After successful login, the user has the following three configuration tabs:
Basic Information
Under this menu, the user can configure and change his/her personal information including (first name, last
name, password, email address, department…). And they can also set and activate their extension features
(presence status, call forward, DND ….) to be reflected on the UCM.
Also, the user can see from this menu the Call Details Records and search for specific ones along with the
possibility to download the records on CSV format for later usage.
Personal Data
Under this section, the user can access and manage their personal data files which includes (voicemail files, call
recordings, and fax files) along with the possibility to set Follow me feature to without requesting the Super admin
to set the feature from admin account.
Value-added Features
On this section, the user has access to manage and use all rich value-added features which includes.
+ WebRTC connection and making calls from the browser.
+ Sending Fax files using PDF or TIF/TIFF format.
+ If user is a member of call queue, they can check the queue’s activity from the “Call Queue” section.
+ Create and enable WakeUp service.
+ Enable and configure CRM connection to either SugarCRM or Salesforce.
For the configuration parameter information in each page, please refer to [Table 114: User Management
Create
New User] for options in User PortalBasic InformationUser Information page; please refer to
[EXTENSIONS] for options in User PortalBasic InformationExtension page; please refer to [CDR] for User
PortalBasic InformationCDR page.
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