Using the VitalPBX User Portal

Using the VitalPBX User Portal

Prerequisites:

  1. You have received your portal credentials from your system administrator

Using VitalPBX Web Portal

The web portal allows you to manage basic functions of your personal phone extension.  When you first login you will be presented with the "My Extension" tab.  

General tab




Here you can configure the following details:
  1. Email Addresses:  you may enter more than one, separated by a comma.  This is the address where service messages and voicemails will be sent, should you opt to do so.
  2. Voicemail Password:  This is your PIN number to access voicemail from your desk phone or VitalPBX Connect app.
  3. Language Preference:
  4. Timezone:  Your current timezone.
  5. Ring Time:  This is how long you want your extension to ring before going to voicemail.
  6. Enable Voicemail:  If not enabled, callers will simply be disconnected after the ring time has passed.
  7. Attach Voicemail:  Set to "Yes" if you want voicemail to be emailed to you.  When emailed, the audio file is attached to the message and the transcribed text of the message is included.
  8. Delete Voicemail:  We recommend this is set to "Yes" when Attach to Voicemail is "Yes".  Otherwise you will receive an email with your voicemail AND receive the voicemail on your phone.  This can create confusion.  But, do as you see fit for your specific situation.
  9. Play Envelope:  When retrieving voicemail via phone the envelop plays the message date/time, callerID and duration of the message.  
  10. Say CID:  Play the callerID when retrieving voicemail via phone.

Dictation tab (depreciated)

If enabled by your administrator, dictation allows you to record voice memos via your phone.  Using your desk phone or the VitalPBX Connect app, dial *93 and follow the prompts.   Messages you record will be automatically emailed to you.

Features tab

This is a full listing of all extension features on your system.  It is important to note that not all features are enabled or available.

Follow Me Tab

Here you can specify a list of number to which calls will be directed before going to voicemail if you don't answer your extension.  You may create a list of one or more phone numbers along with a ring strategy.  The numbers can be another extension number on your system or an external phone number. 




Phone Diversions Tab

This is an advanced features section that requires your administrator to pre-configure some items for you.  If you want to utilize diversions contact your administrator.

Access Call Recordings

From the left side of the portal, select "PORTAL" then "CDR".  this screen lists your call data records.  If recording is enabled on your extension, or you enabled server-side recording during a call, you can access the recording on this page.  Simply look for the caller ID or date/time of the call in question.  If a recording is available there will be a black right arrow (play button) in the second to the last column.  Click the button to play the recording or to download it.







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