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Showing articles from portal tag

Portal Links

Logins The Manager Portal, Web SoftPhone, and CallHarborUC (Mobile App) all use the same login. If you do not know your login or password, please click here . The eFax Portal, Billing Portal, and Support Portal will all have separate logins. If you do not know your login or password: For eFax Portal, please c…

Advanced User Portal Guide

Overview Accessing the Portal Home * The Navigation Bar * New Voicemail Messages Window * Recent Call History Window * Active Answering Rule Window * Active Phones Window * Profile Messages * Voicemail New Saved Trash * Chat and SMS * Settings Contacts * Filter Contacts * Search Contacts * Me…

Basic User Portal Guide

Overview Accessing the Portal Home * The Navigation Bar * New Voicemail Messages Window * Recent Call History Window * Profile Messages * Voicemail New Saved Trash * Chat and SMS * Settings Contacts * Filter Contacts * Search Contacts * Message Contact * Edit Contact * Add Contact * Delete C…

Changing Status in Portal

This article assumes you are logged into the  CallHarbor Portal . 1: Select Online Drop Down: This article is using a Call Center Agent scope, the tabs available in your portal may be different 2: Choose the desired Status: This will populate the information on the Call Center Reports Agent Availability…

Send Welcome Email

What is a Welcome Email? A welcome email allows a user to receive their login name and set their password and voicemail pin. The login name and password are used for the Manager Portal, Web Soft Phone, and Mobile App. If a direct phone number routes to the extension, the phone number will be listed in the email. …

Send SMS

Portal * Through the Contacts Tab * Through the Messages Tab * SMS Window Icons Web Soft Phone * Through the Contacts Tab * Through the Chat and SMS Tab * SMS Window Icons Mobile App * Through the Contacts Tab * Through the Messages Tab * SMS Window Icons Portal This article assumes you are logged into t…

Recover Login Name or Reset Password

The CallHarbor Portal, Mobile App, and Web Softphone all use the same login. This article assumes you are trying to access the  Manager Portal , Web Softphone , or  Mobile App . For instructions on resetting the eFax portal, please  click here . For instructions on resetting the Support or Billing portal, pleas…

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