The admin portal provides a self-service experience to easily configure features and services assigned to your location or multiple locations, such as resetting user’s voicemail passwords, configuring user settings, and managing hunt groups, auto attendants, and call centers. This guide is an overview of the following features and functions available to administrators through the admin portal.
Your administrator username and password are provided to you via email when you sign up for your service. Log in to the admin portal at https://myproconnect.consolidated.net/app/#!/. Enter your username and password.
Note: When signing in for the first time, you may be prompted to create a new password. Enter in your current password in the Current Password field. In the New Password field, type in a new password. The new password must be at least 6 characters long and contain at least one upper case letter, one lower case letter, one number and one special character. Retype the same password in the Confirm Password field. After making the changes, select Save.
The Dashboard displays the current state of all users, auto attendants, call centers and services assigned to your group. You can also use the dashboard to quickly find users to edit their information, settings and passcode information.
Upon login, you are routed to the dashboard. In the middle of the dashboard page, you’ll find quick access links to some of the most frequently used areas of the admin portal.
Note: Depending on your license type, your dashboard may not display all the features pictured above.
In the left-hand menu of the dashboard, you’ll find a full menu to navigate you through the admin portal.
You can reset a user’s web portal password or voice portal passcode. The web portal password allows users to log in to the user web portal. The voice portal passcode allows users to listen to their voicemail from their device or applications. To reset a user’s web portal password or voice portal passcode, follow these steps:
- From the dashboard, find and select the user to modify.
- Scroll to the passwords area and make the appropriate changes.
From the dashboard you can easily search and access your users. Once you click into each user, you can view and modify their calling features like call forwarding, hoteling, and more. For more detailed information on these features, see the Configuring User Features guide.
The auto attendant feature is used to route calls to various destinations, employees within your company, specific groups of employees, voicemail, or other outside numbers – without the assistance of an operator or receptionist. They also provide callers with your company greeting/announcement and dialing menu options.
An auto attendant has two modes - one for business hours and one for after hours. Each mode allows you to set up options for keys 1 through 9, pound (#) and star (*) to present callers with different choices from which to select.
Administrators can set up and modify auto attendants within the admin portal. To view and modify an auto attendant, follow these steps:
- From the dashboard, select Auto Attendant under Group Services.
- A list of the auto attendants assigned to this group/location are displayed. Select the auto attendant you would like to modify.
For more information about modifying your auto attendant, see this guide.
The call center feature is used to route inbound calls to available users (agents) based on configured call routing policies. The call center feature includes call queueing, which temporarily holds calls in the cloud when all users assigned to receive calls from the queue are unavailable. Queued calls are routed to an available user when they are no longer on an active call.
As an administrator, you can self-sufficiently manage call center/call queue settings, modify call routing strategies, and assign call center supervisors and agents. You can access the call centers and modify settings from the dashboard.
- From the dashboard, select Call Center under Group Services.
- A list of the call centers assigned to this group/location are displayed. Select the call center you would like to modify.
For more information about modifying call centers, see this guide: https://proconnect.consolidated.com/2021/09/23/admin-portal-odin-call-centers/
A hunt group is used to ring a specific group of users in a predetermined pattern within or across locations when a call is made to the hunt group telephone number. As business needs change, the administrator can adjust the following items within the admin portal:
- Hunt group name and how it displays on the members’ of the hunt groups phones
- Settings for ring pattern, call forwarding, and not reachable scenarios
- Assignment of users to the hunt group
To view or modify a hunt group, follow these steps:
- From the dashboard, select Hunt Group under Group Services.
- A list of the hunt groups assigned to this group/location are displayed. Select the hunt group you would like to modify.
For more information about modifying hunt groups, see this guide.
The Meet-Me Conferencing feature allows you to view, manage and delete conferences and conference bridges from within the admin portal. As an administrator, you can manage the port limits on a group, manage settings and services assigned to a conference bridge, view call history for a conference bridge, and view and manage the Meet-Me Conference dashboard.
To access and modify the Meet-Me Conferencing settings, follow these steps:
- From the dashboard, select Meet-Me Conferencing under Group Services.
- Here you can view and modify your Meet-Me Conferencing settings.
For more information about Meet-Me Conferencing, see this guide.
As an administrator, you can create a holiday schedule for any holidays where your business is closed. Once the holiday schedule is applied, the system will send calls to your holiday hours treatment for any days within your holiday schedule.
To view or modify holiday schedules within the admin portal, follow these steps:
- From the dashboard, select Business Schedules under Menu.
- A list of schedules created for this group/location are displayed. Select the schedule you would like to modify.
For more information about holiday schedules, see this guide: https://proconnect.consolidated.com/2021/09/23/admin-portal-odin-schedules/