Welcome Email - 3CX Apps

Modified on Fri, 15 Nov at 12:18 PM

General

3CX offers the ability to connect to the system using different tools and/or locations.

At first you would need to define if you are using a Deskphone (physical phone) or not.

If you are using a Deskphone please follow this guide here. (coming soon)

If you intend to use a 3CX onboard tool (WebClient, WebApp, DesktopApp, Mobile Client or all of them) please continue reading below.

3CX Apps:

3CX offers the following onboard tools:

Webclient - a way to connect to your extension using a Web-Browser (Windows-, Mac-, Linux devices)
Windows App - a dedicated Windows Softphone using an encrypted/tunneled connection between the 3CX Phone System and your PC/Laptop, overcoming implementation issues and ensuring stable connection.
Progressive Web App (PWA) - a Browser extension, offering the same functionality as the Webclient in a dedicated window (Windows- and/or Mac devices)
New Desktop App (NDA) - a separate Browser session, offering the same functionality as the Webclient in a dedicated window (Windows- and/or Mac devices)
Mobile App - an application running on your Android or iOS phone

One can use either one of these options or all of them at random or at the same time, being connected from:

Office
Working from Home
On the Go (Mobile/Laptop/.....)

All you need is an Internet connection:

The Welcome Email is your Key for the use of any of the 3CX Apps!

A more detailed overview on the Apps can be found here

Welcome Email content:

Once your new extension on 3CX has been created, the system automatically sends you a Welcome Email. This email contains all the relevant information to help you set up your browser-based Softphone.

Information that can be found inside the Welcome Email:

Login to your Account
Your Account Details

Section 1 - Set your Password:

To set your password, click on the link 'Set your password' in the Welcome Email.

After clicking on the link, you will be led to the Phone System website where you can enter your own password for your .

Please choose the Password as Follows:

Minimum 10 characters long

No spaces
Minimum 1 lowercase letter
Minimum 1 uppercase letter
Minimum 1 digit

Ensure both Passwords are matching and not simple, then confirm with 'Set Password'

Ensure you also note down your Password!

Once your password is set, the page will reload, and you will see the login screen:

Section 2 - Using your Account Details

To log in you will need:

Your Extension Number, found in the "Your Account Details" section of the Welcome Email.
The password you set earlier.

Steps to Log in:

Enter your Extension Number and Password in the appropriate fields.
Click "Login".

If 2-Factor Authentication (2FA) is not enabled on your extension, you will now be logged into 3CX.

Section 3 - Setting up 2-Factor-Authentication

*This step is required only if 2FA is enabled on your extension.

Steps to Set Up 2FA:

Upon logging in, you will be prompted to set up 2FA using either Google Authenticator or Microsoft Authenticator.
Follow the instructions provided to pair your account with the authenticator app.
Enter the security code generated by the authenticator app and click "OK" to complete sign in.