What you need to know:
This article provides basic navigation and information related to the functionality of the Calling Admin Portal (CAP).
Introduction to the Calling Admin Portal
The Calling Admin Portal (CAP) is a web portal enabling administrators to manage and configure features and settings. The following diagram shows the hierarchy of the Calling Admin Portal in relation to your access. A site typically represents an office location, for example if your company has three office locations, there would be three sites.
Note: For businesses that operate with 100% remote workers, a site could represent a group of remote workers.
The admin portal allows administrators to:
- Manage and modify user phone and number assignments
- Configure Site Services, including:
- Hunt Group
- Call Center
- Call Queue
- Auto Attendant
- Time Schedules
- Outbound Calling
- Music on Hold
- Group Paging
- Park / Pickup
- Collaborate Bridge
- Configure features assigned to users
- View call history
- Add and edit notes
Logging In to CAP
Open a web browser and enter the URL provided to you by your service provider.
At the login screen, enter your username and temporary password. This information can be found in the initial welcome email. Click sign in.
Note: A pop-up window will appear prompting you to enter a permanent password.
Each time you log in to the admin portal, a pop-up window will display showing your login was successful. If your login attempt fails, due to incorrect username or password, a “failed attempt” window is displayed showing the number of failed login attempts and date and time of the last failed attempt. The failed attempts login window displays until it is closed by the administrator.