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Understanding Your Dashboard

Updated March 15, 20264 views0 found helpful

Get familiar with the ReliaRing Home dashboard and the sidebar menu so you can find everything quickly.

When you sign in, you land on Home — your dashboard. It's the hub for everything on your account. This guide explains what you'll see and how the menu is organized.

What's on the dashboard

Welcome header

At the top, a greeting shows your name and your organization's name.

Free trial banner (trial accounts)

If you're on a free trial, a banner shows your remaining minutes, texts, and days, with a button to upgrade.

Account balance

If your account uses a prepaid balance, a card shows your current balance with Add Funds and Billing buttons. Accounts billed monthly in arrears won't see this card.

Night service (ReliaRing)

Quick toggles let you switch a location into or out of night service, so after-hours calls are handled the way you set them.

Your Services

A card for each product you subscribe to (for example ReliaRing, ReliaFax, or ReliaForward). Each card has quick links and an Open Dashboard or Manage Numbers button.

Grow Your Business

Services you haven't added yet appear here, each with a Learn More link and a way to get started.

Quick links

At the bottom you'll find shortcuts to Help & Support, Account Settings, and Usage & Analytics.


The sidebar menu

The left sidebar groups everything into bands so related tools sit together:

BandWhat's inside
DailyThe things you use most — Home, Messages, Calls, Voicemail, Video Meetings, Conference Bridges, Call Recordings
WorkspacesProduct tools that appear based on what you subscribe to — for example Phone System, AI Receptionist, Fax, Announcements, Call Forwarding, Line Verification
InfrastructureShared resources — Phone Numbers, Emergency Dialing, Analytics, Organization, Hardware, Integrations
PlatformAccount-wide areas — Billing, Account, Developer, Settings, Support

Note: You'll only see menu items for services you're subscribed to and features your role can access. If something isn't showing, it may need an active subscription or admin permissions.


The softphone

If you subscribe to ReliaRing, a softphone button sits in the top bar. Click it to open a dialer and make or receive calls right in your browser — no extra software needed. See Making your first call.


Analytics at a glance

For call statistics and reports, open Analytics in the sidebar: Overview for usage, Live Monitoring for a real-time view, and Custom Reports (admins) to build your own.


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Email help@reliaring.com or open a ticket from the portal — existing customers can track it there.