Using Your Ingenious Portal

Ingenious Smart Business Phones > Using Your Ingenious Portal

The Ingenious User PortalSM is best viewed using the most current Google Chrome browser

Using another browser may not provide an optimal user experience

Please ask your Office or IT Manager for more information regarding the functions available in your Ingenious User Portal

Logging In

Note: Login Names and Passwords are case sensitive. Passwords are created during “Complete Setup” in your ingenious Welcome Email.

  • Go to the Login Screen – Click here or from the ingenious Smart Business PhonesTM home page, hover over “Resources” and click on “Ingenious User Portal”.
  • Enter your Login Name and Password – Your Login Name was provided and your password was created by following the instructions your Ingenious Welcome Email.
  • Responding to your ingenious Welcome Email – An ingenious Smart Business PhonesTMingenious Welcome Email was sent to the email address on file in your ingenious Smart Business PhonesTM account profile. In this email, your User Name will be shown (example: 123@ABC). Next, scroll down in the Ingenious Welcome Email and click on the orange “Complete Setup” button, establish your ingenious Smart Business PhonesTM account password. If you need help, ask your Office Communications Manager, IT Manager.

Sending and Receiving Virtual Fax(s) from Your Portal

NOTE: Any Ingenious User can send a Fax from their Ingenious User PortalSM However, only a portal that is enabled can receive a Fax(s).

  • Managing Virtual Fax(s) – On the left side of the Fax screen, click the drop-down menu to expose the “Inbox” and “Sent” options. Clicking on either of these options shows a listing of received (Inbox) or Sent (Sent) Fax(s) with the most recent at the top. At the left of each line, you will see an icon for “download” and another to show a thumbnail of the first page of the Fax. Clicking on the red “X” at the far right of each listing, will delete that listing.
  • Sending a Virtual Fax – On the right side of the Fax screen, click the Send Fax button. Click on the Cover Page Options drop-down to choose None for no cover page, browse your device for a Cover Letter document or Compose a Cover Letter in the space provided. Cover Letters are appended to the beginning of other documents that are to be Fax’d. Next, click on Fax Document, then browse your device for the document(s) you wish to Fax. Clicking on the Add button, allows you to browse for up to four (4) additional documents to be included in your Fax. Next, choose (if available), one of the sending fax telephone number(s) which are shown in the Caller ID drop-down. Now, type in the (10-Digit) receiver’s Fax Telephone Number (Area Code plus 7-Digits are required) and then click Send to transmit the fax.
  • Receiving a Virtual Fax – If your Ingenious User PortalSM is enabled to receive faxes, click the drop-down menu to expose the “Inbox” option with the most recent at Fax at the top of the list. To the left of each line, you will see an icon for “download” and another to show a thumbnail of the first page of the Fax and another to show a thumbnail of the first page of the Fax. Clicking on the red “X” at the far right of each listing, will delete that listing.
  • Downloading, Forwarding and Printing a Virtual Fax – Using the “Download” icon at the left of the listed Fax, you may copy the Fax to your device. From there you may print the Fax, printer attach it to an email or other communication.
  • Deleting a Virtual Fax – To the far right, you will see another icon (red “X”) which allows the fax on each line to be deleted. Clicking this will delete this Fax permanently.

Navigating Your Portal

  • Function Buttons – Along the top of your Ingenious PortalSM, you will see large iconed Function Buttons. By selecting a Function Button, you will be navigated to a screen that allows views and functions pertaining to that portal function. By clicking on the desired Function Button a self-explanatory screen will appear which includes additional information and functions.
  • Ingenious Office Manager Functionality – If your Ingenious User PortalSM has Office Manager functionality enabled, when accessing your portal you will see the Office Manager screen first. To navigate to your own account screen of the Ingenious User PortalSM, right click on your name in the upper right hand corner of the screen. Then, right click on My Account to navigate to your own screen. To return to the Office Manager screen, click on Manage Organization at the top of the screen, to the left of your name.

NOTE: Office Managers may request a “screen-share” training session by sending an email to support@ingeniousphone.com.

  • HOME – This is the landing page of your Ingenious PortalSM  and shows a brief listings of the most recent New Voice Messages and Recent Call History. For complete listings please click on either the Messages or Reporting Function Button.
  • MESSAGES –  Super imposed on the Messages Function Button, is the quantity of New Voicemail Messages displayed by a red dot with the number of New Voicemail Messages. The Messages screen shows a complete list of your voicemail messages with the most recent messages at the top of the list.
  • FAX – If receive fax(s) is enabled, the quantity of New Faxes (Inbox) is displayed by a red dot with a number super imposed on the Fax Function Button. The Fax screen shows a complete list of Sent and Received Fax(s).

NOTE: All ingenious User Portals are able to send Virtual Fax(s). However only a portal that is enabled to receive fax(s), may receive Virtual Fax(s). Ask your Office or IT Manager for more information regarding use of ingenious Smart Business PhonesTM Virtual Faxing.

  • CONTACTS – By default, the Contacts screen shows all of the other Ingenious Users in your company.
    • Adding Personal Contacts – You may add your own Contacts for those who you want to reach quickly by clicking on the contact from your Ingenious User PortalSM or if enabled, from the Directory on your Ingenious Phone.
    • Shared Contacts – If added by your Office or IT Manager, contacts that are available to everyone in your company will also appear here on your contacts screen.
    • Filters – Using the Filters Drop-Down, you may select only certain contacts that will appear on your Filtered Contacts List.
    • Import/Export – You may export a list of your Personal Contacts which can be opened in Microsoft Excel, managed and then Imported back to update your Contacts list.
    • If you need assistance with managing Contacts, please ask your Office or IT Manager for help.
  • ANSWERING RULES – Clicking on this Function Button, shows the Default Answering Rule. PLEASE DO NOT EDIT THE DEFAULT ANSWERING RULE.
    • Adding Answering Rules – You may add additional Answering Rule(s) to control how callers reach you on your Ingenious Smart Business PhonesTM.
    • If you are not totally sure how to do this, please ask your Office or IT Manager for help.
  • TIME FRAMES – Clicking this Function Button, shows the Default Time Frames for your Ingenious Smart Business PhonesTM.
    • A Time Frame controls when an Answering Rule is used for handling inbound phone call(s).
    • If you need assistance Adding a Time(s) please ask your Office or IT Manager for help.
  • MUSIC on HOLD – By default System-Wide Music on Hold is played to the other party when you place them on hold. You may add your own Music on Hold here, which will be played only to callers you place On Hold. If you need help with this, please ask your Office or IT Manager for help.

NOTE: You are cautioned to only add Music on Hold for which you have authorization to play publicly. Most commercially available music is protected by US or other Copyright Law and use as your Music on Hold could violate existing Copyright Law(s). Ingenious Smart Business PhonesTM (Ingenious Technology LLC) will not be held liable for unauthorized use of copyrighted music or messaging that has been uploaded here by others.

  • REPORTING – Clicking this Function Button shows the complete Call History for your Ingenious Smart Business PhonesTM for the last thirty (30) Days.
    • From this screen, you may Filter this Call History using the criteria available in the Filter Drop-Down menu.
    • If you need assistance with use of the Reporting functionality, please ask your Office or IT Manager for help.

Printing the Using your Ingenious Portal pages is discouraged, as they are updated routinely

We invite you to visit the Ingenious User Portal help pages often to access new content

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