The Account Portal is the web-accessible portal used by administrators and users to access and manage various functions of an organization's phone system. For more information about the features and functions available in the Account Portal, see MiCloud Account Portal Documentation.
Accessing the Account Portal
Your Account Portal access depends on the role you are assigned. For information on the available roles, see Roles and Permissions.
Authorized Contacts - Log in with your email address and Account Portal password to access the Organization, Phone System, Team, and Support menus.
NOTE: If you are a Decision Maker, you must review and agree to the terms and conditions related to Emergency Services Policy and Terms of Service when you access the Account Portal for the first time.
Team Managers - Log in with your email address and Account Portal password to access the Team and Support menus.
Users - Log in with your email address and Account Portal password to access the Home and Support menus.
To access the Account Portal:
- Open a web browser on your computer.
NOTE: MiCloud Account Portal is not supported for use with Microsoft Internet Explorer. - Type portal.connect.mitel.io in the address bar, and then press Enter.
NOTE: You will be redirected to the Unified Sign In page. See Unified Sign In for more detailed information. - Sign in with your username and your Account Portal password.
Using the Account Portal, you can access and manage various functions of your phone and phone system depending on the role you are assigned.
Viewing Account Portal Pages
Many of the pages within the Account Portal use a tabular format. These pages allow you to customize your view of the data on the page. You can change the order in which the columns are displayed, and you can choose which columns to show and which columns to hide.
NOTE: When you export data from any of these pages, all columns of data are exported including hidden columns.
To customize the order of columns:
- Click the column heading and drag to the desired location.
To show or hide columns:
- Right-click in the column headings row.
- Do the following:
- Clear the check box next to each column you want to hide.
- Select the check box next to each column you want to show.
Searching Account Portal Pages
Most pages within the Account Portal provide the ability to search for information on the page using three different methods:
- Column Search - search for data within a specific column on the page
- Single-Value Page Search - search for a single value in any column on the page
- Multiple-Value Page Search - search for multiple values in any column on the page
Using Column Search
You can search for data within a specific column.
- Type your search criteria in the search field under the desired column heading.
All rows that contain data matching the selected criteria in the selected column are displayed.
Using Single-Value Page Search
You can search all columns for a single value.
- Type your search criteria in the search field on the toolbar.
All rows that contain data matching the selected criteria are displayed.
Using Multiple-Value Page Search
You can search all columns for multiple values.
- Click
next to the search field on the toolbar.
The multiple values search bar appears under the column headings. - Type your search criteria in the Multiple values search field.
Separate values with a comma. - Click Search.
All rows that contain data matching the selected criteria are displayed.
Saving a Search
You can save a multiple-value page search. When you save a search, the data on the page is filtered to display the results of the search each time you return to the page.
NOTE: By default, the multiple values search bar is hidden when you first access a page. The data is filtered according to the saved search even though the search bar is not visible.
To save a search:
- Click
next to the search field on the toolbar.
The multiple values search bar appears under the column headings. - Type your search criteria in the Multiple values search field.
Separate values with a comma. - Select the Save current search check box.
Editing a Saved Search
- Click
next to the search field on the toolbar.
The multiple values search bar appears under the column headings. - Edit or delete the search criteria in the Multiple values search field.
- Click Search.
All rows that contain data matching the new criteria are displayed. - To save the new search, clear and then reselect the Save current search check box.