Overview
The Customer Portal Dashboard is the main page for our users. From this dashboard, users can easily manage their business.
Key Navigation Items
- Main Navigation Panel
- Page Name & Breadcrumb Trail
- Command Buttons: Manage, Edit, & Tutorial
- Metric Cards
- Create Program
- Need Help?
- Manage you business
- Business Unit List & Navigation
Navigation
Main Navigation Panel
Main Navigation Panel includes:
- Dashboard
- Phone Numbers
- Image Gallery
- Users
- API Keys
- Reports
Page Name & Breadcrumb Trail
This area will display the Portal page and permit breadcrumb trail navigation (click to navigate to that page)
Example given above: Norcross Call Center – Lyndsay's Little Bakery (Business) – Deliveries (Business Unit)
Command Buttons
Command Buttons include:
- Manage
- Edit
- Tutorials
Manage
Manage is available at all Dashboard levels - Reseller, Business & Business Unit level.
Depending on the Dashboard level will determine what is available in the Manage Dropdown.
Reseller
At the Reseller level, users will see "Create Business" as their only option.
Business
At the Business level, users will see 4 options:
- Create Business Unit
- Add Phone Numbers
- Delete Phone Numbers
- Export Phone Numbers
Business Unit
At the Business Unit level, users will see 4 options:
- Create Program
- Add Phone Numbers
- Delete Phone Numbers
- Export Phone Numbers
Tutorial
Contextual Learning is available to assist in the use of the portal.
Step 1: Click Tutorials to open a pop-up Learning window, when available, that will provide an instructional video of the current portal screen.
Example 1: Business Dashboard
Example 2: Business Phone Numbers
Metric Cards
Along the top middle of the screen are four (4) static metric cards with up-to-date information on the following:
- Phone Numbers Under Management
- Active Programs
- Expiring Programs in the Next 7 Days
- Total Display Names Active Today
Quick Action Cards
There are three (3) Quick Action cards on the Business and Business Unit dashboard.
- Create a program
- Need Help?
- Manage your business
Create a Program
Quickly create a program at any level.
Need Help?
Get quick access to the First Orion Help Center.
Manage your Business
Quickly view and manage your business details.