Go to the URL listed for Portal Management in your Onboarding email and enter the sign in credentials for the Portal Management site that can be found alongside that URL in the Onboarding email.

How do I sign in on the web for the software and hardware phone?

Go to the URL listed for Software and Hardware Phone in your Onboarding email and enter the sign in credentials for the Software and Hardware Phone site that can be found alongside that URL in the Onboarding email.

You can manually enter your credentials, but the fastest way to login is to scan the QR code attached to the Onboarding email. You can also access this QR code from the settings in the WebRTC Client.

Once you have downloaded and installed the Windows client from the this page, you can easily log into the Windows app from the login screen. 

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On the web, click "Voicemail" on the list on the left. You will then see a list of all voicemails and their status

Record your desired message as a WAV file. You can then upload this file to your account by selecting "Profile" on the left and selecting "Voicemail" from the top. Scroll down to select your preferred WAV file.

What file format is recommended for PortSIP PBX Prompt?

PortSIP PBX accepts the file format as WAV file in PCM, 16kHz/32kHz/48 kHz, 16 bit, Mono. This file format is applicable to the below applications:

• Virtual Receptionist

• Call Queue

• Conference

• Voicemail

• Conference

• MOH

• Call Parking

• If you have any issues with converting voice recordings to a WAV file, please contact the Stapel helpdesk and we can assist in converting your files.

Select "Voicemail" from the menu on the left. At the top of the page you will see different options for voicemail management that you can choose from to complete actions such as marking as read or unread, deleting, downloading, and playing.

How do I configure my forwarding rules? 

Select "Profile" from the left side menu and then select "Forwarding Rules" at the top of the "Profile" page. You can then configure your forwarding rules for when you are available and offline, as well as any exceptions to those rules.

Select "Profile" from the left side menu and then select "Voicemail" at the top of the "Profile" page. You can then change your PIN number using the guidelines listed when you hover over the field.

How do I add a contact? 

Select "Contacts" from the left side and then select "Personal Contacts" from the drop down. You can then select "Add" from the top of the "Personal Contacts" page and add all required and relevant contact information.

From either the "Contacts" or "Personal Contacts" lists that appear under the left side "Contacts" menu, you just need to select the desired contact and choose the "Edit" button at the top to update their information.

From the "Contacts" list that appears in the drop down when you select "Contacts" on the left side, you can select "Import" or "Export" from the top bar and either import or export contacts in the designated format.

Is there a way to transfer existing contacts onto my contact list? 

Phone contacts are added as personal contacts on the mobile app. You will have to manually add contacts on the web, but all extensions from your organization will appear in the interface.

Feature Access Codes (also known as "Star Codes") are entered through the phone keypad to control the configuration of certain features.

To use a Feature Access Code, pick up the handset and enter the appropriate Feature Access Code from the list. For features that require additional input, follow the audible prompts to input the required additional information.

The call manager is used to configure the phone system call flows. It is an administrative level feature that is typically managed by Stapel.

A trunk connects the Stapel Communications Platform to the rest of the phone

Trunks are registered by Stapel and trained administrators of the system.

Trunks are managed by the administrator.

This is a log of all of the calls you have made and received on the system and it shows detailed information such as call length and start and end times.

Under "My Call Recordings" you can select the desired recording and choose from the options in the top bar to manage what is done with that message.

You are able to configure call recording settings in the WebRTC Client by selecting the gear in the lower left corner and selecting "General" from the settings list on the side. You can then toggle your desired recording settings on and off.

In the top right corner, click on the profile icon and select "Change User Password" from the drop down. You can then enter your old password and set a new one here.

Select "Profile" from the menu on the left side of the screen. The first page that loads will be called "User" and you are able to update personal information associated with your account here.

Select "Profile" from the menu on the left side of the screen. From the top menu on this page, select "Extension" to configure settings related to your extension and outbound caller ID.

Select "Profile" from the menu on the left side of the screen. From the top menu on this page, select "Office Hours" to set your holidays and office hours if you do not wish to use the default hours set by your organization.

Select "Profile" from the menu on the left side of the screen. From the top menu on this page, select "Phone Provisioning" to configure your phone provisioning settings.

Select "Profile" from the menu on the left side of the screen. From the top menu on this page, select "BLF" to assign BLF buttons to presence of other extensions, speed dials, or other functions.

Select "Profile" from the menu on the left side of the screen. From the top menu on this page, select "Balance" to view your current balance and recharge your account.

Select "Profile" from the menu on the left side of the screen. From the top menu on this page, select "Speed Dial 8" or "Speed Dial 100" to set either up to 8 or up to 100 phone numbers to speed dial. The pages for these two speed dial options also provide instructions for how to speed dial a number on this system.

NOTE: The WebRTC client works best in Chrome Based browsers such as Google Chrome, Chromium, and Microsoft Edge.

How do I start a chat? 

Type in an extension number or a known contact name after pressing the plus sign next to the word "Chat".

How do I write and send a chat?

Type in the box that says "please enter", click on the paper clip to add an attachment, click on the "A" symbol to format text, and click on the smiley face to add emojis.

How do I delete chat conversations? 

On the mobile app, swipe the conversation to the left to choose the "delete" option. On the web, conversations cannot be deleted, but they can be hidden by right clicking on them.

Select "Call" from the left menu and from the call screen select "Contacts". At the top of the "Contacts" page you can then select whether you want to view Internal, External, or Extension contacts.

Select "Call" from the left menu and from the call screen select "History". You can then view a log of all calls you have made on the system and details about them such as duration and contact name.

How do I access voicemail? 

Select "Call" from the left side of the screen and select 'Voicemail" from the options for calls.

Call launcher allows you to determine how calls are initiated when working inside the WebRTC client.  For example, let's say you have a hardware phone, the mobile app on your cell phone and the webrtc client all connected to your account. If you prefer to initiate the call from the web, but have the hardware phone, for example, be the device that actually dials the call so you can perform the call on the hardware phone, the call launcher is where you configure that.

To set a particular connected device/application as the preferred calling device, simply click the middle icon on the line that represents the device you're looking to use.

When you are on the "Call" screen, select the button with the image of a phone on it on the bottom left corner of the number pad before you type in the number you want to call.

When you are on the "Call" screen, select the button with the image of a camera on it on the bottom middle of the number pad before you type in the number you want to call. Note: Video calls are currently only available for internal system contacts.

Video call settings allow the user to configure input and output devices for camera and microphone as well as other settings such as volume. These can be accessed during video calls. Something important to note is that the mute/unmute and camera on/off buttons display icons for the setting that will be in place if you click the button as opposed to showing the current status like most systems do. (Ex. a microphone icon with a slash through it indicates that the microphone is currently on and will be muted if the button is pressed)

At the moment, meetings initiated from the WebRTC client are for internal participants only. From the "Meetings" page, configure your desired settings from the "Settings" drop down. You can also give the meeting a name or a topic. When you are ready, select the "Launch Meeting" button to start your meeting.

Meetings allow multiple users to meet on a video or audio call, while the video and audio calls that are made from the "Call" page only allow for one user to be called at a time.

The "queues" feature allows agents to be logged into specific queues and for the status of agents and queues to be configured.

Feature Access Codes (also known as "Star Codes") are entered through the phone keypad to control the configuration of certain features. To use a Feature Access Code, pick up the handset and enter the appropriate Feature Access Code from the list on the "Feature Access Codes" page. For features that require additional input, follow the audible prompts to input the required additional information.

How do I set my status? 

Click your profile icon in the top right corner, select status, and choose from the options. Please be aware that setting your status as "Do Not Disturb" will cause your phone line to be registered as busy and callers will be unable to leave voicemail.

How do I change my user name and email? 

Click the gear in the bottom left and choose "User" from the options that appear on the left. You can then change your preferred user name and email address here.

What is the QR code used for?

The QR code is used for signing into the mobile app. At the app's login screen there is a "Scan Button" in the top left. Simply tap that and scan the QR code from your profile to sign in quickly.

What voicemail settings am I able to configure here? 

Click the gear in the bottom left and choose "Voicemail" from the options that appear on the left. You can then adjust voicemail settings and change your PIN number here.

How can I set forwarding rules for different situations? 

Click the gear in the bottom left and choose "Forwarding Rules" from the options that appear on the left. You can then set your desired options pertaining to forwarding rules.

How do I set caller ID?

Click the gear in the bottom left and choose "General" from the options that appear on the left. You can then set outbound caller ID at the bottom of this page.

How can I record calls? 

Click the gear in the bottom left and choose "General" from the options that appear on the left. You can then toggle the desired options pertaining to call recording.

How can I set office hours? 

Click the gear in the bottom left and choose "Office Hours" from the options that appear on the left. You can then choose your own office hours or select the default option.

How do I adjust my video options for calls? 

Click the gear in the bottom left and choose "Call" from the options that appear on the left. You can then configure video quality preferences for video calls here.

How can I adjust my contact settings? 

Click the gear in the bottom left and choose "Contacts" from the options that appear on the left. You can then configure preferences for contact sync refresh and caller ID options.

How can I adjust my device settings for microphone and camera preferences?

Click the gear in the bottom left and choose "Device" from the options that appear on the left. You can then configure preferences for speaker, microphone, and camera here.

How do I change the color palette of my account? 

Click the gear in the bottom left and choose "Palette" from the options that appear on the left. You can then select your desired color palette from the drop down menu.