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Omnia: Settings

This guide provides step-by-step instructions on how to navigate and customize settings on the Omnia platform. It covers changing profile pictures, call forwarding, two-factor authentication, preferences, voicemail settings, and integrations.



Profile Picture

1. Change Profile Picture:

  • Click Settings in the upper right corner of the Omnia page.
  • Click Edit on your profile picture.
  • Find and upload the picture you want to use.
  • Click Save.

My Profile

2. Profile Settings:

  • Go to your profile in the top right corner, then select Settings and My Profile.

3. My Profile:

Under My Profile, you can see the following:

  • Profile Type: This is your role in Omnia.
  • Email: Your registered email address.
  • Extension: Your extension number.
  • DID: Your Direct Inward Dialing number.

Call Forwarding

4. Enable Call Forwarding:

  • Check the box next to Enable forwarding.
  • Enter the number you want to forward calls to.
  • Click Save.
  • To stop forwarding, uncheck Enable forwarding.

Mobile App

5. Download Mobile App:

  • Scan the QR code to download the Omnia Mobile Application, available for iOS and Android.

Reset Password

6. Reset Password:

  • Check Reset Password.
  • Enter your new password.
  • Click Submit.

Two-Factor Authentication

7. Set Up 2FA:

  • Select a method from the Select 2FA Method dropdown list.
  • Click Email to use email as the method.

8. Authenticator App:

  • Select an authentication app or browser extension. Click Add and enter the generated code.

9. SMS/Text Message:

  • To set up two-factor authentication using SMS, click Add, enter your phone number, and get a one-time code sent to your phone.

My Devices

10. View Devices:

  • Click My Devices to see a list of all your devices currently online.
  • Click Load online devices.

Preferences

11. Time zone:

  • Click the Time zone field and select your desired time zone from the drop-down list.

12. Dark mode:

  • Toggle the switch on or off to enable or disable dark mode.

13. Incoming Calls:

  • Toggle the switch on or off to enable or disable push notifications for incoming calls.

14. Incoming ring tone:

  • Click the Incoming ring tone field and select a ring tone from the drop-down list.

15. Volume:

  • Adjust the volume for incoming calls, outbound calls, and call waiting notifications using the toggle switch next to each option.

Voicemail

16. Voicemail Settings:

  • Manage voicemail greetings that inform callers of your status by clicking Voicemail.

17. Voicemail PIN:

  • Enter the new PIN in the Enter PIN field and click Save.

18. Voicemail to Email:

  • Enter your email address and click Save to receive voicemails via email. This feature must be enabled on your extension.

19. Voicemail Greetings:

  • Follow these steps to upload, download, record, or play a voicemail greeting:
    • Name Greeting: Identifies your extension.
    • Unavailable Greeting: Plays when you do not pick up the phone.
    • Busy Greeting: Plays when you are on the phone.
    • Out of Office Greeting: Overrides your unavailable and busy greetings.

20. Record/Upload new Greeting:

  • Press and Hold To Record: Click and hold to record a message.

  • Upload File: Click to upload a new greeting file from your device.

  • Playback: Click to play the media file.

  • Cancel Changes: Click to revert to previous settings.

  • Save Changes: Click to save the recorded or uploaded file.

  • Current Greeting: Displays the name of the current greeting file.

    • Download: Click the Download Current button to download the current greeting file.
    • Playback: Click to play the media file.
    • Delete: Click the red Delete button to remove the current greeting

Integrations

21. Accessing Integrations:

  • Click Integrations.

22. Call Outcome Integration:

  • This results in a call outcome popup for your VOXO calls, allowing you to specify a call outcome to be reported to your selected CRM. Disabled options are unavailable.