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User Portal

Get information about your user account in the PBX, such as your voicemails, call history, faxes, contacts. You can apply limited settings using this app.

Note

Use the search function in each menu to find details quickly.

Viewing voicemails

  1. Go to User Portal.
  2. Click the Voicemail tab to view a list of all voicemails received.

  3. Filter by new voicemails or previously heard voicemails if desired.

For more information about voicemails, see Voicemail Boxes.

Viewing personal call history

  1. Go to 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, view call history for all users in Call Logs.

Viewing fax history

  1. Go to 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 User_Portal.
  2. Click the Contact List tab to show all your contact names and numbers.

  3. Use the arrows to navigate the full list (change how many entries appear on each page if necessary).

Managing conferences

  1. Go to User_Portal.

  2. Click the Conference tab to display any conferences you are included in.

    Info

    The Conference tab is only available if you have set up a conference in the Callflows app, see Conference.

  3. On the conference dashboard, click the icons to manage a live conference:

    conf

    • 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

Setting up call forwarding in user portal

  1. Go to 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 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.

More information