Use 3CX on your computer

There are two ways to use 3CX on a computer. Both work with the same extension, so you can use either.

Option 1: the web client in Chrome or Edge

This works on Windows and Mac with nothing to install.

1. Open your 3CX web address in Google Chrome or Microsoft Edge. Your 3CX web address is in your 3CX welcome email.
2. Log in with your email address (or extension number) and password.
3. When your browser asks, allow notifications and microphone access. Without them you won’t hear calls ring or be heard on calls.
4. Optional: install it as an app so it opens in its own window. Click the install icon in the address bar, then Install. In Edge you can also tick Pin to taskbar and Auto-start on device login.

Keep the web client open (a pinned tab or the installed app) so calls can ring while you work.

Option 2: the 3CX Windows app

1. Install 3CX from the Microsoft Store.
2. The easiest way to sign in is from the web client: open Apps, click the Windows App tile, then click the provision button and Open 3CX when your browser asks.
3. Or open the app, enter your 3CX web address, choose Sign in with Email, and log in.
4. Allow access if Windows asks.

Control your desk phone from the web client

If you have a desk phone, the web client can make calls through it, which is often quicker than using the phone’s keys.

1. Click the dialer icon in the top right of the web client.
2. Above the number pad, open Calling device and choose your desk phone.
3. Type a number or search for a name, then click the handset icon. Your desk phone rings or goes off-hook, and the call is placed from it.

During a call, Transfer sends the call straight through, and Att. transfer puts the caller on hold so you can speak to the other person first. Our desk phone guide covers doing the same from the phone itself.

Moving to a new computer

1. On the new computer, follow Option 1 or Option 2 above.
2. Plug in your headset and choose it in the app’s audio settings.
3. Make a test call to a colleague, or to your own mobile.
4. Sign out of 3CX on the old computer, or uninstall the app, before it’s handed on or wiped.

Your contacts, call history and voicemail live on the 3CX system, not on your computer, so there’s nothing to copy across.

3CX’s guides:

• The 3CX Web Client
• The 3CX Windows app

If calls ring but there’s no audio, or the app won’t sign in, log a support request and tell us whether you’re using the web client or the Windows app.