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Profile Manager

Set up new users in one step.

Profile Manager lets 3CX system administrators build reusable profiles of departments, queues and ring groups. Assign a profile to a user, and they are added to all of it.

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  • Unlimited profiles and users
  • Restricted to 3CX System Administrators
  • Encrypted with sign-in required
How it works

Build a profile once, then give it to anyone.

Make a profile for each department, team or job role. Assign it to a user, and they join everything in it.

Profiles

Tick the departments, queues and ring groups a role needs.

On the Profiles screen, add a profile and tick its departments, queues and ring groups, then choose Save Profile.

  • Change a profile later, and every user with it is added or removed too
  • No limit on the number of profiles or users
Users

Pick a user, pick a profile, and you are done.

The Users screen shows every user next to the profiles. Select a user, tick a profile and choose Assign Profile. They are added to all of that profile's departments, queues and ring groups.

  • Take a user off a profile the same way, and they are removed from all of it
  • Set an agent's skill from 1 to 5 for queues that use Skill Based Routing
  • See each user's profiles, with the profile data read only
Where it helps

Made for the moments when people join or move.

A new hire starts

Give a new sales rep your sales profile, and they join every queue, extension group and ring group in it at once.

An agent changes teams

Remove the old team's profile and assign the new one. Their memberships move with them.

A team takes on a new queue

Tick the queue in that team's profile and save. Everyone with the profile is added.

Every role set up the same way

Tailor a profile for each department, team or job role, so everyone in it gets the same memberships.

Profile Manager is included in the VoIPTools Subscription.

One subscription gets you Profile Manager and 30+ other add-ons for 3CX.

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Questions

Profile Manager questions, answered.

Anything else? Our support team answers 24/7 from the USA, India and the Philippines.

What goes into a profile?+
Departments, queues and ring groups. You choose them from lists when you create or edit the profile, and you can make as many profiles as you need, for example one for each department, team or job role.
What happens when I change a profile?+
Everyone with that profile follows it. Tick a new department or queue and save, and all of the profile's users are added. Untick one, and they are removed.
Who can make changes?+
Only 3CX System Administrators can add or change profiles and assign them. Queue managers can sign in and view the profile data, read only. Everyone signs in with their 3CX extension number and voicemail PIN.
Is it secure, and where can I use it?+
All communication is encrypted, and you must sign in to use it. You can open it from any authorized location, on any device with a web browser.
Can it set agent skill levels?+
Yes. On the Users screen you can set an agent's skill for a queue on a scale of 1 to 5, as long as that queue's polling strategy is set to Skill Based Routing.
Is there a limit on users or profiles?+
No. There are no restrictions on the number of profiles you create or the number of users you manage.
What do I need to run it?+
3CX version 20 and a separate Windows server (not the 3CX server), with Microsoft SQL Server (the free Express edition works). Profile Manager connects to your 3CX system through the VoIPTools Relay, the only VoIPTools software on the 3CX server. 3CX can run on Windows or Linux, in any cloud or on premises, but not on servers hosted and managed by 3CX. The full list is under Requirements below.
Details

Requirements and documentation.

Downloads and documentation
  • 3CX version 20
  • A Windows server for Profile Manager, separate from the 3CX server: Windows 10 or later, or Windows Server 2016 or later
  • Microsoft SQL Server 2016 or later (the free Express edition works), installed on the VoIPTools server, not the 3CX server. You can also use your own existing SQL Server. We strongly recommend SQL Server 2025: its free Express edition holds databases up to 50 GB, five times more than earlier versions, which matters for add-ons that store a lot of data, such as Exporter.
  • VoIPTools Relay, which connects Profile Manager to your 3CX system. It is the only VoIPTools software installed directly on the 3CX server, and it must be installed there, not on the VoIPTools server.
  • Static IP addresses for the VoIPTools and 3CX servers
  • Any device with a web browser to open Profile Manager
  • 3CX on Windows or Linux, in any cloud (such as Amazon, Microsoft Azure or Google) or on premises. Not compatible with 3CX servers hosted and managed by 3CX, which do not allow third-party software.

Check the documentation for the current release and full setup details for your environment.

Got a question?

Talk to the team that builds Profile Manager.

Whether it is Profile Manager, another add-on, or a custom solution built around your needs, we can help you get the most out of 3CX.

Already a customer? For help with an install or an issue, email Support@VoIPTools.com.

Thank you. Your question has been sent, and our team will get back to you soon.

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Give every user the right departments and queues.

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