There are several ways to change the extension associated with a Yealink device, depending on what you are trying to achieve.

This guide covers:

1. Changing a user's extension number.
2. Reassigning a Yealink phone to a different user.
3. Changing the default line on a Yealink DECT handset.

Scenario 1: Changing a User's Extension Number

Use this option when the user is keeping the same phone but requires a different extension number.

Steps

1. Log in to the Agilico Connect Dashboard.
2. Navigate to Users.

1. Locate the user and click the Edit icon.
2. Locate the Extension drop-down field.

1. Select the new available extension number.
2. Click Save.

The user's extension will now be updated within Agilico Connect.

Additional Considerations

After changing the extension:

• The user may need to restart their phone to pick up the updated configuration.
• Any manually created contacts or directories may need to be updated.
• Other users may need to update speed dials or contacts that reference the old extension number.
• Any printed documentation containing the old extension number should be amended.

Note: Address books and manually configured contacts are not automatically updated when an extension number changes.

Scenario 2: Assigning a Yealink Phone to a Different User

Use this option when a handset is being reassigned to another member of staff, such as when an employee leaves and a new starter joins the business.

Steps

1. Log in to the Agilico Connect Dashboard.
2. Navigate to Advanced → Devices.

1. Locate the handset you wish to reassign.

1. Click the Edit icon.
2. Select the new user from the User drop-down list.

1. Click Save.

Apply the Changes

Once the device has been reassigned:

1. Restart the Yealink phone.
2. Allow the handset to reconnect to the platform.
3. The phone will automatically download the new user's configuration.

Once complete, the handset should display:

• The new user's name.
• The new user's extension number.
• Any button profiles assigned to that user.
• The new user's voicemail settings.
• Their call routing configuration.

Note: It may take a short period for all settings to be downloaded after the phone restarts.

Scenario 3: Changing the Default Line on a Yealink DECT Handset

Use this option when a DECT handset has multiple extensions available and you wish to change which extension is used by default for outbound calls.

Changing the default line does not change the user assignment within Agilico Connect.

Steps

1. Press Menu on the DECT handset.
2. Select Settings.
3. Select Telephony.
4. Select Default Line.
5. Choose the extension you want to use.
6. Press Save.

The selected extension will now be used as the default line for outgoing calls.

Alternate Method

Some DECT handsets allow you to select a line for an individual call:

1. Press and hold the Line soft key.
2. Select the required extension.
3. Dial the number.

This only affects that particular call and does not change the handset's default line.

When Should I Use This?

Use this option if:

• Multiple extensions are assigned to the handset.
• The handset is presenting the wrong caller ID on outbound calls.
• You want to make calls from a different extension without changing the handset's assigned user.

Note: Changing the default line only alters which extension is used for outbound calls. It does not change the device assignment, voicemail ownership, or user profile within Agilico Connect.

Which Option Do I Need?

I want a user to have a different extension number

Use Scenario 1: Changing a User's Extension Number.

I want to give a phone to a different member of staff

Use Scenario 2: Assigning a Yealink Phone to a Different User.

I want a DECT handset to use a different extension when making calls

Use Scenario 3: Changing the Default Line on a DECT Handset.

Expected Result

After completing the appropriate process:

• The correct extension will be assigned.
• The correct user will be associated with the device.
• The handset will download any updated configuration.
• Calls, voicemail and programmed buttons will operate using the updated settings.
• DECT handsets will use the selected default line when making outbound calls.