System Administrator Help

This help file describes how to setup and manage your telephony and virtual assistant services.

Note that everywhere on the Web portal, you can click the help icon to access context-specific help. Alternatively, you can browse through the comprehensive help file by clicking User Guides at the bottom of the Web portal pages.

You can also consult the Webhelp documentation for Value-Added-Resellers (VAR), Company Administrator and Users.

GETTING STARTED

• User types and permissions
• Phone numbers
• PBX Phone Systems
• SIP (Session Initiation Protocol)
• SIP Trunk
• Telephony Provider (TP) and Internet Telephony Service Provider (ITSP)

WEB PORTAL

• Interface
  
• Login
• Log out

INITIAL SETUP

VALUE-ADDED-RESELLERS (VAR) AND OTHER USER ACCOUNTS

• Interface Overview
• Create an account
• Delete an account
• Manage VAR account settings
  • Administrator package & promotion settings
  • Advanced options
• Manage VAR call restrictions
• Manage VAR subscription packages
• Send an email to a VAR
• Directly access an account
• Export a list of accounts to a PDF file
• Export a list of accounts to a CSV file
• Search for an account
• Filter the list of accounts
• Sort the list of accounts
• Frequently Asked Questions (FAQ)

SUBSCRIPTION PACKAGES (PACKAGES, OPTIONS, DEVICES AND SETUP FEES)

• Interface Overview
• Package management roles
• Create packages
• Delete packages
• Modify packages
• Enable and disable packages
• Replicate packages
• Assign or unassign packages to a VAR
• Display ranking of packages
• Packages settings
• Search packges
• Filter packages by type
• Sort packages
• Export packages to a CSV file
• Export packages to a PDF file

Call Restrictions (Countries, Area Codes, Phone Numbers)

• Interface Overview
• Restrictions management roles
• Create a global call restrictions (system level)
• Create a call restriction for a specific VAR
• Delete a call restriction
• Modify call restrictions
• Enable or disable a call restriction
• Exceptions to call restrictions
• Call restriction digit format
• Export a list of call restrictions to a CSV file
• Export a list of call restrictions to a PDF file
• Search for call restrictions
• Sort call restrictions
• Frequently Asked Questions (FAQ)

Phonetics Lexicon (for voice recognition)

• Interface Overview
• Status of lexicon entries
• Create lexicon entries
• Delete lexicon entries
• Modify lexicon entries
• Change the status of a lexicon entry
• Lexicon settings
• Export a list of lexicon entries to a PDF file
• Export a list of lexicon entries to a CSV file
• Search lexicon entries
• Filter lexicon entries (by status or language)
• Sort lexicon entries
• Frequently Asked Questions (FAQ)

MAIL PROVIDERS

• Interface Overview
• Create mail providers
• Delete mail providers
• Modify mail providers
• Mail provider settings
• Export a list of mail providers to a PDF file
• Export a list of mail providers to a CSV file
• Search and filter mail providers
• Sort mail providers
• Frequently Asked Questions (FAQ)

PARTNERS - LEAD REFERRALS

• Interface Overview
• Create partners
• Delete partners
• Modify partner settings
• Partner settings
• Export a list of partners to a CSV file
• Export a list of partners to a PDF file
• Search the list of partners
• Sort the list of partners
• Frequently Asked Questions (FAQ)

TELEPHONY PROVIDERS AND PHONE SYSTEMS (PBX)

• Interface Overview
• Create new PBXs and telephony providers
• Delete a PBX or telephony provider
• Modify the settings of a PBX or telephony provider
• Select default telephony provider
• PBX settings
  • PBX General Settings
  • PBX SIP Extension Provisioning
  • PBX CDR (Call Detailed Records) Management
  • PBX SIP Interop
• Telephony provider settings
  • TP General Settings
  • PBX and failover used
  • Provider API settings
  • TP SIP Interop
• Export a list of PBXs and telephony providers to a CSV file
• Export a list of PBXs and telephony providers to a PDF file
• Search the list of PBXs and telephony providers
• Filter the list of PBXs and telephony providers
• Sort the list of PBXs and telephony providers
• Frequently Asked Questions (FAQ)

PHONE NUMBERS

• Interface Overview
• Phone numbers management roles
• Add, delete and manage phone numbers
• Dial a phone number over the Internet using your WebPhone
• Export a list of phone numbers to a CSV file
• Export a list of phone numbers to a PDF file
• Search the list of phone numbers
• Filter the list of phone numbers
• Sort the list of phone numbers
• Frequently asked questions (FAQ)

SETTINGS - SYSTEM ADMINISTRATOR

• System profile
  
  • Change the provider name (brand name)
  • Change the default customer language
• Administrator account
  
  • Change your system administrator account language preference
  • Change your administrator account email address
  • Change your password
  • Change the main system administrator
  • Manage delegate administrators (Users)
• Technical support
• Telephony provider used
• Appearance and branding
  
  • Configure web portal theme colors
  • Show your logo
  • Show your favicon
• Live chat
  
  • Live chat service days and hours
• Application servers
  
  • Add an application server
  • Change an application server
  • Delete an application server
• Frequently Asked Questions (FAQ)

TELEPHONE ZONES

• Interface Overview
• Create telephone zones
• Delete telephone zones
• Modify telephone zones
• Telephone zones settings
• Export a list telephone zones to a CSV file
• Export a list telephone zones to a PDF file
• Search telephone zones
• Sort telephone zones
• Frequently Asked Questions (FAQ)

VOICE TRANSCRIPTION (V2T) PROVIDERS

• Interface Overview
• Add a V2T engine
• Delete a V2T engine
• Modify the settings of a V2T engine
• Specify the default V2T engine
• V2T engine settings
• Frequently Asked Questions (FAQ)

VIRTUAL ASSISTANT SERVICES

• Interface Overview
• Built-in services
• Add services
• Delete services
• Modify services
• Default services
• Service settings
• Export the details of one or several services to a CSV file
• Export the details of one or several services to a PDF file
• Search services
• Sort services
• Frequently Asked Questions (FAQ)

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