U-verse Voicemail box to a designated email address. Voicemail will appear in the email asa .WAV (sound file) attachment.

Account Overview

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You can add up to two wireless phone numbers from AT&T to your U-verseVoicemail account. This will enable you to receive and listen to voicemails left on any of the U-verse Voice or Wireless numbers.

You can manage greetings for one or all of your telephone numbers here. Choose from various system default greetings or record your own greetings.

Transcription, also known asvoicemail-to-text, providesautomated transcription of your voicemail. You can forwardtranscribed voice messages to an email address (see Message Forwarding on previous page) and include the transcribed voice messages in the Voicemail Viewer app.

In this panel you can set up Telephone, Email, and Pager Notifications as well as Message andNotification Groups.

Voicemail Notifications

Account Overview

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You can set up to three email addresses to be notifiedwhen a voicemail message is left in your voice mailbox.

Voicemail Notifications (continued)

It’s easy to manage your billing information online

Bill & Payments

Account Overview

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Usage & Recent Activity

Message Center

My Profile

From the My Profile you can create and manage sub-accounts, which is explained in detail on pages 14 & 15.

Account Overview

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Creating / Managing Sub-Accounts

11 On your page account display click on “Create/Manage Sub-Accounts.”

In order to assign mailboxes to additional line numbers you first must create sub-accounts. Sub-accounts can be created without assigning telephone numbers as well. These are simply additional email accounts.

12

Click on “add a sub account.”

Click on the accept button to accept terms and conditions.

13

Account Overview

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Creating / Managing Sub-Accounts

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Set permissions for each sub account to be able to process orders online or not.

You will need to setup security questions, and passcode.

Remember to click Save once youhave completed the form.

Sub account user will receive a confirmation email when sub account is added. 16

14

Enter user credentials. If you do not use the proper format for date you will be stopped and will be provided instructions.

Account Overview

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My Orders

Click Make a Payment to pay your bill anytime.

You can enroll in paperless billing, sign up for automatic monthly payments and other payment options.

Make a Payment

Payment Options

Account Overview

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View your Bill Summary, Full Bill or see up to 36 months of billing history.My Bill

Payment History Billing Reports

Account Overview

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Accessing your Phone Features: By Phone

Allows you to reject incoming calls from callerswho block their Caller ID. The message “The number you dialed does not accept calls withoutCaller ID information” will be played to thecaller indicating that you do not accept anonymous calls.• On: *77#• Off: *87#

Anonymous Call Blocking

Allows you to forward all incoming calls to another number.• On: *72, enter a forwarding number if one is not

already set, then press #• Off: *73#

All Call Forwarding

Allows you to forward all incoming calls to anothernumber when your line is busy.• On: *90, enter a forwarding number, then press #• Off: *91#

Busy Call Forwarding

Call blocking allows you to prevent up to 20 phone numbers from ringing through your phone. Caller receives a message saying: “The number you dialed will not accept your call.”• On: *90, enter a forwarding number, then press #• Off: *91#

Call Blocking

Allows you to hide your name and number onall outgoing calls. To enable on all calls, log in to your online account at att.com/mybusiness.• While this feature is on, to disable it on a “per

call” basis, dial *82, dial the number, then press # (must be activated prior to each call)

Caller ID Blocking

Blocks Caller ID display of your name and number to the phone number you are calling on a “per call” basis. (must be activated prior to each call).• On: *67 + dial number #

Caller ID Per Call Blocking

Accept calls only from select numbers. All othercallers hear, “The number you dialed will notaccept your call.” Designate up to 20 numbersonline at: att.com/mybusiness.• On: Activated Online• Off: *84 #

Call Screening

Consultative Call TransferPlace an existing call on hold and initiate a 2-call; after the second party answers, you can hang up and the two remaining parties are joined together on the call.• Press the hook flash and listen for dial tone• Dial the transfer to number• Introduce the caller, and then hang up

Call Transfer

Plays an audible tone indicating that an incoming call is waiting to be answered. You have the option to put the current call on hold and accept the other call. Or don’t accept the call that’swaiting and send the caller to your voice mailbox.If you have Caller ID capability, then the number of the incoming caller will be displayed.• Press “Flash” to activate during a call

Call Waiting

Allows you to cancel Call Waiting for a specific call,for all calls or during a current call.• Per-Call Cancel: *70 + dial number #• To Deactivate for all calls: Off: *370 #• To Reactivate: On: *371#• Call Waiting Mid-Call Cancel: Flash + *70 # + Flash

Cancel Call Waiting

In addition to managing your features via the AT&T Account Manager online, you can also access and manage these features by phone using star codes.

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Gives you the option to turn off the ringer on your phone. This can be done from either the handset or online. A busy signal will be heard by the caller when Do Not Disturb is turned on.• On: *78 #• Off: 79 #

Do Not Disturb

Allows you to forward up to 20 phone numbers from a list of specific incoming callers, to an alternative phone number.• On: Activated Online• Off: Online or dial *83 #

Exclusive Call Forwarding

Don’t miss an incoming call again! Not only will your U-verse Voice number ring, but up to fourother numbers will all ring at the same time.Enter numbers in your “Locate Me” list—online at att.com/mybusiness.• On: Activated Online• Off: *313#

Locate Me

Sends any phone calls that aren’t answered toeither voice mail or an alternate phone number.• On: *92, enter a forwarding number,

then press #

No Answer Call Forwarding

Allows you to forward incoming calls to anotherphone number if your main phone line has a service disruption.• On: *372, enter a forwarding number,

then press #• Off: *373 #

Safe Call Forwarding

Save time when dialing frequently called numbers. With Speed Dialing you can assign 2-digit codes to frequently called numbers, with a maximum of 32 speed dialing codes per phone line. (codes 20-51).• Set up via phone: *75, then speed dial

code 20-51, enter phone number. Example *75 20 8178881234 in which *75 is the activation code and 20 would be the speed dial code to dial 8178881234

Speed Dialing

Allows you to add a third party to an existing conversation.• Flash + dial number + Flash

Three-Way Calling

Allows you to transfer a call directly into anotheruser’s voicemail box.• Press the hook flash (aka switch hook)• *99 followed by the “transfer to” numberYou must wait for the voicemail greeting to start before hanging up in order to properly connect the caller to the voicemail. The “transfer to” number must be in the same U-verse account.

Transfer To Voicemail

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How to Manage or ChangeVoicemail Settings

Allows you to access your voice mailbox to retrieve voice messages and make changes. From business phone: Dial *98 or call your business phone numberFrom any other phone:• Dial your business phone number

Press the * when you hear your greeting• Enter your PIN

Voicemail Access

Allows you to change your existing personal identification number (PIN) that is used to access your mailbox over the phone. Your PIN must be 6 to 10 digits in length and should not be your phone number or voice mailbox number. From business number: • Dial *98• At the Main Menu, press 4• For Administrative Options, press 2• For Security and Hands Free, press 2• To change PIN, press 1From any touch tone phone:• Dial your business phone number,

Press the * when you hear your greeting• Enter your PIN• Follow prompts as stated above• If you incorrectly enter your PIN, the

system will prompt you to enter your Authentication Code. Once you have entered your Authentication Code, follow the prompts to reset your PIN and access your mailbox

Change Pin For Voicemail

Choose the greeting callers will hear when they reach your voice mailbox. • Access your voice mailbox At the Main Menu for Mailbox settings, press 4, then for the Greetings press 3.

Change Voicemail Greeting

You can add up to two wireless phone numbers from AT&T to your U-verse Voicemail account and get all your voicemail messages in one place. Telephone Instructions • Access your mailbox• At the Main Menu, for Mailbox Settings, press 4• For Administrative Options, press 1• For Additional Settings, press 6• To add a Wireless Number, press 2When prompted, enter your 10-digit wireless phone number. Then enter the last four digits of your Social Security Number or Tax ID for verification purposes. The last four digits of the Social Security or Tax ID entered must match the last four digits of the Social Security Number or Tax ID on the wireless account being added.Note: There may be a brief delay while confirming your wireless information.

Combine Your AT&T Wireless And U-Verse Voice Mailboxes

Enables you to view, manage, and listen to your AT&T U-verse® Voicemail messages on qualifying computers or wireless devices. There is no need to log in to your account to view your messages or dial in to listen to your messages. Once set up, messages are automatically delivered to your computer or wireless device. This feature includes voicemail-to-text functionality.Go to: att.com/vmviewer

Voicemail Viewer

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Log in att.com/registermybusiness

1. Register for Account Manager Screen a. Select Account Type: U-verse Account b. Enter your nine (9) digit Billing Account Number c. Click continue

2. U-verse Account Setup - Verify a. Enter your nine (9) digit Billing Account Number b. Enter your four (4) digit Passcode c. If you can’t find the 4-digit Passcode, use the Forgot Passcode link below to retrieve it

3. Welcome a. You are about to start enjoying your U-verse services! b. Use the continue button to go to the Terms & Conditions on the next page. You will have the option to learn more about U-verse and its Tools when you complete the registration process

4. Terms & Conditions a. Please check the boxes to accept the Terms & Conditions, and then use the Continue button to proceed

5. Create Your U-verse User ID and Password a. Select; I have a User ID or I need to create a User ID b. Create Your Password

How to Register

For additional assistance, go to att.com/mybusiness and click on Contact Us link, or contact the AT&T Business Service Center at 1-800-321-2000.

Contact and Support

Select: Create your own User ID or Choose a Suggested User IDInstructions for creating your own User IDSelect: I need to create a User ID

1. Create your own User ID or Choose a Suggested User IDs2. Create your Password, and then use the Continue button to proceed3. Create your Profile; complete the required fields, Enter First Name, Last Name, Contact Email Address4. Enter your Security Questions & Answers5. Paperless Billing is automatically checked. Uncheck to remove paperless billing, then use the Continue button to proceed6. Congratulations, your Profile has successfully been created. Continue to the Setup Tools and learn7. Log in to manage your account via U-verse account log in8. Enter User ID and Password, then use the Log in button to proceed to Account Manager

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Notes

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Notes

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© 2016 AT&T Intellectual Property. All rights reserved. AT&T, the Globelogo and all other marks contained herein are trademarks of AT&T Intellectual Property and/or AT&T affiliated companies.

© 2016 AT&T Intellectual Property. All rights reserved. AT&T, the Globe logo and all other marks contained herein are trademarks of AT&T Intellectual Property and/or AT&T affiliated companies.

ATTBUSUG001 (03/16)