Updated Articles

  1. Customize email invitations

    How to customize email invitations. We provide a default email invitation with the required information which you can edit according to the needs of your organization.
  2. Customize the Portal

    Read on to learn about customizing the Management Portal.  Overview We allow you to set your company logo in the Management Portal.  Before you start  Personalizing the Portal To personalize the Portal branding: Go to Setup , then Brand...
  3.  MultiLine for Salesforce demo video

    Watch a short video introduction to MultiLine for Salesforce
  4. Create user permissions

    How to add user permissions that define which app features are available to users of the MultiLine app.
  5. Edit Administrator profile

    Read on to learn how to edit your Administrator profile Overview Your profile is a record of your information as an administrator of this organization. You can edit your profile by adding new information such as your Profile Photo, Address, Time z...
  6. Management Portal How-To Videos

    Download all videos  Portal 2.zip Overview of Management Portal Your browser does not support HTML5 video. Add an account (Send invitation) Your browser does not support HTML5 video. Resend an invitation Your browser does not suppor...
  7. Delete user and release, reserve, or forward calls

    How to delete a user
  8. Navigate Organizations

    Read on to learn how to go to an organization in the Management Portal. Overview Before you perform most tasks, if you manage multiple organizations, you will need to go to the correct organization before beginning. Before you start Best practi...
  9. Plan a Phased Rollout

    MultiLine is often deployed as part of a new or expanded BYOD program. When that’s the case, your rollout plan should include educating functional stakeholders about the service, since this shift typically requires a few internal policy decisions. T...
  10. How do I avoid roaming costs when I'm traveling for work?

    You can set MultiLine to receive calls and texts only when you’re connected to a Wi-Fi network. This feature lets you keep roaming costs in check when using your personal phone in a foreign country. You'll just need to make sure you're connected ...