#Getting Started

#Overview

This quick-start guide walks you through your first time using the AiDial portal. By the end, you will have signed in, reviewed your dashboard, understood which sections your role can access, and configured or reviewed your first available setting.

#Prerequisites

• You have received your portal login credentials from your organisation's administrator or AiDial partner
• Your organisation's AiDial tenant is active and your account has been assigned a portal role and project scope
• You have access to a web browser (Chrome, Firefox, Safari, or Edge)

#Step 1: Sign In

Follow the sign-in instructions in the Signing In guide. The portal uses your email address as a login hint, then directs you to the AiDial identity provider to enter your password and complete any provider-hosted checks.

#Step 2: Set Up Multi-Factor Authentication

Client Administrators, Client Managers, and Client Staff can use multi-factor authentication (MFA), but MFA is not mandatory for those client roles unless an explicit tenant or user policy requires it. All three client roles manage MFA from Account → Security, opened from the account menu at the bottom of the sidebar. Follow the Multi-Factor Authentication guide for step-by-step enrolment instructions.

#Step 3: Review Your Dashboard

When you sign in without a specific destination, Client Administrators and Client Managers land on the Dashboard, which appears as Overview in the sidebar. Client Staff land on the Call Log instead and can open the dashboard from Overview at any time. Every client role sees the same KPI cards and Date range control at the top:

• KPI cards — Total calls, talk minutes, average duration, and positive sentiment, each with a trend compared to the previous equivalent period when a prior baseline is available
• Date range — Switch between Today, Last 7 days (the default), Last 30 days, or a Custom start and end date

The panels below the KPI cards depend on your role:

• Client Administrators see an expanded overview: a Calls over time chart plus Conversation outcomes, Recent calls, and Caller mix breakdowns when a single project is in scope. (With All projects selected, these per-project panels are replaced by guidance to pick a project.)
• Client Managers and Client Staff see the Calls over time chart alongside a Sentiment chart that breaks calls down by positive, neutral, upset, and unclassified sentiment.

See the Dashboard guide for the full description of each panel and its empty states. For Client Managers and Client Staff, a period with no in-scope calls replaces the charts with an empty state: on the default Last 7 days range it explains that the dashboard is ready and links to the call log, and on any other range it offers Reset to last 7 days and Refresh. For Client Administrators the expanded overview stays in place and each panel shows its own "no calls yet" message.

#Step 4: Configure or Review a Setting

Navigate to Settings in the sidebar. Settings are role- and project-scoped. The visible Client Administrator menu has three sections, so start with one of these:

1. Opening hours — Set your organisation's weekly operating hours, public-holiday handling, and special open or closed days
2. Notifications — Manage per-project transcript and SMS summary delivery for one project at a time
3. Reports — Schedule daily, weekly, and monthly email summaries and review recent delivery history

Other Client Administrator sections — including Call handling, Transfer Settings, Tenant Settings, and Data Deletion — are deliberately kept out of the visible menu and open from their direct ?section=... links. The Settings Overview lists every section and the link that opens it.

Your own profile, MFA, and active sessions are not in Settings. Every client role manages them in the Account area, opened from the account menu at the bottom of the sidebar.

Client Managers can review many operational settings but cannot edit most of them. Client Staff see only the read-only Reports section in Settings; billing, audit log, PII unlock requests, and the operational settings are not available to Client Staff. Team and user management is not a customer portal feature for any role — it is handled by your AiDial partner.

#Step 5: Explore the Guide

Use the Client Guide table of contents to find documentation for any portal feature. Each page includes a role-access table showing what your role can do, step-by-step instructions, and guidance for common issues. Some pages describe features that may be hidden from your navigation or unavailable because of your role.

#Access and Scoping Notes

• The browser uses your signed-in portal session. You do not need to enter or send an API key.
• Navigation visibility is not a security boundary. Access, tenant scope, project scope, and MFA state are enforced server-side.
• Out-of-role or out-of-scope tenant/project requests are denied without revealing whether another tenant's resource exists.

#What to Do Next

• View your calls: Go to the Call Log to search and review call history. Client Staff can view calls with caller details masked and caller search disabled.
• Check your billing: Visit Billing to view plan details, usage, invoices, and billing portal access. Billing is available to Client Admins and Client Managers.
• Manage your own account: Open the account menu at the bottom of the sidebar to reach Profile and Security. See Profile and Active Sessions.
• Team and user changes: See Team and User Management. User and team changes for your organisation are handled by your AiDial partner.
• Understand your role: Review the Role Reference to see what you can access

#Need Help?

• For sign-in or authentication issues, see the Authentication and Access Guide
• For common errors and empty states, see Troubleshooting
• For questions about your role and permissions, see Roles and Permissions

#Related Pages

• Authentication and Access Guide
• Dashboard
• Settings Overview
• Role Reference