Give an extension login portal access
An extension user can use their existing login to access any additional portal areas you allow. You do not need to create a second portal user for the same person.
Only an account administrator or a user with permission to manage Portal Access can change these settings.
Give access from an extension
Navigate: Extension Management
Step 1: Find the required extension and open its management page.
Step 2: Find Manage Portal Access and select it.
Step 3: Select Access Details.
Step 4: Review Portal Username and Extension. These fields are read-only and cannot be changed in this form.
Step 5: Review Contact Email, First Name and Last Name and update them if required. Leave New Password and Confirm Password empty when changing permissions only.
Step 6: Under Access Settings, select the additional portal areas the user can access.
Step 7: Select Update.
The user can continue signing in with their existing extension username and password. The additional portal options will appear the next time their access is loaded.
Allow an extension to view all account calls
Grant CDR only when the user needs to review calls across the Hosted Voice account, including calls from other extensions. Standard extension access shows calls related to that extension.
Step 1: Open Manage Portal Access for the extension.
Step 2: Under Access Settings, select CDR.
Step 3: Select Update.
Step 4: Ask the user to open Reporting > CDR with their extension login.
With CDR access, the user can view calls from other extensions, open call details, download a CSV and play recordings available through the CDR page.
Important: CDR exposes call records and available recordings across the Hosted Voice account. Grant it only to users who need account-wide access.
Manage extension access from Portal Access
Navigate: Settings > Portal Access
Find the required extension login.
Step 1: Select Manage.
Step 2: Review Access Details. Leave New Password and Confirm Password empty when changing permissions only, then update the permissions under Access Settings.
Step 3: Select Update.
Portal Username and Extension are read-only in this form. You can update Contact Email, First Name and Last Name. Use New Password and Confirm Password only when you intend to change the password.
To remove an individual CDR grant, clear CDR under Access Settings and select Update. If CDR is a standard permission for all extensions on this account, removing the individual grant alone may not remove account-wide access. Ask the account administrator to check the account-wide setting.
Remove additional portal access
Navigate: Settings > Portal Access
To remove the additional permissions from an extension login:
Step 1: Find and select the delete icon.
Step 2: Review the Remove Access confirmation.
Step 3: Confirm the removal.
This removes only the additional portal menus granted to the extension. It does not delete the extension login and normal extension access.
Important information
- Use the existing extension login instead of creating another portal user for the same extension.
- Grant only the portal areas the user needs.
- Removing additional portal access does not change the extension's password.
- A user cannot use the Portal Access page to give themselves more permissions unless they have already been authorized to manage Portal Access.