How do I work with users in the UC Hospitality Portal?

Updated at June 4th, 2026

Prerequisites:

Access to the UC Hospitality Portal with a scope of Office Manager or greater.

 

The User Tab in the UC Hospitality Portal

New system users, sites, departments, rooms, and common-area phones can be added.

  • Unchecking the Hide System Users checkbox will display all system users, including guests, the operator call group, and the main auto attendant. 

Adding A User

  1. Navigate to the "Users" Tab.
  2. Select the "Add User" Button.
  3. The "Add a User" Modal Opens

The "Add a User" Modal 

First & Last Name: Users' first and last name or their position (i.e. Front Desk 1). A user's first and last name (along with their extension) can not be changed once the user is added. Users log in based on the extension and the hotel's domain name.

 

Extension: The user's extension number. A user can only be assigned one extension. A user can have several devices assigned to them via the phones page when editing a user. The extension can not be changed. The extension is also part of the username a user uses to log in to the system. For example, “301@hiltondallas “.

 

 

Department: An organizational unit that can be created and assigned to users. Call Queues and Ring Groups can be assigned to departments. Departments are optional and are typically used in larger hotels, and they might include the sales and PBX teams.

 

Site: Used for a dual-brand or multi-building hotel setup. Users will rarely be assigned to a site, but rooms are assigned more often.

 

Email Address(es): Enter the user's email address here. More addresses can be added using the green plus sign button.

 

Emergency Address: Select the user's physical location as the emergency address, typically the hotel's address. If no emergency addresses are listed, stop and create an emergency address and location on the Inventory Page. 

 

User's Scope: By default, a user's scope is "Basic User"; the user types are listed below, along with their basic functions.

 

  • No portal: the most restrictive user type does not have access to the portal or browser console.
  • Basic User: Has access to the portal and browser console but no permissions beyond that.
  • Call Center Agent: Used for agents assigned to a call group.
    • Users in a ring group don’t need to be assigned as call center agents.
  • Call Center Supervisor: Has the ability to manage call queues, including adding and removing call center agents from queues.
  • Office Manager: Can add and delete users, indicate whether the user has an extension that others can call, and make changes to the auto attendant and operating hours.
  • Site Manager: Allows a user to see and edit most settings. It's not recommended that hotel staff be given this level of permission.
 

 

Enable Voicemail: Denotes if the user should have voicemail. Enabled in most cases.

 

Add Phone Extension: Indicates whether the user has an extension that others can call. 

  • If this is unchecked, the user must still be assigned an extension as it's part of their login. However, the extension will not be callable by others.
 

 

Password: Enter the user's password. Password must contain 8 characters, at least one capital letter, and can not be part of the user's extension. 

  • A user's password is optional. If not set, the user will receive an email prompting them to create a new password upon login.

 

Voicemail Pin: Enter the user's voicemail PIN, numbers only. 

 

 

Editing a User

Once a user is created, additional settings can be edited. The sections below cover the new options available after user creation.

Profile

Overwrite with Site Defaults: If set to yes, when the user entry is saved, any site defaults (e.g., timezone, emergency Caller ID) are applied.

 

Timezone: Sets the user's time zone. 
Record User Calls: Enables or disables call recording for the user.

 

Hide Recordings in Domain-Level Call History: If checked, the users' call recordings will not be displayed on the domain-level dashboard.

 

Caller ID: Sets the Caller ID that is sent on outbound calls. Phone numbers must be added to the domain via the domain-wide Inventory page.

 

Dial Permission: Sets the types of calls the user can make.

 

Emergency Address: After adding a user, you must edit their entry and set an emergency location to direct emergency responders to the user who placed the emergency call.

 

 

Compliance with Kari's Law and the Ray Baum's Act

What is Kari's Law? (USA, but UC is compliant if set up)

Kari's Law ensures anyone can reach a 911 call center when dialling 911 from an MLTS. The law is named in honour of Kari Hunt, who was killed in a motel room by her estranged husband in 2013. Her daughter tried to call 911 four times, but the calls never went through because the motel's phone system required dialling "9" before any call to secure an outbound phone line.

Under the statute enacted on February 16, 2020, MLTS vendors and manufacturers must configure new systems to support direct dialling 911. The system must also notify a central location on- or off-site, such as a front desk or security kiosk. The notification will alert that a 911 call was placed and include a callback number and information about the caller's location.

What is the RAY BAUM'S Act? (USA, but UC is compliant if set up, and extra fees are billable for a pseudo DID and a corresponding 911 entry.) Additional charges would apply.)

RAY BAUM'S Act emphasizes the importance of making dispatchable location information from all 911 calls available to PSAPs, regardless of the technological platform used. The FCC states, "dispatchable location means a location delivered to the public safety answering point (PSAP) with a 911 call that consists of the validated street address of the calling party, plus additional information such as suite, apartment or similar information."

Canadian Summary

Awareness and Notification: Someone Dialled 9-1-1

  • While a 9-1-1 call is routed directly to the PSAP, someone onsite at the organization or facility should simultaneously be notified that a 9-1-1 call has been made. This serves two purposes. First, it enables people to prepare for the arrival of first responders (e.g., opening doors, accessing elevators, clearing pathways, etc.). Second, it empowers people to contain or deal with the situation until the first responders arrive."

Bulk User Actions

From the "Users" Tab, edit the user by double-clicking the user or selecting the "Edit/Pencil" Icon, then select "Advanced" from the drop-down for a specific user, or select multiple users and select the "Bulk Action" Button. You can also reset users and force password resets as additional bulk actions. 

  • Send welcome emails. The Welcome Email has a 24-hour expiration date. If creating the users in advance, send them when appropriate.

Answering Rules

Here, rules like forward, do not disturb, call screening, simultaneous ring, and time frames can be set up. 

Allow/Block: Here, a list of allow or block numbers can be configured

  • Allow: Callers on this list will bypass the call screen and server-side DND (not DND set on the phone itself).
  • Block: Calls from this number will receive a fast busy signal or be disconnected.

Add Rule

  • Time Frame: Sets a time when the following rules will be in effect. By default, the enabled conditions (e.g., DND) are always on. 
  • Do not disturb: Enables DND; calls to the user will be sent to voicemail if enabled. 
  • Call Screening: When a user is in call screening mode, any incoming caller will be asked to record their name. Their name will then be played to the user when they answer the call. The user will be given the option to accept the call (1), send the caller to voicemail (6) or drop the call (7).
  •  Call Forwarding
    • Options include:
      • Always: follow call forwarding in all cases.
      • On Active: forward the call when the caller is on a call.
      • When Busy: forwards the call when the user is already on a call.
      • When Unanswered: forwards the call when the user fails to answer.
      • When offline: if all the user's assigned phones are offline (e.g., during a power outage), the call is forwarded.
  • Simultaneous Ring: Allows calls to the user's extension to ring only the user's primary phone, all their assigned devices, or a co-ring off-site phone. 
    • Simultaneous ring: Check this box to enable the following rules.
      • Include user’s extension: If checked, incoming calls will also ring the user's primary phone.
      • Ring all user phones: Checking this box will ring all phones assigned to the user, not just their primary phone.
      • Answer confirmation for off-net numbers: Checking this box will require calls sent to a user's cell phone, for example, to be confirmed before being connected. This helps prevent a user's cell phone voicemail from answering all calls.
  • Just ring users' extensions: By default, calls ring 

 

Voicemail

Inbox

  • Options
    • Sort voicemail box by latest first: Reverses the default sort order.
    • Announce voicemail received time: When retrieving voicemail, it will announce the time the message was received.
    • Announce incoming Caller ID: When retrieving voicemail, the system will read back the caller's number.
  • Operator Forward: Sets the extension to which the caller is transferred if they select to be transferred to an operator.
  • Number of Messages: Shows the current number of messages in the inbox with a link to clear all messages.
  • Copy to Extension(s): If messages to this user should be copied to another user's inbox, that user's extension can be added here. More than one user can be added using the green plus sign button.
  • Voicemail Transcription: Enables or disables voicemail transcription.
    • Options:
      • Send email when mailbox is full: Notifies the user via email when their inbox is full.
      • Send email after missed call: Sends the user a notification when they miss a call, even if no voicemail is left.

Data

  • Limit: The size limit of the user's inbox. 10MB by default.
  • Used: A display of the size of the user's inbox. Clicking the Clear data link will reset the user's voicemail box to its default settings, deleting all personal greetings and fax data.

Greetings

  • Voicemail Greeting: By default a voicemail greeting stating the users name and asking them to leave a message is created when the user is created. This message can be downloaded, or new messages can be created by uploading a custom sound file, using built-in text-to-speech, or recording a new message via the phone. To create a new message click the Manage button then Add Greeting.

Notifications

  • Email Notifications: If checked (default) the user will receive a email notification of a new voicemail.
  • Voicemail Reminders: Send repeat reminder notifications
  • Phone Notification: Calls the specified users or numbers to notify there is a new voicemail
  • Phone Reminder Recipient(s): Enabled when Phone Notification is enabled to add recipient(s).
  • Notification Interval: The time between repeat notifications in minutes. 

 

 

Adding a Site

Sites are used to support a dual-brand hotel. While users can be assigned to a site, they rarely are. Rooms, however, will be assigned a site in a dual-brand hotel. To add a site, navigate to the "Users" tab in the left-hand navigation, select the "Sites" tab on the Users page, and click the "Add Site" button. 

The Add a Site modal loads. Fill in the fields and click the"Add Site" button.

  • Site Name: Enter a simple name for the site.
  • Time Zone: Select the site's time zone.
  • Area Code: Enter the area code, usually the same as the domain's.
  • Caller ID Name: When users assigned to this site make calls, this Caller ID will display. It usually is the same as the domain's Caller ID. 
  • Emergency Address: If the site has a different physical address, a new Emergency Address, a location description and an Endpoint need to be created and assigned to it.
  • Dial Permissions: Set the calling permissions for users assigned to this site. 
  • Device Defaults: Default additional settings for all devices can be added here. For example, if a VLAN is being used and all Snom phones need that setting (vland_id=nn), it can be set here. If you have a mix of phones and gateways, all overrides can be set here, each on its line, and UC Hospitality will apply the correct overrides to the proper devices. 

Edit a Site

Once a site is created, additional settings can be edited. The sections below cover the new options available after site creation. Select the site, then click the "edit" icon, the "music-on-hold" icon, or the "delete" icon.   You can also click on the site name to edit it. 

Emergency Notifications: When an emergency call is placed, there are three alert notification options. 

  • Notify Via Phone Call:  List the users who will be notified via a voice message that an emergency call has been placed.
  • Notify via Phone Message: The user will be notified via a phone message that states the extension that dialled the emergency call.
  • Notify via Email: Will send an email alert message to all email addresses listed.

Edit Music on Hold

Each site can have custom music-on-hold assigned to it that differs from the default. However, unless changed, the default will apply to all sites.

Add/Edit Departments

Departments can serve as organizational units and might include Sales and the PBX, for example.

Click the "Add Department" button to add a new department, select the edit icon to update the department, or click the trash icon to delete it. Departments consist of only a department name.

Rooms

Rooms are guest rooms and suites. Common areas like the Lobby have a separate section.

Add Room

Select the "Rooms" tab on the Users page.   To add a room, click the "Add Room" button. The Add Room Modal loads. 

  • Emergency Address & Caller ID: Use the drop-down to select the emergency address and Caller ID assigned to this domain. 
  • Additional Location Data: Information needed to identify the calling party's location. This information is required by law and has a limit of 60 characters. This additional information is sent to 911 operators and, in turn, first responders to aid in finding the person who made the emergency call in a large building.   When adding rooms in bulk, the system will apply the room number as the location information. This setting is used only in the rare case where location info needs to be added to all rooms and is the same for all of them.
  • From and To:  A start and end range of rooms to add can be set here. To add only one room, set the From and To to the same. 
  • Prefix: A simple prefix that is added to each room. Normally "Rm" or "Room". 
  • Policy: This drop-down allows the permissions for empty rooms to be set. 
  • Site(Only available if sites have been set up):  A drop-down to select the site that the room belongs to.

 

Edit/Room

To edit a room, select the ellipsis (three dots) beside the room and select the "edit" Icon, the first icon. The Edit Room modal loads. 

The fields we reviewed above are listed. Once the room has been added, a Registration tab will appear, showing all phone hardware (usually 1) registered to the room and its status: red for offline, green for registered. 

 

Common Areas

Common areas are places like the Pool or the Lobby, not guest rooms. Select the "Common Areas" tab on the Users page and click the "Add Common Area" button. 

  • Emergency Address & Caller ID: Use the drop-down to select the emergency address and Caller ID assigned to this domain. 
  • Policy: This drop-down allows the permissions for empty rooms to be set. 
  • Name, Extension and Additional Location Data: In these three boxes, the common area's name and extension can be set. In addition, there is Additional Location Data. This is the additional information needed to identify the calling party's location. This information is required by law and has a limit of 60 characters. This additional information is sent to 911 operators and, in turn, first responders to aid in finding the person who made the emergency call in a large building. Using the green plus icon, additional rooms can be created simultaneously, each with its own name, extension, and location data.

 

 

 

 

 

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