The Sync Settings Portal dashboard provides administrators with a central location to manage team members, phone numbers, departments, call routing, devices, and schedules. From this dashboard, administrators can quickly access and manage the core components of their company’s phone system.
Understand the Dashboard layout
The Dashboard is organized into management panels that display key system objects and provide direct access to each related configuration area. Each panel includes a summary of existing records and, where applicable, a shortcut to add a new item.
Manage Company Settings from the Dashboard
Each panel includes administrative shortcuts that support common management actions.
- Select Manage to open the full management page for that feature.
- Select an Add button, where available, to create a new record directly from the Dashboard.
- Review the summary information within each panel to confirm current assignments and configuration status.
Dashboard sections
Each Dashboard panel corresponds to a feature area within the Sync Settings portal. Regular users may not see each section populated depending on your company's configurations.
Team Members
The Team Members panel displays the users configured on the system, along with their assigned extensions and voicemail status.
Administrators can manage team members to add new users, assign extensions, and control user access and devices.
Phone Numbers
The Phone Numbers panel displays the company's provisioned phone numbers and their current assignments.
Administrators can manage Phone Numbers to assign, reassign, or remove company phone numbers.
Departments
The Departments panel displays the departments configured within the company.
Administrators can create and manage departments to group users under a shared extension.
Ring Groups
The Ring Groups panel displays configured Ring Groups and related assignment details. Ring Groups distribute incoming calls to multiple destinations according to the defined routing logic.
Administrators can create and manage ring groups to control how incoming calls are distributed across users or destinations.
Welcome Menus
The Welcome Menus panel displays the automated menus configured on the system. Welcome Menus answer incoming calls and present routing options to callers based on the call flow design.
Administrators can create and manage welcome menus to greet callers and route them using menu key selections.
Devices
The Devices panel displays registered desk phones and their assigned Team Members.
Administrators can manage devices to assign desk phones and control how calls are delivered to each user.
Special Extensions
The Special Extensions panel displays service-based extensions such as paging or fax. These records support specialized routing and system functions that differ from standard Team Member extensions.
Administrators can create and manage special extensions to support non-user devices and system functions such as fax machines, paging systems, and intercoms.
Schedules
The Schedules panel displays the time-based rules configured on the system. Schedules define when specific routing rules should apply and are commonly associated with features such as Welcome Menus and Ring Groups to control business hours, after-hours, and holiday call handling.
Administrators can create and manage schedules to control when business hours, greetings, and call routing rules are applied.
