Knowledgebase · Section 01
Tenant User Guide
Last updated: 2026-05-27 (rewritten against the live portal at portal.example.com)
Chapters· 12 · ~ 49 min
- 01Shell and navigationEvery portal page has the same shell.
- Top bar
- Sidebar
- Workspace identity
- URL pattern
→ - 02HomeReference material for home.
- View toggle
- Range selector
- Header actions
- Weekly Summary card
- KPI cards (three across)
- Calls per day chart
- + 6 more
→ - 03DirectoryReference material for directory.
- Header
- Tabs
- Search
- Table
- Bulk actions
- + Add a person form
- + 1 more
→ - 04Phone numbersReference material for phone numbers.
- Numbers
- Dial plans
→ - 05Call flowReference material for call flow.
- Voice agents
- Shared list / create pattern
- Auto attendants
- Conferences
- Ring groups (Hunt groups)
- Call queues
- + 3 more
→ - 06Call AnalyticsReference material for call analytics.
- Header
- Search and filters
- Results table
→ - 07SettingsReference material for settings.
- General
- Address book
- Voicemail
- Groups
- Music on hold
- Audio library
- + 1 more
→ - 08AdminReference material for admin.
- Webhooks
- Devices
- Locations
- Location assignments
- Button templates
- User page control
- + 1 more
→ - 09StatusReference material for status.
- Active calls
- Registrations
- Graphs
- Recorded calls
- Call Log
→ - 10Common patternsThese patterns recur across the portal.→
- 11GlossaryReference material for glossary.→
- 12TroubleshootingReference material for troubleshooting.→