As a new office manager, it’s important to familiarize yourself with everything our unified communication system has to offer. This guide will help you maximize the benefits of our service.
New Office Managers
If your organziation has recently enrolled with net2phone Canada, or you are moving into a new role that requires Sonar Office Manager access, use this article to understand:
- A new admin checklist
- How to access additional training
- A video walkthrough of the system
- Contact information for our client service teams
Don't forget to set up your own account! Check out Getting Started with net2phone Canada.
New Admin Checklist
For new administrators managing the phone system, here are some key steps to follow:
Ensure You Are Added as a Contact
Before the previous admin leaves, they must add you as an office manager. If you're taking over, a current admin must reach out to our Customer Success team to make the change.
No current admin to add you?
Send an email with an attached PDF including:
- A written statement confirming that the previous admin is no longer with the organization.
- The new admin's full name, email address, and phone number.
- A signature from someone with signing authority within your organization.
Why is this important?
Office managers have access to all call data and user settings for the organization, so access must be granted only to authorized individuals.
Get Product Training
To ensure you’re fully prepared, contact our Success Team for training.
Email success@net2phone.ca to open a ticket. A team member will respond within one business day to schedule a call.
During the training call, you’ll learn how to:
- Manage your phone system, including modifying call flow, managing multiple users, and making high-level changes.
- Understand the numbers and phones connected to your account.
- Manage your auto attendant, if applicable.
- Explore available integrations, products, and services.
- Leverage call data to gain insights into your business.
Leverage net2phone Canada Webinar Recordings!
Prefer to train on your own? Check out our recorded Customer Success webinars for on-demand learning.
Understand your net2phone Canada Client Service Teams
At net2phone Canada, we have dedicated teams that specialize in specific areas of our products and services. The Technical Support team is designed to be the first point of contact for all users dialling in by 611 on a net2phine Canada device; depending on your issue or request, you may be transferred to a different Client Service team.
Support
For technical issues or troubleshooting, contact our Technical Support team:
- Dial 611 from your net2phone Canada device or call 1-877-498-3772 (option #3).
- You can also email support@net2phone.ca, and we’ll respond within one business day.
Customer Success
For high-level account conversations, such as:
- Rapid organizational growth
- Optimizing call flow
- Tailoring the system to your business needs
- Feature requests
Contact success@net2phone.ca to open a ticket and receive a response by email or phone.
Fulfillment
For adding or removing seats or ordering new hardware, contact Fulfillment:
- Dial 611 from any net2phone Canada device and choose option #2.
For further assistance, you can always reach out to our Customer Success team at success@net2phone.ca.
