Category » Admin Capabilities

There were 31 articles found in this category:

1. How to Add Users
   A User extension is for employees who will use an IP phone or a Mobile phone with the service. It includes a voicemail box, and all standard Aptela features. (Employees who will utilize an IP phone must be setup on a VoIP Calling Plan.) To add a new User extension (VoIP or Mobile): Log int ...
2. About Reporting
   The account administrator and any user the admin enables with Reporting permission can generate call reports for your company. Call data is available for up to 6 months from the current date. Reports display actual versus billable minutes. You can produce a report for all extensions and phone n ...
3. Import Many Users in One Step
   The Account Admin has the ability to add, edit, and delete users. Users can be added manually one at a time or bulk imported using a CSV file. Excel template for bulk upload: download template now (this template is the 7/5/2011 revision that supports Phone Types) Please read the instructions w ...
4. Creating Conference Bridges (Extensions)
   A Conference extension allows a group of internal or external parties to call into a conference bridge. Features included with it are specific to the conference service. To add a new Conference extension: Log into Aptela as the admin: my.aptela.com You will be defaulted to the User tab wit ...
5. How to Create a Department
   A Department forwards calls to a group of employees. Once the department is set up, incoming calls will ring on all extensions in the group at the same time or one at a time. With all extensions recieving the same call, Departments ensure that an important call is never missed. To add new Depart ...
6. How to add a Fax Machine, Phone Only or Voicemail extension
   To add new Fax Machine, Phone Only or Voicemail extension: Log into Aptela as the admin: my.aptela.com You will be defaulted to the Users tab of the Extensions page Click the Other Extensions tab Click the Add New button. You will be presented with the option to choose the extension type Selec ...
7. About the Extension Types
   An extension is a unqiue profile that enables your callers and employees to communicate by phone, a conference bridge, fax and/or voicemails. There are six types of extensions, each serving a purpose to meet a specific business need: User A User extension is for employees who will use an IP phon ...
8. Login as User
   The account administrator can access any user's account from the admin account. To log into a user's account: Log into Aptela as the admin: my.aptela.com You will be defaulted to the Users tab of the Extensions page Click on the user's name Click the Login As button. This will open the user's a ...
9. Can I change my Aptela client ID?
   No, your Aptela Client ID cannot be changed after it has been set. The Client ID is for internal use only. It is one of the credentials required to log into your Aptela account, and it is also used by Aptela Support to associate you to the service. Due to system design, your Aptela Client ...
10. How Do I Add Features to My Account (Auto Attendants, Conferencing, Call Recording)?
    To add any new fee-based functinoality to your account, we ask that the admin submit a request to Aptela. Fee-based services include, but are not limited to: conferencing, call recording, additional phone numbers and new departments. Once the feature is enabled for the account, the admin will as ...
11. Users that should have reporting permission
    Users tasked with generating company reports or measuring call activity should be assigned permission to produce reports for your phone service. By assigning permission, the user can run reports within his/her Aptela account, and the administrator's login credentials are kept confidential. Only ...
12. Hardware Returns & Replacement Policy
    Return Policy Aptela offers a 30 day return policy for new phone, ATA and router hardware purchases, tracked by the purchase date. Returns for credit within 30 days of purchase are subject to a 20% restocking fee. All hardware returns must include an RMA number. All returns are to be shipped i ...
13. What if I forgot my login password, user name, security answer or Client ID?
    Forgot Password If you forgot your Aptela account password, go to the login page and click Forgot your password under the Log In button. Complete the Password Request form using your company email address. Aptela will email you a new temporary password. The next time you log into your account, ...
14. Authorized Admin Email Address & Security Question
    To protect accounts from improper disclosure of proprietary account information or execution of account changes, Aptela will verify that the requestor is an authority for your account. Verification is done asking that the requestor state the answer to the account’s security question. In ...
15. Commitment to Safeguard Customer Information
    Aptela has long been committed to the protection of customer privacy. You can review details of our practices in our General Privacy Policy at http://www.aptela.com/misc/privacy-policy/. In addition, we comply with federal laws regarding the protection of customer account information. Federal l ...
16. How to Delete Users, Departments and Extensions
    To delete a user, department or extension: Login to www.aptela.com/my-account as admin Click on Extensions from the top navigation Select the user (or extension) you wish to delete Click on Delete Please note: Users that are associated with an unlimited calling plan will be billed through the ...
17. Can I change extension types?
    To change an extension type, the admin must first delete the extension that needs changed and then create a new one for the desired type. For example, to change a User to a Phone extension, delete the User and then create a new Phone extension. If applicable, custom settings, such as voicemail ...
18. Call Continuity Service
    Aptela’s Call Continuity Service offers redundancy to Aptela customers in the event of an Aptela virtual PBX service interruption. Call Continuity means your business will retain the ability to make and receive calls on a limited basis. In order to enable Aptela’s Call Continuity Se ...
19. Saving Reports. Generating Saved Reports.
    If you regularly produce a report of specific criteria, you can store the criteria in the system, saving you time in the future. When you need to generate the report, all you will have to do is select the report to load and click “Generate.” NOTE: Only the account administrator and ...
20. Call Screening
    The Aptela system offers several options to screen an incoming call, allowing a User or a Department Member to decide how or whether to answer it. If an extension is enabled for Call Screening, the User will hear a brief announcement before being connected to the call. Depending on the extens ...