Getting Started: Dashboard Overview

[#article-topic-1]Getting Started: Dashboard Overview[#article-topic-1]

As a group administrator, when you log in to the admin portal, you land on the group dashboard page. This guide contains a brief overview of the menus and quick links you’ll find throughout the dashboard including how to modify your password, log out, and quickly search for users, phone numbers, groups, or services.

[#article-topic-2]Exploring the Dashboard[#article-topic-2]

portal dashboard

In the middle of the dashboard page, you’ll find quick access links to some of the most frequently used areas of the admin portal, including:

  • Numbers and Devices -  A quick view of the numbers and devices assigned to your group.
  • Reports - Quickly access reports for your Auto Attendant, call center, users and more.
  • Group Services - Click any of the group services to go straight to that area of the admin portal to make any necessary modifications.
  • Management - Quickly access your admin list, business directory, schedules and more.
  • Users - Lists all users assigned to this group. You can search at the top or scroll through the list at the bottom. Quickly add new users, modify users or  bulk user features by clicking the icons in the top right corner.
  • Bulk Features - Access the bulk calling features assigned to the users within your group. By clicking one of these features from this menu, you can go directly to that feature, make any necessary modifications and apply to multiple users.

In the left-hand menu of the dashboard, you’ll find a full menu to navigate through the admin portal. 

A helpful menu stays at the top of the dashboard throughout the portal. This feature allows you to view your account, tutorials and guides. You can also expand a search menu for users, phone numbers, groups, or services and access quick links.

[#article-topic-3]Changing Your Password[#article-topic-3]

To change your admin portal password, follow these steps:

  1. Select My Account from the top navigation.
  2. Then select Profile.
  3. Select the Lock icon in the upper right corner.
  4. Enter your current password.
  5. Enter a new password and confirm. 
  6. Select Save.

[#article-topic-4]Logging Out[#article-topic-4]

To log out of the admin portal, follow these steps:

  1. Select My Account from the top navigation.
  2. Then select Logout.


A helpful tool when working in the admin portal is the ability to quickly search for information.

  1. Select Search from the top navigation.
  2. Choose the category to search - Users, Phone Numbers, Groups or Services
  3. A pop-up will appear for you to easily search for what you need. You can also use natural language like “yesterday” or “last month” instead of a numeric date range. 
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