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This section covers the core basics of the web portal. If this is your first time using the web portal, start by getting familiar with logging in, basic navigation and account management in the Top Level Interface Components section. Afterward, familiarize you...

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...

Overview Grids contain the components within the web portal necessary for modifying existing or new data, as well as more specific functionality of the individual screens within the web portal. It is important that the exact setup will vary screen by screen, ...

This page includes specifics on modifying data within the individual screens in the web portal.  Rows Drop Down Menu Fill Form Checkboxes Editing Pre-Existing Entries Form Validation Deleting data Saving Data Rows Rows are the individual poin...

Throughout the web portal, you will see certain screens have a class of service value that must be selected. The class of service can be thought of as a security feature. Currently, the following screens have this value:  Extensions Hunt Groups Ph...

The Users screen is for managing people who will have access to the IntellaSoft Web Portal to make changes to the phone system, delegate permissions, or other functions such as accessing call logs and voicemail. When a new user account is added, by default tha...