Home » Getting Started: Intro To Your Portal

Getting Started: Intro To Your Portal

Marcela Benitez

Welcome to your new unified communications account! Your account on this system will allow you to make calls, receive voicemails, chat with other users in the organization, and much more.

This article is designed to help teach you how to navigate to the Manager Portal, a web interface that allows you to access and control your account.

We will then break down the Manager Portal home page, the application navigation icons, their configuration options, and how they change the application’s behavior.

Finally, we will discuss how to use those applications in a real-world use case scenario, so you understand what the applications do, the configuration options that control the application’s behavior, and how to apply your knowledge to configure the application to meet your needs.

The Manager Portal

Accessing the Manager Portal

To manage your account, you will use the Manager Portal. The Axxess Networks web interface that allows you to communicate easily with others and manage your account settings.

To access the Manager Portal, open a web browser, and enter your fully qualified domain provided by your administrator into your web browser.

Logging In

After entering the domain into your browser, you will be taken to the login page. On the login page, enter the credentials provided by your administrator or click the New User link.

Then enter your email and extension number, and your credentials will be emailed to you. After entering your credentials, you are taken to the homepage of your account.

The Attendant Console

In the top right-hand corner of the Manager Portal, you will see the links for the Attendant Console, plus your name and extension number displayed.

Clicking on your name and extension number will display the options to edit your Profile information and log out of the manager portal.

Clicking on the Attendant Console link will open another webpage and take you to the Attendant Console page.

Dynamic Call Parking

You can enable Dynamic Call Parking from the Attendant Console.

Call Park enables you to put a call into a parking orbit so that another user can then retrieve the call when they are available.

Dynamic call park will place the caller in the first available parking spot. In contrast, static call parking parks the call on a specific extension.

Contacts Tab

The Contacts tab provides an overview of all your organization’s contacts and a status indicator.

  • A green circle displayed next to a user’s name and extension means that the 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 where you can call the contact at their extension, work contact, mobile number, or home contact number. You can also leave a voicemail for the contact as well.

Call Queues Tab

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.

Auto Attendants Tab

The Auto Attendants tab will provide you with an overview of the Auto Attendants in your organization and allow you to click on them to call them.

Profile

Back on the Manager Portal homepage, next to the Attendant Console link, you see your name and extension number displayed. This link lets you manage your profile information.

When clicking on the Profile link, the profile page will appear with the options to configure your account settings.

The Profile options allow you to change your account configurations, such as your first or last name and Time Zone.

Directory Options

Directory options allow you to configure how you are represented in the organization contacts in the Manager Portal and the audible company directory.

Announce in Audio Directory

Checking the Announce in Audio Directory will list you in the company directory. Callers can search for your extension when routed to a company directory.

List in Directory

The List in Directory options controls if your extension is listed in the Contacts in the Manager Portal.

Caller ID Information

The Caller ID Information section allows you to edit your area code in your Caller ID and appended when only dialing 7 digits on outbound calls. You cannot edit your Caller ID or 911 Caller ID. If you need that changed contact your Office Manager.

Change Account Security

The Change Account Security section in the profile windows allows you to manage your passwords and email settings for your account.

Email Address

The Email Address field is where you configure the email address you would like to receive notifications. You can add more than 1 email address by clicking the green plus sign next to the email address field.

New Password

The Password field allows you to configure your account with a new Manager Portal password used to login with. Below is the Confirm Password field, which requires you to enter the new password a second time for verification.

Current Password

The Current Password field is required to be filled out with your current password if any changes are made to any of the Change Account Security options.

Change PIN

The Change PIN option allows you to change the numeric password used to check voicemail messages over the phone.

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New Voicemail Messages Panel

The New Voicemail Messages panel displays all new voicemails.

The voicemails are displayed with the caller’s number that left a voicemail. Their Caller ID name. Followed by the date and time the message was left and the voicemail duration.

You will also see the options to Call to Play, forward the voicemail, download the voicemail locally to your computer or delete the voicemail message.

Recent Call History Panel

The Recent Call History panel provides an overview of the last 10 calls. A phone icon with a green arrow represents an outbound call. A phone with a red icon means a call was not answered. A phone icon with a blue arrow means an inbound call was answered. 5 blue circles mean that a call was placed to a conference bridge.

Active Answering Rule Panel

To the right, you will see the Active Answering Rule window, which will display which rule is currently active and provide a summary of how calls are routed when they reach your extension. You can select a different answering rule by clicking the Active Answering Rule drop-down and selecting a different rule.

Active Phones Panel

The Active Phone panel lists the active phones currently registered to your account that you can send and receive calls from. If you do not see a device listed there that should be, that means the device is not configured for your account or the device is currently unregistered.

Navigation Options

On the top of the home page under the Attendant Console, Profile, and Log Out options is the application navigation menu. Selecting an option here will take you to that applications management center for the option selected.

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