Skip to content
English
  • There are no suggestions because the search field is empty.

Customer Portal: Understanding Access Levels

The GreenLink Customer Portal provides users with 24/7 access to phone system settings and features from any web browser, including mobile browsers.

Different levels of access are available depending on the type of user and the level of control they need over the phone system.

This article explains the available access levels, what each user type can manage, and which areas of the Customer Portal they can view.

Customer Portal Access Levels

There are two primary Customer Portal access levels:

  • PBX Admin — Full Customer Portal and PBX system access
  • End User — Access limited to the user’s own extension and settings

Most users are typically assigned the End User access level by default.

Important: Not every employee or extension requires Customer Portal access. Your company can decide who should receive access and what permission level they need.

Dashboard Access

All users with Customer Portal access can view the Dashboard; however, the icons, menus, and available options displayed will depend on the user’s assigned access level.

PBX Admin users will see additional management and PBX options, while End Users will only see features related to their own extension and permissions.

End User Access

  

End Users can manage and monitor the settings related to their own extension only.

This level of access is similar to the controls available directly from a physical desk phone, but with additional visibility and management options through the Customer Portal.

End Users Can Access:

  • Extension settings
  • Login information
  • Call logs
  • Voicemail
  • Voicemail settings
  • Call forwarding
  • Contacts
  • Faxes (if enabled for their extension)

End Users can:

  • Check voicemail messages
  • Review their own call activity
  • Update extension-specific settings
  • Manage the behavior of their extension

They do not have access to system-wide PBX settings or other users’ extensions.

If an End User attempts to access a restricted section, the Customer Portal will display a pop-up warning indicating they do not have permission to view that area.

 

Admin Access

  

Admin users have full access to both the Customer Portal and the PBX system settings.

In addition to managing their own extension, Admin users can manage and update settings for the entire phone system and all extensions associated with the account.

PBX Admin Users Can Access:

  • Phone Numbers (DIDs)
  • Auto Attendants
  • Media Files
  • Time Conditions
  • Ring Groups
  • Queues
  • Fax Settings
  • Paging
  • Caller ID Blacklists
  • Extension Lists

  

Admins can also access the PBX section of the portal to make system-wide changes, including:

  • Adjusting call flows for phone numbers
  • Updating time conditions
  • Managing ring groups and auto attendants
  • Uploading or removing media files
  • Managing caller blacklists
  • Configuring routing behavior across the system

Managing Extensions

Admin users can:

  • View all extensions on the account
  • Manage their own extension
  • Modify settings for other team members’ extensions
  • Update user information and extension behavior

          Extension management can be accessed from the top-right side of the screen while inside the Extensions section of the Customer Portal.

          Choosing the Right Access Level

          The appropriate access level depends on the user’s role within your organization.

          End User Access Is Ideal For:

          • Standard employees
          • Users who only need access to their own extension
          • Team members who need voicemail and call log visibility
          • Office managers
          • IT administrators
          • Operations teams
          • Employees responsible for managing the company phone system

                Admin Access Is Ideal For:

                        Selecting the proper access level helps maintain security while ensuring users have access to the tools they need.