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How to Setup a Client


This article demonstrates step-by-step instructions for Setup a Client.

Product Features

Manage User Devices Online
Be in control of the data and configuration settings of all devices connected to your organization’s network
Connect devices to Circuit ID with a few easy clicks.
Log Monitoring
View Logs of the devices connected to Circuit ID to troubleshoot Autoprovision and other issues.

Step-by-Step Instructions

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



Login to the Management Portal by clicking a sign-on provider or entering your Email Address and Password as shown in Exhibit 1. If you don't have an account, you can sign signup instantly by clicking here.
Management Portal Login Form
Now, navigate to Phone >Clients as shown in Exhibit 2a. Next click the create icon on the top right-hand side of the page as shown in Exhibit 2b.
Phone directory tab
Navigate to Phone
 Fill out Details
Create New Clients

Client Information

Lastly, provide the client information for the Info section as shown in Exhibit 3a, and the Advanced section as shown in Exhibit 3b. Click the save icon on the top right-hand side of the page once you are done as shown in Exhibit 3c.

For your convenience, a description of each field is given below:


A descriptive name to identify your phone.
Choose the type of device from the drop down menu.There will be different options based on the type of device you choose.
Select the User from the drop down list who this phone is being added for.


Region Override
Select a region from the drop down menu.
Client information
Client information
Device information
Client information
Device information
Save Client information


Congratulations! You have now completed the "How-To Setup a Client" 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 February 2, 2018

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