* Joonto NEW ACCOUNT + Primary ADMIN Set-up | Scribe

    * Joonto NEW ACCOUNT + Primary ADMIN Set-up

    • Brenda Jensen |
    • 21 steps |
    • 40 seconds
    1
    Find the email from [[email protected]](mailto:[email protected]) asking you to confirm your Joonto account. Click on Confirm My Account, or by clicking on the link.
    2
    You will be taken to [dashboard.joonto.com](http://dashboard.joonto.com) where you will create a password to confirm your account
    3
    You will see notifications by the bell icon. Click the bell icon, then select **Verify your current mobile number** from the drop down.
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    You are going to enter your current mobile phone number, and select **Send Verification Code**
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    A verification code will be texted to your mobile number. Enter it into the **Verification Code** field, click **Verify.** The **Verify** button will turn green, now says **Verified.** Cancel out of that field and move onto the next 3 steps.
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    The next 3 boxes are optional during your initial set-up, and we will cover them during your team ADMIN set-up call. If you would like to purchase and activate your new MOBILE number, please do so. - This might be a temporary number, where you can forward your calls until the porting process of your existing number is complete.
    7
    **Purchase and activate your new mobile line** You can search by **Area Code**, **State**, or **City**. Fill out the required input box(s) and **Search Available Numbers**.
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    Pick your preferred number and click **Select,** then **Purchase Number**.
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    You will return to your **Profile and** **Preferences** page where you will complete your User Profile. Please make sure to select your **Time Zone, Outbound Caller ID, and Internal Extension** (if applicable).
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    **Complete your user profile.** There are several steps to completing your user profile. Some might be set at an administrative level. **Upload Profile Picture** **Ring Settings (Push notifications)** - Sell all Ring Settings to **ON** which will allow your calls and text to come through on your Joonto phone number **Caller ID** - Best practice -set this as a company phone number, or your Joonto direct dial phone number **Voicemail Options** **Call Handling / Schedule** **Time Zone** \- Select your time zone from the dropdown menu, directly below your name
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    **Upload your Profile Image** Click on your initials on the top left under **Settings**, upload your profile picture, select crop, then upload. The blue circle will then update with your picture.
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    **Call Settings** You will be asked if your calls are to be recorded and if you need call transcription. If so, please slide the button to the **ON** position then select **Next**.
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    **Call Handling and Schedules** If you do not create a schedule, your phone will always ring through to you. **Best Practice:** on the top right corner - leave the toggle set to ON Hours, unless someone else will be taking your calls for you (i.e.: going on vacation, extended leave, etc.). **Off-Hours Forwarding:** When you create a personal schedule, this is where your calls forward during your "OFF" hours. Select **Send to Mobile Voicemail** unless your calls need to be routed to another line, main number, etc. **Busy/Unavailable Forwarding:** If you are unable to take a call, where will your calls to route (i.e.: fellow team member, corporate number, voicemail). Select **Send to Mobile Voicemail** if all calls route directly to you.
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    **Create a New Schedule** On your Profile Page, under **Call Handling** - select **New Schedule** Create a name for your schedule (Work Hours, 8-5, Holiday Hours, etc.). From the dropdown, select your start and end time each day. Select **Next**.
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    In the **Call Handling** section, go to the dropdown and select your newly named schedule.
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    **Voicemail Options** Under your JOONTO Number, you will see a button for **Voicemail Options**.
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    **Voicemail Options** Our platform allows you the option to receive a text message and/or email notification when you receive a new voicemail. Those notifications provide you with a direct link to your message. You will need to enable this feature if you want notifications of a new voicemail. **Caller Greetings** After you have selected your preferred greeting, click on **Next** to save your selections. You have 3 options: **Default** = automated voice repeats your phone number 1 (720) XXX-XXXX is unavailable, please leave a message **"Your name/Tobias Funke", is not available**, please leave a message = automated voice **Custom** = Your recorded message. To record a message, click on the link and you will receive a call from our AI. You will be prompted to record a message. If you don't like your recorded message, you will have the option to re-record until you approve.
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    **ADMIN** \- **Invite other team members**
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    <https://dashboard.joonto.com/Account> From the Account page, click on **Invite User**
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    You will see a pop up asking for the **New Users** email addresses and License type. You can add a single user at a time, or add multiple of the same License type. A one-time charge of the $30 activation fee will be charged per email address.