| Getting started | 2 | Signing in, the portal home page, the account menu, dark mode, language and the common controls used on every page. |
| Tenant | 3 | The organisation profile, plan and licences, logos and favicon, and the web address users sign in at. |
| Users | 4 | Creating people, giving them the user or admin role, linking them to their phone extension, disabling and deleting accounts. |
| Activity Log | 5 | An audit trail of every change made in the portal: who, what, when and from which IP address. |
| PBX Manager: General Settings | 6 | Call recording, company directory, company caller ID, hold music, feature codes, email notifications and blocked numbers. |
| PBX Manager: Users | 7 | Each person's phone setup: extensions, phone numbers, desk-phone provisioning and calling features such as forwarding and voicemail. |
| PBX Manager: Groups | 8 | Ring groups that share calls between several people, such as Sales or Support. |
| PBX Manager: IVR | 9 | Automated menus ("Press 1 for Sales…"), their greetings, key options and fall-back. |
| PBX Manager: Office Hours | 10 | Opening times, lunch breaks, holidays and how calls are routed at each time. |
| PBX Manager: Call Logs | 11 | Every call in the workspace, with recordings, AI call summaries, transcripts and voicemails. |
| PBX Manager: SIP Accounts | 12 | The extensions (SIP devices) themselves and who each one is assigned to. |
| PBX Manager: Voicemail | 13 | Voicemail boxes, their numbers, greetings and PINs. |
| PBX Manager: Audio Library | 14 | IVR greetings, hold music, call recordings and voicemail audio. |
| PBX Manager: Number | 15 | The workspace's phone numbers and where each one rings, plus mobile (cell) phones. |