Jivetel Portal
We have created the Jivetel Control Panel to allow our customers to see the details of their account and manipulate a few options. Here you will find instructions for how to effectively use the portal.
To access it, someone in our customer service department must first setup a login for you. Call 855-444-JIVE or email us your request to billing@jivetel.com and we will create a user name and temporary password for you.
Once this is done, visit http://cp.jivetel.com by clicking this link, then log in.
Navigation
There are two static menus that will remain visible and usable as you use the Jivetel Portal.
The black bar at the top of the screen will remain there as you navigate the site and provides quick access to a few key things.
- Account Name - This will allow you to access your linked accounts, such as if you are a management company that handles more than one of our clients. Use the drop down arrow to swap between accounts. You can link additional accounts via "My Account Menu > Link Accounts".
- Message Center - This feature will see more use in the future.
- Open Tickets - This will take you to the "Help & Support" portion of the site where you can view and create help tickets.
My Account - This is a menu that deals with the account directly and has 4 options.
On the left side of the screen is the primary navigation menu. Below you will find links for details about each section.
Dashboard
The dashboard is the default starting location when you launch the Jivetel Control Panel. Here you can see important and recent details about your account at a glance. Click the word "Dashboard" above for more details.
Manage Account
Account Information
This is where you can find the details for the primary account holder.
Addresses
These are all of the addresses we have on your account.
Manage Logins
Setup and manage logins for employees that you want to have access to the Jivetel Control Panel.
Activity
This section allows you to search for specific call activity on your account. There are three sub-sections: Call Records, Fax Records, and SMS Records. Each sub-section will allow you to search in those records specifically, but otherwise the search window and options are the same.
Features
Manage Phone Lines
Manage the telephone lines/numbers themselves.
Manage Contacts
Manage the contacts that will appear on your phone's speed dial list.
Manage Fax Numbers
Manage the fax numbers on your account.
Forwarding
Manage advanced forwarding for numbers on your SIP PBX account.
Payments
Help & Support
This is where you can view and create help tickets for questions or updates on your account.