Sign In process
• Enter the email
address used when the account was registered
• Select Change
• Enter your
Application Username and 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.
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
> 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
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
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
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 only allow you to search for users that have Cisco Webex however you can add external contacts to the application via the Add a contact button. Please note the application does not pull down the Group contact directory from the Phone Portal however 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.
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.
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
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.
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