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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.........................................................................................................