Admin's First Login and Overview

Admin's First Login and Overview

Welcome Email

The first step in accessing your new account will be when you receive the Welcome Email.  This email titled - Subject: Your new phone system account will prompt you to set a password and a voicemail PIN number for your user.  Click the Complete Setup button in the email to proceed.  Once you have completed your setup, you can access your account by logging in at power.usipcom.com

Take note of your Login Name in this email.  This is what you will use to sign in to your account.  This link also expires in 24 hours.

Understanding the Admin Portal Interface

The top of the admin portal interface contains a menu bar with icons for navigating through the portal. When you click an icon, the page associated with the icon appears in the dashboard. Some pages have tabs for accessing configuration settings.



 Shows active call information such as graphs and statistics.

 Shows all of your call queues and agents also allowing you to run detailed reports and assign users to queues.

 Shows users configured in the system, and allows you to add, edit, and import users.

 Shows conferences configured in the system, and allows you to edit, delete, join a   conference, and view conference statistics.

 Shows auto attendants configured in the system, and allows you to add, edit, and delete auto attendants.

 Shows call queues configured in the system, and allows you to add, edit, and delete call queues, add Music On Hold files to call   queues, and configure agents associated with call queues

 Shows all time frames configured in the system, and allows you to add, edit, and delete time frames and view time frame start   and end times.

 Shows all files that are part of the Music On Hold feature, and allows you to add, edit, and delete Music on Hold files, change   the order in which files are played, and randomize the playing of the files.

 Allows you to manage the phone numbers and phone hardware in the system.

 Allows you to review, filter, and export call logs for greater analysis.

Home

The Home page has an ACTIVE CALLS section that shows graphical and statistical information about current calls. This information updates automatically as active calls change.

Call Graphs

The left side of the Home page shows call graphs. These graphs display calls by hour and day, allowing you to see trends in system usage.

Statistics Panel

The right side of the Active Calls page has a Statistics panel that shows the status and activity of the system. The button at the top-right side of the panel allows you to update the statistics shown.

Users

The Users icon will take you to the users section where you can create, edit and manage users on your account.
  1. Shared Contacts - View and edit shared contacts that are available to all of the users on the account.
  2. Table Settings - Allows you to adjust the display of your users within your users page.
  3. Import - Bulk import users from a CSV file.
  4. Add User - Add a user/extension number to your account.  
  5. Bulk Edit - Allows you to bulk edit your users.  These options only show up once you've clicked the checkbox next to the user's names.

Editing Users

Click on the user's name or click the edit button on the right side of the screen for the user you want to edit.
  1. Edit the user's profile.
  2. Edit, add and remove answering rules for that specific user.
  3. Enable, disable and configure the user voicemail.
  4. View, add or delete a phone assigned to a user.
  5. Reset the user.  This is not typically used unless you are replacing an employee.
  6. Send a welcome email.  This is the same email that you received when your account was created.  This gives them access into their on Basic User Portal.
  7. Force a password reset.  

Profile

The profile tab is used to configure and edit the user's profile, internal caller ID, find me/follow me and password resets

Answering Rules

On the Answering Rules tab, you can adjust the call flow for your user's extension by adjusting the default rule or by selecting a time frame. 
These are more advanced options.  Most users won't need to adjust anything here.
You can also adjust the ring duration before your calls go to voicemail by adjusting the drop down at the top of the tab.



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