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Contents

Intro

Welcome to Office Manager onboarding training. In this training, we are going to teach you all about the different configuration options available to you as an office manager so you can manage your organization and route calls.

We will discuss Users- How to create them, configuring the user's options, and managing existing users.

How to create conference bridges and the difference between Dedicated and Owned Conferences.

We will go over the Auto Attendant options and review the dial pad menu options.

Your account type also has the ability to configure new call queues and manage existing ones.

You will be able to create shared Time Frames with others in the domain and will be able to apply to their answering rules.

We will teach you how to customize the Music on Hold for your Domain. How to route phone numbers to a destination using the inventory.

And the Call History which displays the call activity on your domain.

The Manager Portal

The Manager Portal is a web interface that you will use in order to manage your organization, manage your account, and communicate with others.

Accessing the Manager Portal

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In order to access the manager portal, open a web browser and enter your fully qualified domain provided by your administrator into your web browser as seen in figure 2.1. After entering the domain into your browser, you will be taken to the login page as seen in figure 2.2

Logging in

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On the login page enter your credentials provided by your administrator or click the New User link.