Cisco Webex User Guide - Desktop v2

Cisco Webex User Guide - Desktop v2

Sign In process

 • Enter the email address used when the account was registered

• Enter your Password. This will then log you into the application

Once you have logged in for the first time on Cisco Webex, the welcome screen will be displayed. For extra guidance please click on the Try messaging, Try meeting and Try calling button or click I’ll just look around to proceed to the main app screen

Below is the main home screen that will appear as you enter the app.

Icon Details

By clicking on your icon in the top left-hand corner – you will see a menu with various options to manage the app. Most are self-explanatory, please see the main points below.

> Click on Edit profile – you will see your telephone number and be able to edit your details. You can even add a photo.

> Click Settings and the setting menu will appear. From here you can see and amend the settings for all of the features on the app.

> What’s new – shows the latest updates to the app.

> Sign Out will mean the next time you log in you will need email, username and password.
> Exit Webex, Your user information is remembered and will sign you in automatically when the app is next opened.


You can search for your contacts to message on the main search bar at the top of the Webex application. For internal contacts you can use name, phone number or email address to search. For external Webex users, you will need to search for their email address

From the search list, you can also add users to your contacts, right-click and select add to contacts

The Message icon in the left menu allows you to select users from your contacts or who you’ve had previous conversations with whether this was direct or in a group space.

You can create a Space (Group Chat) from the message menu.

Once a Space has been created you can chat, collaborate and send files


People - Allows you to add users to the Space

Content - Gives you access to Files and Whiteboards

Schedule - Allows you to setup meetings via the application

Apps - Some apps can be integrated with Webex.


The Teams space allows you to group users together and create spaces within the group. 

Enter a name, description and add the relevant users to create a team

Within this page you can create spaces only accessible to users within the Team.



The contacts tab allows you to call your contacts, you can also group contacts into their own sections.

The Search Bar will allow you to search for users that have Cisco Webex (company contacts) or contacts that are in your group contact directory on the platform,  you can also add external contacts to the application via the Add a contact button. There is integration with Outlook that can be enabled in the settings. 

To add contacts external to the app, select Create a Custom Contact

Enter the details of the contact and click Save

Create a Group allows you to sort contacts into their own Group

Once a group is created, you can add users to this group by the following methods.

1) When initially adding the user, this gives you the option to select which group you add them to
2) Following the addition, you can right-click the contact and select the group

Making a Call

The dial pad section allows you to view your call history and make calls. You can video call other Cisco Webex users from this screen.

The Cisco Webex application can also be used to push a call to your handset from the app. In the Top right corner of the screen select Connect to a device, within this menu, you should see any Physical Handsets associated with your user licence. Select the device and any calls made by the app will be pushed to this handset

Meeting Calendar

This menu allows you to create and view any upcoming meetings

Answering a call

When you receive a call, you’ll see a notification allowing you to:

Answer: to take the call

Decline: if you can’t answer now

Message: if you want to answer with a chat message instead (only applicable to calls from another Webex user)

Once a call is answered, you will see the following pop up screen, The menu along the bottom allows you to carry out the following options.

Mute = Mute the microphone

Mute Dropdown = This allows you to change the audio and microphone device

Start Video = Allows you to initiate a video call with the caller (Only supported within Webex)

Share = Allows you to share your screen

Keypad = Opens the dial pad

Three Dots = This gives you the following options

> Place the call on hold
> Transfer the Call
> Conference another caller in

Transferring a Call

When clicking the transfer button will pop out a dial pad with a search bar, enter the number or search for the user you wish to transfer the call to.

Once you have selected the user you wish to call, this will place the initial call on hold so you can speak with the person you are transferring the call to

You can complete the transfer by clicking the Complete Transfer button, this can also be clicked whilst the call is ringing for a cold transfer.

Call Forwarding/ DND (Do Not Disturb)

To enable DND or a Call forward, this can be done within the settings menu. Select your Icon in the top left corner and select Settings.

Next in the left menu, select Calling – Within this menu, we recommend turning off Answer calls with my video on.

Select Set additional preferences for your phone under the Self-Care Portal

Full Article Continued in the attachment below

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