As an individual user (and not a Dialpad Admin), chances are you won't spend too much time in the web portal. There are, however, some important features here that every user should know.
Let's take a closer look at your Dialpad profile and what you'll find there.
Access Your Profile
Log in at Dialpad.com, and your profile launches automatically (unless set to another page). From anywhere in the web portal, you can also access it by navigating to Your Settings.
If you're a Google G Suite or Microsoft Office 365 user with a profile picture, you'll see it displayed in Dialpad as well. You'll also see your name, job title, and Dialpad-associated email address.
Select Edit Personal Information to change your name, pronouns, or job title manually.
Dialpad Numbers & Caller ID
Dialpad Numbers
Every user is assigned a direct Dialpad number under Your Dialpad Number(s). If your Admin has added a fax line or an UberConference account, you'll see those numbers appear as well.
Caller ID
Under Caller ID, you'll discover a drop-down to change global caller ID across your devices connected to Dialpad.
It is set to your direct number by default, but you may see other options if you're also assigned as an Operator or Agent, or if your Admin chose to enable Office-wide caller ID settings.
Language & Timezone
Language
Office Settings will determine a user's default language; however, it can be changed for their own Dialpad account.
Timezone
Timezone is set to Pacific Standard Time (PST) by default, and thus it's important to change this to your local timezone manually.
User & Voicemail PIN
Dialpad issues an auto-generated PIN; users can change it, and this PIN is needed for actions such as checking voicemails, recording a voicemail greeting, and toggling Do Not Disturb mode.
Contact Sources
Dialpad can sync contact sources from platforms including Microsoft Exchange, Hotmail, and Outlook.
Select Add a Contact Source, and we'll walk you through the steps to sync your contacts with Dialpad.
Default Homepage
When visiting Dialpad.com as a logged-in user, decide where you'd like to automatically land.
By default, you're sent to the Your Settings menu. Change this if another page in the web portal is more useful.
Voicemail Drop
Voicemail drop plays a pre-recorded message to a voicemail for an outbound call.
Dialpad lets you choose between the default greeting or a custom greeting set by you. If you choose a custom greeting, you can upload an MP3 file or record audio from within Dialpad.
Voice Intelligence
Voice Intelligence
Turn on Voice Intelligence capabilities such as auto-start for calls and showing real-time transcription at the start of a call or conference.
Company Dictionary
Voice Intelligence might not recognize uncommon words, but you can add brand names, acronyms, or jargon to teach it to understand using the Company Dictionary.
Call Handling & Voicemail
In the Call Handling & Voicemail section, adjust your voicemail settings and manage spam prevention.
You can select Show Advanced Options in this section to adjust ring duration and where to route calls once they reach that duration; it also contains options for personal working hours, SMS auto-reply, hold music, IVR menu language, call queuing (Enterprise only), and cloud backup.
Your Devices
Here you'll see a list of connected devices and related information such as forwarding number (if applicable), last date connected, and if this device is set to ring.
Select Add New to add a desk phone (if your Admin already provisioned one) or forwarding number.
You can also use this section to log-out from a device remotely.
Executive Assistant
Admins normally create Executive Assistant pairings, but we also allow individual users the ability to pair up as an Executive or an Assistant.
In either case, both parties will have to confirm from an emailed notification before the changes take place.
For Your Safety
Ensure that first responders can locate the correct location for your office or co-working space.
You can change the physical address by selecting Edit and entering your current physical address.
My UberConference Settings
If your UberConference account is linked, adjust personal settings as you would in UberConference.
UberConference Admins can also select UberConference Team Settings from the left-side tabs to adjust team-wide settings. It will only appear as an option if you're an UberConference Admin.
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