Wiki source code of Account Menu
Last modified by Cameron Marx on 2023/08/09 23:46
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12.3 | 1 | {{box cssClass="floatinginfobox" title="[[~~[~~[image:accountmenu.png~~]~~]>>attach:accountmenu.png]] |
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1.1 | 2 | |
| 3 | **Contents**"}} | ||
| 4 | {{toc/}} | ||
| 5 | {{/box}} | ||
| 6 | |||
| 7 | = Account Menu = | ||
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3.1 | 9 | This menu will appear when you click on your account name in the top right of the portal. |
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1.1 | 10 | |
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15.1 | 11 | [[~[~[image:accountname.png~]~]>>attach:accountname.png]] |
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3.1 | 12 | |
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15.2 | 13 | == [[Dashboards>>doc:.Dashboards.WebHome]] == |
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1.1 | 14 | |
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3.1 | 15 | View call statistics at a glance. |
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1.1 | 17 | == HR == |
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3.1 | 19 | Currently unavailable to Axion Customers |
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15.2 | 21 | == [[Contacts>>doc:.Contacts.WebHome]] == |
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1.1 | 22 | |
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3.1 | 23 | View a full list of your contacts and add new contacts |
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1.1 | 25 | == Users == |
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3.1 | 27 | View and create users under your organization's account |
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1.1 | 29 | == User Groups == |
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3.1 | 31 | Create user groups which can be given privileges. |
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15.2 | 33 | == [[Account Settings>>doc:.Account Settings.WebHome]] == |
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1.1 | 34 | |
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3.1 | 35 | HIPPA Compliance, Logo, 2FA settings, Contact Authority, Phonebooks, and Shared Contacts |
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1.1 | 37 | == Privilege Rules == |
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3.1 | 39 | Assign Privileges to User Groups. |
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15.2 | 41 | == [[Devices>>doc:.Devices.WebHome]] == |
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1.1 | 42 | |
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3.1 | 43 | Create and edit phone configurations. |
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15.2 | 45 | == [[Phone Numbers>>doc:.Phone Numbers.WebHome]] == |
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1.1 | 46 | |
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3.1 | 47 | Forward DIDs (SIP Trunk customers). |
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15.3 | 49 | == [[File Transfer>>doc:.File Transfer.WebHome]] == |
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1.1 | 50 | |
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3.1 | 51 | File Sharing. |
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1.1 | 52 | |
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5.1 | 53 | == [[Voicemail Options>>doc:Main.Customer Portal Tutorials.Account Menu.Voicemail Settings.WebHome]] == |
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3.1 | 54 | |
| 55 | Set your voicemail forwarding options. | ||
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15.2 | 57 | == [[Preferences>>doc:.Preferences.WebHome]] == |
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3.1 | 58 | |
| 59 | Your account settings (Full name, account password, notifications settings, etc.) |