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    How to Use the Manager Portal

    The VoIP Help Page Team·8 min read·Last updated: March 14, 2026

    ### Scope

    The document will cover how to use the Manager Portal

    Requirements

    • Access to the Internet
    • Manager Portal PBX User
    1. 1

      Navigate to the Manager Portal or your Reseller Portal

    2. 2

      Enter your login credentials or sign in via SSO

    3. 3

      After logging in you will be brought to the Landing Page

    Note: If logging in as a Reseller, to see the whole range of buttons available to a Basic User click on your name/extension in the top right corner and click "My Profile"

    In the top right-hand corner, you will have several options you can select

    Help Docs

    This will take you to our documentation page.

    Apps

    • User Portal: Manager Portal redirect.
    • Attendant Console: Application for making calls, dynamic call parking, and the ability to view contacts, call queues, and auto attendants.
    • SNAPmobile Web: OIT's primary desktop softphone. Users have to ability to make calls, transfer calls, conference calls, record calls, use SMS/chat, and check your voicemail in SNAPmobile Web.
    • SNAPAnalytics: A real-time reporting dashboard used with Call Center view.

    Integrations

    Clicking on the Integrations Tab will show all available integrations within the Manager Portal, such as Wake Up Call, Missed Call Notification, The Campaign Registry, and more.

    Home Screen

    • Graph filterable, defaults to Peak Active Calls.
    • Users & Applications, these are not the full count of billable users.
    • To view billable counts, go to Management > PBX Feature Count.

    Domains

    Lists all client domains that you have access to.

    SIP Trunks

    Not commonly used, only intend to pair OIT’s phone service with on-premises PBX.

    Call History

    Filterable, can be used for troubleshooting.

    Inventory

    Phone Numbers

    Shows a list of all DIDs connected to all client domains.

    SMS Numbers

    Shows a list of all SMS numbers connected to all client domains.

    Phone Hardware

    Shows as list of all physical devices assigned to all client domains.

    Emergency Numbers (Legacy)

    Transitioning away from Emergency Numbers Legacy which allowed a single emergency address per DID.

    Emergency Endpoints

    Used for carrier billing purposes.

    Emergency Addresses

    Dynamic location routing allows clients to have more than one location tied to their emergency number.

    Once a domain is selected, you will see the above options listed, just focused on the single domain

    Users

    This is where you can create and edit users, such as setting up Answering Rules, add a Phone, setting up Voicemail Options, send a Welcome Email or Password reset, etc.

    Conferences

    Where you can create a conference bridge.

    Auto Attendants

    This is where you can create Auto Attendants (also known as IVRs) to give calls the option to listen to a pre-recorded message and route their call based on dial pad key presses matching the prompt.

    Call Queues

    This is where you can create call queues that can dispatch calls to Agents based on the type of Call Queue. Call Parks can also be created from this menu.

    Timeframes

    This is where you can create timeframes that will determine how calls are routed based on Date/Time, Holidays, or a custom format

    Music On Hold

    This allows you to upload various files (.mp3 or .wav)  for Music On Hold.

    Inventory

    Just like the above section titled Inventory, however this inventory is specific to the domain you are navigating.

    With the newly upgraded PBX version of V44, we have added columns that can be toggled on or off on various menus. These columns can be found under the following menu options.

    Users

    Call History

    Reseller

    When Reseller's logs into the Manager Portal, they are initially brought to the Root Menu options, where they can view all Domains, SIP Trunks, contents of the Inventory, and Call History across all domains associated with their Reseller ID.

    Office Manager

    When an Office Manager logs into the Manager Portal, they land on their respective domain's home page. The Office Manager can then configure/adjust Users, create Conferences, Auto Attendants, Call Queues, Time Frames, Music on Hold, and add/edit items in the Inventory. They can also view entries in Call History and listen to Call Recordings.

    Call Center Supervisor

    When a Call Center Supervisor logs into the Manager Portal, they land on their respective domain's Call Center page. The Call Center Supervisor can access the Call Center tab for agent and call stats, manager agents under the Agents tab, create Conferences, Call Queues, Time Frames, Music on Hold, and view entries in Call History.

    Call Center Agent

    When a Call Center Agent logs into the Manager Portal, they land on their respective domain's Call Center page. The Call Center agent can view what call queues they are assigned to, as well as their own statistic from the Call Center tab. They can also check Messages, Faxes, access and add Contacts, adjust Answering Rules, Time Frames, view their devices under the Phones tab, and/view Music On Hold, and review their personal Call History.

    Basic User

    When a Basic User logs into the Manager Portal, they land on their respective domain's home page. The Basic User can check Messages, Faxes, access and add Contacts, adjust their own Answering Rules, Time Frames, view their devices under the Phones tab, and/view Music On Hold, and review their personal Call History

    Simple User

    When a Simple User logs into the Manager Portal, they land on their respective domain's home page. The Simple User can also check Messages, Faxes, access and add Contacts, review their personal Call History. Simple Users cannot make any changes to their account, Answering Rules, Time Frames, Queue positioning, etc. That would need to be adjusted by a higher scope, such as Office Manager.

    • Simple User: Cannot make changes to account
    • Basic User: Can make changes to their own account
    • Call Center Agent: Can only see themselves, call stats, and toggle availability
    • Call Center Supervisor: Can see all agents, dispatch calls, and manage queues, Call Center is addition is billable
    • Office Manager: Can make any non-billable change on domain
    • Site Manager: Can make any non-billable change on the site they are assigned to.

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    Manager Portal Pro Release Notes

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