Company Administrator Help
This WebHelp is for Company Administrators. It provides help on how to configure and manage the Excendia service for company accounts on Web Portal. This WebHelp index can be accessed by clicking on Help at the top of your Web Portal pages. Look for the Help button "?" in each section of Web Portal to get context-specific help depending on where you are.
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Getting Started as the Company Administrator
Overview
Company Administrator Login
Company Account Setup
Company Account Overview
Company Profile
- Company Profile View
- Changing the Company Administrator Credentials
- Changing the Company Administrator Language
- Changing the Company Languages
- Selecting the Default Service Packages
- Configure the Company Mail Access Connection
- Virtual Assistant Name & E-Mail
- PBX Used and Account Provisioning Credentials
- Access your Company Bill
- Company Profile FAQs
Company Users
- What is a Company User?
- The Company Users View
- Sorting the List of Users
- Checking the User's Number of Sessions and Last Login
- Editing User Accounts
- Inviting Users to Subscribe using Reserved Keys
- Creating New User Accounts Manually
- Pre-configuring Services for Users
- Importing New Users in Batch
- Importing Users from Active Directory
- Importing Users from a CSV or XML File
- Preparing the CSV Batch User File
- Preparing the XML Batch User File
- Provisioning User Accounts Remotely
- Changing User Call Permissions
- Changing User Account Options
- Removing Users
- Assigning DIDs to Users
- Changing the DID Assigned to a User
- Unsubscribing DIDs from Users
- Assigning Virtual Extensions to Users
- Adding Service Packages to Users
- Removing Service Packages from Users
Company Call Permissions
Company Subscription Keys
Company Service Packages
Company Services
Company Virtual Receptionist Service
- What is a Company Virtual Receptionist Service?
- How Does Virtual Receptionist Works?
- Virtual Receptionist Service Customization
- Starting the Virtual Receptionist Configuration Session
- Assigning a telephone number to the Virtual Receptionist
- Defining the Operator User
- Auto-Forwarding Users to their Excendia Account
- Configuring the Greeting Messages and Menu Prompts
- Default System Greeting Prompts
- Record & Upload Your Prompts
- Selecting Custom Greeting Messages
- Creating and Managing Groups?
- Crating a New Group
- Viewing the List of Groups
- Modifying Existing Groups
- Removing Groups
- Configuring the Virtual Receptionist Main Menu
- Adding a New Menu
- Selecting the Telephone Directory to Load in a Menu: Group or All
- Modifying Menus
- Adding Menu Options
- Menu Speech Keywords and DTMF Keys
- Menu Actions
- Menu Audio Prompts
- Modifying Menu Options
- Removing Menu Options
Using Company Contacts
Company Call Logs
Company DIDs
- What is a DID?
- Viewing the List of DIDs
- Reserving DIDs for Future Users
- Reserving DIDs for Future Services
- Freeing Reserved DIDs
- Assigning DIDs to Users
- Assigning DIDs to Services
- Changing a DID Assignment and Type
- Adding New DIDs Manually
- Importing New DID Lists
- Unsubscribe DIDs from Users or Services
- Removing DIDs