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How to Manage Clients


This article demonstrates step-by-step instructions for Use the Clients Page.

Step-by-Step Instructions

The below table will detail the steps required to accomplish your goals:

Table of Contents

Step 1 How to Access the Clients List
Step 2How to Add a New Clients
Step 3How to Delete a Clients
Step 4How to Delete Multiple Clients
Step 5How to Refresh a List

How to Access List

To access the Clients list, navigate to Phone > Clients as shown in Exhibit 1. Navigate to Phone and click on Clients as shown in Exhibit 2
 Navigate to Conference Attendant
Phone Tab

How to Add a New Client

To add a new Client click the icon at the top of the page as shown in Exhibit 2.

You can then view the steps for creating a new clients in more detail in the following article: How to Setup a Client

Add a User
Add a Client

How to Delete A Client

To delete a client click the switch icon located under Actions next to the client you want to delete as shown in Exhibit 3. Next, click the trashcan icon that will appear to delete the client.
Navigate to Domains
Delete A Client

How to Delete Multiple Clients

You can select all clients by clicking on the circle icon at the top of the page as shown in Exhibit 4a. Next, click the trashcan icon as shown in Exhibit 4b.
Navigate to Domains
Select All
Navigate to Domains
Delete All

How to Refresh a List

To refresh the page click on the Refresh icon at the top of the page as shown in Exhibit 5.
Navigate to Domains
Refresh the Page


Congratulations! You have now completed the "How-To Use the Clients Page " article and we hope that you have accomplished the goals you set out to achieve. However, if for any reason you may still require assistance with setup, simply login to the Management Portal and submit a support request.

Updated on November 16, 2018

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