📌 Heads up: The new Messaging Portal is coming soon! This guide is published in advance so you'll be ready to go on launch day. We'll announce the official launch date through our usual channels.
We've redesigned our Messaging Portal with a fresh, new look and improved features to make managing your messaging configurations even easier. You can now get your work done faster with a more intuitive and user-friendly experience.
Overview
This article provides an overview of the Messaging Portal dashboard and its key features, including notifications, theme settings, profile options, and the navigation bar.
Video
If you prefer a visual walkthrough, you can watch the video for a step-by-step demonstration of each process.
If you’d like to watch the video with step-by-step navigation, click here.
00:00: This video illustrates how to navigate the messaging portal and explore
00:03: its essential features.
00:04: It offers an overview of the dashboard, notifications, theme settings, profile options,
00:10: and the menu navigation bar.
00:13: Once you log in, you will be directed to the dashboard. The dashboard features the
00:17: Consent table, which displays the consents and permissions you have granted, the
00:21: Tasks table, which outlines the tasks that you, as the Enterprise Admin, need to
00:26: address, and the Custom Applications table, which lists the applications installed
00:30: within your enterprise.
00:34: In the header, you will see the bell icon, which notifies you of any pending tasks
00:38: and errors.
00:38: A red dot indicates that there is a pending task or that a process related to your
00:43: account has encountered an error.
00:45: Click on the icon to view more information.
00:48: Clicking on a specific task or error in the popup modal will direct you to the
00:52: Dashboard, where you can view the task to address or the specific item in error.
00:57: The notepad icon
00:58: that provides a historical list of system notifications.
01:01: The status indicator icon that directs users to the status announcements page.
01:05: The color of this icon changes based on the system's health.
01:18: The theme selector that enables you to toggle between light and dark themes for the
01:22: portal.
01:28: Beneath your avatar icon, you will find access to the Profile page.
01:31: This modal displays some of your user details.
01:33: This also allows you to change the language for the portal.
01:50: Access to Support may be available depending on the features enabled for your
01:54: enterprise.
01:54: You will also see the Sign Out option.
01:57: The navigation bar that allows you to access the dashboard page, and various other
02:02: pages and features available in the Messaging Portal.
02:05: If your enterprise is using the SMS service, the navigation bar includes a Reports
02:09: menu with access to SMS Transaction reports and Download Reports.
02:14: Furthermore, If using the SMS service, the navigation bar also includes a Numbers
02:19: page for managing and assigning phone numbers to Teams users or groups.
02:23: The Users page.
02:24: The Users page is used for managing users and setting up access to services like
02:29: SMS and Slack.
02:30: The navigation bar includes a Services menu that provides access to services enabled
02:35: for your enterprise.
02:36: If your enterprise has SMS service enabled, the SMS menu will be displayed.
02:40: This gives you access to the SMS configuration page, where you can view general SMS
02:46: settings, manage groups, handle carriers
02:49: if you manage your own phone numbers, and explore additional options based on your
02:53: setup.
02:54: If the Chat service is enabled for your enterprise, the Chat menu will be displayed.
02:59: By selecting Chat, you will access the Slack Workspaces page, which enables you to
03:04: manage your enterprise's chat connections with external Slack workspaces.
03:09: You are now equipped to navigate the ConnecttoTeams Messaging Portal with confidence.
03:12: For additional resources, visit
03:14: our knowledge base at https://kb.connecttoteams.com.
For the related video, see this link.
1. Dashboard Overview
After logging in, you are directed to the Dashboard. The Dashboard consists of three main tables:
Consents — Displays the consents and permissions you have granted.
Tasks — Outlines the tasks that you, as the Enterprise Admin, need to address.
Custom Applications — Lists the applications installed within your enterprise.
The header bar contains the following icons and controls:
Tasks and Errors (bell icon) — Alerts you to any pending tasks and errors. Click on each entry in the modal to lead you to the specific tasks or specific error.
Notifications (notepad icon — Provides a historical list of system notifications.
Status Indicator (check, x, or ! icon) — Directs you to the status announcements page. The color of this icon changes based on the system’s health.
Theme Selector (sun or moon icon) — Enables you to toggle between light and dark themes for the portal.
3. Profile & Account Options
Clicking your avatar icon in the header reveals the following options:
Profile — Displays your user details and allows you to change the portal language.
Support Tickets and Request Support — Access to support resources. Availability depends if the feature is enabled for your enterprise.
Sign Out — Ends your current session and logs you out of the Messaging Portal.
4. Navigation Bar
The navigation bar provides access to the dashboard and all pages and features within the Messaging Portal. The items available in the navigation bar may vary depending on your enterprise’s configuration.
Always Available
Dashboard — Returns you to the main dashboard.
Users — Used for managing users and configuring access to services such as SMS and Slack.
Available When SMS Service is Enabled
Reports — Provides access to SMS Transaction Reports and Download Reports.
Numbers — Used for managing and assigning phone numbers to Teams users or groups.
Services » SMS — Allows you to view SMS settings, manage SMS groups, manage SMS carriers (if you handle your own phone numbers), and access additional options based on your SMS provider.
Available When Chat Service is Enabled
Services » Chat — Allows you to connections with Slack workspaces.
Some features and menu items may not be visible if they are not enabled for your enterprise. Contact your provider if you believe a feature should be available to you.