The Office Manager view in the Level365 web app is the equivalent of the administrator role on the Level365 platform. With this scope, administrators can manage users, devices, phone numbers, call queues, auto attendants, time frames, music on hold, and call history, as well as monitor live call activity and call center analytics. This article explains how to switch between the personal user view and the Manage Organization view, and provides an overview of the admin menu icons available.
Office Managers can switch between the personal user view and the organization view within the Level365 web app.
Personal User View
- In the web portal, go to the top right corner to click on your name.
- Click on My Account and you will be taken to your personal portal.
Manage Organization View
- From the personal portal, go to the top right corner and click Manage Organization.
- The view will switch to the organization portal.
Office Manager – Manage Organization View
The Manage Organization view of the Level365 web app contains a menu bar with icons that provide quick navigation to different areas of the platform. The menu options shown may vary depending on user scope and permissions.
- Home - Shows active call information along with an overview of users, devices, and recent usage statistics.
- Call Center - Provides live call queue data, options to edit agents and queues, and access to call center reports and analytics.
- Users - Displays all users within the domain with options to add, edit, and import users.
- Conferences - Shows conferences configured in the platform with options to edit, delete, join a conference, and view conference statistics.
- Auto Attendants - Lists Auto Attendants configured in the platform with options to add, edit, and delete.
- Call Queues - Displays Call Queues with options to add, edit, and delete queues, upload Music On Hold files, and configure queue agents.
- Time Frames - Shows all time frames configured in the platform with options to add, edit, and delete, as well as view start and end times.
- Music On Hold - Displays all Music On Hold files with options to add, edit, and delete files, adjust play order, or randomize playback.
- Inventory - Provides management of phone numbers, SMS numbers, and hardware in the platform.
- Call History - Provides access to call history logs with options to review, filter, and export for further analysis.
As an Office Manager, your account has elevated privileges that allow you to make changes, add users, adjust settings, and manage key aspects of your organization. Because of this higher level of access, it’s especially important to protect your login credentials.When creating your password, use a strong and unique password. Longer passwords with a mix of uppercase and lowercase letters, digits, and special characters provide the best protection. Avoid reusing passwords for other services and never share them with anyone. For additional security, we strongly recommend enabling Multi-Factor Authentication (MFA) or signing in with Single Sign On (SSO).
Additional Resources
Office Manager Guides: In-depth guides on working with users, devices, and phone numbers, along with other steps to manage your organization.
Status Page: Subscribe to receive notifications and updates on any current service issues or scheduled maintenance.
Accounting Support: Visit our Accounting Support page for information about the billing portal and other accounting resources.
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