Customer Portal: Understanding Access Levels

There are several settings and their statuses that can be seen from the Customer Portal's dashboard, in addition to several menu icons, here we will cover what each does and the level of access needed to view them.

Access Levels

PBX Admin- All Customer Portal + PBX Settings

Receptionist- Manager access for all Extension settings

End User- Personal extension and its settings

Most users will have the Extension access as a default, so most will be at the End-User access level.

PBX Admin

The PBX Admin is the sole user able to adjust deeper settings on the entire system. These include:

  • Phone numbers (DID)
  • Auto Attendants
  • Media Files
  • Time Conditions
  • Ring Groups
  • Queues
  • Fax
  • Paging
  • CallerID Black List
  • Extension List

All users will have access to the Customer Portal's Dashboard, but the access to the icons options will be limited to their access level. A pop-up warning will show when users with End-User access attempt to access an area that is not meant for their level.

The End-User access is able to manage all the settings related to their own extension. These include:

  • Extension name
  • Login Information
  • Call Log
  • Voicemail
  • Voicemail Settings
  • Call Forward
  • Multi-Follow
  • Contacts

Managers are given the Receptionist access, and with this access they can view their own extension and all other team member's extensions. They can also modify/update their own extension and do the same for everyone in their team. The users extension management is done from the top right hand side of the screen, once you are in the Extension page.