VirtualPBX Account Management Portal

Log In to the Portal

1. Access the Login Page for the Virtual PBX Account Management Portal.

2. Choose Your Authentication Method:

 

1. Click on Your authentication method of choice and log in securely.

Set Up User Roles and Permissions

1. Navigate to the "User Management" Section within the portal.

2. Create a user and assign roles to each team member based on their required access:

 

 

• Viewer: Can view account details and request assistance.

• Editor: Can view, edit user information, and request assistance.

• Admin: Has full access to manage users, the account, and cancellation authority.

1. Save Changes to ensure permissions are correctly applied.

Manage Billing Information

1. Go to the "Billing" Section from the main dashboard.

2. Where you can update Payment Information:
• Select "Payment Method" to edit or add a new credit card.
• Update billing contact details as needed.

3. Review Invoices:
• Access and view past and current invoices for your records.

Manage Products in the Portal

1. Go to the "Products" Section within the dashboard.

2. Access the Admin Portal (if applicable):
• If your subscription includes additional management tools, the system will redirect you to the Admin Portal for advanced configurations.

3. Edit Product Settings based on your subscription level.

Request Assistance from VirtualPBX

1. Locate the Request Assistance Box within the dashboard.

1. Enter Your Request Details in the provided field.

1. Submit the Request:
• The system will automatically route your request to the appropriate support team for prompt assistance.

How to request Cancellation for your account

1. Find the "cancel" button on the dashboard.

2. Select "Cancel Account" if you wish to terminate the account.

3. Follow the Prompts to confirm or submit your request.