Edit a user's profile, caller ID and directory listing

A user’s profile holds the details that follow them around the phone system: their name, email, time zone, the number people see when they call out, and whether callers can find them in the dial-by-name directory.

Open a user’s profile

1. Go to Users.
2. Find the person. Use the search box if your list is long.
3. Select their name, or select the pencil icon on their row and choose Profile.
4. The Profile tab opens. The other tabs are Answering Rules, Voicemail, Phones and Advanced.

Change name, email or time zone

1. Update First Name or Last Name in Profile Information. Email addresses are lower down, in Change Account Security.
2. Set Timezone to where the person works. This controls the times shown in their call history and voicemail.
3. Select Save.

Tip: After changing a name, restart the person’s desk phone so the new name shows on its screen.

Set the outgoing caller ID

Caller ID is the number people see when this user makes a call.

1. In the Caller ID Information section, choose the number to show from the Caller ID list. Use your main number if you want all calls to look like they come from the office, or the person’s direct number if they have one.
2. Check Area Code. This is the local area code used if the person dials a 7-digit number.
3. Select Save.

Heads up: The caller ID number must be one of your Dial Raven phone numbers. You can’t show a number you don’t own.

Heads up: Emergency Caller ID (just below Caller ID) is different from regular caller ID. It’s tied to a physical address for 911 calls. If an employee moves to a different office or works from home, contact Dial Raven support to update it.

Choose how the user appears in the directory

You’ll find two checkboxes next to Directory Options in Profile Information:

• Announce in Audio Directory — Lets callers find this person with dial-by-name in your auto attendant. Turn this off for people who shouldn’t get outside calls, or for shared phones.
• List in Directory — Shows this person in the contact list that coworkers see in the portal and apps.

1. Check or clear each option.
2. Select Save.

Common questions

Why can’t a user change their own caller ID?

To keep calls going out with the right numbers, only Office Managers can change caller ID. Users should ask you or Dial Raven support.

A caller says they can’t find someone in dial-by-name. Why?

Check that Announce in Audio Directory is turned on, and that the person has recorded their name in voicemail settings. See Set up voicemail.

Can I change someone’s extension here?

No. Extensions are set when the user is created and can’t be changed. See Add a new user or extension.

Related articles

• Add a new user or extension
• Set up voicemail
• Build your first auto attendant
• Phone numbers and devices in Inventory