Accounts, global extensions and provisioning

Disable an extension

Use Disable on an active staff/contact extension and queue deprovisioning.

Audience: CRM administrators, staff callers, customer contacts, voice-platform engineers and website operatorsPermission: View or ManageModule v1.1.3
Exact navigationAdmin Area → Setup → xConnect → Allocated extensions
Before you begin
  • Confirm the module is active and use the exact navigation shown above.
  • Use an account with the stated module and core CRM permissions.
  • Use known test records when changing statuses, visibility, saved filters or global navigation.

What this guide covers

Use Disable on an active staff/contact extension and queue deprovisioning. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.

Exact step-by-step process

  1. Open Admin Area → Setup → xConnect → Allocated extensions.
  2. Locate the record, setting or action used to disable an extension.
  3. Complete the displayed fields or controls exactly as described in this guide.
  4. Select the available save, submit, update, call, sign, upload or confirm action.
  5. Return to the related register, portal, dashboard or call panel and verify the recorded result.

Fields, choices and supported possibilities

Numbering or provisioning ruleUse Disable on an active staff/contact extension and queue deprovisioning.

Code-backed validations and workflow rules

  • Extension changes are tenant-aware and queued for switch synchronisation when provisioning is enabled.

Expected result and verification

  • The disable an extension workflow completes without a validation, permission or availability error.
  • The relevant case, document, proposal, call, extension, widget session, timeline or audit evidence shows the expected state.
  • Any client-visible or public result appears only where the code explicitly allows it.

Security, privacy and operational checks

  • Use a controlled test case, contact, extension or website origin before production rollout.
  • Grant the minimum permissions needed and protect private documents, call metadata, signing evidence, API credentials and infrastructure paths.