Articles on: Web Portal

Web Portal Dashboard Basics

Web Portal Dashboard

Scheduled Events: On the left side of your screen you will see all of your events that are scheduled for today. You will notice the "Join Call" button in green and you can click it to join the respective event.

Create Event: By clicking the "+Create Event" button in blue, you will be able to create a scheduled event. In this interface, you can add who will be in the scheduled event, what time it starts and any notes or attachments you want to add.

Recent Contacts: Your recent contacts will show the people who you have most recently communicated with via chat or call. You will notice that I can either call or message Kyle Bradley by clicking the green phone icon or the green message icon. If you have a lot of recent contacts, you can always just search the persons name by using the magnifying glass in the top right of the screen and that will immediately take you to them.

Updated on: 20/07/2023