Lines

To access Lines:

1. Log into your Admin CommPortal at www.grid4.com/adminportal/

2. Click on ehe All Lines link in the blue sidebar.

The All Lines page shows all the lines within the department that you are an administrator of.

To view lines that are in sub-departments, select the sub-department using the drop-down list at the top of the page next to Lines in Department.

Creating & Managing Departments

The Business Group Admin has the ability to create departments within the business group. Typically BG Admins will create a different department per location. To create a department within your Business Group follow these steps:

1. Log into your Admin CommPortal at www.grid4.com/adminportal/
2. The Business Group Admin Portal tab is the homepage of Admin CommPortal.
3. Click down to the Departments tab in the left hand column or the orange circle under “Services”.

Below is the Departments Homepage:

4. Click the Add Department button following dialog appears:

5. Enter the following information:

• • Department Name

• • Parent Directory – If this is a top level department, you will use the Business Group Name. If this is a sub department, this will be the Upper level department

• Operator Number – Enter the number of the line that will act as operator for this department. Whomever will control this departments setting in the future must know this number.

If you choose to limit the number of calls allowed for this Department, enter the following information:

• • Incoming & Outgoing – Enter the total number of combined concurrent calls that this department will be permitted to have active at any given time.Incoming – Enter the total number of concurrent incoming calls that this department will be permitted to have active at any given time.

• Outgoing – Enter the number of concurrent outgoing calls that this department will be permitted to have active at any given time.

NOTE: To allow any mix of incoming & outgoing enter the same value in all three fields, or set both the Incoming and the Outgoing fields to Unlimited.

6. Click Add

Moving Lines Between Departments

Access the Lines tab:

1. Log into your Admin CommPortal at www.grid4.com/adminportal/
2. The Business Group Admin Commportal tab is the homepage of Admin CommPortal. Click on “Users” in the left side panel or the orange circle under “All Lines”

3. Check the box next to the line you want to move.  Click “Move”

The line you selected will now be part of the new department and follow those rules or restrictions.

Changing Line Names

To change the description of an individual line, follow the below steps:

Access your Admin CommPortal:

1. Log into your Admin CommPortal at www.grid4.com/adminportal
2. After logging in, the Admin CommPortal homepage will land on the Business Group Admin Portal page (shown below):

Next, Log into users CommPortal by following these steps:

Click on “Users” in the left side panel or the orange circle under “All Lines”

Click the Actions drop down menu to the far right of the line and select “Edit personal details”.

This will launch “Edit Personal Details”.  Type the new name and click “Save”

Reset a User

An administrator may choose to reset the user account entirely. This will wipe out all messages, contacts, settings, and sensitive information for this user. Follow these steps:

1. Log into your Admin CommPortal at www.grid4.com/adminportal
2. After logging in, the Admin CommPortal homepage will land on the Business Group Admin Portal page (shown below).

Next, log into users CommPortal by following these steps:

3. Click on “Users” in the left panel or on the orange circle under “All Lines”.  
4. Find the User you want to change.  Click the Actions drop down menu to the far right of the line and select “Reset line”.

Enter the new name and click “Apply”

A pop up window will appear

When you click “Confirm” you will see the following:

ONCE AN ACCOUNT IS RESET, ALL INFORMATION IS PERMANENTLY DELETED. THERE IS NO WAY OF RECOVERING OR RESTORING RESET ACCOUNT INFORMATION.

Logging Into a Users Account

To log into a Users Account, follow these steps:

1. Log into your Admin CommPortal at www.grid4.com/adminportal
2. After logging in, the Admin CommPortal homepage will land on the Business Group Admin Portal Home page (shown below).

3. Click on “Users” on the panel on the left side of the screen or the orange circle under “All Lines”

4. Click the “Actions” drop down menu to the far right of the appropriate line and select “View Individual Settings”.

5. This will launch the regular CommPortal interface for that line in a new browser window.

6. As the Administrator, you may make changes to other users CommPortal controls. However, an Administrator cannot listen to voicemails or read other’s faxes. Administrator cannot edit the email address for voicemail to email or fax to email.

Managing Phones Overview

1. Log into your Admin CommPortal at www.grid4.com/adminportal/

2. Click on Phones in the left hand column in the “All Lines” Category. (you may also click on the orange “phones” circle icon.

The following is the Phones homepage:

This page shows you all of the known phones in the current department. To view the phones in sub departments, select a different department using the drop-down list at the top of the page.