Topics:
  • Logging in to the Web Portal (page 2)
  • Understanding the Admin Portal Interface (page 3)
  • All administrator tasks are performed from the admin portal. The admin portal is a web-based application that runs on any device (mobile phone, tablet, or PC) running a browser.

    You access the admin portal using the user portal login. After logging in to the user portal, users with admin permission can access the admin portal.

    Logging in to the Web Portal

    To log in to the web portal:

    1. 1 Launch a web browser.
    2. 2 In the browser address bar, type the supplied portal web address and press the Enter key. The Login page appears.
    3. 3 At the Login page, enter the login nameThis email address is being protected from spambots. You need JavaScript enabled to view it. , where customerdomain.com typically is the same as your email address domain. Then enter your password. For security, each typed password character is masked by a dot (l).
    4. 4 Click Log In.
    5. 5 At the top-right of the page, click the Manage Organization link.
    Click this link.

    Note: If the Manage Organization link does not appear, you do not have Office Manager permissions.

    Understanding the Admin Portal Interface

    The top of the admin portal interface contains a menu bar with icons for navigating through the portal (see Table 1‑1. When you click an icon, the page associated with the icon appears in the dashboard. Some pages have tabs for accessing configuration settings.

    User name, Account, and Log out links
    Menu bar
    Dashboard

    Table 1‑1: Admin Menu Icons

    Menu Icon Description See Chapter
    Shows active call information such as graphs and statistics. 3
    Shows users configured in the system, and allows you to add, edit, and import users. 4
    Shows conferences configured in the system, and allows you to edit, delete, join a conference, and view conference statistics. 5
    Shows auto attendant s configured in the system, and allows you to add, edit, and delete auto attendants. 6
    Shows call queue s 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. 7
    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. 8
    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. 9
    Allows you to manage the phone numbers and phone hardware in the system. 10
    Allows you to review, filter, and export logs for greater analysis. 11

    "Helia has been fabulous for us as a company. We have used them on five different projects now, and I am extremely impressed not only with the quality of the deliverables, but in some ways more importantly their can-do attitude and ability to implement our ideas when others thought them impossible.

    I recommend them whole heartedly. Helia Technologies is a company that over-delivers on every aspect of the project at hand at a price point that is hard to beat.

    Please email me if you have any questions about Helia Technologies."

    Ryan Dockrill This email address is being protected from spambots. You need JavaScript enabled to view it.
    Web Entreprenuer - Livewire Interactive

    "I have collaborated with Darvin on several breakthroughs and forward-looking IT projects to which he ALWAYS came through with a solution where there appeared not to be as concepts were more advanced than current technologies.

    His thought processes is methodical and detailed, approach is ethical and professional and solutions driven. He deliverers what he said he would, on time and on budget.

    I would not hesitate to recommend Helia and Darvin for any scale of IT related projects. If he takes a project on he will not only do it but do it very well!"

    Ken Gooz This email address is being protected from spambots. You need JavaScript enabled to view it.
    President | CEO
    Mainstreet Restaurant Licensing

    "We when use Helia they exceed our expected deliverables and always within our agreed to budget. They work with us, not just for us, all the while keeping our best interests as a company at the core of the project.

    We had been looking for a company that not only could get the job done as promised, on time and on budget but one that came with integrity. Helia provides us with a “mean what you say and say what you mean” attitude that has forged a relationship, not just a contract for a project. Our partners at Helia far exceed our expectations each and every time. So if you’re thinking of using Helia, I would highly recommend you give them a try, I am sure you’ll be impressed. Please email me if you’d like some more insight into Helia.

    Andrew Gowers This email address is being protected from spambots. You need JavaScript enabled to view it.
    Canadian Powersports Group

    image image