The Manager Portal

The Homepage consist of your application selection at the top and widgets that display information regarding the domains activity as seen in figure 2.3 below.

2. The Manager Portal
The Manager Portal is a web interface that you will use in order to manage your organization, manage your account, and communicate with others.

2.1 Accessing the Manager Portal
In order to access the manager portal, open a web browser and enter your fully qualified domain provided by your administrator into your web browser as seen in figure 2.1. After entering the domain into your browser, you will be taken to the login page as seen in figure 2.2

2.1 Accessing the Manager Portal

2.2 Logging in

On the login page enter your credentials provided by your administrator or click the New User link. 

If you click the New User link a new window appear asking for your Email address and

Extension number (extension number is optional and not required to be entered as seen in

figure 2.2.
Then enter your email and extension number and your  credentials will be emailed to you.

 

Once you’ve entered our credentials you will be taken to the Manager Portal

homepage as seen in figure 2.3. There are 2 levels to the manager portal for

you as an Office Manager the Manage Organization level and your account

level. When you login you are taken to the Organization level as seen in figure 2.3.

 

2.3  Homepage Layout

The Homepage consist of your application selection at the top and widgets that display information regarding the domains activity as seen in figure 2.3 below. 

2.3.1 Call Graph

The Call Graph widget as seen in figure 2.3.1 gives a visual representation the Call Graph allows you to visually graph the number of calls by:

2.3.2 Peak Active Calls 

The number of concurrent calls places at one time.

2.3.3 Call Volume 

Includes answered calls, abandoned calls, forwards, and voicemail.

2.3.4 Total Minutes

Total minutes shows the total number of minutes your organization has used.

2.3.5 Current Active Calls

The Current Active Call widget as seen in figure 2.3.5 displays all current calls your organization currently has connected. Displayed with the caller ID phone number and name of the person placing the call. The number they dialed. The application the call is being sent to such as user, Auto Attendant, voicemail, etc. Followed by the duration of the connected call. The speaker icon as seen in figure 2.3.5.a to the right of the call will allow you to monitor the call.

2.3.5.1 Call Monitoring

When clicking on the speaker icon will display the Audio Monitoring widget as seen in figure 2.3.5.1 which will allow you to select from the following audio monitoring options. 

2.3.5.2  Join Call

Will Allow you to join the call so you can speak to all parties on the line.

2.3.5.3 Whisper to

This option allows you to speak only to the user’s extension that is on the call.

The person on the other side of the call will not be able to hear you.

2.3.5.4  Listen Only 

Listen only allows you to listen or monitor the call without anyone being able to hear you.

 

2.4 The Attendant Console 

Above the Usage Statistics widget in the top right-hand corner is a link to the Attendant Console link as seen if figure 2.4. Clicking the Attendant Console link

will open another webpage and take you to the Attendant Console Contact’s page which will display the domain’s Contacts and Parking Lots as seen in figure 2.4.a. 

2.4.1 Contacts

The contacts tab provides you an overview of all the contacts in your organization

and provides a status indicator.

A green circle displayed next to a user’s name and extension means that user is

currently available. A red circle means the user is currently unavailable as they

are already on the phone with another user or set their status to Do Not Disturb. 

Clicking on an extension will bring up a new window as seen in figure 2.4.1,

where you can call the contact at their extension, their work contact, mobile number, or their home contact number. You can also leave a voicemail for the contact as well.

 

2.4.2 Call Queues 

The Call Queues tab will give you an overview of how many Call

Queues your organization has, and the number of agents logged into each queue.

 

2.4.3 Auto Attendants

The Auto Attendants tab allows you to see an overview of the Auto

Attendants your organization has configured as seen in figure 2.4.3.

 

2.4.4 Make Call 

The Make a Call button as seen in figure 2.4.4 will open a dial pad menu as

seen in figure 2.4.4.a and allow you to enter a destination to call. Once you

enter a phone number or extension and click call a call is generated and

sent to your devices. When you answer the call the called party is called

and the call is connected.

Next to the Attendant Console link you will see your extension number

and name. When clicking on your extension you will see the option to manage

your account or check messages as seen in figure 3.6. 

 

What you`ll learn:

  • Work with sales Xinix
  • Customize your account to fit your company`s needs
  • Get your team set up
  • Sync your emails, contacts and calendar

Supporting materials: