How do I add or edit dial plans using the Smart Business Portal?

When your business-as-usual (primary) location becomes inaccessible or inoperable, the smartnumbers service ensures that calls continue to be delivered to a pre-determined secondary location.

After the service has failed over to your secondary location, you can switch between dial plans to divert calls to each user's current location.

You can add and edit dial plans using the Smart Business Portal.

To edit dial plans for individual users:

1. Log in to the Smart Business Portal and navigate to the Voice Continuity area.
2. Click on a row to highlight an individual's details.
3. Click Edit to edit these details.
   In the Edit Record dialog, you can add or edit phone numbers for the user's primary and secondary locations, as well as for each of five dial plans.
4. Click Submit
   Edits to dial plans are not used straight away: administrators can approve or reject edits to dial plans through the Smart Business Portal.
   View the status of dial plans which are not being used yet through the Planned, Approved and In Progress pages.
   Changes to dial plans are logged on the History page.

To edit dial plans for multiple users at once:

1. Log in to the Smart Business Portal and navigate to the Voice Continuity area.
2. Click Export... > Download Dial Plan to download a copy of the dial plan in Excel spreadsheet format.
   Your must have Microsoft Office Excel 2007 or later.
3. Read and follow the instructions provided within the dial plan spreadsheet.
4. Edit this spreadsheet on your computer and save to your local file system.
5. Click Import... on the Voice Continuity page.
6. Navigate to the updated dial plan spreadsheet and click Upload file.
   The file is validated by the server and any changes are highlighted 
7. Click Update dial plan to accept these changes, or Cancel to edit the spreadhseet again.

For more information, see the Smart Business Portal online help.

See also: "How do I change the active dial plan using a telephone?"