Admin Portal Overview

1. Home Tab: Your Central Dashboard

The Home Tab offers an at-a-glance summary of your account activity and resources:

• User Metrics: View total users, active users, and device usage, such as softphones or IP phones.
• Usage Overview: Monitor minute usage and stay within account limits.
• Invoices: Quickly access, view, and download past and current invoices.
• Support Resources: Access detailed guides, support documentation, and international tariff rates.

2. Top Navigation Tools

The top navigation bar includes advanced tools to simplify and customize your account management:

• Import/Export Manager: Easily bulk import or export user data, saving time when managing large groups.
• View Manager: Manage user roles, devices, hunt groups, and account structures for streamlined configuration.
• Account Level Service Manager: Configure essential features like:
  • Auto-attendants
  • Hunt groups
  • ACD queues
  • SMS groups
  • 911 profiles
  • Purchase phone numbers directly from this section.
• Billing Manager: Manage account information, view bills, and create segmented billing groups for efficient expense tracking.
• Report Manager: Generate detailed reports, including call activity and CDRs, to analyze account performance.
• SLA API: Define and track performance metrics to meet service-level agreements for call centers.
• Contact Manager: Upload and manage contact lists in bulk, ensuring your team always has access to updated information.
• API Manager: Access APIs to integrate systems, automate workflows, or fetch data like SMS history.

Explore and Learn

The Admin Portal is designed for flexibility, allowing you to tailor its features to your organization’s specific needs. Take some time to explore the tools and reference the support documentation for guidance.