Wiki source code of Account Menu
Last modified by Cameron Marx on 2023/08/09 23:46
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| 1 | {{box cssClass="floatinginfobox" title="[[~~[~~[image:accountmenu.png~~]~~]>>attach:accountmenu.png]] | ||
| 2 | |||
| 3 | **Contents**"}} | ||
| 4 | {{toc/}} | ||
| 5 | {{/box}} | ||
| 6 | |||
| 7 | = Account Menu = | ||
| 8 | |||
| 9 | This menu will appear when you click on your account name in the top right of the portal. | ||
| 10 | |||
| 11 | [[~[~[image:accountname.png~]~]>>attach:accountname.png]] | ||
| 12 | |||
| 13 | == [[Dashboards>>doc:.Dashboards.WebHome]] == | ||
| 14 | |||
| 15 | View call statistics at a glance. | ||
| 16 | |||
| 17 | == HR == | ||
| 18 | |||
| 19 | Currently unavailable to Axion Customers | ||
| 20 | |||
| 21 | == [[Contacts>>doc:.Contacts.WebHome]] == | ||
| 22 | |||
| 23 | View a full list of your contacts and add new contacts | ||
| 24 | |||
| 25 | == Users == | ||
| 26 | |||
| 27 | View and create users under your organization's account | ||
| 28 | |||
| 29 | == User Groups == | ||
| 30 | |||
| 31 | Create user groups which can be given privileges. | ||
| 32 | |||
| 33 | == [[Account Settings>>doc:.Account Settings.WebHome]] == | ||
| 34 | |||
| 35 | HIPPA Compliance, Logo, 2FA settings, Contact Authority, Phonebooks, and Shared Contacts | ||
| 36 | |||
| 37 | == Privilege Rules == | ||
| 38 | |||
| 39 | Assign Privileges to User Groups. | ||
| 40 | |||
| 41 | == [[Devices>>doc:.Devices.WebHome]] == | ||
| 42 | |||
| 43 | Create and edit phone configurations. | ||
| 44 | |||
| 45 | == [[Phone Numbers>>doc:.Phone Numbers.WebHome]] == | ||
| 46 | |||
| 47 | Forward DIDs (SIP Trunk customers). | ||
| 48 | |||
| 49 | == [[File Transfer>>doc:.File Transfer.WebHome]] == | ||
| 50 | |||
| 51 | File Sharing. | ||
| 52 | |||
| 53 | == [[Voicemail Options>>doc:Main.Customer Portal Tutorials.Account Menu.Voicemail Settings.WebHome]] == | ||
| 54 | |||
| 55 | Set your voicemail forwarding options. | ||
| 56 | |||
| 57 | == [[Preferences>>doc:.Preferences.WebHome]] == | ||
| 58 | |||
| 59 | Your account settings (Full name, account password, notifications settings, etc.) |