Users and Departments
To forward a user's calls
- Under All Lines, click Users.
- Locate the user number you’d like to manage. Click Actions next to that number, and select View individual settings.
- On the pop-up window for the user, next to “Incoming calls will,” click select Forward to another phone.
- Enter a saved number and click add – or enter a temporary number. Click OK.
- Click Close.
To change a user's name
You can change the name of a user without clearing saved information.
- Under All Lines, click Users.
- Locate the user number you’d like to manage. Click Actions next to that number, and select Edit personal details.
- Type the new Name for the user, and click Save.
To alter a user’s administrative privileges
- Under All Lines, click Users.
- Locate the user number you’d like to manage. Click Actions next to that number, and select Edit personal details.
- Select Yes or No. Click Save.
To forward a user's voicemail messages as emails
- Under All Lines, click Users.
- Locate the user number you’d like to manage. Click Actions next to that number, and select View individual settings.
- Under Your Services section, click Message Settings.
- Under General, check the box next Forward messages as emails.
- Click the link for add an email address. Enter the email address where the user should receive voicemails, and click Add.
- If the user would like to leave messages in their CommPortal inbox so they can still access them, check the box for Leave original in Inbox.
- Click Apply to save your changes.
To manage a user’s messages and calls
- Under All Lines, click Users.
- Locate the user number you’d like to manage. Click Actions next to that number, and select View individual settings.
- Go to the Messages and Calls tab. From here you can:
- Review listings of missed, dialed, received and rejected calls – and export details into a CSV file.
- Listen to user messages and calls.
- Click Close to exit.
To unlock a user’s CommPortal account
You may need to unlock a user’s CommPortal account if they attempt to login too many times with the wrong password.
- Under All Lines, click Users.
- Locate the user number you’d like to manage. Click Actions next to that number, and select Unlock account. The user’s account unlock automatically.
To add a new department
- Under Services, go to Departments.
- Click Add Department.
- Enter the Department Name, Parent Department and Operator Number (optional).
- Note: Your business group administrator can be used as a parent department to get started.
- Determine if members of this department can make unlimited calls – or if incoming and outgoing calls should be blocked or limited. If set to limited, enter the number of calls.
- Click Add.
To setup and manage extensions
To manage a user's PINs and passwords
To assign a user line
To reset a user line
Resetting a line will clear all saved information, including voicemails, associated with that specific line.
- Under All Lines, click Users.
- Locate the user number you’d like to manage. Click Actions next to that number, and select Reset line.
- On the pop-up window for the user, enter a New account name. Select either or both of these options:
- Also use as a local calling name: Check or uncheck the box if you want to also use the new account name as the local calling name that will appear on caller IDs.
- Remove from groups: Check or uncheck the box to keep or remove the new user from groups.
- Click Apply to save your changes.