1. In the System Administration application, add the wanted Orchestra Connect Unit Type(s), depending on what kind of display(s) you want to use in connection with your Orchestra Connect. Also, add the Mobile Connect Unit Type, if you want to use iOS notifications.

2. When you have added the Unit Type(s), check their configuration. For example, here on Global level, you can enter a hex color code for a Highlight color, if you want to brand your Orchestra Connect app. For more information about the Unit Types, please see the Standard Unit Types Guide, found on Qmatic World.

3. In the Business Configuration application, add the wanted Orchestra Connect Unit Type(s) to your Equipment Profile.

4. Configure the Unit Types, in your Equipment Profile. On this level, there are quite a few settings that can be configured. For example, you can enable Delivered Services, Outcomes, and Net Promoter Score (NPS), if you use them in your system. You can select the wanted Quick Buttons, decide whether or not it should be allowed to transfer to User and Service Point Pools for the Service Point, if the called number should be displayed in full screen automatically, and so on. If you will be using Flic or the Widget for Orchestra Connect, this is where you select the default Service for Walk Direct. When done, make sure that you Save your Equipment Profile.

5. Next, configure the Unit Type(s) for each of your Branch(es). On Branch level, you for example decide if the Queues view, Waiting summary view, Transfer to Service Point Pool/Transfer to User Pool controls and Note View should be available. Make sure that you Save and Publish each Branch when done!

6. In the User Management application, select the ConnectCounter Role for the User(s) that will be using Orchestra Connect.