Table of Contents

Portal How-To Tutorials

Portal Access

How to check the status of a support request or order in the portal.

How to reset my portal password.

How do I create a new Cloud PBX account?

How do I add or remove an Authorized User?

How to add a new portal user.

Ordering

How to order an extension.

How to order a phone number.

How to cancel an extension.

How to cancel a phone number.

How to de-activate a Helix Telecom provisioned phone.

How to activate a Helix Telecom provisioned phone.

How do I port a phone number to Helix Telecom from another carrier?

Account Changes

How do I update the Caller ID on my extension.

How to create a Caller ID filter rule.

How do I enable Automatic Call Recording via the Support Portal?

How do I setup call forwarding for a single number via the Support Portal?

How do I close my account?

Troubleshooting

How do I locate the SIP username, password and proxy in the Support Portal necessary to configure my own devices.

How to determine if my phone is registered and able to make/receive calls?

How to determine if my fax device is registered and able to make/receive calls?

How do locate source IP and hostnames for whitelisting Helix Telecom email on my mail server.

Billing

How to add funds to a Pay Per Minute account balance.

How to add funds to your prepaid International Calling account balance.

How do I add a debit or credit card to my account for automated payments using the customer portal?