Welcome to Level365! This guide covers account setup, Web App access, voicemail configuration, desk phones, desktop and mobile softphones, faxing services, and training resources. Sign-in is available through the welcome email or Google/Microsoft SSO.
Account Setup
Begin by setting up access to the Level365 platform and confirming successful sign in. This section outlines how to use the welcome email, access the Level365 Web App, and configure voicemail. Completing these steps helps ensure the account is prepared for calls, messages, and additional communication features.
Getting Access to the Level365 Platform
Account access is provided in one of the following ways, depending on how the organization is configured.
- Welcome Email: Creating a Web App Login Password and Voicemail PIN – New users receive a welcome email with a link to create a Level365 Web App login password and set a voicemail PIN. Completing this step provides access to the platform and to voicemail from an IP phone.
- Single Sign On (SSO): Signing In with Google or Microsoft – Organizations using Single Sign On can access the platform with company Google or Microsoft credentials. A separate Level365 password is not required.
A voicemail PIN must still be configured to access voicemail messages from a desk phone.
Level365 Web App
Once logged in, the Level365 Web App provides a centralized platform for managing calls, messages, voicemail, and other communication features.
Voicemail Setup
Voicemail configuration ensures callers hear the appropriate greeting and that voicemail messages can be accessed securely. Voicemail settings can be managed consistently across mailboxes, auto attendants, and music on hold where applicable.
Guides and Resources
Desk Phone Guides
Desk phones are the core of office communications. These guides cover the most common Level365-supported models, including key features, call management, and settings.
Softphone and Desktop Applications
Softphone and desktop applications allow calls to be made and managed from a computer or browser, which is useful for remote work or when a physical desk phone is not preferred. These tools support calling, voicemail access, and advanced call handling features, depending on the application.
- Desktop Softphone (Windows and Mac) – Preferred application for making and receiving calls from a computer.
- Microsoft Teams Integration Guide – Access Level365 calling, voicemail, and features within Microsoft Teams.
- Web Phone Client for Google Chrome – Quick access to an extension through the Google Chrome browser.
- Attendant Console – Advanced call control and customizable extension views within Google Chrome.
Mobile Softphone Applications
The Level365 mobile softphone app allows business calls to be made and received from a smartphone using the business number, with access to contacts and call management features.
Level365 Faxing Services
Level365 supports traditional fax machines as well as cloud-based and server-based faxing. Faxing can use existing hardware, a fully online solution, or an integration with business systems.
- Level365 Faxing Services Overview & Guides
- How to Send a Fax via Email
- How to Use Faxing in the Web App
- Fax ATA Setup and Connectivity Checklist
Training Resources
Level365 provides new client training as part of onboarding. On-demand training sessions are also available and cover both basic and advanced features.
- Getting Started with Level365 Service (On-Demand) – General user training
- Getting the Most from Level365 Service: Office Manager Training (On-Demand) – Admin training