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Administration Section Overview

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Charles Lange
  • Updated

Administration section organizes the key oversight capabilities in a single area. You must have administrator rights on the platform to view, edit, save or update the settings. If you do not see the Administration section of the navigation, then you do not have administrator rights on the account. Please contact your organizations’ support organization to change your role.

What you will learn:

Overview

The Administration section enables you to update your account, manage billing, payment methods, passcodes, invoice, and set up branched and subscribers within the system. Additionally, you can setup an accounts and phone that can be monitored and used as a supervisor.

To access the administration section:

  1. Sign in to the  portal
  2. Once in the portal, select Administration in the left pane.

Audit Log

Audit logs enable you to view detailed information about all changes, updates, access and operations that have been executed on the account. The log report includes following details:

  • Extension number associated with the user
  • Portal user name
  • Action type
  • A description of the action event
  • The date and time of the action event

To access your audit log, navigate to Administration > Audit Log.

Searching audit log

You can search your audit log by:

  • Date range
  • Search option
  • Username (optional)

Date range

Select the Start Date and End Date in the box and click Run. It will display all the logs between these two date.

Search option

  1. Click the Global Filter in the right hand corner.
  2. A search box will appear.
  3. In the search box, type the name of the parameter and press Enter on the keyboard.

Note: You can also filter the audit log using the filter options in each column.

Billing

The Billing section enables you to manage your billing information, which includes your billing address, the ability to generate an invoice, and the method of payment. You can update the name and billing address for an existing payment method. To access your manage billing section, navigate to Administration > Billing.

Billing Address

In this section, you can view the Billing Address for the registered user. ConnectMeVoice will ask for your information such as name, address, and contact number.

To update the billing address:

  1. Click on the Update button. A new window will appear.
  2. Update the necessary information and click Update.

Branches

Branches enables you can view all your branches listed on the system.

To access your Branches section, navigate to Administration > Branches.

Add a new branch

Follow the below steps to add a new branch:

    1. Click on the +Add New button in the left top corner. A new page Add Branch will appear.
    2. Add your branch name address, province, zip code, and country.
    3. Click Save. Repeat the steps to create more branches as desired.

Search option

  1. Click the Global Filter in the right hand corner.
  2. A search box will appear.
  3. In the search box, type the name of the parameter and press Enter on the keyboard.

Note: You can also filter the branches using the filter options in each column.

Call Monitoring

Call Monitoring enables administrators to monitor a call (listen in on a call) and eavesdrop on it.

To configure your Call Monitoring section, navigate to Administration > Call Monitoring.

All Monitoring is available in two modes:

  • Supervisor and
  • Monitorable

Play sound when monitoring: Check the checkbox to enable the sound during monitoring.

Enable Call Monitoring

Call Monitoring enables you to select which phones can be monitored. To enable it, check the checkbox in the Monitorable column.

Enable Supervisor Monitoring

Supervisor Monitoring enables you to act as a supervisor. When a supervisor selects an extension to monitor in the HUD, the supervisor’s extension will be called, and the supervisor will be able to listen to the call. To enable it, check the checkbox in the Supervisor column.

Number Blocking

Number Blocking enables you to block calls in order to avoid being scammed, receiving unwanted calls, or receiving harsh messages.

To configure your Number Blocking, navigate to Administration > Number Blocking.

List Block for Extension/Account

Perform the following steps to block a number/extension

  1. Select either Extension or Account radio button.
  2. Click the Add a blocked number or area code button. A popup window will appears.
  3. Select either Phone or Area Code radio button to block or this extension/accounts.
  4. Enter the Phone or Area code.
  5. Click Save.

Number Blocking – Advanced Settings

These settings allows you to block numbers without Caller Id set what occurs when a Blocked ID calls. On default. the administrator will get the HANGUP option, unless they want to transfer it to another extension.

Portal Users

This section enables you to view all the available users who is currently active in the system and add a new user if required.

To view the available users, navigate to Administration > Users.

The following information is available for each Portal User:

  • Username
  • First
  • Last
  • Email
  • Admin
  • Enabled
  • Created
  • Last Login
  • Last Failure
  • Invalid Count

Add a New User

To add a new user, perform the following steps:

  1. Click on the Add a new user button. A new window called Add User will appear.
  2. Enter the required user details in the field and select the available extensions.
  3. Click Save. The new user will be added in the list.

Edit an Existing User

To edit an individual user’s information, perform the following steps:

  1. Click on the edit icon next to each user row. A new window called Edit User will appear with the existing user information.
  2. Update the required field.
  3. Click Save.

Delete an Existing User

To delete an existing user, select the delete icon next to each user row.

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