Managing dial restrictions with AT&T Collaborate

As an administrator for the AT&T Collaborate SM service, you can manage dial restrictions for your company, a site, or single users, depending on your permissions.

Company-level restrictions apply to all users throughout an organization unless you define site-specific or user-specific restrictions. The order of precedence starts with a user, then a site, and then the company.

Dial restrictions control what calls a user can make. For example, you might want to prevent users from making long distance and international calls. Or you might want to let users make local and long distance but not international calls.

Dial restrictions can be standard or custom:

• Standard dial restrictions block users from making domestic, international, or operator-assisted and directory assistance calls. Use custom dial restrictions to limit certain types of inbound, outbound, or transferred calls.
• Custom dial restrictions provide greater flexibility than standard dial restrictions. For example, standard dial restrictions would prevent all international calls, but, using custom dial restrictions, you could allow your sales team to call Canada and the United Kingdom but no other international locations.

You set custom dial restrictions at the company level and assign both custom and standard dial restrictions to users at the site level. You can also manage dial restrictions for individual users or a group of users at a specific site.

In this guide you’ll learn how to:

Manage standard dial restrictions for a site
Manage custom dial restrictions for a company
Manage custom dial restrictions for a site
Manage dial restrictions for a single user
Manage dial restrictions for a group of users

Manage standard dial restrictions for a site

1. On the Collaborate homepage, at the top of the page click Select a site or Switch sites, and then search for or select a site.
2. On the left menu, expand Administration, and then click Dial restrictions. The Dial restrictions page appears.
3. Next to Standard dial restrictions, click the Edit icon. The Standard dial restrictions page appears.
4. Under Status, turn on or off each restriction, and then click Activate.

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Manage custom dial restrictions for a company

1. On the Collaborate homepage, on the left menu, expand Administration, and then click Company settings. The Company settings page appears.
2. In the Custom dial restrictions section, click Edit. The Custom dial restrictions page appears.
3. Continue adding access codes, dial restriction profiles, and custom digit patterns.

Manage access codes

Use access codes to restrict users from making external calls based on certain digit patterns.

1. On the Custom dial restrictions page, in the Access codes section, click Edit. The Access codes page appears.
2. To add codes, click Add code, enter an access code and description, and then click Save.
3. To edit a code, next to the code, click the Edit icon, update the code description, and then click Save.

Dial restrictions profiles

Dial restriction profiles define how outbound, inbound, and transferred calls are treated. To restrict calls based on a digit pattern, add criteria based on a digit pattern, decide what action results, and set the priority of the criteria. If you want the criteria to restrict calls only during defined schedules, select a time or holiday schedule from the dropdown lists. The default criteria defines the action that occurs for all calls that don’t match the criteria set here.

You can set call criteria for these actions:

• Allow—Allow calls that meet the criteria.
• Allow timed—End calls when the time allowed is reached (in seconds). The default is 0. Make sure to enter a new value or calls won’t connect.
• Require access code—Require users to enter an access code when making calls that meet the criteria.
• Block—Block calls that meet the criteria.
• Transfer—Transfer calls that meet the criteria to the specified number.
• Treatment—Play the selected system announcement when a user attempts to call a number that meets the criteria.

Manage dial restriction profiles

1. On the Custom dial restrictions page, in the Profiles section, click Edit.
2. To create a custom dial restriction, from the Actions menu, click Create. The Create custom dial restrictions page appears.
   • Click Advanced mode. The Add custom dial restrictions page appears.
   • Enter a name and description for the custom dial restriction.
   • To use an attended transfer with calls, check Enable warm hand-off (attended transfers).
   • To add dial restriction criteria for inbound, outbound, or transferred calls, next to each call type, click Set up. The Add custom dial restrictions page for that call type appears.
   • Click Add dial restriction.
   • Select an action, a digit pattern, a business schedule (required), and a holiday schedule (optional), and then click Save.
   • When you’re finished, at the bottom of the Add custom dial restrictions page, click Save.
3. To manage an existing dial restriction, on the Custom dial restrictions page, click its name. The manage page for the dial restriction appears.
   • Update the custom dial restriction name and description.
   • Update the attended transfer option.
   • For each call type (inbound, outbound, and transferred), from the Actions menu, click Edit. The edit page for the custom dial restriction appears, where you can add, edit, or delete the custom dial restriction.
   • To rearrange custom dial restrictions, from the Actions menu, click Rearrange.
   • The List custom dial restrictions page for that call type appears, where you can change the call order.
     When you’re finished, click Save.
4. To delete a custom dial restriction:
   • On the Custom dial restrictions page, click Delete from the Actions menu.
   • Check the box for each custom dial restriction you want to delete, and then click Apply.

Manage custom digit patterns

You can define patterns using the following special characters in place of digits:

• Use $ as a placeholder before or after the digits in a pattern. For example, $555 finds any number ending in 555; 555$ finds any number beginning with 555. You can use $ only once in the same pattern (for example, you can use $555 or 555$ but not $555$).
• Use ? in place of any single number. For example, 5?5??????? finds every number with a 5 as the first and third digit.
• Use brackets [ ] to specify more than 1 value for a specific digit. Separate consecutive values with a hyphen (-) and nonconsecutive digits with a comma (,). For example, 55[5-7,9]8675309 finds 5558675309, 5568675309, 5578675309, and 5598675309, but not 5588675309.

Digit patterns are strings of numbers that you want to manage. For example, you can define 5558675309 as a digit pattern and then create a custom dial restriction policy that allows or blocks calls made from this number.

1. On the Custom dial restrictions page, in the Custom digit patterns section, click Edit. The Custom digit patterns page appears.
2. To add a digit pattern, click Add digit pattern. The Add digit patterns page appears.
   • Enter a digit pattern name and description.
   • Enter the digit pattern, and then click Save.
3. To change a digit pattern, click the plus sign to expand the pattern you want, and then click Edit.
   • Update the digit pattern name and description.
   • Update the digit pattern, and then click Save.
4. To delete a digit pattern, click the plus sign to expand the pattern you want, and then click Delete. In the message that appears, click Continue.

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Manage custom dial restrictions for a site

1. On Collaborate homepage, at the top of the page, click Select a site or Switch sites, and then search for or select a site.
2. On the left menu, expand Administration, and then click Dial restrictions. The Dial restrictions page appears.
3. Next to Custom dial restrictions, click the Edit icon. The Custom dial restrictions page appears.
4. Do 1 of these things:
5. Select an existing custom dial restriction profile, and then click Activate.
6. To use the company-level custom dial restrictions, click Copy company-level dial restrictions. Select a profile, and then click Import.

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Manage dial restrictions for a single user

1. On the Collaborate homepage, on the left menu, expand Users, and then click Manage users. The Manage users page appears.
2. Search for and select the user you want. The manage page for the user appears.
3. Click Adjust settings. The Manage settings page appears.
4. Click Manage dial restrictions. The Dial restrictions page appears.
5. Next to Standard or Custom dial restrictions, click the Edit icon.
6. To turn on or turn off a dial restriction, under Status, click On or Off, and then click Save.
   Note: You can select only 1 custom dial restriction.

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Manage dial restrictions for a group of users

1. On the Collaborate homepage, on the left menu, click Bulk management. The Bulk management page appears.
2. Click Manage dial restrictions. The User dial restrictions page appears.
3. Enter or search for and select a site.
4. In each of the following sections, turn on the dial restrictions you want:
   • Apply standard dial restrictions
   • Apply custom dial restriction profile
5. To select users who will be affected by the dial restrictions, click Select more users. The Select users window opens.
6. Search for and select the users you want, and then click Assign.
7. Enter an email address where we can send a confirmation message, and then click Apply.

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