Basic configurations: Initial setup & account data

First steps: Account and client(s) setup. Manage numbers, users and account data.

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9 articles in this collection
Written by Maria Pohlmann, Michael Schweisthal, Joshua Höhn and 1 other

Your first steps: Initial Configuration

Initial setup

Set up Placetel with Webex: download desktop app, install and first login.

Written by Michael Schweisthal
Updated over a week ago

Order call numbers

To continue with your setup, numbers are required. You can either order new numbers or port your existing numbers to Placetel.

Written by Michael Schweisthal
Updated over a week ago

Create users

Add employees to Placetel by creating new users. Every user receives a Placetel password, a Webex password and requires a personal number.

Written by Michael Schweisthal
Updated over a week ago

Personal phone number

Personal numbers are a special feature of Placetel with Webex. Read the information carefully to use it correctly.

Written by Alexander Wienema
Updated over a week ago

Client PC & Mac

How to download and use the desktop application for PC and Mac.

Written by Maria Pohlmann
Updated over a week ago

Client iOS & Android

Download and use the Webex client for iOS and Android smartphones.

Written by Maria Pohlmann
Updated over a week ago

Account Settings

Master data

Access and edit your master data containing address, invoices, bank account including SEPA mandate and call records.

Written by Joshua Höhn
Updated over a week ago

Address verification

Before you can order numbers, take them with you or use your test numbers, OFCOM requires you to verify your company address.

Written by Michael Schweisthal
Updated over a week ago

Two-factor authentication

How to activate two-factor authentication in the Placetel web portal and suitable 2FA software

Written by Michael Schweisthal
Updated over a week ago