For everyone to take full advantage of this UC Portal, you will need to configure each employee as a User. Go to the People option on the main navigation bar and select Users from the drop down menu.

From this section you may add a new User entering their first name, last name and email address and assign them their caller ID.

Only the User-level employees will have Portal access. If you have 20 employees, but you only want 2 to be able to log in and make changes to their account and devices, these 2 people will have to be added as Users, while the remainder will be added as Devices.

Adjustable Permissions

However, if you require all calls to be recorded then everyone must be a User.

In this circumstance, you will be able to grant different levels of access as required.

Customer Administrators will have access to more features on the account than Regular Users.

A Group Monitor, will be able to manage a number of Users’ details, but will not have full control of the account.