MY SERVICES MY SERVICES DASHBOARD

Transcription

1 My Cloud Services Portal provides quick and easy access to your subscription profile, call information, and feature setting management tools - plus helpful documentation and training information. DASHBOARD The My Services Dashboard is your Home page. It provides current, at-a-glance information about the User profile, important features, and recent calls. It also offers quick access to important setting management tools. When Admins select a user account to review, this dashboard displays as User Services in the Menu. My Profile Quick access to review and update your profile, password, temporary e911, and general contact information Voic A helpful list of recent voic s, with tools for managing voic s, related features, and greetings. Call Logs A short list of the latest calls with tools to filter the view, and access to review up to 1000 calls over the last 90 days. Applications Optional. Helpful links to the Sign In page of any additional communications applications on the account. Basic Features Quick access to the On/Off feature settings and a link to review and manage all of your service settings. 1

2 My Profile The My Profile Card offers quick access to review and update basic profile and contact information, change the login password, and set temporary e911 changes when traveling. View Profile Edit Profile Change Password The View Profile button opens your current profile for review and offers access to update information, make temporary e911 address changes, update your password, and a link to Edit Profile. The Edit Profile button provides access to modify the current profile contact information. Note: Some fields are restricted. Contact your administrator for assistance. Click on the Change Password button for a direct link to modify your unified communications password information. 2

3 Voic The Voic card displays a short list of your recent messages with tools to Play, Delete, Download, Send, and Block numbers, plus quick access to review and manage all undeleted voic s, voic feature settings, and greetings. Voic Settings Manage Greetings Reset Voic Pin Quick access to voic feature management tools. Easy online access to select and specify the pre-defined greetings played to callers when sent to voic . A direct link to set the access PIN back to the default (8642). 3

4 Call Logs The Call Logs section Card displays who you've been calling and who's been calling you. Tools are provided to review specific call types, pick a different date range, and select and 'blind' block nuisance callers. The View All Call Logs & Details link opens a longer list of available call log data for review. Call Log Filters Filter the display by call direction, type, and date range. View All Call Logs & Details Quick access to review available call log data for up to 90 days, and export the list to a.csv formatted report. Note: Call log data cannot be deleted. New call data may take up to 45 minutes to appear in the Call Logs within the portal. Up to 1000 call records from the past 90 days will display when the View All Call Logs & Details link is selected. To review more call records, please click the "Export" button to create and save or download a.csv (spreadsheet) format report containing all available call log data. 4

5 Basic Features The Basic Features section Card provides instant access to the On/Off feature settings with helpful pop-up information about each item, plus a View All Features link which opens the Settings page for access to manage all calling features. Helpful information and instructions are provided within the Settings page to assist users with management tasks. 5

6 Applications Optional. The Applications card provides quick access to the log in pages for any related communications applications. Support The Support page provides useful documentation at the top, links to any other communications applications, and relevant Add-On installation assistance. Training The Training page is your go-to spot for learning more about popular features and tools in the portal. Just click on a subject and watch how it's done. 6