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Welcome to your subscriber portal. In this user guide you will learn how to edit your account information, manage your services, add, remove and change your features along with many other useful pieces of information.
In addition to showing you how to edit various features and services, this guide will also provide detailed descriptions about each of the calling features your telephone service provides.
To access the subscriber portal, you will need to open a web browser on your computer and type the following in the address bar:
Enter the login credentials in the spaces provided and click “Login” to be directed to the landing page (shown below).
Note: Your default login credentials will consist of:
Username: default username
Password: default password
If you need assistance with logging in, please contact your telephone provider.
The account tab is the default tab in the portal. This tab allows you to view and manage your call logs, messages and customer profile.
To view all incoming and outgoing calls for the past three months, use image 3.1 and the following instructions.
(Image 3.1)
To block a number’s future calls, use the following instructions and image 3.2.
Note: Selecting Block Number blocks the number without supplying a notification. Further management of call blocking is performed in that feature section.
To view a list of all new and saved messages, use image 4.1 and the following instructions.
1– Click Messages on the Account submenu.
Note: The messages displayed are solely the messages of the number selected in the Navigation Bar’s phone number dropdown menu.
Once the messages are loaded you can:
2 – Click the audio icon to play a message.
3 – Click the down arrow to save a message.
4 – Click the envelope to forward a message to an email address.
If you select the Forward icon, a pop-up window similar to image 4.2 will load.
Enter the email address and select Send to have the voicemail sent to the entered email.
To delete voicemail, use image 4.3 and the following instructions.
1 – Check the box adjacent to the corresponding voicemail 2 – On the Select Action dropdown list, select Delete.
To view profile information for the phone number selected in the navigation bar, use image 5.1 and the following instructions.
1 – Click Profile on the Account submenu.
On this page you can change the account’s password and e911 address.
To change your password, fill out the fields with the desired information and click Save.
To view and manage your E911 address details, select See 911 Address List and a page similar to image 5.2 will load.
1 – Click Edit to change the E911 address associated to the account. A page similar to image 5.3 will load.
Note: Before making any changes, review the E911 information to understand the importance of E911. Review this information by selecting the PLEASE READ – End user E911 Service Address Update Information button.
Make any address changes or select Reset to Primary Address to have the primary address become the E911 address.
Any changes can take up to 10 minutes to complete the address validation. During this time, various pages will show the E911 status as Pending. When validation is complete, the status will change from Pending to Active.
To access an account’s settings select Settings on the navigation bar. A page similar to image 6.1 will load.
The settings are divided into four sections:
Each individual feature is discussed in detail in the following sections of this document to follow.
To access any features, select the feature’s corresponding View/Edit arrow.
Note: An account’s feature set is determined by the service offering you have purchased so you may or may not all of the services listed in this example.
Anonymous Call Rejection allows you to reject calls from callers who have blocked the display of their number. Only deliberate anonymous numbers are rejected. Callers whose numbers are unavailable are not rejected. Callers that are rejected are informed that you are not accepting calls from unidentified callers. Your phone does not ring and you do not receive any indication that they called.
Use image 7.1 and the following instructions to configure this feature.
1 – Click the Anonymous Call Rejection’s View/Edit arrow.
2 – Select On or Off
3 – Click Save to apply the change.
Note: Refer to the appendix for telephone star code instructions to configure this feature from a phone.
Call Block rejects calls that meet your pre-defined criteria. Callers meeting these criteria will be played an automated message advising them that you cannot be reached. Use this feature to prevent nuisance calls.
Call Block rules can be applied to all incoming calls or up to 12 specified phone numbers or digit patterns (example: 800* for all 800 numbers). You can configure up to 10 rules. Therefore, you can specify a total of up to 120 phone numbers to be automatically rejected. For a call to be rejected, it must match all entered criteria.
Use image 8.1 and the following instructions to configure this feature.
(Image 8.1)
1 – Click the Call Block’s View/Edit arrow.
2 – Check the box to make any existing rule active.
3 – Click Save to apply changes.
To create a new Call Block rule, click Add (see 4 in image 8.1). A page similar to image 8.2 will load.
(Image 8.2)
Fill in the fields with the desired information.
See additional information for select fields below.
Click Save to make any changes.
Caller ID shows an incoming caller’s name and/or telephone number.
Use image 9.1 and the following instructions to configure this feature.
1 – Click the Caller ID’s View/Edit arrow.
(Image 9.1)
2 – Select On or Off.
3 – Click Save to apply any changes.
Note: Refer to the appendix for telephone star code instructions to configure this feature from a phone.
Call Transfer enables a user to transfer a call to a specified destination, and can take place in one of three ways:
Use image 10.1 and the following instructions to configure this feature.
1 – Click Call Transfer’s View/Edit arrow.
(Image 10.1)
2 – Select On or Off for call transfer recall which redirects unanswered transferred calls back to you.
3 – Specify the number of rings before the transferred call is redirected back to the original number.
4 – Check to enable the capability to transfer calls to a phone number that is already busy.
5 – Specify the number of seconds a call sent to a busy line will wait before the transferred call is redirected back to the original number.
6 – Prevent blind transferred calls from being further redirected by services such as Call Forwarding or Simultaneous Ring.
7 – Prevents consultative transferred calls from being further redirected by services such as Call Forwarding or Simultaneous Ring.
8 – Click Save to apply any changes.
Call Waiting notifies of an incoming call when the line is already on another call.
Use image 11.1 and the following instructions to configure this feature.
1 – Click Call Waiting’s View/Edit arrow.
(Image 11.1)
2 – Select On or Off.
3 – Click Save to apply any changes.
Note: Refer to the appendix for telephone star code instructions to configure this feature from a phone.
When Do Not Disturb is enabled, incoming callers receive a message stating you are busy, and will subsequently be sent to your voicemail greeting.
Use image 12.1 and the following instructions to configure this feature.
1 – Click Do Not Disturb’s View/Edit arrow.
(Image 12.1)
2 – Select On or Off.
3 – Check the box to have a single ring sent to the phone whenever a call is forwarded to voicemail.
4 – Click Save to apply any changes.
Note: Refer to the appendix for telephone star code instructions to configure this feature from a phone.
Hoteling enables mobile users to share phones on an as-needed basis, like a hotel room.
Hoteling enables users to log in to a host account via their web portal or voice portal. Once logged in, the employee can use that host phone to make and receive their calls as usual, while retaining their own user profile.
Configuring Hoteling is a two-step process that starts with configuring the host(s) and then the guest(s) that will use the host. Both sections follow below.
Configure Hoteling Host on your line when you want to allow a guest user tohave temporary access to using your phone.
Use image 13.1 and the following instructions to configure this feature.
1 – Click Hoteling Host’s View/Edit arrow.
(Image 13.1)
2 – Select On or Off.
3 – Check to limit the user’s access to the host phone to 24 hours.
4 – Select one of the following access levels:
5 – Click Save to apply any changes.
Hoteling Guest allows users to associate their service profiles with a phone
that has Hoteling Host enabled.
Use image 14.1 and the following instructions to configure this feature.
1 – Click Hoteling Guest’s View/Edit arrow.
(Image 14.1)
2 – Select On or Off.
3 – Set the Hoteling Guest to automatically expire by checking the Limit Association box and specify a maximum number of hours.
Note: If the host has enforced an association limit of 24 hours, the guest account cannot exceed that amount.
4 – Select the desired host account from Available Hosts.
5 – Click the right arrow.
6 – View the host as a now Associated Host.
7 – Click Save to apply any changes.
Music On Hold specifies whether or not music will be played when callers are placed on hold or parked. For this feature to function, Music On Hold must also be enabled under the group tab settings (refer to the Music on Hold section under the Group Feature Settings header).
Use image 15.1 and the following instructions to configure this feature.
1 – Click Music on Hold’s View/Edit arrow.
(Image 15.1)
2 – Select On or Off.
3 – Click Save to apply any changes.
Outbound Caller ID Block blocks your number from displaying in the receiver’s caller ID display.
Use image 16.1 and the following instructions to configure this feature.
1 – Click Outbound Caller ID Block’s View/Edit arrow.
(Image 16.1)
2 – Select On or Off.
3 – Click Save to apply any changes.
Priority Alert allows you to assign a distinctive ring tone to based on your pre-defined criteria.
Priority alert rules can be applied all incoming calls or to up to 12 specified phone numbers or digit patterns (example: 800* for all 800 numbers).
Note: All criteria for a call must be met for the phone to ring with a different tone.
Use image 17.1 and the following instructions to configure this feature.
1 – Click Priority Alert’s View/Edit arrow.
(Image 17.1)
2 – Click Add to create a new rule.
A rule configuration page similar to image 17.2 will load.
(Image 17.2)
Fill in the fields with the desired information.
See additional information for select fields below.
Click Save to apply any changes.
You will return to the Priority Alert page but will notice a new rule. This will appear similar to image 17.3
(Image 17.3)
New alert rules are set to active by default. Deactivate an alert rule by deselecting the corresponding check box (see 1 in image 17.3). When finished, click Save (see 2 in image 17.3) to apply your changes.
To modify any alert rules at any time, click the corresponding Edit button (see 3 in image 17.3).
The Privacy feature allows you to exclude phone numbers from organization Directory Lists, Auto Attendant Extension Dialing, Auto Attendant Name Dialing and Phone Status monitoring.
Use image 18.1 and the following instructions to configure this feature.
1 – Click Privacy’s View/Edit arrow.
(Image 18.1)
To enable privacy services, select one or more of the four available checkboxes. The options are:
2 – Enable Directory Privacy – your telephone number will not appear in the enterprise or group directory.
3 – Enable Auto Attendant Extension Dialing Privacy – your telephone extension will be excluded from any auto attendant.
4 – Enable Auto Attendant Name Dialing Privacy – your name will not appear in the auto attendant name-dialing directory.
5 – Enable Phone Status Privacy – your phone number or extension status is not viewable.
By default, the phone status privacy rule will apply to all users. You can select users who are allowed to monitor your phone status by highlighting them in the Available Users list (see 6 in image 18.1) and moving them to the Assigned Monitors list (see 7 in image 18.1) by clicking the appropriate arrow button (see 8 in image 18.1).
Click Save (see 9 in image 18.1) to continue.
Selective Call Acceptance allows you to limit the calls you receive based on your own predefined criteria. Selective acceptance rules can be applied to all incoming calls or to up to 12 specified phone numbers or digit patterns (example: 800* for all 800 numbers).
Note: All criteria for a call must be met for the call to be accepted or denied based on rule configuration. Calls that do not meet the criteria will receive a message stating: “The party you are trying to reach is not accepting calls at this time” and will not go to voicemail.
Use image 19.1 and the following instructions to configure this feature.
1 – Click Priority Alert’s View/Edit arrow.
(Image 19.1)
2 – Click Add to create a new rule.
A rule configuration page similar to image 19.2 will load.
(Image 19.2)
Fill in the fields with the desired information.
See additional information for select fields below.
Click Save to apply any changes.
You will return to the Selective Call Acceptance page but will notice a new rule. This will appear similar to image 17.3
(Image 19.3)
New alert rules are set to active by default. Deactivate an alert rule by deselecting the corresponding check box (see 1 in image 19.3). When finished, click Save (see 2 in image 19.3) to apply your changes.
To modify any alert rules at any time, click the corresponding Edit button (see 3 in image 17.3).
Speed Dial allows you to set up quick dial shortcuts for your most frequent calls.
Use image 20.1 and the following instructions to configure this feature.
1 – Click Speed Dial’s View/Edit arrow.
(Image 20.1)
2 – Click Add Contact to add a new speed dial entry.
A page similar to image 20.2 will load.
(Image 20.2)
Enter all the desired information for the contact. See additional information for select fields below.
Click Save to apply any changes. You will return to the Speed Dial page but will notice a new rule. This will appear similar to image 20.3
(Image 20.3)
Delete an alert rule by deselecting the corresponding check box (see 1 in image 20.3) and click Delete (see 2 in image 20.3).
To modify any entry at any time, click the corresponding Edit button (see 3 in image 20.3).
Time Schedule allows you to create and customize multiple schedules. Many other features use time schedules.
Use image 21.1 and the following instructions to configure this feature.
1 – Click Time Schedule’s View/Edit arrow.
(Image 21.1)
The process of creating a Business Hours Schedule and a Holiday Schedule are essentially the same.
Click Add to begin the process of creating a schedule. A page similar to image 21.2 will load
(Image 21.2)
Name the schedule and click Save to continue.
Clicking Save will cause an empty event list to be added to the page (similar to image 21.3).
(Image 21.3)
Name the schedule, Click Save and then Click Add to configure an event. A page similar to image 21.4 will load.
(Image 21.4)
Fill in each field with the desired entry for this rule.
To provide clarity, below are examples of the options in the Recurs field.
When finished, click Save to save the event.
The event will be displayed in the Add Schedule view similar to image 21.5.
To add additional schedules, click Add (see 1 in image 21.5) and repeat the steps as above.
(Image 21.5)
To delete a time schedule, check the box next to the schedule’s name (see 2 in image 21.5) and click Delete (see 3 in image 21.5).
To make changes to an existing time schedule, click Edit (see 4 in image 21.5).
When finished, click Save (see 5 in image 21.5).
Once a schedule has been created, it is displayed on the main Time Schedule page similar to image 21.6.
(Image 21.6)
To add additional time schedules, click Add (see 1 in image 21.6) and repeat the steps as above.
To delete a time schedule, check the box next to the schedule’s name (see 2 in image 21.6) and click Delete (see 3 in image 21.6).
To make changes to an existing time schedule, click Edit (see 4 in image 21.6).
Each feature in the Forwarding section involves routing incoming calls to other phone numbers.
The Forwarding section can be found on the settings page similar to image 22.1.
(Image 22.1)
Call Forwarding specifies when calls should be forwarded to another phone number and the phone number(s) where the calls should be forwarded.
Use image 23.1 and the following instructions to configure this feature.
Click Call Forwarding’s View/Edit arrow
(Image 23.1)
Forwarding can be configured four ways:
Use the corresponding toggle buttons to turn the features On or Off.
Use the Forward to text boxes to specify the number where the call should be forwarded.
For Call Forward Don’t Answer, specify the number of times the call should ring before forwarding.
When finished, click Save to apply any changes.
Note: Refer to the appendix for telephone star code instructions to configure this feature from a phone.