Portal Tour for System Administrators

Portal Tour for System Administrators

Overview

This article provides a guided tour of the PrimeVox portal from a typical System Administrator’s perspective. By the end of this walkthrough, you’ll be familiar with the key areas of the system and confident in navigating the features available to you.


Video Tour




Logging In

On the login page, you’ll see a purple update box featuring the latest system news and a link to our status page.

You can sign in using your account credentials, or by logging in with Google or Microsoft.


Getting Around the Portal

After logging in, you’ll land on your default dashboard. A few navigation tools remain visible across every page:
  1. Bottom Right: Quick links to our homepage, Help Center, and Billing Portal.
  2. Top Right: A feedback button (for support tickets, bug reports, or feature requests) and a light/dark mode toggle.
  3. Top Center: The purple breadcrumb bar shows where you are and lets you move between related sections.
  4. Left Side: The main menu, which expands when you hover your mouse over it.
  5. Bottom Left: Your profile icon, where you can view your permission level, access profile settings, or log out.


Profile Settings

In your profile settings, you can:
  1. Update personal details like your name or password
  2. Enable or disable two-factor authentication (2FA)
  3. Sync contacts from Google or Microsoft


UC User vs. UC Admin Sections

  1. The UC User section is for everyday features like faxing, messaging, and voicemail.
    Info
    For a full walkthrough of the user experience, check out our User Portal Tour.
  2. The UC Admin section is where system administrators manage phone numbers, call flows, and overall setup.

If you manage multiple accounts, you’ll see a dropdown menu in the top right to switch between them.


UC Admin Overview


Phone Numbers

View all phone numbers tied to your account and see how each one is routed.

Call Flow

Control how incoming calls are handled. Key tools include:
  1. API Routers: Connect your phone system with other software.
  2. Call Queues: Place callers on hold until an agent is available, with options like call-back requests or position announcements.
  3. IVR Menus: Automated menus that let callers choose where to be routed.
  4. Ring Groups: Ring multiple phones at once or in a specific order.
  5. Schedules: Control routing by time or date (like business hours or holidays).
  6. Toggles: Quickly switch between setups (e.g., open vs. closed).
  7. VIP Callers: Give priority routing to important clients.

Call Control

Features that let callers and users interact with your system:
  1. Automations: Perform preset actions automatically (like forwarding calls or sending alerts).
  2. Call Parking Lots: Place calls on hold and pick them up from another device.
  3. Conference Bridges: Host group calls using a shared number and PIN.
  4. Dial-by-Name Directories: Let callers reach users by name.
  5. Forwarders: Advanced call forwarding options.
  6. Page Groups: Broadcast announcements to multiple phones.
  7. Wake-Up Calls: Schedule phone call reminders.

Diagnostics

Monitor your system in real time:
  1. Extension Snapshot: A static overview of which devices are online or offline.
  2. Extension Monitor: A live view showing extension status, latency, and active calls.

Extensions & Devices

Here you can:
  1. Manage user extensions
  2. Create and edit shared phonebooks
  3. Configure desk phones or adapters with provisioning tools

Settings & Security

Control account-wide preferences, including:
  1. Blocking unwanted numbers
  2. Enabling Captcha for spam protection
  3. Uploading music on hold
  4. Managing IVR greetings and other recordings
  5. Viewing and editing star codes
  6. Creating webhooks to connect PrimeVox with other tools


Reports

Track system activity and performance:
  1. Administrative Reports: Show automation events.
  2. Message Logs: View SMS and MMS history.
  3. Voice Reports: Detailed insights like call history, extension activity, and IVR analysis.
Idea
New metrics are added regularly, so check back often for updates!
Info
If you manage multiple accounts, remember to use the top-right dropdown to switch between them.


System & Integrations

In the System section, visit the Integrations tab to see all supported software connections.
You can link your PrimeVox system with compatible tools, or request a new integration via the feedback button.

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​Need Help?

That’s it for the quick tour!
Feel free to explore the features available in your admin portal. If you ever need assistance, our PrimeVox support team is available 24/7 to help.
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