Getting Started

The web portal is the core of the Intellasoft Platform. It is the central place for configuring everything from users to schedules to extensions.

HowTable toof Use This DocumentationContents

This documentation is split up into 3 main parts parts: Tutorials, How-To Guides, and Reference. Start by following a few tutorials to become familiar with the basics. Below is a table of contents.

• Conceptual Overview
• Tutorials
  • Creating Your First User
  • Adding Your First Phone
• How to Guides
  
  • How to configureadd usersa new user
  • How to configureadd a new phone
• Reference
  • Users
  • Departments
  • Extensions
  • DayNight Groups
    
  • DayNight Schedules
  • Hunt Groups
  • Hunt Group members
  • Inbound CallerID Remap
  • Phone SysDial Directory
  • PhoneMap Groups
  • PhoneMap Members
  • Voicemail
  • Call Logs

TODO: Finish the table of contents

Overview

The web portal is divided into screens (selected from the navigation panel on the left). Each screen often contains a table of entries. For example, the users screen contains a table of users. The columns along the top correspond to each configuration option and the rows correspond to each user.

A screen might also contain other sections, sometimes used for additional configuration options or other times to display additional information. As an example, the extensions screen has an "additional settings" panel on the left with more options that do not fit in the table.

Basic Configuration 

To modify any table, click the "new [entry name]" button at the top or modify an existing entry by double-clicking the entry.

To delete an entry, look for a red X (often in the far right column) and click it. A dialog will pop up confirming that you wish to delete. Click Ok to delete.

Next Steps

SetConceptual up a new userOverview