How to Access the Operator Account

Account Operators will get their Client ID, User name and Password from their assigned Implementation Specialist at the time of service activation. As an Account Operator, you have the following capabilities via the Web Portal.  To learn more about how to use the below listed capabilities, visit the User & Department Management of the Knowledge Base. Add and manage user extensions Add and manage department extensions Setup and manage your call trees Setup and manage E911 address(es) Run reports And more! Additional capabilities of the Account Operator: Setup and manage users' phones Purchase new hardware Add, release or modify phone numbers And more! To learn how to login and verify your account information, see the instructions below.  1.   Access the Operator Account To access your Aptela account, you will need your Client ID, User name, and Password.  If this is your first time accessing your operator account, verify that your settings and account information are correct (see additional steps below). Log in at http://www.aptela.com/my-account 2.   Verify User First and Last Name(s) on the account Logged in as the Account Operator, select People on the Navigation menu From the Directory page, verify that each user's name is correctly spelled For users requiring spelling corrections, click on the name of the user, make necessary changes and click Save at the bottom of the page 3.   Verify E911 Addresses Logged in as the Account Operator, select Settings on the Navigation menu Under "Account Settings" section, click on E911 Verify that the address entered is the physical location where Aptela services are used.  For customers with users at multiple locations, verify that the correct address is associated to each user.  To learn how to do this, click here and scroll down to Step 2 To edit the address listed, click here To add additional addresses, click here.  You can only have one address per phone number listed on your account. 4.  Verify Setup for Fax Notifications (for customers using Aptela's electronic fax solution) Logged in as the Account Operator, select People on the Navigation Bar Click on the "System Administrator" (or System Admin) user profile Scroll down and click on the Notifications section Next to Faxes, verify: Enabled is checked Include Content is checked The email address in the Target Email Address field is correct.  Separate multiple email addresses with a comma. Be sure to Save any changes

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