Web Portal

Dialpad created a Web Portal for administrators to setup and manage the platform, and individual users to control their own settings and profile.

Administration Portal

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.

User Portal

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.

Frequently Asked Questions

Can these settings be accessed through the app or via mobile?

Web portal management can be accessed on both your desktop computer or your mobile device. However they only be accessed via a web browser.

Can a Dialpad account have more than one administrator?

Yes. The original account admin can assign admin status to anyone else in the organization.

What is the difference between the administrator web portal the user web portal?

Administrators have access to all the company settings with the ability to add and remove users, enable integrations, assign numbers and more. Users only have access to features that pertain directly to them.

Do administrators have access to individual user settings?

No. Admins can assign users numbers, operato/agent status, and enable integrations. However they cannot access basic profile information, voicemail settings, or Executive Assistant status.