Company Administrator Help

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• Overview
• Hosted or In-House Company Accounts
• What Can Excendia Do For my Company and its Employees?
• How does Web Portal Work?

• What is Web Portal?
• Web Portal Toolbar

• Login Credentials
• First Time Login
• Welcome Page
• How do I logout from my Excendia session?
• Login FAQs

• Overview
• List of required setup tasks
• Your Company Account is Ready to Use
• Online Help and Support

• What is a Company Account?
• Company Virtual Receptionist Service
• Company Administrator Functions
• Administrators Rights & Roles

• Company Profile View
• Changing the Company Administrator Credentials
• Changing the Company Administrator Language
• Changing the Company Languages
• Selecting the Default Service Packages
• Configure the Company Mail Access Connection
• Virtual Assistant Name & E-Mail
• PBX Used and Account Provisioning Credentials
• Access your Company Bill
• Company Profile FAQs

• What is a Company User?
• The Company Users View
• Sorting the List of Users
• Checking the User's Number of Sessions and Last Login
• Editing User Accounts
• Inviting Users to Subscribe using Reserved Keys
• Creating New User Accounts Manually
• Pre-configuring Services for Users
• Importing New Users in Batch
  • Importing Users from Active Directory
  • Importing Users from a CSV or XML File
  • Preparing the CSV Batch User File
  • Preparing the XML Batch User File
• Provisioning User Accounts Remotely
• Changing User Call Restrictions
• Changing User Account Options
• Removing Users
• Assigning DIDs to Users
• Changing the DID Assigned to a User
• Unsubscribing DIDs from Users
• Assigning Virtual Extensions to Users
• Adding Service Packages to Users
• Removing Service Packages from Users

• What is a Company Call Restriction?
• Viewing the List of Company Call Restrictions
• Sorting Company Call Restrictions
• Adding New Company Call Restrictions
• Modifying Company Call Restrictions
• Removing Company Call Restrictions
• Call Restrictions FAQs

• What is a Subscription Key?
• Viewing the Lists of Subscription Keys
• Inviting Users to Subscribe using Reserved Keys
• Modifying the Packages included in a Subscription Key

• What is a Company Service package?
• Viewing the List of Service Packages
• Selecting the Service Packages Offered to Users
• Service Codes
• Service Packages FAQs

• What is a Service?
• Viewing the List of Services
• Editing Service Properties
• Service Setup
• Virtual Assistant Service Setup
• Assigning and Changing the Service DID
• Assigning and Changing the Service Extension
• Activating and Deactivating Services
• Company Services FAQs

• What is a Company Virtual Receptionist Service?
• How Does Virtual Receptionist Works?
• Virtual Receptionist Service Customization
• Starting the Virtual Receptionist Configuration Session
• Assigning a telephone number to the Virtual Receptionist
• Defining the Operator User
• Auto-Forwarding Users to their Excendia Account
• Configuring the Greeting Messages and Menu Prompts
  • Default System Greeting Prompts
  • Record & Upload Your Prompts
  • Selecting Custom Greeting Messages
• Creating and Managing Groups?
  
  • Creating a New Group
  • Viewing the List of Groups
  • Modifying Existing Groups
  • Removing Groups
• Configuring the Virtual Receptionist Main Menu
  • Adding a New Menu
  • Selecting the Telephone Directory to Load in a Menu: Group or All
  • Modifying Menus
  • Adding Menu Options
    • Menu Speech Keywords and DTMF Keys
    • Menu Actions
    • Menu Audio Prompts
  • Modifying Menu Options
  • Removing Menu Options

• How Company Contacts are Used?
• What is Speech Contacts?
• Choose Where to Store and Manage Company Contacts
  • Using Company Contacts on the Mail Server
  • Using Company Contacts on Web Portal
• Contact Fields Used for Voice Access
• Formatting the Phone Numbers of your Contacts
• Number of Company Contacts Used

• What are Company Call Logs?
• Viewing Company Call Logs
• Sorting Company Call Logs
• Printing Company Call Logs
• Company Call Logs FAQs

• What is a DID?
• Viewing the List of DIDs
• Reserving DIDs for Future Users
• Reserving DIDs for Future Services
• Freeing Reserved DIDs
• Assigning DIDs to Users
• Assigning DIDs to Services
• Changing a DID Assignment and Type
• Adding New DIDs Manually
• Importing New DID Lists
• Unsubscribe DIDs from Users or Services
• Removing DIDs