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Commportal V9.5.40 USER GUIDE

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Commportal V9.5.40 USER GUIDE CommPortal User Guide Powered by: Version 9.5.40 CommPortal v9.5.40 USER GUIDE Notices Copyright © 2000-2020 Metaswitch Networks. All rights reserved. This manual is issued on a controlled basis to a specific person on the understanding that no part of the Metaswitch Networks product code or documentation (including this manual) will be copied or distributed without prior agreement in writing from Metaswitch Networks. Metaswitch Networks reserves the right to, without notice, modify or revise all or part of this document and/or change product features or specifications and shall not be responsible for any loss, cost, or damage, including consequential damage, caused by reliance on these materials. Metaswitch and the Metaswitch logo are trademarks of Metaswitch Networks. Other brands and products referenced herein are the trademarks or registered trademarks of their respective holders. 855.216.4334 | www.momentumtelecom.com/support 2 CommPortal v9.5.40 USER GUIDE Contents 1 Introduction.............................................................................................................6 1.1 About This Manual................................................................................................................ 6 1.2 About the CommPortal Screen Shots................................................................................... 7 2 CommPortal Overview...........................................................................................8 2.1 Interface Overview................................................................................................................. 8 2.2 Browser and Operating System Support...............................................................................9 2.3 Privacy................................................................................................................................. 10 2.4 Customization...................................................................................................................... 11 2.5 Logging into CommPortal.................................................................................................... 11 2.5.1 Subscriber Access................................................................................................. 11 2.5.2 CommPortal Initialization Wizard...........................................................................13 2.5.3 Password Validity Checks.......................................................................................14 2.5.4 Password Expiry.................................................................................................... 15 2.5.5 Validate Cookies.....................................................................................................16 2.5.6 Administrator Access............................................................................................. 16 2.6 Sending Feedback on CommPortal..................................................................................... 17 3 Features for Subscribers.....................................................................................18 3.1 CommPortal Subscriber Home Page.................................................................................. 18 3.2 CommPortal Call Manager..................................................................................................23 3.3 CommPortal Message and Calls Page............................................................................... 30 3.4 CommPortal Contacts Page................................................................................................ 31 3.5 CommPortal Groups Page.................................................................................................. 33 3.6 CommPortal My Mobile Page..............................................................................................34 3.7 CommPortal Add Services Page.........................................................................................35 3.8 CommPortal Call Settings Page..........................................................................................37 3.9 CommPortal Message Settings Page..................................................................................39 3.10 CommPortal Notifications Page.........................................................................................41 3.11 CommPortal Reminders Page...........................................................................................42 3.12 CommPortal Account Codes Page....................................................................................44 3.13 CommPortal Group Mailbox Page.....................................................................................44 3.14 CommPortal Agent Dashboard......................................................................................... 45 3.15 CommPortal Queue Page................................................................................................. 46 4 Features for BG Administrators......................................................................... 47 4.1 CommPortal BG Admin Home Page.................................................................................. 48 4.2 Working with Groups............................................................................................................50 4.2.1 Hunt Groups (MLHGs).......................................................................................... 50 4.2.2 Sim-Ring Groups (MADNs)................................................................................... 51 4.2.3 Call Pickup Groups................................................................................................52 855.216.4334 | www.momentumtelecom.com/support 3 CommPortal v9.5.40 USER GUIDE 4.2.4 Trunk Groups.........................................................................................................53 4.2.5 Call Service Groups.............................................................................................. 55 4.2.6 Supervisor Dashboard........................................................................................... 57 4.3 Working with Lines and Phones...........................................................................................57 4.3.1 Business Group and Department Lines................................................................ 57 4.3.2 Business Group Phones........................................................................................62 4.4 Working with Business Services......................................................................................... 64 4.4.1 Business Group Departments............................................................................... 64 4.4.2 Trunk Routing Policies.......................................................................................... 65 4.4.3 Business Group Short Codes................................................................................67 4.4.4 Business Group Account Codes........................................................................... 69 4.4.5 Business Group Extensions.................................................................................. 70 4.4.6 Business Group Call Reports................................................................................71 4.4.7 Business Group Call Recording............................................................................ 77 4.4.8 N-Series Music on Hold and Auto Attendant........................................................ 77 4.4.9 MaX Meeting Licenses.......................................................................................... 77 4.4.10 Business Group Miscellaneous Settings............................................................. 79 5 Features for PBX Administrators....................................................................... 84 5.1 Enabling access to the PBX Administrator UI.................................................................... 84 5.2 Using the CommPortal PBX Administrator UI.....................................................................84 6 Features for Easy Attendant and Premium Attendant Lines........................... 87 6.1 Overview of the Easy Attendant UI.....................................................................................88 6.1.1 Easy Attendant Menu Tabs.................................................................................... 89 6.1.2 Changing Easy Attendant Settings........................................................................ 94 6.2 Overview of the Premium Attendant UI.............................................................................. 94 6.2.1 Premium Attendant Tabs........................................................................................95 6.2.2 Premium Attendant Settings Tab............................................................................99 7 SIP Phone Applications.....................................................................................100 7.1 Network Contacts Application........................................................................................... 100 7.2 Network Call Lists Application...........................................................................................101 7.3 Network Call Lists - Dialed Calls Application.................................................................... 101 7.4 Message List Application.................................................................................................. 102 7.5 Services Application.........................................................................................................
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