Web Portal Manual
Contents
1. Click Import 2 Browse your computer for the saved CSV Comma Separated Value file 3 Click Import to finalize Navigating Contacts Contacts are listed in tables Tables may span multiple pages depending upon the number of contacts and the number of rows per table configured in your profile see Page 3 To Search Contacts l Click on any of the underlined field headings e g Last Name First Name Title Phone Numbers to sort the contacts by that field An arrow icon will indicate whether the sort is ascending or descending To change the sort direction click the field heading again Speed Dials Depending on the type of phone you have you may be able to configure the speed dial buttons of your phone using the Web Portal All phones except the Cisco 7942 models have access to this option To Create a New Speed Dial Button Click the Call Management tab Click the Speed Dials tab Click Set Speed Dial button Your phone will go off hook Follow the voice prompts to define your new speed dial button WN o Modify an Existing Speed Dial Button Click the Call Management tab Click the Speed Dials tab Click the Edit functions icon associated with the Speed Dial button you wish to modify wo IT 4 Enter the new information for the speed dial To Delete an Existing Speed Dial Button l Click the Call Management tab 2 Click the Speed Dials tab 3 Click the Delete functions icon associated with the Spe2. whether you want your voicemails forwarded to your email or apply a Custom Operator To Configure Voicemail to Email l Click the Voice Mail tab 2 Click the Options tab 3 Click Enable Email Forwarding 4 Enter the desired email to forward the voicemail Please note Voicemails will be sent to your email as a wav attachment To Configure the Custom Operator The Custom Operator allows you to give the caller an option to be forwarded to another number when they press 0 It can be an internal number or an external number I In the Custom Operator box enter the desired number to be reached Please note In your voicemail greeting be sure to give the caller instructions to press 0 to reach the desired number Exporting Call Log Entries You can export your call logs into a Comma Separated Value CSV file format that can be used by many spreadsheet appli cations To Export Call Log Entries l Click the Call Management tab 2 Click the Logs tab 3 Click Export to CSV File 4 n the File Download dialog click Save select a destina tion folder enter a filename and click Save Find Me Find Me enables your callers to locate you at a predefined group of numbers when you are away from your phone Find Me is a Ring No Answer condition that occurs when you fail to answer an inbound call at your business telephone You can define one or more Find Me profiles for use by different callers or at different times of
3. Call Logs Call Management Call Screening Call Treatment Click to Dial Configuring Web Portal Conferencing Custom Operator Directories Distribution Groups Exporting Call Logs Find Me Importing Contacts Logging Into Web Portal Moderating a Conference Personal Contacts Speed Dials TAPI Module Technical Support Voice Assistant Voicemail Voicemail Options Voicemail Password Web Portal Password Index 10 10 12 12 N A Oo O W Razorline Web Portal Manual ama cum a ie ema Sm FP OJ CIE the business communication pipeline Phone Number Password Remember Me powered by M Table of Contents Logging Into Web Portal Configuring Web Portal Directories Click to Dial Voicemail Conferencing Call Management 10 Options 14 Index 16 Co O UT UJ W Customer Service Technical Support Please call 877 733 1700 or e mail us at support razorline com Razorline customer technical support is available 24 7 Important Razorline Numbers and Web Addresses Razorline Main Number 504 274 1700 Razorline Website http www razorline com Web Portal Address http webportal razorline com Technical Support Email support razorline com Technical Support Line 877 733 1700 Notes Page 15 Options Changing Your Web Portal Password l Click the Options tab 2 Click the Password tab 3 Enter your current and new passwords in the corre sponding fiel
4. b Click the Personal tab Navigate to the desired contact Click the Edit function icon for the contact Change the desired contact information Click Save Ov Ure tp Corporate Contacts Corporate contacts cannot be edited by the end user If there is a mistake on a name or extension please contact Razorline about the issue Click to Dial a Contact You can click to dial any telephone number associated with a personal or corporate contact l Click the Directory tab 2 Navigate to the desired contact 3 Click the appropriate telephone number e g office home cell etc Your phone will then go on speaker phone and dial the number clicked Conferencing in a Contact You can create a conference call by adding one or more parties to an existing call Sometimes referred to as 3 Way Dialing l Click the Directory tab 2 Navigate to the desired contact 3 Click the Conference In icon dj Voicemail Managing Messages l Click the Voice Mail tab 2 Click either the Inbox tab or Saved tab depending on which messages you wish to hear Navigate to the desired message To hear the message through your phone click EB To forward the message click To forward the message to an email click 24 To delete a message click the checkbox and click Delete To save a message click the checkbox and click Move to Saved 0o DM OUT a Configuring Voicemail Options Voicemail options allow you to change
5. d conference reservation 4 Click the Edit function icon pS 5 Change the relevant information 6 Click Save To Cancel an Existing Reservation l Click the Conferencing tab 2 Click the Meet Me tab 3 Navigate to the desired conference reservation 4 Click the Delete button for the relevant reservation For a recurring conference click the Delete button to delete a single instance of the meeting Click the Delete All Re lated Recurring Conferences to delete all instances of the meeting Joining a Meet Me Conference I Dial the Meet Me Conferencing bridge by dialing the 3 digit internal number or the Conference bridge external number given to you when the conference was made 2 To enter as the moderator enter the Moderator ID fol lowed by the key Moderators have special privileges 3 To enter as a guest enter the Guest ID followed by the key Please note If you attempt to join the conference more than 5 minutes before the scheduled start time you will be asked to try again later Managing a Meet Me Conference Within a Meet Me Conference the moderator can manage the call using the keypad on their phone or by using the Meet Me Conference management panel in the Web Portal
6. ds 4 Click Submit Installing the TAPI Module The TAPI module enables you to use click to dial from within many TAPI compliant personal information managers such as Microsoft Outlook To download the TAPI module l Click the Options tab Click the PC Integration tab Click Install TAPI Service Provider Save the program to a destination on your computer eS Please note Once installed you will need to configure the module with the appropriate IP address telephone number and password Contact Razorline Support if you need further information Voice Assistant The Voice Assistant provides real time call control capabili ties from the Web Portal Note that Voice Assistant requires your web browser application to support ActiveX Controls To Launch Voice Assistant Through Web Portal l Click the Call Control button located at the top right of most of Web Portal YS 2 A pop up will appear 3 From here you can manage incoming and active calls Page 14 Logging Into the Web Portal Open your web browser application 2 n the address field enter http webportal razorline com 3 In the phone number field enter your complete DID f your phone number is configured as an extension only phone i e you have no DID enter your company s complete main telephone number followed by x and your extension number 4 n the Password field enter your password 5 To have your computer automatically log you in c
7. ed Dial button you wish to delete Page 13 Call Treatments Call Treatments allow you to specify how inbound calls are treated You can define a default call treatment tat handles all inbound calls You can also define custom call treatments for specific callers to handle these calls in a different manner than the default For example you might configure your default treatment to route calls normally during the day and to use Find Me in the evening Calls from your most important cus tomers however will be forwarded to your cell phone for personal handling at any time of the day To Define the Default Call Treatment l Click the Call Management tab 2 Click the Call Treatment tab 3 Choose whether to Disable Forward to Number or For ward When Busy No Answer 4 Enter the desired telephone number to forward to To Configure Advanced Call Treatment l Click Advanced 2 You can define special call treatments for up to three dif ferent time periods using Time of Day Action l Time of Day Action 2 and Time of Day Action 3 3 Select the option you would like to apply To Define a Custom Call Screening Treatment Use this for treatment of an individual number Click the Call Management tab Click the Call Treatment tab Click Add Enter the desired name and number Configure the action you would like to apply to that spe cific caller Ud OU IN Page 12 Modifying a Personal Contact Click the Directory ta
8. heck the Remember Me box 6 Click OK Please note Internet Explorer 8 has a compatibility issue with web portal If you do not see the Razorline logo when entering the web portal address you will need to click the Compatibility View button to allow IE8 to view the website correctly The Compatibility View button can be found to the right of the address bar The button looks like a piece of pa per ripped in half Click this button and you will be placed into Compatibility Mode Configuring the Web Portal You may want to configure you web portal for optimal use You will only need to configure the web portal once but you can change the configuration at any time Click the Options tab l 2 Click the Profile tab 3 Choose which tab should be your default home page 4 Choose the rows per page How many numbers will be listed on one page 99 rows is the max 5 Click the box to launch the Voice Assistant at startup 6 Click Submit Directories The web portal provides two different contact directories The Personal Directory enables you to manage and use your own private directory of contacts The Corporate Directory is managed and provided by Razorline This displays all of the employees of your organization Creating a Personal Contact Click the Directory tab l 2 Click the Personal tab 3 Click Add 4 Enter the contact information 5 Click Save Importing Contacts From Your Email Client l
9. in your profile See page 3 Page 10 Managing Voicemail Distribution Groups Distribution Groups are used when you want to send mes sages to a group of internal users Distribution Groups are managed by the end user and are only available to that user A user may have a maximum of 20 different Distribution Groups To Create a New Distribution Group l Click the Voice Mail tab 2 Click the Dist Groups tab 3 Click Add 4 Click Change Distribution Group Name if you wish to name the group something specific 5 Click Save 6 Click Add Members 7 Click the Select checkbox associated with each person you would like to add to the group 8 Click Save To Edit an Existing Distribution Group l Click the Voice Mail tab 2 Click the Dist Groups tab 3 Click the Edit function icon associated with the group you wish to modify 4 Click the Change Distribution Group Name if you wish to edit the name of the group and click Save 5 To add new members to the group click Add Members and select each new contact you wish to add and click Save 6 To delete members select each contact you wish to de lete and click Delete Changing Your Voicemail Password l Click the Voice Mail tab 2 Click the Password tab 3 Enter your current password and new password in the specified fields Conferencing Please note Not all users have the authority to make or edit conferences Meet Me Conferencing allows you to
10. schedule a conference call and have callers join the call by dialing into the conference bridge Each Meet Me Conference is limited to 25 partici pants Managing Meet Me Conference Reservations To Schedule A New Reservation Click the Conferencing tab Click the Meet Me tab Click Add In the Subject field enter a descriptive title or subject Using the Date drop down menu select the Month Day and Year of your conference Using the Time drop down menu select the start time Using the Length drop down menu select the expected duration 8 In the Participants field maximum of 25 enter the num ber of conference ports you wish to reserve Each party calling in uses one port If a conference room phone is to be used that only requires one port 9 If the conference will be recurring click the Recurring checkbox From there you can customize your recurring conference 10 Click Check Availability If ports are available for the de sired date click Save Otherwise click Back amp Try Other Date Time Il Keep handy the Moderator ID Guest ID and the Dial Access Number for internal and external users 12 You can notify participants by clicking a then click Send An email template will pop up with your default email client Enter the desired email addresses and send UD od C MN gt Meo To Modify and Existing Reservation Click the Conferencing tab l 2 Click the Meet Me tab 3 Navigate to the desire
11. the day To Define a Find Me Profile l Click the Call Management tab 2 Click the Find Me tab 3 Click Add 4 Select the desired information for the Find Me profile Page 11 To Manage a Meet Me Conference Using the Phone I To Mute Unmute All Participants dial 5 2 To Lock Unlock the Conference dial 4 when a confer ence is locked no new will be allowed to enter the call 3 To Disconnect All Participants and End the call dial 7 All participants will be disconnected from the conference If the moderator subsequently rejoins the call partici pants will be able to rejoin the call as well 4 To Add Additional Ports to the conference dial 3 To Extend the conference by 5 minutes dial 6 To Play the Roll Call dial 2 All recorded names will be recited Oi o Manage a Meet Me Conference Using Web Portal Click the Moderate Conference iit button A moderator box will pop up Enter the Moderator ID From here you can control the conference SOC M 4 Call Management Accessing Call Logs Call Logs provide a historical record of recent inbound out bound and missed calls Only the past 100 records will be shown This is automatically refreshed for each new call re ceived placed or missed l Click the Call Management tab 2 Click the Logs tab Navigating Call Log Entries Call Logs are listed in tables Tables may span several pages depending on the number of rows per table configured
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