Admin Portal – Getting Started

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Admin Portal (UCEP) – Getting Started

The Spectrum Enterprise Admin Portal (also known as UCEP) is a web portal enabling site administrators to manage and configure features and settings. In this guide, we will review logging in and getting started with the Enterprise Admin Portal, covering the following topics:

Login and Overview

You will be provided an administrator username and password. The admin login will be in the form of (name.admin) and not a DID login, as those are for end users. If you cannot find your admin credentials, they should have been sent to your email address. If you still cannot locate them, please contact your project manager or contact the Spectrum Hosted Voice Customer Care team to reset, by dialing 611# from any Spectrum phone in your office.

Login to the Spectrum Enterprise Admin Portal here: https://uc.spectrumenterprise.net

Note: Upon signing in for the first time, you may be prompted to create a new password. The new password must be at least 6 characters long and contain at least one number.

Admin Portal Login screen with fields for username and password, as well as buttons for Forgot Password and Login - Image opens in full resolution in a new tab

After login, you are routed to the Dashboard. The Dashboard displays the current state of all users, auto attendants, call centers and BroadWorks Anywhere services in the group. You can also use the dashboard to quickly find users to edit their information, settings and passcode information. The side menu gives you access to other settings, such as the following:

Note: Depending on your license type, your Dashboard may not display all of these features.

Admin Portal Dashboard view with options for Users, Auto Attendants, Call Centers and Hunt Groups. Main navigation along the Left Hand side consisting of buttons for; Dashboard, Group Profile, Departments, Manage Users, Group Services, Utiltites, Directory, Diaster Redirect and Call Details.  - Image opens in full resolution in a new tab
  1. Group Profile
    1. The Group Profile allows you to view and modify all of your group-level information such as time and holiday schedules, business hours, and call capacity. You can also manage other settings like changing your admin password and creating additional admins.
    Admin Portal Group Profile view with options for group level information. Main navigation along the Left Hand side consisting of buttons for; Dashboard, Group Profile, Departments, Manage Users, Group Services, Utiltites, Directory, Diaster Redirect and Call Details. - Image opens in full resolution in a new tab
  2. Departments
    1. Departments represent subsets of users within a group, and users represent individual subscribers within a group or department.
  3. Admin Portal Department view with options to add, edit and delete. Main navigation along the Left Hand side consisting of buttons for; Dashboard, Group Profile, Departments, Manage Users, Group Services, Utiltites, Directory, Diaster Redirect and Call Details. - Image opens in full resolution in a new tab
  4. Manage Users
    1. The Manage Users tab allows you to manage user settings and modify user information. Here, you can reset web portal and voice portal passwords.
  5. Admi Portal Manage Users view with editing options for people and services. Main navigation along the Left Hand side consisting of buttons for; Dashboard, Group Profile, Departments, Manage Users, Group Services, Utiltites, Directory, Diaster Redirect and Call Details. - Image opens in full resolution in a new tab
  6. Group Services
    1. Group Services allows you to make changes to your group profile, greetings, auto attendant, hunt groups, call centers and call park settings. Here, you can change your company's music-on-hold. If your employees use star codes to enable features such as call forwarding, you can find a list of feature access codes from within Group Services.

  7. Admin Portal Group Services view with options for site services, calling plans and FAC. Main navigation along the left hand side consisting of buttons for; Dashboard, Group Profile, Departments, Manage Users, Group Services, Utiltites, Directory, Diaster Redirect and Call Details. - Image opens in full resolution in a new tab
  8. Directory
    1. The Directory displays the enterprise directory of your system. From here you can access a summary or detailed version of your enterprise directory, which will consist of all of your active (or soon to be active) sites.
    2. The Common Phone List is an external phone list that can be uploaded in this portal and will share across your group via Unity software.
  9. Admin Portal Directory display with add and import csv file option. Main navigation along the left hand side consisting of buttons for; Dashboard, Group Profile, Departments, Manage Users, Group Services, Utiltites, Directory, Diaster Redirect and Call Details. - Image opens in full resolution in a new tab
  10. Call Details
    1. In the Call Details tab, you can create and run call details reports on any user within your company. The report can show you a list of inbound, missed and outbound calls within a specified date range. After the report is generated, you can export the report either by email, PDF or CSV file.
Admin Portal Call details view with create a report including options for; User, Sort by, Date Range, Searh by Full or Partial Telephone Number. Create Report Button follows.  Main navigation along the left hand side consisting of buttons for; Dashboard, Group Profile, Departments, Manage Users, Group Services, Utiltites, Directory, Diaster Redirect and Call Details.. - Image opens in full resolution in a new tab

Managing Your Line

When provisioning your system, Spectrum builds a user for your Main Line. You can find this user listed among the other users within your company. As a system administrator, you may want to verify or edit where your Main Line is pointed. You can do this from the dashboard of your admin portal. Follow these steps:

  1. Go to the Users section and select the Settings icon for your Main Line user.
  2. This image shows the Dashboard page within the Spectrum admin portal (UCEP) with a User expanded and highlighted with the Settings icon also highlighted. - Image opens in full resolution in a new tab
  3. To view all of the services and details, select VIEW ALL SERVICES and you will be routed to the Calling Features page for your Main Line user.
  4. For this type of user, typically one of two Call Forwarding features will be used. If your company is a 24/7 operation and has calls going to the same destination all of the time, Call Forwarding Always will be configured. The feature should be turned On and in the field you will see the phone number or extension for where calls are forwarded when the Main Line is called.
  5. This image shows the Calling Features page within the Spectrum admin portal (UCEP) with a user’s call forwarding always setting highlighted. - Image opens in full resolution in a new tab
  6. To edit, type in a new phone number or extension and select the SAVE button. The system will now forward all calls to the new phone number or extension.
  7. If your company has incoming calls going to different destinations during Business Hours versus After Hours or Holidays, Call Forwarding Selective will be configured. In this case, next to the Call Forwarding Selective setting, this should be active and turned On.
  8. Select the VIEW button to view where your calls are being forwarded to and the criteria for when and where your calls are being forwarded.
  9. Select EDIT to modify this setting. A pop-up window displays your Business Hours and After Hours or Holidays.
  10. This image shows the Calling Features page within the Spectrum admin portal (UCEP) with a user’s call forwarding selective setting highlighted. - Image opens in full resolution in a new tab
  11. Select EDIT for the item you would like to modify.
  12. This image shows the Calling Features page within the Spectrum admin portal (UCEP) with a user’s call forwarding selective details page setting expanded. - Image opens in full resolution in a new tab
  13. Edit the Description of this rule.
  14. Select the Time Schedule field or Holiday Schedule field to edit those rules, if created.
  15. In the Forward To area, you can choose from the following options:
    • User Default Forward Phone Number
    • Forward to another phone number
    • Do Not Forward
  16. In the Calls From section, you can determine which type of calls to be forwarded. Options include:
    • Any phone number
    • Following phone numbers - If this option is selected, you have options of Any Private Number and Any Unavailable Number. There are fields for specific numbers where you have the ability to enter in specific phone numbers or area codes to be forwarded. If you want all calls from a specific area code to be forwarded, enter in the area code and then Star. The Star acts as a wildcard.

Once you have made your selections, select the SAVE button.

This image shows the Calling Features page within the Spectrum admin portal (UCEP) with a user’s call forwarding selective details page setting expanded. - Image opens in full resolution in a new tab

Creating or Editing a Holiday Schedule

As an administrator, you can create a Holiday Schedule for any holidays that your business is closed. Once the Holiday Schedule is applied, the system will send calls to your holiday hours treatment for any days within your Holiday Schedule. To create a Holiday Schedule, follow these steps:

  1. From the Dashboard, select the Group Profile tab.
  2. Next, select the Holiday Schedule tab.
  3. Note: If a Holiday Schedule already exists, you will see it listed and can modify the existing one.

  4. To create a new Holiday Schedule, select the Add Holiday Schedule button.
  5. Admin Portal Group profile view with option to add holiday schedule button highlighted. Main navigation along the left hand side consisting of buttons for; Dashboard, Group Profile, Departments, Manage Users, Group Services, Utiltites, Directory, Diaster Redirect and Call Details.- Image opens in full resolution in a new tab
  6. Enter a Holiday Schedule Name in the text box.
  7. To add a new holiday, enter the name of the holiday in a blank field under the Holiday column.
  8. Next, enter the first date that your office is closed in the Date Start column.
  9. In the Date End column, enter the date for the final day your office is closed. (Example: If it is a one-day holiday, the Date Start and Date End will be the same dates. If your office is closed for multiple dates, the Date Start and Date End will be different dates.)
  10. After making the changes, select the Save button.
  11. Admin Portal Add holiday schedule view - Image opens in full resolution in a new tab
  12. To edit an existing schedule, select Edit.
  13. To delete an existing schedule, select Delete.
Admin Portal Group Profile view with option to add, edit and delete holiday schedule. Currently Active schedules are highlighte with the option to Edit and Delete. - Image opens in full resolution in a new tab

To apply a Holiday Schedule, follow these steps:

  1. From the Dashboard, select the item you want (Example: Main Number, Auto Attendant, Call Center, etc.) to apply the schedule to and select the Settings button.
  2. Admin Portal Holiday schedule dashboard with the settings button highlighted - Image opens in full resolution in a new tab
  3. Select on the Holiday Hours tab.
  4. Select the previously created holiday schedule from the drop-down menu.
  5. Admin Portal Auto Attendants section with Holiday hours highlighted - Image opens in full resolution in a new tab
  6. Select the Save button to save your changes.

Note: Since most holidays do not fall on the same date every year, it is recommended to set yourself a calendar reminder to log in to the portal and update your Holiday Schedule. If your Holiday scheduled is not updated, your phones will ring per normal Business Hours even on dates in which the office is closed in observance of a holiday.

Resetting a User's Web Portal Password and/or Voice Portal Passcode

Although administrators can access user pages, the passwords and passcodes remain private. However, administrators can still reset a user's web portal password or voice portal passcode by issue a new one. To do so, follow these steps:

  1. From the Dashboard, select the Manage Users tab.
  2. Select the name of the user from the User drop-down menu in the Profile tab.
  3. Admin Portal Manage Users with People tab highlighted - Image opens in full resolution in a new tab
  4. Under the Password reset section, enter the new User Password or Voice Portal Passcode. You may also automatically create one by clicking Generate.
  5. Confirm the password/passcode by re-entering it in the Re-type field.
  6. Admin Portal Dashboard with the password reset window highlighted, showing fields for user password, re-type password, voice portal passcode and re-type passcode - Image opens in full resolution in a new tab
  7. To keep your changes, click Save (located at the bottom of the screen).

Note: You can also quickly access your user list from the Dashboard and change/reset a user's password or passcode here.

Admin Portal Dashboard with password and passcode show/hide and generate options highlighted. Main navigation along the left hand side consisting of buttons for; Dashboard, Group Profile, Departments, Manage Users, Group Services, Utiltites, Directory, Diaster Redirect and Call Details. - Image opens in full resolution in a new tab

Resetting a User's Anywhere Connect or Unity Password

You can reset a user's Anywhere Connect or Unity password by following these steps:

  1. From the Dashboard, select the Manage Users tab.
  2. Select the name of the user from the User drop-down menu in the Profile tab.
  3. Admin Portal Manage Users view with profile tab highlighted - Image opens in full resolution in a new tab
  4. Under the Password reset section, enter the new User Password. You may also automatically create one by clicking Generate. This will change the password for the user's web portal access, Anywhere Connect, Unity or any other application assigned to them.
  5. Confirm the password/passcode by re-entering it in the Re-type field.
  6. Admin Portal Dashboard with the password reset window highlighted, showing fields for user password, re-type password. - Image opens in full resolution in a new tab
  7. To keep your changes, click Save.

Note: You can also quickly access your user list from the Dashboard and change/reset a user's password or passcode here.

Admin Portal Dashboard with password and passcode show/hide and generate options highlighted. Main navigation along the left hand side consisting of buttons for; Dashboard, Group Profile, Departments, Manage Users, Group Services, Utiltites, Directory, Diaster Redirect and Call Details. - Image opens in full resolution in a new tab

Rename a User

The Enterprise Admin Portal allows you to easily rename a user in your group. To do so, follow these steps:

  1. From the Dashboard, select a user from the User section of the Dashboard.
  2. Admin Portal Dashboard view with options for Users, Auto Attendants, Call Centers and Hunt Groups, User section is highlighted - Image opens in full resolution in a new tab
  3. Enter the Last Name and First Name of the new user.
  4. Select Save to save your changes.
  5. Adni Portal Dashboard view with highlighted options for first and lastname - Image opens in full resolution in a new tab

Setting up Voicemail-to-email for a User

From the Enterprise Admin Portal, you can set up voicemail-to-email settings for a user. To do so, follow these steps:

  1. From the Dashboard, select the Settings icon next to the user you would like to set up this feature for.
  2. Then select the View All Services link. A new page will open with additional features.
  3. Admin Portal Voice mail settings window with the settings and view all services sections highlighted - Image opens in full resolution in a new tab
  4. Scroll to Messaging or choose messaging from the drop-down menu. Select Edit next to Voice Email Management.
  5. Admin Portal Calling Plans view with Voice Email Management highlighted - Image opens in full resolution in a new tab
  6. Select Use unified messaging to allow the user to access voicemail from the voice portal both from their phone and dialing in remotely, applications such as Anywhere Connect and Unity and email, if select in the option below.
  7. To enable the Message Waiting Indicator light, the red light on the phone alerting the user to new voicemail messages, check the box next to Use Phone Message Waiting Indicator.
Admin Portal Voice Email Management WIndow with both user Unified Messaging and use Phone Message Waiting Indicator checked off - Image opens in full resolution in a new tab

There are three commonly used options:

  1. Only receive email of actual voice message .wav file:
    • To have messages only forwarded to the user's email, select Forward it to this e-mail address and enter the user's email address.
    • If you choose this option, the user will not be able to access your voicemail messages through the Voice Portal.
    • Users will still need to access the Voice Portal to record their busy and no answer greetings.
  2. Note: This method will never allow the voicemail box to fill up, as the voicemails will never be stored on the voicemail server.

    Admin Portal Voice Email management window with Forward it to this Email Address checked off - Image opens in full resolution in a new tab
  3. Receive email notifications to tell user to retrieve message via the phone/voice portal:
    • If Unified Messaging is selected, the option Email address for new message notifications will send an email notification to the user's email indicating that a message has been left and it should be retrieved. This is just a notification and not the actual voicemail message. If selected, enter the user's email address.
  4. Note: This is particularly useful if this voicemail box is to be accessed by multiple people and the notification is sent to an email distribution list (ex. support@acmecompany.com).

    Admin Portal Voice Email Management Window with Use Unified Messaging, Use Phone Message Waiting Indicator and Email Address for New Message Notifications selected - Image opens in full resolution in a new tab
  5. Retrieve voice messages via phone and receive email of actual voice message .wav file:
    • To have the user receive a .wav file of the voicemail to their email, select the option Email a CC of the message to, and enter the user's email address here. They will receive a copy of the voicemail in their email as well as their phone.
  6. Note: If the user only ever listens to their messages via email, they will need to clear their voicemail box via the voice portal to avoid it filling up. If the user only ever plans to listen via email, they should use option 1, as listed above.

    Admin Portal Voice Email Management Window with Use Unified Messaging, Use Phone Message Waiting Indicator and Email  a CC of the message to highlighted - Image opens in full resolution in a new tab

    The last option in the Voice Messaging service is Transfer on ‘0’ to Phone Number. This allows callers that reach the voicemail to escape to a different number. To enable, select On and enter the extension or any 10-digit number in this field. Now, if the caller presses “0” during the greeting those callers would be automatically routed to that extension or phone number. It is recommended to have the User record this instruction in their greeting to notify the caller of this option. For example, “I am away from my desk, if you need immediate assistance press 0 to reach the receptionist.” Once done, select Save to save your settings.

Admin Portal Voice Email Management Window with Use Unified Messaging, Use Phone Message Waiting Indicator and Transfer on 0 to Phone Number highlighted- Image opens in full resolution in a new tab