Actions User Guide

Actions is an applet available on the BluIP Ecosystem. It is an engine that enables users to login to multiple accounts, such as Orion and BroadSoft, while using a single portal. With the Actions Applet, it is no longer necessary to remember multiple passwords or account user IDs. Using a single Portal ID, users can access all of their enterprise accounts seamlessly.

In addition, Actions also allows you to modify information on specific users within your enterprise, such as a user's contact information, or basic incoming call preferences.

Click the links below to learn more!

Getting Started

Users can access Cookbook via the BluIP Ecosystem!

Choose one of the following methods of accessing the BluIP Ecosystem:

  • Go to and enter your login credentials.
  • Add the BluIP Extension to your Google Chrome via Appit.
Adding the BluIP Extension to Google Chrome

1. Go to the Chrome webstore by going to in your Chrome browser. See Item 1.

2. Type in "Appit" and click in the search bar. See Item 2.

3. Select Appit and click on Add to Chrome. See Item 3.

4. You will now see the Dialer 5.0 Chrome extension in the top right corner of your Chrome browser. See Item 4.

5. Click on the newly added BluIP icon and select Login. See Item 5.

You may need to restart your browser for the changes to take effect.

Using Actions

Once you login to the BluIP portal, click on the top left-hand corner navigator to search for Actions. See Figure 1. This will bring you to the Actions Main Page.

When you reach the Actions Main page, you will see your enterprise(s). If you have multiple enterprises, you can search by name or number to select the ID that you would like to work with. In the example below, the user searched by name. See Figure 2.

Once you have identified the enterprise that you would like to use, there are two options:

  • Click the Cog icon to automatically login to the account that is associated with that Specific Enterprise ID. See Figure 3.
    • When clicking the Cog icon, the associated login page will pop up as a modal window.
  • Click the View button to view all groups belonging to that enterprise. See Figure 4.

In the example below, the associated account to BluIP Inc leads to the BroadSoft enterprise-level login. See Figure 5.

  • Notice that Actions directly opens the associated enterprise login. You will not be prompted for any credentials or passwords and can easily login to multiple accounts.

If you click on the View button, you will be able to view all groups belonging to that enterprise. To view specific members within a group, click View again. This will bring you to a page listing all of the members that belong to the group you selected.

From this screen you can quickly see whether a user has an activated enterprise number (See Figure 7) as well as email a password reset code to the user (See Figure 8).

  • Click View again to view the user's contact information. See Figure 9.

While viewing a specific user's profile within Actions, it is also possible to edit their information.

To edit a user's information:

  • Click View on the far right of the User ID's entry. See Figure 9. This will bring you to the user's Contact ID and Account Information.

Other actions that can occur on this page:

  • Click on the Refresh icon to refresh the page. See Figure 10.
  • Click on the Cooking Pot icon to access Cookbook. See Figure 11.
  • Click on the Pencil icon on the top right-hand corner of the applet screen. See Figure 12.
  • Click on the Magnifying Glass icon to search for a particular user. See Figure 13.


  • Click on the Pencil icon to begin editing a user's information. See Figure 14. In the example below, the user attempts to edit the user's Name, as indicated by the pencil icon on the right.
  • Click on the Pencil icon again to save the changes you've made.

The user's profile entry has several fields that are viewable and editable through Cookbook.

The following fields can be quickly checked using Actions:

Incoming Call Settings

Under Incoming Call, you will be able to view whether or not the user has DND (Do Not Disturb) active or Call Forwarding Always. To alter these incoming call states, hover your cursor over the Actions Icon, indicated by the triple bar. Figure 1 below indicates all possible Actions that you can take for the Incoming Call Settings. If you choose to alter any of these settings, you will be redirected to Cookbook where you will be prompted to run a recipe on the specific user. For more information on recipes and Cookbook, view the Cookbook User Guide here.

  • (Re)activate Phone Number: Activates the user's Phone Number.
  • Alter DND: Turn the user's DND Status on or off.
  • Alter CFA: Turn the user's CFA on or off, and select where forwarded calls are directed to.
View Calls

Under Calls, you will be able to view the user's last 60 calls. This includes: 20 placed calls, 20 missed calls, and 20 received calls. After the log hits 20, the oldest call will be removed from the list in order to accommodate the new call that was just made.

Through this tab, the user can delete calls from their call log history.

  • To delete a call, click on the user's Contact ID so that it displays as a check mark. Then click on the triple bar and select Delete Selected Calls. You will then be asked to confirm whether or not you would like to remove those calls from your log. Click Yes to continue with the action or click No to return to the previous screen. See Figure 1.
Quality of Service

Under Quality of Service (QOS), you can view the user's average opinion score, and QOS details since the last established call. In addition, you can also download the details of a specific call by clicking on the download icon beside the contact entry. See Figure 1.

E911 & Location

Under E911 & Location, you can see whether or not the user has "passed" on E911. A user that "fails" E911 will be unable to place an emergency call. For more information, contact our support team:

Also listed in this section is the Emergency Address, the Emergency Calling Number, Profile Time Zone, Phone Number, and Profile Address.

  • You can edit your addresses by clicking the pencil icons. See Figure 1.

Under Devices, a user can quickly view what devices are registered to a particular user. In the example below, the user has four active devices registered under her account and three inactive devices. See Figure 1.

  • Active devices have a green circle next to them
  • Inactive devices have a gray circle next to them

It is also possible to print out this information by clicking on the printer icon on the top left corner of the Devices Header. See Figure 2.


Under Credentials, a user can quickly view whether or not a Web Password or Voice Passcode is disabled. You can also send out a Password/Passcode reset email to a specific user if needed. To send out a Password/Passcode reset, hover your cursor over the triple bar and select the reset that you would like to send. See Figure 1.  


Actions is now available.

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