Introduction to Offisky

What is Offisky:

Offisky is a cloud based multi-user online platform designed to help with daily operations and communications for small to medium size businesses. Offisky is a highly flexible platform which allows you to customize it for your own business needs. It is designed to operate online so it is native support for single location, multiple locations, or any amount of work at home offices. It comes with an all-in-one, intense featured, and highly customizable hosted phone system service to make ease of your business communications. It comes with a full featured phone panel as well as on-phone features so that you can operated your phone online or directly operated using your phone. It comes with many integrated features, such as, virtual fax, call queue, customer case system, contact book, staff training tools, and more, where you may find it useful for your business. Most importantly, it comes with many features which is not listed here and is waiting for you to discovered.

Click here to read the Offisky Hosted PBX Quick Start Guide.




Offisky Concept and basic setup, as a nutshell:


It is important to understand the logic of Offisky panel before setup or use your Offisky account. This document will describe how to setup a basic Offisky platform for your company use. Offisky is a multi-user system allows you and all your co-workers working together under the same platform. When your staffs have an Offisky account, you can create "User Access" to allow your staff access to your company account and perform their work, based on the permission level you have assigned to that user. When your staff no longer working for your company, you can remove the "User Access" you have created and the user will no longer be able to access into your account. Whenever you need to perform any work or settings for the company, you always need to access into the company account to perform the work.


The relationship between accounts are defined as follows:

• Before you start, your company needs to sign-up an Offisky "Company or Group account" (a.k.a. company account).


• Each of your staff members (including yourself) will need to sign-up an Offisky "User or Staff Account" (a.k.a. user account).


• A "User or Staff Account" will allow a user to have their own personal account (a.k.a. home account), and the ability to access into zero or more "Company or Group Account(s)".
  
  
  
  • If any one of your staffs already have an Offisky "User or Staff Account", they can reuse the same account to access into your company account instead of sign-up a new one.


• A "Company or Group Account" will have their own company account (a.k.a. home account), and the ability to allow zero or more "User Access" into its own company (home) account.



• Important:
  
  
  
  • Each "User or Staff Account" may access into multiple company accounts.
  
  
  • Each "Company or Group Account" may allow "User Access" by multiple user accounts.
  
  
  • When a user access into a company account, it always access into the company "home" account to perform their work, based on the permission assigned by its "User Access".
  
  
  • Only user account can access into company account. Company (and their accessible staff) cannot access into the user account in any situation. Example, if User U1 have access into company C1, U1 can access access into C1 to perform work, but C1 (and their staffs) cannot access into U1 in any situation.
  
  
  • Accessible company accounts within a user account are independent, meaning they cannot access into each others. Example, if User U1 have access into 2 companies C1 and C2, U1 can access into both C1 and C2 to perform work, but C1 (and their staffs) cannot access into C2 in any situation (and vice-versa).

Setup Phone System ONLY (no multi-user platform):

By enable Offisky with multi-user access (user accounts to access into your company account), you have also enabled additional features which requires user panel access within your account. However, if you only need to setup a general phone system, you may skip the "create multi-user account access" steps in this section, only create your company account, and setup your phone system directly within your company account.



















Setup Basic Offisky Account (Video):








Allow User Access:

Once you have your company account and all staff accounts ready, the first thing you should do is to create a master administrator account to manage your company account:

1. Sign into your company account


2. Go to "User Menu", select [ User Access] under Settings section.


3. Within "User Access" select [ Create New User Access].


4. Within the screen, provide your email address (for access invitation), leave "Limit IP Address" blank, and select all other settings to "Allow".


5. Select [ Save and Send Invitation].


6. Now, sign out from your company account and check your email.


7. Once the Offisky User Access invitation email received, click on the provided link and access to the panel.


8. Sign into your Offisky administrator user account.


9. Under your home screen, accept the company invitation, and you are done.


10. For more information about "User Access" permission settings, please refer to this document.



11. Important:
    
    
    
    • Always keep your company login (credentials) private. You do not need to provide this information to anyone including your system administrators.
    
    
    • It is strongly recommended to administrate your company using your administrator account instead of directly using your company account.
    
    
    • If multiple staffs may administrate your company account, assign them as an administrator instead of provide their company account login.
    
    
    • Whenever the administrator leave your company, you only need to remove the "User Access" permission, you company account will remain safe and private.

Now, you may create "User Access" to allow your staffs to access into your company account.

1. Sign into your "administrator user account"


2. Go to "User Menu", select the [ Company Access] you wish to administrate under "Work Space" section.


3. Go to "User Menu", select [ User Access] under Settings section.


4. Within "User Access" select [ Create New User Access].


5. Within the screen, provide your staff email address (for access invitation), leave "Limit IP Address" blank, and provide appropriate settings.


6. Select [ Save and Send Invitation] and wait for your staff to accept their invitation.

Your staff will then receive an email regarding "User Access" invitation from your company, and should perform the following on their own:

1. Once your staff received the Offisky User Access invitation email, click on the provided link and access to the panel.


2. Then, sign into his/her Offisky user account.


3. Under your home screen, accept the company invitation.


4. Once accepted, your staff will see your company listed in "User Menu" > [ Your Company Name] under "Work Space" section.


5. Select your company access will now access into your company account for their working operations.

Accept Offisky Company Invitation (Video):









Access into a company:

Once you have accepted the "User Access" invitation of a company, you will now have the "Company Access" to enter and work into the company. To access into the company account:

1. Sign into your Offisky user account.


2. In "User Menu" > select [ Your Company Name] under "Work Space" section.


3. Please noted whenever you perform any work or settings for a company, you must access into that company account before perform the work.

Locations Setup:

Once you have all your staff "User Access" ready, you should move on to create your location information (to create at least one default location). Access into your company and perform the following:

1. In "User Menu" > select [ Operations] under "Setting" section.


2. Select [ Location Management] under "My Business" section.


3. Select [ Create New Location].


4. Enter into the new location and update its settings, then press "OK" to save your changes.


5. For more information about location settings, please refer to this document.

Department Setup:

Once location is done, you should create and organize your department. Access into your company and perform the following:

1. In "User Menu" > select [ Operations] under "Setting" section.


2. Select [ Department Management] under "My Business" section.


3. Select [ Create New Department].


4. Enter into the new department and update its settings, including the staff listing in the department, then press "OK" to save your changes.


5. For more information about department settings, please refer to this document.

Setup Basic Offisky Phone System (Video):









Setup Offisky Phone System:

You may now setup your basic phone system for your company. Access into your company using your administrator account, or use your company account directly, and perform the following:

1. In "User Menu" > select [ Phone System Administrator] under "Setting" section.


2. Since this is the first time entered, follow the wizard to answer couple default questions about your phone system.


3. For more information about phone system account setup, please refer to this document.


4. For Offisky Phone System Introduction and Concepts, please refer to this document.

Put some money into your wallet:

Since Offisky Phone System is charged based on the usage plan and items you wish to order. In order to continue setup your phone system, you will need to put some money into your wallet. To try out the service, we suggest putting $30 into your account, which should be enough for you to perform necessary testing. To charge up your company account wallet, perform the following:

1. In "User Menu" > select [ Billing] under "Setting" section.


2. Click on "Buy Credit", then select the method of payment.


3. Once the wallet is charged, you will set it in the Billing Dashboard.


4. All payment invoices can be found in the Invoice History.


5. Once your wallet is charged, you may further move on to setup your phone system.

Phone Device Account:

To setup your phone system, you should first start with setting up your "Phone Device Account". Each phone you are going to use (including IP Phone, ATA Converters, Software Phone, or Apps Phone) require an "Phone Device Account" assigned to it. In additions, you may also need to get appropriate phones by your preference. Offisky phone system uses widely popular SIP Protocol as our phone communication protocol, therefore, as long as they are SIP Supported unlock phone you can be able to use it. Perform the following within your Phone System Administration Panel.

1. Within Phone System Administrator panel, in the top navigation menu "PBX Base" > Select "Phone Device Account".


2. Click on [], will guide you to the "Market" to order your "Phone Device Account".


3. Select the package you are interested in, make sure you understand what you have ordered, and follow the wizard to finalize your order.


4. Once done, your new device account should now listed in your "Phone Device List".


5. Repeat these couple steps, until you have all the accounts you need for your phones. Remember, one account for one phone.


6. Now, enter into each phone device account to perform appropriate setup (For more information, please click here).


7. All information require for you to setup your phone and connect to the system are located in this "Phone Device Account".


8. If you phone is successfully connected to the service, you will see a green light, indicated the phone is now connected.

Phone Numbers and Extension Numbers:

Once your phones are ready, you need to setup your phone numbers and your extension numbers.

1. Within Phone System Administrator panel, in the top navigation menu "PBX Base" > Select "Number Management".


2. Click on [].
   
   
   
   • To create extension number, click on [ Create an Internal Extension Number (Free)], which allows you to create an un-used extension number.
   
   
   • To order a phone number, click on [ Order a new Local Number] will guide you to the "Market" to order new phone number.
   
   
   • You may order any amount of phone numbers or internal extension number as you need.


3. Select the extension number you wish to setup, under "Settings" tab:
   
   
   
   • Change extension mode to "User Extension Mode".
   
   
   • (Optional) If you setup your account with multi-user access, select the staff user account who will use this extension number under "Registered to User". Otherwise, leave this field to default.
   
   
   • Select the Registered Device to the Phone Device Account use for this user
   
   
   • Ensure the rest of the setting is fine, and click on "OK".

Change public phone caller ID:

You now have the phone number you are ready to use, you may also want to use the phone number for the outgoing caller ID. To update your public caller ID, perform the following:

1. Within Phone System Administrator panel, in the top navigation menu "PBX Base" > Select "Phone Device Account".


2. Enter into each phone device account (under "Settings" Tab) to change the "Call Display (Public)" to the phone number you wish to use, then click on "OK".

VOIP 911 Service:

Optionally, you may wish to use our VOIP E911 Service.

1. Within Phone System Administrator panel, in the top navigation menu "PBX Base" > Select "E911 Management".


2. Click on [], will guide you to the "Market" to order a E911 record.


3. You may order as many E911 Record as you want, in case you need it for multiple phone numbers.


4. 911 Records are defined based on your Caller ID. To make sure your public caller ID is using the correct E911 record, make sure the "Phone Device Account > Call Display (Public)" is using the 911 attached number.


5. Once the E911 record is ordered, you may now update the address information within this 911 record.


6. For more information about VOIP E911, please click here.

Auto Attendant Wizard:

Now, setup your auto attendant through the auto attendant wizard.

1. Within Phone System Administrator panel, in the top navigation menu "PBX Base" > Select "Auto Attendant Wizard".


2. Click on "Start" button, and answer some basic questions about your business (ie. office hours, ringing methods, etc).


3. Make sure the set the auto attendant into the number you wish to use (under the question "Do you want to map this auto attendant to a phone number").


4. Once done, dial this number to make sure it is working as espected. If not, use the IVR Editor to remove the Auto Attendant and start over again.


5. For more information about IVR Editor, please click here.

Final Steps:

Finally, you have successfully setup your phone system account and is ready to use.

1. All Internal extension calls are included within your device account order.


2. By default, all external (public) phone calls (inbound / outbound) are running on "Pay-As-You-Go" minute plan. If you wish to change to monthly channel plan, please use the "Phone Line Management" panel.


3. The last thing you need to do is to setup your local IP Phone Devices to connect to your "Device Account". Please refer to other support documents to learn about how to setup your phone devices based on different hardware manufacturers.