How to Do I Login to Portal?

How to Do I Login to Portal?

Login Options

Your Portal username and password will also work in your Mobile App. 

  1. If you are a new domain who is just installing, we will assist you with setting up all of your employee Extension credentials. 

  2. If you are inquiring about a new hire/new employee in an existing domain, we will assist you with setting up your new Employee. 
    1. If the employee is readily available, we can send the password link out at that time. 
    2. If they are not readily available, we will set up their email address, and they can choose "forgot password" when they are ready to set up their login. 

How to Set Up Your Password

If you have not yet received your Portal password, follow these instructions to set up your Password.  

  1. If you have already received your Portal credentials, scroll down to:  Logging into Portal with Your Extension Credentials.


Instructions
  1. Navigate to:  https://portal.clarityvoice.com 

  2. At the bottom of the login page, you will see an option that reads: “Are you a new user?”. 

    1. Select this option.

  3. A “Welcome window” will appear.

    1. Enter the Email Address that was added to your User Profile by your Installer or Provisioner. 
    2. If you know your Extension, you may also enter it as well. 
      1. Choose Send once you have filled out your login information. 


    3. You will receive a Welcome Email with instructions.  The subject will be “Your new phone system account".
      1. Open the Welcome Email.  Your Login Username and Extension will be in the body of the email.
      2. Click Complete Setup.


    4. You will be taken to a “New User Credentials window”.

      1. Enter a New Password.  Your password should be a minimum of 8 characters and include at least one capital letter and at least one number.
      2. Re-enter the Password to Confirm Password. 
      3. Select a four-digit Voicemail PIN.
      4. Once you have made your selections, choose Save.

    5. You have now set up your credentials for Portal.  You may choose to login with these credentials or you may choose to link your credentials to a Single Sign-On Method for easy login.  
      1. If you would like use this option, scroll down to "Single Sign-On".


    How to Login to Portal with Your Username/Password

    If you have your Extension’s Login Name and your Email Address has already been saved in your Profile, you may choose Forgot Password. 

    If you have your Login Name and Password, you may proceed with the instructions below.



    Instructions

    2. Enter your Login Name.
      1. This is the Username that was sent to you in the Welcome Email.  Your Username is linked to your Extension and domain name.  
      2. For example, if you are Extension 200 and part of the “claritytest” domain, then your Username is: 200@claritytest.


    3. Enter your Password.
      1. This is the Password that you created during your “first-time login” setup.  
      2. If you have your Extension’s Login Name and your Email Address has already been saved in your Profile, you may choose Forgot Password to retrieve your Password. 

    4. Choose Log In.


    Single Sign-On Login Option

    1. You may choose either the Google or Office 365 Single Sign-On as your preferred Login method.
      1. Simply select your preferred method at the Login Screen.


    2. The on-screen Single Sign-On instructions will walk you through linking your Clarity credentials to your Google or Office 365 credentials.


    3. Once linked, you may use either the traditional login method or the Single Sign-On method to login to Portal.



    Need More?

    Try our Portal Guides!  Each Permission Level has a Guide specifically created for them with an interactive Table of Contents so that you may skip quickly to the relevant section. 

    Admin/Manager Guides

    Some Manager permission roles include the ability to assist other User/Extensions with their initial setup. 
    1. "Office Manager" Admin Guide
    2. "Advanced User" Admin Guide
    3. "Call Center Supervisor" Admin Guide
    4. "Site Manager" Admin Guide

    Only have access to your own Extension?  

    Your Extension has access to Voicemail, Profile Settings, Extension Routing, and more!  
    1. "Call Center Agent" Portal User Guide
    2. "Basic" User Portal User Guide


    Want to learn more about the Portal?
     

    Give our Customer Service Team a call at 1-800-676-3995!   We are available Monday-Friday 8am-9pm EST. 

    Prefer to open a Request?  Click here to open a Ticket Request!

    We’re here to help you find better, easier ways to run your business.


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