The header shows the account holder's name, a control to switch accounts, the network status and a help menu. Clicking on the profile icon will provide a menu with the options to edit their profile details and image, to reset their password or to log out of the TMS.
The account switching control gives the user the option to change from one account to another if they have more than one attached to this login. For example, if a user has a manager and an extension account, they are able to switch between them.
On the right of the screen is the collapsable menu list with all the features available to an account holder. These menu items can be opened to show sub-menu items. When a menu item is chosen, it will open as a content tab with a content window showing information.
Content tabs are opened when a sub-menu item is chosen. What is important to note is that the dashboard will become available as a content tab, and the user can choose any content tab that is open and be redirected back to that content window without first closing other tabs.
The content window is where all the information on the submenu item is shown. In most of the content windows, a Filter and Export Options is available at the top. Certain pages can be exported or printed - this function is available in the “Options” dropdown. The Options dropdown may also include advanced filters where information criteria can be specified.
Once the filter options have been chosen, the information will be shown as overviews, lists etc. Some content windows have the option to create or delete information, whilst others have the option to delve deeper into the details of line items.
The TMS Dashboard provides an intuitive and easy-to-use control panel to manage different aspects of an account. Dashboard options will differ depending on the account type (PBX admin, manager, or extension user), as will the elements displayed. When a PBX admin opens the dashboard, a cumulative history of outgoing calls, incoming calls and company costs are shown. RICA status is displayed and can be updated on the dashboard by adding the information required in the “Change RICA Documents” tab. Basic billing details and the most recent activity across the entire company are also shown.
When an extension account is opened, the registration status, line latency (the time in milliseconds that it takes for a data packet to travel from the phone to the server), and live IP address of an extension is shown.