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Users and Departments

To forward a user's calls

  1. Under All Lines, click Users.
  2. Locate the user number you’d like to manage. Click Actions next to that number, and select View individual settings.
  3. On the pop-up window for the user, next to “Incoming calls will,” click select Forward to another phone.
  4. Enter a saved number and click add – or enter a temporary number. Click OK.
  5. Click Close.

To change a user's name

You can change the name of a user without clearing saved information.

  1. Under All Lines, click Users.
  2. Locate the user number you’d like to manage. Click Actions next to that number, and select Edit personal details.
  3. Type the new Name for the user, and click Save.

To alter a user’s administrative privileges

  1. Under All Lines, click Users.
  2. Locate the user number you’d like to manage. Click Actions next to that number, and select Edit personal details.
  3. Select Yes or No. Click Save.

To forward a user's voicemail messages as emails

  1. Under All Lines, click Users.
  2. Locate the user number you’d like to manage. Click Actions next to that number, and select View individual settings.
  3. Under Your Services section, click Message Settings.
  4. Under General, check the box next Forward messages as emails.
  5. Click the link for add an email address. Enter the email address where the user should receive voicemails, and click Add.
  6. If the user would like to leave messages in their CommPortal inbox so they can still access them, check the box for Leave original in Inbox.
  7. Click Apply to save your changes.

To manage a user’s messages and calls

  1. Under All Lines, click Users.
  2. Locate the user number you’d like to manage. Click Actions next to that number, and select View individual settings.
  3. Go to the Messages and Calls tab. From here you can:
    • Review listings of missed, dialed, received and rejected calls – and export details into a CSV file.
    • Listen to user messages and calls.
  4. Click Close to exit.

To unlock a user’s CommPortal account

You may need to unlock a user’s CommPortal account if they attempt to login too many times with the wrong password.

  1. Under All Lines, click Users.
  2. Locate the user number you’d like to manage. Click Actions next to that number, and select Unlock account. The user’s account unlock automatically.

To add a new department

  1. Under Services, go to Departments.
  2. Click Add Department.
  3. Enter the Department Name, Parent Department and Operator Number (optional).
    • Note: Your business group administrator can be used as a parent department to get started.
  4. Determine if members of this department can make unlimited calls – or if incoming and outgoing calls should be blocked or limited. If set to limited, enter the number of calls.
  5. Click Add.

To setup and manage extensions

To manage a user's PINs and passwords

To assign a user line

To reset a user line

Resetting a line will clear all saved information, including voicemails, associated with that specific line.

  1. Under All Lines, click Users.
  2. Locate the user number you’d like to manage. Click Actions next to that number, and select Reset line.
  3. On the pop-up window for the user, enter a New account name. Select either or both of these options:
    • Also use as a local calling name: Check or uncheck the box if you want to also use the new account name as the local calling name that will appear on caller IDs.
    • Remove from groups: Check or uncheck the box to keep or remove the new user from groups.
  4. Click Apply to save your changes.
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