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User Portal

Presence in nVX


Presence is the use of color icons to display if a user is available, offline, or currently in a call. Color scheme is as follows:

  • Green – Available
  • Red – On Call
  • Grey – Offline
  • White – Presence Unknown (Ring group, Queue, External contact)

Presence Enabled Users

If presence is enabled, users will be able to see following screen.

Currently, there are two methods where user presence can be seen. More scenarios coming soon.

  1. Search Contact
  2. Favorites

Search Contact

Search any contact name (minimum 3 letters). Search result will show the list of best matched contacts with presence.


  1. Search for a contact
  2. Click on three dots for further actions.
  3. Click on green icon with star to add contact as favorite

Favorites contacts will be displayed under favorites tab.

To remove contact from favorite, click on red icon with star.

Meeting Guest User Experience


Guest users, also known as external users, are non-registered nVX users. Non-registered users of nVX are given a default set of permissions and privileges.

Inviting Guest Users

There are 4 ways of inviting guest users to the meeting:

  • Schedule a meeting via the User Portal
  • Add guest user(s) into an active meeting
  • Schedule a meeting via the nVX Outlook Plugin
  • Add via nVX Mobile Apps (Android/iOS)

Schedule Meeting from User Portal

A meeting host can invite guest user(s) to the meeting while scheduling it in the User Portal.

  1. Click on Schedule Meeting from the User Portal
  2. Enter the meeting details and contacts to be invited
  3. Enter the guest user’s email address and press the Tab key. Note: Make sure to use the Tab key after entering the guest email address otherwise the guest will not receive the meeting invitation.

Add to Active Meeting

If a meeting has already been started, a host or participant can invite a guest user immediately using the invite button.

Invite via Email

Enter the guest users’ email address and press the tab key. Click the Invite button to send the email invitation. Click the Cancel button to cancel the meeting invite.

Invite via Meeting Info

Guests can be invited by sending the meeting details. Click on Copy button and paste to users. They can join meeting via suitable method:

  • Meeting URL – Click on meeting URL to directly enter Meeting (Registered users and Guest users)
  • Meeting ID – Open User Portal and enter Meeting ID to join the meeting (Registered users only)
  • Join via Phone – Dial in any of the suitable number and follow the instructions.

Invite via SMS

Click on SMS tab and enter a 10-digit mobile number to send meeting URL via SMS.

Schedule Meeting from nVX Outlook Plugin

A meeting host can invite guest user(s) to a meeting while scheduling the meeting through Outlook via the Outlook Plugin.

Add via nVX Mobile Apps (Android/iOS)

A meeting host can invite guest user(s) to a meeting while scheduling the meeting through the nVX Mobile Apps. Hosts can also add guest users to live meeting via the Mobile App following the same format as the User Portal.

Join Meeting as Guest User

Join through Email Invitation

External users will receive an email with following details in the email body when invited by a meeting Host. Guest user(s) can select the suitable method to join the meeting; Dial in or click the link to join in a single click via nVX User Portal.

Logging in as a Guest

Upon joining a meeting, the guest user will be asked to login. Because the user is unregistered, they must select Join Meeting as Guest. If the meeting host has not started the meeting yet, the Join Meeting as Guest button will not be selectable.

Guest join view if meeting has not begun.
Guest join view if meeting has started.

Guest users will then be prompted with a splash page asking them to enter their name and email address. Once both are entered, click the Join Now button to join the meeting.

After logging in successfully, guest users will be directed to the live meeting.

Feature Limitation for Guest users

Guest cannot start a meeting

Guest users are not allowed to start a meeting. They can enter meeting only if meeting is started by Host or any other participant. If meeting is not started, guest user login will not be available.

Guest cannot invite others

Guest users are not allowed to invite other participants. They will get following popup.

User Portal Overview

Upon logging into the nVX User Portal, users will default to the Home tab. The nVX User Portal is a web-based tool that allows users to:

The nVX User Portal also features an Emergency Service Warning for compliance.

Personal Contact Directory

Personal Contact Directory allows users to create/save a personal contact directly within the nVX User Portal and Mobile Apps.

Create a Contact

Click on the green ‘+’ icon to create a contact within the User Portal.

A new Contact Card will open. Complete the contact details, including:

  • First Name
  • Last Name
  • Company
  • Job Title
  • Phone
  • Email
  • Notes
  • Add Contact to Favorites

Click Save Contact to add the new contact to your Personal Contact Directory or click Cancel button to cancel contact creation.

View Contact Card

To view contact cards, hover over the contact name in the directory. Contact cards will include name, job title, phone number and email address.

Click to Call

When viewing the contact card, hover over the phone number you would like to call. Click the phone icon to place the call.

Click to Email

When viewing the contact card, hover over the email address you would like to email. Click the email address to open an draft email.

Call Detail Records

Call Detail Records (CDRs) show information on individual calls. To view your Call Detail Records, click the Call Detail Records menu icon, on the left panel of the dashboard. Records can be filtered and sorted.

Available Call Details

Each record contains the following details:

  • Type – Direction of call and endpoint used.
  • From – Originating calling number with caller ID or user information
  • To – Called party extension or number.
  • From Time – Date and time the call originated
  • To Time – Date and time the call ended
  • Duration – Length of call
  • Exit Reason – Termination code of call
  • Recording – To play, download or delete the recording.  (if enabled)
  • Call Back option – Click on the three vertical dots to have the remote end number appear and then click on the pop-up to click to dial from here.

Note: The list of records can be sorted (ascending or descending) by any of the fields noted above

Filtering Records

Click on the Expansion arrow next to Filters. 

Records can be filtered by:

  • Call Type – Select Inbound, Outbound or Local
  • From Name – Enter the originating caller information as displayed on the Caller ID (CID) or the user’s name, if internal call.
  • From Number – Enter the originating phone number or extension of the call
  • To Number – Enter the called number or extension.
  • From Time – Enter the beginning date of the filter to be applied.  (The calendar icon can be used to select the date)
  • To Time – Enter the end date of the filter to be applied.  (The calendar icon can be used to select the date)
  • Exit Reason – Select the exit reason to be applied, such as Abandoned, Allotted Timeout, Attended Transfer, Blind Transfer, Call Rejected or Chan Not Implemented.

Note: Number searches support the use of an asterisk (*) as a wildcard character; meaning, any character or sequence of characters in a search

Outlook Contact Directory

Easily access all Outlook contacts via your nVX user portal. In this article, we will walk you through creating a new contact in Outlook and accessing them through the nVX user portal.

Create an Outlook Contact

Open your Outlook application. Navigate to the Contacts tab and click the ‘New Contact’ button. Complete the required details for the contact and click Save & Close button.

A new contact has now been created in your Outlook directory. This Outlook Contact Directory is synced with nVX, enabling you to see this new Contact under the Contacts tab in the nVX user portal.

Viewing Outlook Contacts in nVX

Open the nVX user portal. Navigate to the ‘Address Book’ tab to see a full list of Outlook contacts, or use the search bar to find a specific contact.

Emergency Services

Emergency Services are not supported within the User Portal. Users will not be able to dial 911 from the User Portal. Users are required to use an IP phone when dialing 911.

Selecting Your Endpoint

An Endpoint is a device that is used as a communication channel for a user to make calls, receive calls, and use
telephony features.

Selecting an Endpoint

Step 1: Select the Additional Settings icon in the bottom left of portal to open a pop-up.

Step 2: The middle option is the current endpoint selected.  Click on the option to choose a different endpoint.

The available endpoints include:

All: Will ring all endpoints where the extension is registered.

Web: Will ring only the phone located in your web-based nVX User Portal

Phone: Will ring only the desk phone(s) where the extension is registered. When choosing Phone, a pop-up will appear to set the extension.  Click on the checkbox to confirm.

External: Will ring an external number, such as your mobile phone. This setting can also be used for Ring Groups or Queues.  When choosing External, a pop-up will appear to set the external number. Click on the checkbox to confirm.

Contact Directory

The Contact Directory is a shared list of your organization’s contacts. Contact information includes:

  • First Name
  • Last Name
  • Extension
  • 10-Digit Phone Number
  • Email Address

Access Your Contacts

To access your organization’s Contacts, navigate to the home screen of the User Portal by selecting the Home icon at the top left of the navigation panel. Your Contacts will be listed alphanumerically on the Calls tab of the home screen.

Contact Search

To search for a contact, enter a name, extension, or 10-digit phone number in the search bar. Results will update real-time as the information is entered. Click the X icon to clear your search.

Place a Call Using the Contact Card

To place a call from the contact card, click the blue phone icon to the right of the contact details. By clicking the blue phone icon, you will automatically place a call using your designated Endpoint.

Set Your Favorites

Mark your frequently used contacts as favorites by clicking the star icon.

Place a Call Using Your nVX User Portal

This article will cover how to place a call via the contact directory or dial pad in the nVX User Portal.

Step 1

Navigate to the Calls icon on the left

Step 2

Place a call by using one of the following options

  1. Enter a phone number (numerical or alphabetic) in the Search Area


  • Enter a name of a user already configured in the Favorites or the Directory.

Search results will appear below.  Hover over the selected option to see the configured extension.  Then click on the phone icon to click to dial.


Click on the DialPad icon to open the dial pad and dial the number with your mouse.  Click on the phone button to complete the call.

Click on the phone button to complete the call.