Windows Users

Cisco Webex Teams Windows 10 Installation

This document is a user’s guide to installing and working the Cisco WebEx Teams application. It includes information on how to configure and utilize the built-in soft phone services.

Installation

  1. If the Cisco WebEx Teams software is not already installed on your laptop, download the application from the following link: https://www.webex.com/downloads.html/
    Screen shot of download page on Webex.com
  2. Find the file in your "Downloads" folder. Double click the file to start the install process.
    Screen shot of the downloaded webex installer file
  3. Click agree on the End User License Agreement screen.
    Screen shot of the agreement screen
  4. Enter your CSN email address.
    Screen shot email field
  5. You will be redirected to the GoCSN login page. Enter Your Username: <FirstName.LastName> and Password: <Enter password>.
    Screen shot of GoCSN login screen
  6. The application client install is complete. The app will open. You can start a basic user tutorial clicking Show Me Around or click Skip here.
    Screen shot of welcome screen for webex
  7. Click the highlighted phone icon to open the call enable feature. Notice the Phone and Forwarding Settings icon is yellow here. (That means your phone services are not yet complete)
    Screen shot Webex Teams app with highlighted phone icon in lower left
  8. A login popup screen will appear.
    Enter your CSN credentials Username: FirstName.LastName Password: (AD password). Do not press enter. Scroll down the screen and find the Save button. Click on the Save button.
    Screen shot of user credentials popup screen
  9. You have now completed your phone services setup and the Phone and Forwarding Settings icon is white.
    Screen shot of white phone icon in lower left

How to Make a Call

  1. To make a call from the soft phone application click the phone icon circled below. A phone dial pad will open.
    Screen shot of phone icon circled
  2. Use the keypad to dial the number or move the mouse pointer over the numbers on the keypad and then left click on the number. Example: (702)XXX-XXXX. (No need to dial 9). After the number has been entered hover over the green call button and left click to initiate the call.
    Screen shot of keypad
    In Call Options: During an active call click the "…" icon. To access in call options. The options are: Hold, Transfer, Add a person, and Dial Pad.
    Screen shot of Options button during call

How to Forward All Calls

  1. Click on the user icon to access the user menu.
    Screen shot of user icon circled
  2. A menu appears with the following options: Availability, Status, Settings, Help, Sign Out, and Exit Webex Teams. Select Settings from this menu.
    Screen shot of user menu with the Settings option selected
  3. Select the Calls option.
    Screen shot of Webex team user options menu with the Calls tab selected
  4. If the number that you want to forward to is not listed in the box, click the Add button. Then enter the 10-digit phone number that you want to forward your calls to. This number will be saved to your user profile. If you don’t need to forward calls now you can click Save. (To forward calls later, proceed to Optional Call Forwarding below)
    Screen shot of Calls tab shown with a newly added forwarded number
  5. If you want to forward calls now you can click the Forward calls to: drop-down menu. The number you just added will appear as an option in the menu. Select the number you added, then click the Save button.
    Screen shot of Calls tab showing the dropdown for selecting the forward-to number after added to the list

Optional Call Forwarding

Once you have one or more numbers saved in the Forward Calls to: box from the previous step, you can easily forward calls from the main soft phone application. Follow these steps to do so:

  1. Click on the Phone and Forwarding Settings icon from the main screen.
    Screen shot of Phone and Forwarding Settings icon
  2. You will be prompted with this drop-down box.
    Screen shot of dropdown to select the phone in which to forward calls
  3. Select the drop down menu and then select either the Voicemail option or the number that you want to forward your soft phone to. (Screen shot may not show all numbers that were previously saved)
    Screen shot of dropdown shown open to select the phone in which to forward calls
    Your calls will now be forwarded to the option that you chose. The system may append a “9” to your number, but as a reminder, you do not have to enter a "9" when manually dialing a number. Also note that the Phone and Forwarding Settings icon is now green.
    Screen shot of main screen showing phone and forwarding settings icon in green

 

Mac Users

Cisco Webex Teams Mac Installation

This document is a user’s guide to installing and working the Cisco WebEx Teams application. It includes information on how to configure and utilize the built in soft phone services.

Installation

  1. If the Cisco WebEx Teams software is not already installed on your laptop, download the application from the following link: https://www.webex.com/downloads.html/
    Screen shot of download page on Webex.com
  2. If using Safari or Firefox browser: Find the file in your “downloads” folder. Double-Click on the file to start the install process. If using the Google Chrome browser: the install file will appear at the bottom left hand side of your web page. You can double-click the install file to begin the install.
    Screen shot showing downloaded file on lower left corner of browser
  3. Drag and drop the Webex Teams icon into your Applications folder.
    Screen shot showing mac application folder
  4. Click on the Open button.
    Screen shot showing open button on popup
  5. Click agree on the End User License Agreement screen.
    Screen shot of the agreement screen
  6. Enter your CSN email address.
    Screen shot email field
  7. You will be redirected to the GoCSN login page. Enter Your Username: <FirstName.LastName> and Password: <Enter password>.
    Screen shot of GoCSN login screen
  8. The application client install is complete. The app will open. You can start a basic user tutorial clicking Show Me Around or click Skip here.
    Screen shot of welcome screen for webex
  9. Click the highlighted phone icon to open the call enable feature. Notice the Phone and Forwarding Settings icon is yellow here. (That means your phone services are not yet complete)
    Screen shot Webex Teams app with highlighted phone icon in lower left
  10. A login popup screen will appear.
    Enter your CSN credentials Username: FirstName.LastName Password: (AD password). Do not press enter. Click on the Sign in button.
    Screen shot of user credentials popup screen
  11. Click OK in the dialogue box
    Screen shot of important notice dialogue box
  12. You have now completed your phone services setup and the Phone and Forwarding Settings icon is white.
    Screen shot of white phone icon in lower left

How to Make a Call

  1. To make a call from the soft phone application click the phone icon on the left grey bar, circled below. A phone dial pad will open.
    Screen shot of phone icon circled
  2. To make a call use the mouse. Hover over the digit and click the mouse. Or use the number keys on your keyboard to enter the number. After entering the 10 digit number click on the call button. Note: The system will add the 9 for local calls as well as the 91 for long distance calls.
    Screen shot of keypad
    In Call Options: During an active call click the "…" icon. To access in call options. The options are: Hold, Transfer, Add a person, and Dial Pad.
    Screen shot of Options button during call

How to Forward All Calls

  1. Click on the user icon to access the user menu.
    Screen shot of user icon circled
  2. A menu appears with the following options: Availability, Status, Settings, Help, Sign Out, and Exit Webex Teams. Select Settings from this menu.
    Screen shot of user menu with the Settings option selected
  3. Select the Calls option.
    Screen shot of Webex team user options menu with the Calls tab selected
  4. If the number that you want to forward to is not listed in the box, click the Add button. Then enter the 10-digit phone number that you want to forward your calls to. This number will be saved to your user profile. If you don’t need to forward calls now you can click Save. (To forward calls later, proceed to Optional Call Forwarding below)
    Screen shot of Calls tab shown with a newly added forwarded number
  5. If you want to forward calls now you can click the Forward calls to: drop-down menu. The number you just added will appear as an option in the menu. Select the number you added, then click the Save button.
    Screen shot of Calls tab showing the dropdown for selecting the forward-to number after added to the list

Optional Call Forwarding

Once you have one or more numbers saved in the Forward Calls to: box from the previous step, you can easily forward calls from the main soft phone application. Follow these steps to do so:

  1. Click on the Phone and Forwarding Settings icon from the main screen.
    Screen shot of Phone and Forwarding Settings icon
  2. You will be prompted with this drop-down box.
    Screen shot of dropdown to select the phone in which to forward calls
  3. Select the drop down menu and then select either the Voicemail option or the number that you want to forward your soft phone to. (Screen shot may not show all numbers that were previously saved)
    Screen shot of dropdown shown open to select the phone in which to forward calls
    Your calls will now be forwarded to the option that you chose. The system may append a “9” to your number, but as a reminder, you do not have to enter a "9" when manually dialing a number. Also note that the Phone and Forwarding Settings icon is now green.
    Screen shot of main screen showing phone and forwarding settings icon in green

 

Android Users

Cisco Webex Teams Android Installation

This document is a user’s guide to installing and working the Cisco WebEx Teams application on Android cell phones and tablets. It includes information on how to configure and utilize the built in soft phone services.

Note: Call forwarding is not available on mobile devices.

Installation

  1. In the Google Playstore search field enter: cisco webex teams mobile app
    Screen shot showing search field
  2. Press on the Cisco Webex Teams link to select the application. Note that Cisco Webex Meetings is a different application.
    Screen shot showing Webex Teams app in list
  3. Press the Install button. This will install the application on your Android device.
    Screen shot showing Install button on selected app
  4. Press the Open button to start the application now or find and click on the Cisco Webex Teams icon later.
    Screen shot showing Open button after app is installed
  5. Press the Start button to continue starting the application.
    Screen shot showing Start button
  6. Enter your CSN email address <Contact Us> and then press the Next button.
    Screen shot showing email field
  7. Enter your Username: <FirstName.LastName> and Password: <AD password>, then press Log In.
    Screen shot showing full email and username login fields from CSN
  8. On the Permissions Required popup screen select Enable Access.
    Screen shot showing Enable Access button
  9. Click on the user icon at the top left to access the Settings screen, then select Phone Services as seen below.
    Screen shot showing Phone Services option
  10. A login popup screen will appear. Enter you CSN credentials Username: <FirstName.LastName> and Password: <AD password>. Do not press enter on your keyboard. Press the SIGN IN button.
    Screen shot showing Phone Services login fields for CSN account
  11. Press OK in the dialogue box.
    Screen shot showing OK on dialogue box
  12. Incoming Calls option: Slide the button to the on position.
    Screen shot showing Incoming Calls slider in ON position
  13. You must select Allow so that the Webex Teams application can use your phone’s microphone.
    Screen shot showing Allow button
  14. You must select Allow so that the Webex Teams application can make and manage phone calls.
    Screen shot showing Allow button
  15. You must select Allow so that the Teams application can access pictures and use your phones camera for video calls.
    The install is now complete.
    Screen shot showing Allow button

How to Make a Call

  1. To make a call press the Calls icon on the bottom row of the screen. A phone dial pad will open.
    Screen shot of phone with Calls icon circled
  2. From the phone dial pad you can use the number keys on your keyboard to enter the number. After entering the 10 digit number click on the phone icon button to start your call. Note: The system will add the 9 for local calls as well as the 91 for long distance calls.
    Screen shot of phone dial pad with call button circled

In Call Options

Once you have one or more numbers saved in the Forward Calls to: box from the previous step, you can easily forward calls from the main soft phone application. Follow these steps to do so:

  1. During an active call press the "…" icon button. To access in call options.
    Screen shot showing options button
  2. The options are: Keypad, Hold, Add person, Transfer, and Switch output to speaker.
    Screen shot showing the 5 options

 

iOS Users

Cisco Webex Teams Apple iOS Installation

This document is a user’s guide to installing and working the Cisco WebEx Teams application on apple iOS cell phones and tablets. It includes information on how to configure and utilize the built in soft phone services.

Note: Call forwarding is not available on mobile devices.

Installation

  1. In the App Store in the search field enter: cisco webex teams
    Screen shot showing search field
  2. Press on the Download icon link to download the application.
    Screen shot showing Download button
  3. Press the OPEN button to start the application now or find and click on the Cisco Webex Teams icon later.
    Screen shot showing Open button
  4. Press the Start button to continue starting the application.
    Screen shot showing Start button
  5. Enter your CSN email address and then press the Next button.
    Screen shot showing email field
  6. Enter your Username: <FirstName.LastName> and Password: <AD password>, then press Log In.
    Screen shot showing login fields for CSN
  7. You must select OK so that the Webex Teams application can use your phone's microphone.
    Screen shot showing OK button
  8. You must select Allow so that the Webex Teams application can send notifications to your phone.
    Screen shot showing Allow button
  9. Press on the user icon at the top left to access the Settings screen.
    Screen shot showing User icon circled
  10. On the Settings screen press the Phone Services button.
    Screen shot showing Phone Services option
  11. A login popup screen will appear. Enter you CSN credentials Username: <FirstName.LastName> and Password: <AD password>. Do not press enter. Press the Sign In button yet.
    Screen shot showing Phone Settings sign in fields and Sign In button
  12. Press OK in the dialogue box. The install is now complete.
    Screen shot showing OK button

How to Make a Call

  1. To make a call press the Calls icon on the bottom row of the screen. Then press the dial pad icon in the top right corner of the screen to bring up the dial pad.
    Screen shot of phone with Calls icon circled
  2. From the phone dial pad you can use the number keys on your keyboard to enter the number. After entering the 10 digit number click on the phone icon button to start your call. Note: The system will add the 9 for local calls as well as the 91 for long distance calls.
    Screen shot of phone dial pad with call button circled

In Call Options

Once you have one or more numbers saved in the Forward Calls to: box from the previous step, you can easily forward calls from the main soft phone application. Follow these steps to do so:

  1. During an active call press the "…" icon button. To access in call options.
    Screen shot showing options button
  2. The options are: Show Keypad, Audio Settings, Hold, Transfer, and Add person.
    Screen shot showing the 5 options