Web Portal Management

Dialpad account administrators are provided with full control over every adjustable setting and feature within Dialpad. By logging into the portal, they have access to a number of different features including:

• Office Settings: This includes Teams and Users, Main Line, Desk Phone and Office settings, Number Porting, and Integrations.
• Departments: Here, administrators add or remove departments, as well as assign operators, establish hours, and create call routing rules for those departments.
• Call Centers: Here, admins may add new call centers, add agents to those centers, create call handling rules, establish hold music, and more.
  
• Billing: This section contains the account’s monthly invoice as well as its entire billing history.
  
• Authentication: This section allows admins to select their SAML provider: Choose between Google, Okta, OneLogin, or a custom option. API keys may also be added.
  
• Integrations: Add or disable any integrations.
  

Learn more about accessing administration settings here.

Dialpad users are able to make adjustments to a number of different settings within their account including:

• Basic information: Users can upload an avatar (or use the one from their G Suite account), select which phone number will appear as their outgoing Caller ID number, and select language and timezone.
• Voicemail settings: Users may choose to upload a greeting, record a new one, or use the default greeting. They also have access to advanced settings like duration of ringing until call is sent to voicemail, as well as call routing rules.
• Executive Assistant: Assign Executive or Assistant status to another user—so calls go through their phone number first (Assistant) or through yours first (Executive).
• E911: Establish the physical location that emergency services will go to when 911 is dialed.