1. Cloud PBX Admin Guide - Accessing the Admin Web Portal
The Cloud PBX Admin Guide is divided across 12 chapters, and also includes a Glossary of Terms for terms used across the guide that you may not be familiar with. Please feel free to navigate to another chapter of the guide by utilizing the links below.
Preface
Welcome to the Core Cloud PBX Administrator’s Guide. Your Croo system includes a comprehensive set of administrator tools for configuring and managing the system. This guide describes how to use these features to optimize your Croo system experience.
Document Conventions
This guide uses the following conventions to draw your attention to certain information.
Convention | Description | |
Note | Notes emphasize or supplement important points of the main text. | |
Bold | Indicates text on a window, other than the window title, including menus, menu options, buttons, fields, and labels. | |
Italic | Indicates a variable, which is a placeholder for actual text provided by the user or system. Angled brackets (< >) are also used to indicate variables. | |
screen/code | Indicates text that is displayed on screen or entered by the user. | |
Glossary Conventions
The first time a technical term is used in this guide, it appears as a hyperlink. Clicking the link in the electronic version of this document takes you to the Glossary where the term is defined.
1. Accessing the Admin Web Portal
Topics: | All administrator tasks are performed from the admin portal. The admin portal is a web-based application that runs on any device (mobile phone, tablet, or PC) running a browser. You access the admin portal using the user portal login. After logging in to the user portal, users with admin permission can access the admin portal. | |
• Logging in to the Web Portal • Understanding the Admin Portal Interface |
Logging in to the Web Portal
To log in to the web portal:
- Launch a web browser.
- In the browser address bar, type the supplied portal core.croo.io and press the Enter key. The Login page appears.
- At the Login page, enter the login name ext@ customerdomain, where customerdomain . com typically is the same as your email address domain. Then enter your password. For security, each typed password character is masked by a dot ( ● ).
- Click Log In.
- At the top-right of the page, click the Manage Organization link.
Note: If the Manage Organization link does not appear, you do not have Office Manager permissions.
Understanding the Admin Portal Interface
The top of the admin portal interface contains a menu bar with icons for navigating through the portal (see Table 1-1 below). When you click an icon, the page associated with the icon appears on the dashboard. Some pages have tabs for accessing configuration settings.
Table 1-1. Admin Menu Icons
Menu Icon | Description | See Chapter |
| Shows active call information such as graphs and statistics. | 3 |
| Shows users configured in the system and allows you to add, edit, and import users. | 4 |
| Shows conferences configured in the system, and allows you to edit, delete, join a conference, and view conference statistics. | 5 |
| Shows Auto Attendant configured in the system, and allows you to add, edit, and delete auto attendants. | 6 |
| Shows Call Queues configured in the system, and allows you to add, edit, and delete call queues, add Music On Hold files to call queues, and configure agents associated with call queues. | 7 |
| Shows all time frames configured in the system, and allows you to add, edit, and delete time frames and view time frame start and end times. | 8 |
| Shows all files that are part of the Music On Hold feature, and allows you to add, edit, and delete Music on Hold files, change the order in which files are played, and randomize the playing of the files. | 9 |
| Allows you to manage the phone numbers and phone hardware in the system. | 10 |
| Allows you to review, filter, and export call Logs for greater analysis. | 11 |
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