Overview Components Overview This section includes the absolute minimums of the web portal. You can start by navigating to your organization's URL which will be given to you by your system administrator or Intellasoft representative. Afterwards you will see a login screen. Start by following the instructions below to get familiar with the platform. Logging In Top Level Interface Components My Account Logout Navigation Screen Content Area Screens Panel Sizer Bar Panel Tools Group Selection Logging In You will need the proper URL address for your organization as well as your username and password which can be requested from your system administrator. Once you navigate to the portal, input your credentials as shown above. If you are unable to login after a few attempts, please contact your system administrator for assistance. Top Level Interface Components Top bar The account management bar along the top of the window is used to change your password or logout. Left panel The navigation panel at the left of the screen is for navigating to different screens within the web portal. Right panel The content area, filling the majority of the window, will display information and tools based on the selected screen. My Account To change the account password, click on the  My Account  menu located at the top left corner. Next click the  Change password for my account:   button. Within the popup, enter your  Current Portal Password  and  New Portal Password . Click  Save  and there will be a confirmation of  Success - Saved password  or  Invalid  current password  if the current portal password is incorrect.  Click  OK  to continue. Logout Closing the browser is not enough to be logged out since the Intellasoft Web Portal uses cookies.  Remaining idle for an extended period of time may not do the trick either, depending on the specific timeout settings.  The best way to logout is to use the  Logout  button in the upper right-hand corner. Navigation The red box panel on the left is the  Navigation . From here you are able to select the various  Screens  (also called  Modules ) within the IntellaSoft platform.  To select a specific  Screen,  click on the name you want to access.  The subtle difference between  Screen  and  Module  is that the screen is the visual component of the exact module on the server.  Note that a module may provide features across multiple screens. Anytime the documentation refers to navigating to a  screen  or  module  refer to the navigation panel and click the screens' respective name. You will see it highlighted in blue indicating which  screen  you are currently in.  Screen Content Area The red box panel on the right is the  Screen Content Area  which is a  Tab Panel .  The title of the  Screen  will be in the tab name. Screens In this example, we have selected the Users   Screen . Notice that  Users  is highlighted within the  Navigation Panel.  The  Screen Content Area  now contains the specific  Panels  for the screen.  In this case, the four smaller  Panels  are all  Grid Panels . Panel Sizer Bar You have the option to resize individual panels within each screen. To do this simply click on the in-between space between panels and drag in the direction to want to resize. Afterwards the panel will be extended right, the opposite works when trying to resize panels to a smaller amount. You can also do this to the height of panels as well. Panel Tools Currently, there are not very many  Panel   Tools  implemented, but an example of a  Panel Tool  is the option to collapse or expand panels, to provide a better view of other  Panels. See the example above. Group Selection When using some screens such as  DayNight Schedule  or even Voicemail it is important to note that you have chosen the correct group to modify. This can be done with the  Select XXXX ( XXXX  will depend on the exact screen you are in) function which is located at the top left-hand of the screen. If you are selecting this screen for the first time since logging in, you will also see a brief message such as the one below indicating that it has auto-selected the 1st group that would be included in the drop-down menu for  Select XXXX.  This is simply to bring attention to the fact that you may have to change the group to modify the one in question.