Portal, billing and account

Navigating the portal

The pages on the sidebar and where the common tasks live.

The short answer

Where: admin.vocatech.com, with a portal login. Chrome, Edge, Firefox and Safari all work.
The sidebar: One entry per page. Dashboard at the top, Settings and Faxing at the bottom.
Saving: Every page has a Save button. Nothing saves on its own.
Company pages: A login limited to certain people’s calls cannot open the company-wide pages.

The admin portal is where you run the phone system: people, menus, groups, numbers, phones, schedules, greetings, texting, reports and billing. Everything about one thing is on one page, with tabs, rather than spread across five screens.

Signing in

Go to admin.vocatech.com and sign in with a portal login. A portal login is a separate thing from the Webex sign-in, and it exists only when someone created it; see logins and passwords. Google and Microsoft sign-in work for an email that already matches a login. A login that reaches more than one company lands on a company picker first.

The sidebar

  • Dashboard. Today's numbers for the company at a glance.
  • Extensions. Every person. Each extension opens with six tabs: Overview, Settings, Voicemail, Phones, Apps, and + Features for the cards it does not show yet.
  • Auto Attendants, Hunt Groups, Call Centers. The menus, the ring groups, and the queues.
  • Users. The portal logins, what each can see, and their email reports.
  • Phones and Numbers. Every device with its registration, and every number with its caller ID name and the ports in progress.
  • Schedules and Greetings. The hours and holidays, and every recording plus the hold music.
  • Messaging and Textdock. The texting inbox, and the texting setup for your numbers.
  • Reports. Live calls, statistics, every call's journey, recordings.
  • Billing. Invoices, the payment method on file, statements, for a login with billing access.
  • Contacts and Integrations. The names Callpop and the phones show, the API key, the contact imports.
  • Settings. The company profile, the Defaults block (the company-wide switches), departments, and the Blocked Numbers panel.
  • Faxing. Sending and the fax history, on accounts with a fax line.

A page whose entry you can see but which opens with a card saying it is not enabled for your account is a permissions question, not a fault; see portal logins and what each can see.

Where the common tasks are

TaskWhere
Change a menu greetingAuto Attendants, the menu, the tab for the menu (Open, Closed, Holiday), the greeting card
Add someone to a ring groupHunt Groups, the group, the Routing tab
Forward someone's callsExtensions, the person, the Settings tab
Reset a voicemail passcodeExtensions, the person, the Voicemail tab (we tell you the new one)
Add a holidaySchedules, the Holiday Schedule
See who is on the phone nowReports, the live strip at the top
Play a recordingReports, the call, the player in its journey
Block a numberSettings, Blocked Numbers
Pay an invoice or update the cardBilling
Accept the HIPAA agreementThe Compliance page, with an Advanced login

Saving

Nothing saves on its own. Make the change, press Save on that page or tab, and wait for the confirmation. A change that was not saved is not in place, and the page warns you if you leave with unsaved edits.

Checked against the product on 6 September 2026. If something on this page is behind, tell us and we fix the page.

Still stuck?

A real person at Vocatech picks up, usually within minutes during business hours. A message from the contact page opens a ticket with our team.