Getting Started & FAQs for Aptela Users

Welcome to Aptela!  The information within this article will help new Users get started with their new Aptela service.  It includes the minimal requirements to get started, additional tips to help you get started, training tools, frequently asked questions, and where you can go for ongoing support. Getting Started Requirements Access your Aptela User account and verify setup Personalize your password and voicemail PIN If using a SIP phone: Setup your phone.  Click here to access instructions specific for the phone you are using.  If you have any questions regarding phone setup, contact your Account Operator Make an inbound & outbound test phone call Setup Name Prompt and Voicemail Greeting Additional Tips for New Users Attend our pre-recorded user training Learn about the navigation pages within the User account Check out our YouTube video tutorials View our User Guides for tips on account management and calling, as well as using Queues,  Conferencing, and the Polycom phone Frequently Asked Questions about User Management: Calling How do I make calls? How do I transfer calls? Can I use the 'Transfer' button on my Polycom phone? How do I call another employee using their extension number? Can I call international numbers? Can I make 3-way calls? Can I setup a speed dial list on my Polycom phone? Can I change or block the number displayed on outbound calls? Key Features How do I setup my Find Me List? How do I setup my extension to receive Notifications via email? How can I Screen my calls? Voicemail How do I check my voicemail? How can I check my voicemail without entering my PIN? How do I setup/change my Name Prompt and Voicemail Greeting? How do I check Department (Group) voicemails? What are the System Voicemail Menu options? Faxing How do I send faxes from the Aptela web portal? Account Access What if I lose my password? What if I lose my voicemail PIN? How do I change my password and voicemail PIN? Your Aptela Help The Aptela web portal allows users to take control of many useful features to help manage daily tasks via the pages within the Aptela user account.  Aptela’s online Knowledge Base is a thorough resource to help users through most tasks and even includes training materials. We highly encourage you to take advantage of these tools. Customer Training & User Guides Aptela Knowledge Base at http://www.aptela.com/kb/ provides: Customer Training & Documentation Q&A on Aptela features Directions on making account changes Q&A on Billing Troubleshooting tips Aptela Support Via the Web: fill out a form at http://www.aptela.com/support/.  Note: Only the Account Operator is authorized to request billing information or account changes that impact services or fees. Phone Support: call 703.386.1500 or 800.979.4638, option 3 Hours of operation are 8am – 8pm EST, Monday – Friday Billing Support: call 703.386.1500 or 800.979.4638, option 5 Hours of operation are 8:30am – 5:30pm EST, Monday – Friday Emergency support (for loss of phone service) is available 24/7 at 703.386.1500 or 800.979.4638, option 3

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