Self-Care Portal User Guide

The Cisco Unified Communications Self-Care Portal is a web page where must login with a password.  Here you can set up certain phone features and options. For example, you can create speed-dial numbers, specify how you want to be notified when there are voicemail messages, create a personal contacts list, turn on  Do Not Disturb, and change your Self-Care Portal password and PIN. The phone manual for Kenyon’s Cisco model 8961 and 9971 phones is also available for download.  

The web portal allows you to set up  these options for the primary phone number on your phone. If you have a second personal line, below the top number, it also takes on the settings you select.  Monitored lines of other people whose phone you answer are not affected by these settings.

  • Open your web browser and go to the Self-Care Portal (and bookmark this page)
  • Login with username:  your  11-digit phone number  (1740427####)
    • *Note:  When using Kenyon’s new phones, you must dial all phone numbers with a “1” preceding the full 10-digit number (17404275###).
  • Enter the initial default password for all phones:  Ch@ng3M3!
    • *Note:  Self-Care Portal passwords require a change every 90 days.  They must be at least 8 characters long and include an uppercase and lowercase character as well as a special character (! * % etc.)  They cannot be repeated until after the 25th password change. 
    • Hint: To make your password easy to remember, add “01” to your password, then change to “02” on the next password change, etc.

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The page that first appears is the My Phones page, which can also be accessed by clicking the Phones tab in the menu bar. 

My Phones page allows you to view a description of your phone and add new phones.  You can also download a copy of the Phone Manual for Kenyon’s model 8961 and 9971 phones by clicking on your office phone’s image. 

Phone Settings (in left panel) allows you to create speed dial numbers, set voicemail notifications, a call history list, and a personal contact list

Call Forwarding  (in left panel) allows you to set forwarding options for your phone.

IM & Availability (tab on menu bar) allows you to set a temporary Do Not Disturb status on your phone (Note: Kenyon’s 9971 model phones have a button for this but 8961 phones do not).

General Settings (3rd tab on menu bar) allows you to change your Self-Care Portal password and Self-Service PIN.  (The PIN is needed to access your Personal Directory via your phone).  The default PIN for all new phones is 123456.  You do not have to change this PIN as you will only use it on the first login to Personal Directory.  If you press the Logout button, you will have to login again the next time you access your Personal Directory.

(Other tabs on menu bar are not relevant to Kenyon at this time).

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Below are instructions for the options you may want to set up  in your Self-Care Portal:         

Speed Dial Numbers

With speed dial numbers you can substitute a number code (from 1-199) for a  phone number, thus saving dialing time.   To create a speed dial number:

  • Click the Phones tab in menu bar, then Phone Settings in left panel.
  • Select Speed Dial Numbers, then Add Speed New Dial.
  • Enter the 11-digit phone number (no hyphens), a name/description, and assign any speed dial number  (1-199).  Click Save
  • Keep a written list of your speed dial numbers since a list is not available from your phone.

Ring Settings

Each line on your phone is by default set to ring when a call is coming in to it. However, you can change the line setting so that it can either ring, beep, or just have the line/session button "flash"  with an incoming call.  You can set each phone line individually by doing the following

  • Click the Phones tab in menu bar, then Phone Settings in left panel.
  • Select Ring Settings in the list.
  • Change the settings on each phone line as you desire.
  • Click the Save button when finished.

Voicemail Notifications

Voicemail notifications allow you to set up how you want your phone to notify you that there are new messages. For example, you can configure your phones to display phone screen icons, create an audible stutter tone when the handset is picked up,  or flash a message waiting light on the handset to notify you that you have new messages.  You must choose at least one setting or otherwise by default you will receive an email message for each voicemail message you receive.

  • Click the Phones tab in menu bar, then Phone Settings in left panel.
  • Select Voicemail Notification Settings.
  • Checkmark at least one of the notification options you want to apply to your phone.  Click Save.

Set Up Call History

This feature allows you to set up a Call History log that automatically appears on your phone screen when making a call.

  • Click the Phones tab in menu bar, then Phone Settings in left panel.
  • Select Call History.
  • The Log Missed Calls  box is checked by default.  If it is not, check the box. Click Save.

Set Up Phone Contacts

Phone contacts allow you to store phone numbers and email addresses for your phone contacts. From your phone, you can browse your list of contacts and place calls directly from the contact list.  Accessing your Personal Directory via your phone requires entering your 11-digit phone number and PIN 123456.

  • Click the Phones tab in menu bar, then Phone Settings tab in menu bar, then Phone contacts in left panel.
  • Select Create New Contact.
  • The Add New Phone Contact window appears.  Complete the fields and click Save.

Call Forwarding – When phone is busy or you are away from your desk 

You can set up the call forwarding options for times when your line is busy or away from your desk.     It can be set up separately for external or internal calls.  The default is set to transfer the calls to voicemail.  To set otherwise, do the following:

  • Click the Phones tab in menu bar, then Phone Settings in left panel.
  • Select Call Forwarding
  • Click Advanced calling rules.
  • Use the drop-down list boxes to configure call forwarding options for both internal and external calls.  
  • Scroll down further in screen and click Save.

Call Forwarding – Forward All Calls to Voicemail or Another Phone

Call Forwarding allows you to set up your phone to forward all calls to either voicemail or to another phone number (such as a cell phone) when you are away from the office for extended periods.  You can also use the Forward All softkey on the phone to forward your calls to voicemail or another number.  This is usually done when the forwarding is for a short period of time.

  • Click the Phones tab in menu bar, then Phone Settings in left panel.
  • Select Call Forwarding.
  • Your phone number is displayed at top of screen.
  • Checkmark the Forward all calls to: check box.
  • In the drop-down box select either Voicemail or Add a new number.
  • If forwarding to another phone, type in its 11-digit phone number.
  • Scroll down further in screen and click Save.

Turn on Do Not Disturb Status

When Do Not Disturb is turned ON, your phone does not ring when someone dials your number.  If turned ON here, you must remember to turn it OFF again when not needed!

  • Click the IM & Availability tab on the menu bar.
  • Select Do Not Disturb.
  • Checkmark Turn On.
  • Click Save.

Set Self-Care Portal Password

To reset the password that you use to log into Unified Communications Self Care Portal, perform the following steps:

  • Click the General Settings tab in the menu bar.
  • Click Client/Portal Password
  • In the New Password text box, enter a new password
  • In the Confirm New Password text box, enter the password again.  Click Save.
    • *Note:  New IRS regulations require that Self-Care Portal passwords be changed every 90 days.  They must be at least 8 characters long and  include an uppercase and lowercase character as well as a special character (! * %etc.)  They cannot be repeated until after the 25th password change.
    • Hint: To make your password easy to remember, add “01” to your password, then change to “02” on the next password change, etc.

Set Phone Services PIN

Note:  You do not have to change your Person Directory PIN.  Just use the default PIN 123456.

The Phone Services PIN is used for accessing your Personal Directory via the phone.  You will only be required to login with the default PIN the first time you access your Personal Directory (as long as you do not press the Logout softkey).

Download Phone Manual

You can download the complete Cisco phone manual for the model 8961 and 9971 phones below. 

  • Click the Phones tab in the menu bar, then My Phones in left panel.
  • Click the image of your phone.
  • Select Download manual.
  • This is the complete Cisco manual for your 8961 and 9971 phone.  The instructions that apply to Kenyon were chosen from this manual.