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Navigate the Admin Voice Portal

The Voice Portal is where you can control who can contact you, how they will reach you, and when they can reach you. As an Account Manager or Admin user, you have access to manage not only your own services but also those of other users on the account. The navigation menu is on the left side of the portal. The products and features you have access to are listed there.

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Users

All users on your account are listed here. To edit the settings for a specific user, hover over the user and click Edit on the right. For each user, there are four tabs that organize the user’s settings:

  1. Calls. View the phone numbers directed to this user, and manage their caller ID, Call Screening and Call Handling settings, which control how incoming calls to this user are handled.

  2. Devices. View the devices assigned to the user and devices which the user has a shared line. You can also manage the user's device line configuration and assign features to line keys on their device.

  3. Settings. View the user's information login settings, feature plan, and calling plans.

  4. Voicemail. Upload voicemail greetings and personal name recordings, view and manage messages saved to the box, and configure the Forward Voicemail to Email settings.

User Groups

User Groups enable account end users to be segmented by location, department, skill-set, language, or any other criteria while continuing the use of extension-to-extension dialing between all users on the account.

Phone Numbers

View and manage all the phone numbers on the account, including their routing destinations and caller ID.

Devices

View and manage all the devices on the account, including the feature key configurations, without having to go to the specific user. To locate a particular device, search for the owner’s name, or MAC address.

Auto-Attendant

Auto-attendants enable identification, segmentation, and routing of callers to the most appropriate agent within your team. It's a simple, effective, and completely customizable tool which will significantly reduce costs and increase efficiency within any company.

Account Codes

Account codes are used to tag (classify) calls for billing and reporting purposes. Admin users can create specific codes that users can dial to associate call activity to a department, project, client account, and more.

Call Groups

Pick Up Groups and Paging Groups allow you to reach multiple users simultaneously by dialing a star code.

Voicemail

This section houses all of the voicemail boxes set up on the account. The settings here are the same as they are in the Users > Voicemail tab.

Short Dials

Short dials allow everyone on the account to access frequently used internal or external phone numbers. They’re like account-wide speed dials or extensions, except short dials can be routed to any phone number that is allowed by the calling plan, even international numbers.

Media Files

Media Files is a library of audio files stored on the account that can be reused throughout the account, making it easier than ever to update prompts and messages to reflect changes like holiday hours or decreased business hours due to weather for enhanced customer experiences.

Call History

Call History holds the records of all calls made and received on the account. Calls are presented in chronological order with the most recent call at the top. At the top right of the table, the current record list can be downloaded as a .csv file.

Analytics

The inventory dashboard displays a read-only view of the products, packages (licenses), and add-ons in an account, so you can quickly see what you have.

Account Settings

Manage Music On Hold and Emergency Call Notification settings for the account.

Notice

Not all products and features are available on all accounts. If you don’t see something you expect, please contact Customer Support.

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