Course Overview
Dialpad
Dialpad: Web Portal Management as a Company Admin
This course equips system administrators to configure and run Dialpad using the web portal with the company or office admin roles. Participants will learn to understand the core system management features and best practices to keep up with day-to-day administrative tasks like user management and call flow adjustments . The emphasis is on safe, scalable admin practices that keep the Dialpad phone system up to date with the company’s evolving needs.
Why this course matters
- Properly setting company hours, call handling, and queues prevents missed calls and ensures consistent caller experiences.
- A solid user, device, and number management foundation reduces escalations and the need for extended support from Dialpad or third-party vendors.
- well maintained communication system increases staff productivity and customer satisfaction and reduces unnecessary risks or shortfalls due to incorrect system configurations.
Who should attend
- IT administrators and telecom managers responsible for managing Dialpad phone systems.
- Operations leads, or any users with the super admin role, responsible for configuring and maintaining their Dialpad system.
What you’ll learn
- Web portal overview - Navigate the web portal and understand core admin areas for company-level configuration and the toolstack available to assist admin users.
- Business hours and after hours - Managing call schedules at the office and department levels; time zones, and business vs after-hours.
- Call handling strategy - Configure office and department mainline call flow behavior; hold queues and IVR menu workflows.
- Users and roles - Manage users and their permissions.
- Numbers and routing - Reassign phone numbers based on routing needs.
- Devices management - Provision, assign/unassign desk phones with correct E911 mapping.
Practical applications
- Configure offices and departments on Dialpad with mainline routing, operators, and holidays.
- Manage user additions or changes internally without the need for paid Professional Services or White Glove support.
- Ensure your system is configured optimally based on the tools and license types Dialpad can offer.