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Managing messaging notifications in the Admin Portal

Admins and users can set up email and text notifications for when a new voicemail, fax, missed call, or text message has been received. If your account has the AI Assistant turned on, you can also set up email notifications to receive automatically generated call notes. Messaging notifications can be sent to multiple recipients at once.

Accessing notification settings

You can manage your own notifications or update them for another user if you’re an admin.

Managing your own notifications

At the top right, select My Extension
from the dropdown.

Click the Settings
tab.

In the left panel, click Notifications
.

Click to open the Messaging Notifications
section.

Select Basic Settings
or Advanced Settings
from the dropdown in the upper right.

Managing another user’s notifications

At the top right, select
Admin Portal
from the dropdown.

Click the Users
tab.

Select a user from the Users with extensions
list.

Click the Notifications
tab.

Click to open the Messaging Notifications
section.

Select Basic Settings
or Advanced Settings
from the dropdown.

Managing the basic messaging notifications settings

Check the boxes to specify the types of notifications you want to receive.

For email notifications:

Enter the email addresses under Send notifications to
, separated by commas.

For text message notifications:

Select a carrier from the Select Carrier
dropdown.

Enter the phone number without any dashes, then click Add
. Repeat this process to add more phone numbers.

To delete a number, click Delete
in the Actions
column.

Note

If you don’t see your carrier in the list, reach out to them to get the email address used for receiving text messages, then enter that address in the Phone number field (e.g., yournumber@yourcarrier.com).

Click Save
.

Managing the advanced messaging notifications settings

The Advanced Settings
view lets you send notifications for each feature to a different email address or phone number.

Check the boxes to specify the types of notifications you want to receive.

Click Customize Notifications
for each row you’ve selected.

Under Customize Notifications
for Voicemail Messages
and Received Faxes
, you can check:

Include attachment with email
: Attach the MP3 voicemail audio file and/or the fax in PDF format.

Mark message as read once emailed
: Voicemails and/or faxes will automatically be marked as read in your call history.

For email notifications:

Enter the email addresses under Send notifications to
, separated by commas.

For text message notifications:

Select a carrier from the Select Carrier
dropdown.

Enter the phone number without any dashes, then click Add
. Repeat this process to add more phone numbers.

To delete a number, click Delete
in the Actions
column.

Note

If you want to customize a different set of email addresses or phone numbers across features, uncheck the box and enter the new contact information. Based on your
Voicemail Messages
settings, you will see one of these options:

Use same email address as for voicemail

Use same text address as for voicemail

Use same email and text address as for voicemail