A tour of the Manager Portal

The Dial Raven Manager Portal is the web page where you run your company’s phone system. You add people, decide where calls ring, record greetings, and check call activity, all from one place.

This article walks you through each tab so you know where to go before you change anything.

Before you start

• Sign in at portal.dialraven.com. If you need help, see Sign in and reset your portal password.
• What you can see depends on your role. Office Managers see every tab. Other roles see fewer. See User roles and what each one can do.

The Home dashboard

Home is the first page you see after you sign in. It gives you a quick health check of your phone system.

On Home you will find:

• Current Active Calls. The calls happening right now: who is calling, the number dialed, where the call went, and how long it has lasted.
• Call Graph. By default it shows Peak Active Calls (the most calls happening at the same time). Use the menus above the graph to switch to Call Volume or Total Minutes, to group by Day, Hour or Minute, and to show All Calls or only Off-net Calls (calls to and from outside numbers). This helps you spot your busiest times.
• Users and Applications. Counts of your users, registered and total devices, auto attendants, call queues, conferences, and phone numbers. It is a fast way to confirm a new item was saved.
• Usage Statistics. Calls and minutes today, plus total minutes and peak active calls for this month and last month.

Tip: If your team says “the phones were slammed this morning,” check the graph on Home. It shows exactly when the busy period started and ended.

What each tab does

The tabs run across the top of the portal. Here is what each one is for.

• Home — Your dashboard with call activity and a summary of your system.
• Users — Everyone with an extension. Add people, change their names and caller ID, set up voicemail, manage their phones, and set their answering rules. Each user has Profile, Answering Rules, Voicemail, Phones and Advanced tabs. See Add a new user or extension.
• Conferences — Conference bridges where several people can meet on one call, protected by PINs. See Set up a conference bridge.
• Auto Attendants — Phone menus that greet callers and say “press 1 for sales, press 2 for support.” See Build your first auto attendant.
• Call Queues — Groups of people (agents) who share incoming calls, with hold music while callers wait. See Set up a call queue.
• Time Frames — Schedules such as business hours and holidays. Other features use them to decide where calls go at different times. See Time frames: business hours, holidays and more.
• Music on Hold — The music and messages callers hear while they wait. See Music on hold and intro greetings.
• Inventory — Your phone numbers (Phone Numbers) and your desk phones (Phone Hardware). This is where you choose where each phone number rings. See Phone numbers and devices in Inventory.
• Reporting — Call History, including a step-by-step view of each call, filters, and exports. See Call history and call details.

Your own settings

You are also a phone user. To change your own voicemail, greetings, answering rules, contacts, or phones, select your name (for example, John Doe (100)) at the top right of the portal, then choose My Account. The same menu has Messages (your voicemail) and Log Out.

Common questions

Why can’t I see some of these tabs?

Your role controls which tabs appear. Some features, such as SIP trunks, only appear on accounts that use them. If you need a tab you can’t see, ask your Office Manager or call Dial Raven support at (434) 697-2836.

Do my changes take effect right away?

Most routing changes, such as answering rules and auto attendant options, apply to the next call. Desk phones may need a restart to pick up changes to their buttons or lines.

Can I break something by just looking around?

No. Viewing a page doesn’t change anything. Changes only happen when you select Save or a similar button. When in doubt, select Cancel.

Related articles

• User roles and what each one can do
• Sign in and reset your portal password
• How a call travels through your phone system
• Welcome to Dial Raven