User Portal

The User Portal is where you manage your own phone settings - call forwarding, voicemail, call blocking, contacts and call history - without asking an administrator. Changes take effect as soon as you save them.

You sign in with your user name and web password. The sign-in details are in your welcome email. The menu shows only the screens your administrator has given you access to. Most of the same settings are also available in Thirdlane Connect.

Home

Home is the first screen after you sign in. It shows:

A greeting with your extension number.
Calls Today - total, received, dialed and missed calls, compared with yesterday, and the number of new voicemails. When you have new voicemails, a banner links to Voicemail.
Status badges when Do Not Disturb or call forwarding is on, with the forwarding number.
Last 7 Days - a chart of answered and missed calls, and Recent Calls, your latest calls.
Quick Links to Voicemail, Recordings, Call History, Contacts, Settings and Call Forwarding.
Launch Thirdlane Connect, and download links for the Connect apps (Windows, Mac, Android, iOS) and the click-to-dial browser extension (Chrome, Edge).

Signing in to the Connect apps

When Connect is enabled for you, Home has two buttons that sign the Connect apps in to your account without typing a server address or password:

Set up mobile app shows a QR code. Install Thirdlane Connect from the App Store or Google Play, tap Scan QR code on the app’s sign-in screen and scan the code. The code works once and expires after 10 minutes; New code replaces it and Cancel code stops it working.
Open in desktop app creates a one-time link for this computer: Open the desktop app or Open in this browser. The link expires after 10 minutes.

The buttons are hidden when your organization has turned QR sign-in off.

Signed-in devices

Signed-in devices lists the phones, computers and browsers where Connect stays signed in to your account. Sign out ends one of them; Sign out all other devices ends all but the one you are using and may ask for your password. If a device was lost or stolen, also change your password, because the device may have it saved.

Contacts

Three address books, each with click-to-call:

Personal Contacts - your private contacts.
Company Directory - your colleagues and their extensions.
External Contacts - your organization’s shared list of customers, partners and suppliers.

Call History

Recent Calls - calls you made and received.
Voicemail - your voicemail messages.
Recorded Calls - recordings, transcripts and summaries.

Settings

Personal Preferences - language, time zone and web password. Open it with the settings icon next to your name at the top of the screen, or Settings under Quick Links on Home.
Contact Information - your own numbers and photo in the Company Directory.
Voicemail Settings and Voicemail Greetings.
Music-on-Hold.
Call Forwarding, Call Screening, Call Blocking and Call Recording.
Fax Settings and API Keys.

The other menu items are Send Faxes, Conference Rooms and Active Mode.

Thirdlane Connect - the app that includes most User Portal settings.