User Portal #

The User Portal app gives users all of their personalized communications information in one place. View corporate contacts, manage voicemails and faxes, see devices registered, and more. All without exposing end-users to complexities of the entire platform. Users can ensure their devices are online and registered. They can view and listen to voicemails. They can see who has sent them a fax and download the fax online, or delete it from their fax mailbox. In addition, users who have changing needs can modify incoming call handling settings such as call forwarding or simultaneous ringing across devices.

Key Features

Voicemail box | Voicemail to email | Call forwarding | User call history | Company directory | Conference bridges | Contact list | Device status and configuration

In User Portal app, you can get information about your user account in the PBX. Your voicemails, call history, faxes, contacts, and so on. You can also apply some limited settings using this app.

note

In each menu, you can use the search function to find details quickly.

Viewing Voicemails

1. Go to the 'User Portal'.
2. Click the Voicemail tab to view a list of all voicemails received.
3. From the drop down menu, you can filter by new voicemails or previously heard voicemails.

For more information about voicemails, see Voicemail Boxes.

Viewing Call History

1. Go to the 'User Portal'.
2. Click the Call History tab and set the time frame for call history you want to review.
3. Click Filter to display the appropriate results.

note

From the Smart PBX app, you can view call history for all users in Call Logs.

Viewing Fax History

1. Go to the 'User Portal'.
2. Click the Faxes tab and set the time frame for fax history you want to review.
3. Click Filter to display the appropriate results.

Viewing Contact Lists

1. Go to the 'User Portal'.
2. Click the Contact List tab to show all your contact names and numbers.
3. You can change how many entries are displayed on each page, and use the arrows to navigate the full list.

Managing Conferences

1. Go to the 'User Portal'.
2. Click the Conference tab to display any conferences you are included in
3. On the conference dashboard, you can perform the following tasks:
   • View the call-in number and conference number
   • Lock the conference
   • Mute or hangup the conference
   • Invite more people
   • View the moderators and participants
   • Manage your pin
   • Determine if participants join on mute or deaf
   • Determine if entry or exit tones are played

For more information about conferences, see Conference.

note

The Conference tab is only available when a conference is set up.

Setting Up Call Forwarding

1. Go to the 'User Portal > Settings and Devices'.
2. Check the box to Enable Call Forward.
3. Enter the phone number that you want to divert your calls to.
4. If you want both devices to ring, check Also Ring My VoIP Phone.
5. If you want the caller ID to display on the forwarded call, check Keep Caller ID.
6. Save your changes.

Setting up voicemail to email

1. Go to the 'User Portal > Settings and Devices'.
2. Check the box to Send Voicemail to Email.
3. Enter the email address that you want send the voicemail notifications to.
4. Save your changes.