Account Administrator
Use this help site to learn how to manage users and groups, virtual receptionists and their call forwarding rules in different situations, apps and services, phone numbers and extensions, etc.
Orders
How to Enter the MAC Address
Web Portal Overview
Getting Started as the Company Administrator
Company Users
- Introduction
- The Users View
- Sorting the List of Users
- Checking the User's Number of Phone Sessions
- Editing User Accounts
- Creating New User Accounts Manually
Using Company Contacts
Using Company Contacts on the Mail Server
- Introduction
- Selecting to Keep your Company Contacts on the Mail Server
- Selecting the Location of your Company Contacts on the Mail Server
- Formatting the Phone Numbers of your Company Contacts in Outlook
- Synchronizing Company Contact Information with the Mail Server
- Store and Mange your Contacts on Web Portal
Managing Company Contacts on Web Portal
- Introduction
- Configure Excendia to use Contacts on Web Portal
- Formatting Contact Numbers
- Entering New Company Contacts Manually
- Importing Company Contacts as vCards or CSV Files
- Selecting the Company Contacts View
Company Call Logs
Virtual Receptionist Service
- 911 Option
- Virtual Receptionist Operator
- Introduction
- How The Virtual Receptionist Works
- Your List of Virtual Receptionists
- List of Users
Call Center - Outbound Calls
Call Center - Call Queues
- Call Queues
- Create a Call Queue
- Edit a Call Queue
- Manage Call Queue Agents
- Messages & Music on Hold for Call Queues
- Delete a Call Queue
Call Center - Queue Agents
Apps & Services
Company Administrator Login
Company Account Overview
Company Account Setup
Company Profile
- Introduction
- Company Account Profile View
- Company General Information
- Administrator's Account
- Technical Support
- Virtual Assistant Name & E-Mail
Company Service Packages
Company DIDs
- Introduction
- Viewing the List of DIDs
- Sorting the List of DIDs
- Reserving DIDs for Future Users
- Reserving DIDs for Future Services
- Freeing Reserved DIDs
Extensions
- Introduction
- SIP device details
- Office extensions
- Removing SIP Phones
- Managing SIP Phones
- Adding and Assigning Extensions to Users
Company Call Restrictions
- Introduction
- What are Call Restrictions
- Viewing the List of Company Call Restrictions
- Sorting Company Call Restrictions
- Adding New Company Call Restrictions
- Modifying Company Call Restrictions
Branding
Company Services
- Introduction
- What is a service?
- Viewing the List of Services
- Editing Service Properties
- Service Setup
- Virtual Assistant Service Setup