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Adding or Reassigning an IP Phone to a User

A desk IP phone is provisioned for a user from the Phone Hardware tab of the Inventory page. This article explains how to add a new phone for a user and how to reassign a phone that's already in Inventory to a different user.

Add a New Phone

Use these steps for a phone that isn't listed in Inventory yet.

  1. In Manage Organization, select Inventory, then select the Phone Hardware tab.
  2. Click Add Phone.
  3. Select the phone model, enter the phone's MAC address, and select the extension to assign to the phone.

    Add Phone window with model, MAC address and extension fields

  4. Click Save.
  5. Confirm the green key icon appears on the right side of the phone's row. New phones have a one-time global password enabled by default, and the green key icon appears in the phone's row until the phone uses it.
  6. Connect the phone to the network and power it on. The phone uses the one-time global password to download its configuration.
  7. Once the phone has downloaded its configuration, the green key icon no longer appears in the phone's row on the Phone Hardware tab.

Reassign a Phone Already in Inventory

Use these steps to move a phone that's already listed in Inventory to a different user.

A one-time global password must be set before a phone is factory reset. Complete the steps below first, then factory reset the phone. A phone that is factory reset without a one-time global password can't download its configuration.

  1. In Manage Organization, select Inventory, then select the Phone Hardware tab.
  2. Find the phone's row by its MAC address, and change the phone's extension to the new user's extension.
  3. Save the change.
  4. In the phone's row, click the key icon on the right side. The tooltip reads Allow Global Credentials (one time).

    Key icon in a phone's row showing the Allow Global Credentials (one time) tooltip

  5. Click Enable.

    Enable button for allowing a one-time global password

  6. The green key icon appears in the phone's row until the phone uses the one-time global password.

    Green key icon in a phone's row on the Phone Hardware tab

  7. Factory reset the phone. For most Yealink IP phones, follow the steps below. Other devices such as Grandstream or HP Poly (Polycom) have different factory reset procedures. Follow the manufacturer's factory reset instructions for the specific model.
    1. On the Yealink phone, press and hold the OK button until the phone prompts to factory reset.
    2. Select OK to begin the reset.
    3. Wait for the phone to restart.
  8. After the factory reset, the phone restarts and uses the one-time global password to download its new configuration.
  9. Once the phone has downloaded its configuration, the green key icon no longer appears in the phone's row on the Phone Hardware tab.

For more information on using one-time global passwords, see One-Time Global Passwords for IP Phones.

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