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TG Telzio User Guide

This guide covers the first time user setup process, from a user perspective.

First Login
  • Login at https://telzio.com/login using the Google Chrome web browser.
    • Firefox and Safari are superior for privacy purposes, but Telzio was coded with Chrome in mind and Chrome is required to record an outgoing greeting in acceptable quality.
  • Username is your full name, lowercase, all one word.
    • e.g. Dana Turell's username is danaturell.
    • e.g. Jeannie Bealer's username is jeanniebealer.
  • Password is the same as your primary email password.
    • Please ask one of the following people if you don't know your password:
      • Mark Reinmuth - 541.912.6453
      • Brandon Clark - 541.961.7043
      • Kurt Booker - 541.913.9212
  • Since this is your first login, you'll be asked to review the privacy policy: telzio_privacy_policy_snip.png If you approve, click the blue button Click to approve.
  • You'll be taken to your Dashboard.
Basic settings - required!
  • From the user menu in the top right corner, choose User Settings:
    telzio_user_settings_menu_location.png
  • Scroll down to the Voicemail Greeting section.
  • Under Add New Greeting, click Record and follow the prompts. You can record as many times as you need to, and preview it after each recording. When finished, make sure to click Update Greeting or your recording will be lost.
  • Optional: Feel free to set a voicemail PIN or to enable two factor authentication.
Mobile Setup, iPhone
  • Either:
  • Install the app and open it.
  • Allow permissions as it makes sense to you.
    • Obviously, it's not going to be much good without microphone access!
    • If your phone is configured for TG Contacts (server synced) then you might want to allow contacts to enable easy calling of clients from the TG phone number.
    • If you do not allow notification access, your phone won't ring on incoming business calls.
  • Sign in using the user/pass information from above.
  • (Optional - Customize Telzio app ringtone)
    • Tap the gear icon in the top right hand corner.
    • Tap Preferences -> Ringtones. Self explanatory from there.
  • You can now make calls from the main Turell Group phone number of 541.685.5000, or receive calls from folks that call in and enter your extension, or use the directory.
Mobile Setup, Android
  • No setup guide available at this time. Please let Mark Reinmuth know (and cc your manager) if you would like to see a guide for Android.
Notes
  • We do not anticipate any use of the Business SMS system. If you need to text someone and have it show up as Turell Group, or to obscure your identity for business purposes, feel free to use it.
  • Cell phones remain the primary method of communication for both incoming and outgoing purposes. If it makes sense to use Telzio, please do so.
  • Voicemail will show up in your email inbox.
    • The automatic translation is... ok. Not great.
  • Desk phones are available upon request & review, and can work regardless of location. Mostly this will be to fill previously unanticipated needs rather than as a primary form of communication, other than the front desk. But we're open to review anything!
  • Call recording is available but disabled by default.
  • This system is highly customizable. If you can imagine it, we can probably implement it. Please let management + Mark Reinmuth know if you have an idea for improvement!
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