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My Account – Overview

Home | Administrator Central | Administrator Guides | My Account - Overview

What you need to know:

This article provides basic navigation and information on My Account Administrator Portal related topics. To learn more about My Site, please visit the My Site Overview Article.

Introduction to My AccountAccessing My AccountProfileOrdersAccount AdminMy SiteCall RecordingMy Reportsback to top
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Overview of My Account Dashboard

The My Account portal allows administrator to:

  • View current orders and order status.
  • Add/remove administrators.
  • Access My Site (including users, devices and site services).
  • View call recording information.
  • View and export reports.

 

For a better understanding, the following diagram shows the hierarchy within the system and how it relates to your Administrator rights: 

 

Click image for large view


Accessing My Account

  1. Reference your Welcome Email that was delivered when your account was created.
  2. Click on the My Account portal URL.
  3. Enter your assigned My Account User name and temporary password (from the Welcome Email).
  4. Click Login and update your password.
  5. Once logged in, you are routed to the Home tab where you can view your Account ID, Billing Account # and links to your account profile, as well as the terms and conditions of your services agreement.

Click image for large view


Profile

From the Profile tab, you can:

  • Change the name associated with your account.
  • Update site address information (critical for e911 purposes) and site primary contact information.
  • Identify account contact information.
  • Change your My Account User Name and/or password.

Click image for large view


Orders

Each time new services are requested for your account, an order is generated. 

The order tab displays the list of current orders, the site in which the order is associated with, the order date, and the status link to view the order.

Click image for large view


Account Admin

The account admin tab allows you to add admins to your account and view/edit existing admins.

Click image for large view


My Site

The My Site tab allows you to access the features and services associated with a specific site.

Click image for large view


Call Recording

The Call Recording tab allows you to access call recording services associated with a particular site.  Please Note:  This will only appear if at least one site has Call Recording. If not, this tab will not appear.

Click image for large view


My Reports

The My Reports tab provides call reports on:

  • Auto Attendants.
  • Queues.
  • Numbers and users associated with your account.

Click image for large view

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Tags:admin features, admin portal, manage users, My Account overview, users

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