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Thirdlane

User Portal Overview

The User Portal is a self-service web interface that lets each user manage their own phone settings - forwarding, screening, blocking, recording, voicemail, and more - without calling an administrator. It exists to push routine personal changes down to the people who care about them, reducing help-desk load and giving users immediate control over how their calls behave. What each user can see and change is governed by the permissions administrators set on their User Extension.

User Portal allows you to configure Call Forwarding, Call Screening, Call Blocking, Call Recording, Voicemail, manage Voicemail messages and click-to-call from Personal Contacts and Company Directory, and view Recent Calls.

User Portal access information is included in the Welcome Email sent to the users at the creation time or any time afterwords.

Note that most of the features of the User Portal are also available in Thirdlane Connect. Full help for using Connect day to day is in the Thirdlane Connect User Guide.

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.

Customizing the Welcome page is straightforward: simply place user_portal.en or user_portal.[lang] files in the /etc/webmin/asterisk directory. These custom files remain intact during system updates, allowing for persistent personalization.