Polycom SoundPoint IP 550 User manual

BROADCONNECT
SOUNDPOINT IP 550
POLYCOM
Quick Reference Guide

SOUNDPOINT IP 550
Quick Reference Sheet
My Telephone Number:
My Extension:
Voice Portal URL:
Voice Portal User Name:
Voice Portal Password:
Administrator Name:
Administrator Phone Number:
Administrator E-mail Address:
Conferencing Phone Number:
Conferencing Access Code:
Please reference this information when contacting support:
[e-mail]
1.877.228.6616 option #3
http://mypbx.broadconnect.ca

Contents
This Guide 3
Account Information
Telphone Overview
Telephone Diagram
Answer a Call
End a Call
Put a Caller on Hold
Transfer a Call
Introduction
Your Phone
Web Portal
Retrieve Your Voicemail
Clear Message Waiting Indicator
Call Control
Microsoft Outlook Integration
Remote Office
Online Help
Transfer to Voicemail
Web Portal Welcome Page
Log In
Change Passwords
Voicemail to Email
Sequential Ring
Simultaneous Ring
Call Forwarding
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6
Hard Buttons, Features Set A 7
Hard Buttons, Features Set B 8
Scroll Buttons 8
Calling Tips 9
Using Your Phone 10
Place a Call 10
10
10
11
11
Use 3-Way Conferencing 11
Park a Call 12
Forward Your Calls 12
Voicemail
Connect to Voicemail
Set Up Your Voicemail
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14
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Audio Conferencing
Quick Reference Sheets
Schedule a Conference
Start a Conference
Chair Commands
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25
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Introduction
In this guide you will find information on how to use your
Polycom 550 IP Phone and take full advantage of its
next-generation features†.
Your Next Generation Phone Company
Thank You for Choosing BroadConnect
Please contact your Dedicated Account Manager if you
have further questions.
Not all features are necessarily assigned to your service. Please contact
your company administrator to confirm services assigned to your system
†
3

Your BroadConnect Account Manager is:
For service related issues please contact BroadConnect
Support at:
[e-mail]
1.877.228.6616 option #3
Name:
Number:
E-Mail:
4

Polycom offers phones that will satisfy all of your business
communication needs. The SoundPoint® IP 550 delivers Voice
over IP that seamlessly integrates with BroadConnect
applications. The intuitive user interface provides dedicated,
one-button access to common telephony features; and the
information-rich display delivers content for messaging, call
information, directory access, and applications. The Polycom
SoundPoint IP 550 always offers excellent voice quality whether
using the handset, headset, or speakerphone.
Telephone Overview
Your Phone
1Line Keys
2Feature Buttons
Set A
10 Feature Buttons
Set B
12 Scroll Buttons
6Message Waiting Indicator
(MWI)
11 Delete
3Hold / Resume
4Volume Keys
8Headset
9Mute
7Speaker Phone
5Softkeys
5

Polycom 550: Diagram
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11
10
9
8
7
6
5
4
3
2
1
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Hard Buttons
Feature Buttons, Set A
Directories
Applications
Conference
Transfer
Redial
Access stored Contacts and Call
Lists
This is for future application.
While on a call, initiate a conference
While on a call, perform a supervised
transfer ‘Number’ or blind transfer
‘Blind’
Dial the last number dialed from your
phone
2
7

12
10
Menu
Messages
Do Not Disturb
Hard Buttons
Access: Fetures, Status,
Settings, Services
Access Voicemail mailboxes
Toggle on/off to
disable/allow incoming calls
√
Speed dial
Received
calls
Placed
calls
Missed calls
Feature Buttons, Set B
Scroll Keys
Select
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Calling Tips
For outside calls, dial the 7 or 10-digit number you are calling.
You do not need to dial ‘9’ to place an external call.
It is not necessary to dial ‘1’ when placing domestic
long distance calls.
For extension calling within your company,
simply dial the extension number.
You must dial ‘011’ to call international numbers
(outside of the U.S. and Canada)
For local calls within your area code, you do not need to
dial the area code
Press the ‘Dial’ soft key after you have entered the number
to initiate the call
If enabled, you may be required to enter a PIN before placing
a long-distance call
To access directory information dial ‘411’.
NOTE: Check with your Account Manager to see if 911 is
available in your area.
Where available, dial ‘911’ to contact emergency services
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Using Your Phone
To Place a Call:
Lift the handset and dial the number OR
Dial the number and press the ‘Dial’ softkey OR
Press the ‘New Call’ softkey and dial the number
To Answer a Call:
Lift the handset
Press the Headset button
Press the Speaker button
To End a Call:
Hang up the handset OR
Press the ‘End Call’ softkey
Press the ‘Answer’ softkey
NOTE: the Answer softkey can be set up for headset or
spekerphone
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While on a call press the ‘Trnsfr’ softkey
STEP 1
Press the ‘Number’ softkey for a supervised transfer or the
‘Blind’ softkey for an unsupervised transfer
STEP 2
Dial the number or extension to which you are transferring
the caller
STEP 3
For a supervised transfer (warm transfer), wait until the party
answers, announce the call, press the ‘Trnsfr’ softkey, then
hang up. For an unsupervised transfer, you will automatically
be disconnected.
STEP 4
To Put a Caller on Hold:
To Transfer a Call:
Press the ‘Hold’ softkey or the Hold hard button
STEP 1
To pick up the call, press the ‘Resume’ softkey or the
Hold hard button
STEP 2
To Use 3-Way Conferencing:
Place a call and wait until the other party answersSTEP 1
Press the ‘Confrn’ softkey
STEP 2
Dial the number of the next party you want to join the callSTEP 3
When the party answers, press the ‘Join’ softkey to create a
3-Way conference call
STEP 4
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12
Lets you place a
call on hold so that
another user can
answer it!
Call Park
To Park a Call:
Place the call on holdSTEP 1
Press the ‘New Call’ softkey.
STEP 2
Press *68
STEP 3
Enter the extension where you want to park the call or
press # to park it at your own extension, then hang up
STEP 4
To pick up a parked call, press *88
STEP 5
Enter the extension where the call is parked or press #to
retrieve it from your own extension
STEP 6
To Forward Your Calls to Another Number†:
Press the ‘Forward’ softkey
STEP 1
Select the line/extension from which you would like calls
forwarded and press the ‘Select’ softkey
STEP 2
Enter the number to which you would like calls forwarded
and press the ‘Enable’ softkey
STEP 3
To disable call forwarding repeat steps 1 and 2 and press the
‘Disable’ softkey
† Call Forwarding can also be enabled from your Web Portal explained on page XX
STEP 4

OR
Voicemail
To Connect to the Voicemail System:
From your BroadConnect Handset
Press the Messages hard button
Enter your passcode and press #
STEP 1
STEP 2
From someone else’s BroadConnect Handset
Dial *62STEP 1
Dial *
STEP 2
Enter your passcode and press #
STEP 3
From any phone
STEP 1
Enter your extension
Enter your passcode
and press #
Dial the voicemail portal
telephone number
STEP 2
STEP 3
STEP 1
Press * to interrupt
your greeting
Enter your passcode
and press #
Dial your number and
extension
STEP 2
STEP 3
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To Set Up your Voicemail:
Connect to the voicemail systemSTEP 1
Enter your default password (your extension number)
followed by the #key
STEP 2
Enter a new passcode†at the prompt and press #STEP 3
Re-enter your passcode at the prompt and press #STEP 4
Record your name at the prompt and press #
Record your busy greeting at the prompt and press #
Record your no answer greeting at the prompt and press #
STEP 5
To return to the main menu, press *; to re-record your
name, press 1; to listen to your name recording, press 2; or
to repeat the menu, press #
For security reasons, do not use a generic passcode such as 123456, 000000, 111111,
etc...
STEP 6
†

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1
To Retrieve your Voicmail:
Enter your passcode, followed by the # keySTEP 2
Once you access the system, choose from the following
menu options:
STEP 3
Once you access the system,
choose from the following
menu options:
Access your voice mailbox
2Change your CommPilot
Express profile (Available:
In Office, Available: Out of
Office, Busy, or Unaval-
able)
3Record your name
1Play messages
2Busy greeting menu
3No Answer greeting menu
5Compose message menu
7Delete all messages
*Return to main menu
#Repeat menu
4Change your Call
Forwarding settings
6Make a call
8Change your passcode
9Exit the system
#Repeat menu
Connect to the Voicemail system:STEP 1

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#Save Message
2Play/Repeat message or
skip envelope information
4Return to previous message
5Play message envelope
6Move to next message
7Delete message
8Call message sender
9Hear additional options
*Return to main menu
While playing messages,
you can choose from the
following options:
1Rewind 3 seconds
2Pause (restart?)
3Fast forward 3 seconds
4Skip to beginning of
message
6Skip to end of message
After choosing option 2
(play/repeat message), you will
be able to choose from the
follwing commands:

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To Clear your Message Waiting Indicator (MWI):
Dial *99
Press the ‘Dial’ softkey
STEP 1
STEP 2
To Transfer a Call Directly to Voicemail
While on a Call:
Press the ‘More’ softkey
Press the ‘SendVM’ softkey
STEP 1
STEP 2
Enter the extension number
Press the ‘Enter’ softkey
STEP 3
STEP 4

Web Portal
Web Portal Welcome Page
Welcome User
Profile
Basic
Profile
Advanced
Profile
Options:
Incoming Calls
Outgoing Calls
Call Control
Messaging
Utilities
Addresses
Passwords
Schedule
Display and configure profile information
such as your name, department and
address.
Call Policies
Configure user Call Policies
Help
[Logout]
Home
Set web access and portal passwords.
Add, modify, or remove schedules.
Addresses allows you to view and
maintain your phone numbers and other
identities that are used to make and
receive calls.
Innovation calling.
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The web
portal enables
you to manage the
next-generation
features of your
SoundPoint IP
550
To Log In:
Open your web browser and navigate to
http://mypbx.broadconnect.ca
STEP 1
Enter your username (your 10-digit phone number).STEP 2
Enter your password.STEP 3
To Change Passwords:
Select ‘Passwords’ from the ‘Profile’ menu in the Voice PortalSTEP 1
Type in your
current password
STEP 2
Type and Retype
your new password
STEP 3
Click to accept the change and exit the screen
Click to accept the change and remain in the screenSTEP 4
OK
Click to discard the change and exit the screen
Cancel
Apply
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