Start here for a guided setup of system preferences, compliance settings, user access, and feature controls.
Customize system behavior, timezone, session timeout, role syncing, and compliance settings like CNAM suppression and restricting call recording downloads.
Personal Dashboard Access & Permission (Admin)
Manage which teams or users can access Personal Dashboards, Queue Grids, and Lost Call Grids from the Web Phone interface.
Reporting
Adjust how reporting data is stored and displayed, including key parameters for call metrics.
Call Tags
Enable tagging of calls with categories, campaign labels, or other tracking data.
Integration (REST API)
Access and manage REST API settings to support third-party integrations and custom workflows.