User Portal Documentation

Welcome to User Portal

User Portal web GUI gives users an ability to manage their own settings based on the permissions specified by the administrators.

Most of the features of the User Portal are also available in Thirdlane Connect.

The User Portal’s “Welcome” page serves as a central hub for accessing Thirdlane Connect. It offers direct launch options for its web version, along with download links for desktop and mobile devices including Mac, Windows, iOS, and Android. Additionally, it facilitates the installation of Chrome and Edge browser extensions for click-to-call functionality and CRM integration.

Contacts

Personal Contacts Your private contacts managed in Thirdlane Connect.

Company Directory All company users with phone extensions.

External Contacts Shared address book for customers, partners, and vendors.

Call History

Recent Calls View and filter your call history, listen to recordings.

Voicemail Manage your voicemail messages, folders, and forwarding.

Recorded Calls Listen to and manage your recorded calls and transcriptions.

Settings

Call Forwarding Set up call forwarding rules and Find Me / Follow Me.

Call Screening Configure call screening for calls with and without caller ID.

Call Blocking Block or allow calls based on caller ID.

Call Recording Control recording of incoming and outgoing calls.

Voicemail Settings Configure voicemail PIN, email notifications, and more.

Personal Preferences Set display, language, timezone, and password preferences.

More Features

Thirdlane Connect Unified communications: messaging, voice, video, and collaboration.

Send Faxes Send faxes by uploading PDF files.

Day/Night Mode Control inbound call routing based on day/night mode.

API Keys Manage API keys for third-party integrations.