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Getting Started

The portal provides a central point from where an account with Natterbox can be managed.

Logging In


The portal is navigated in two dimensions:

By selecting the object and then the management context the workspace in the middle of the portal adjusts accordingly.


Security is of primary importance within the account. The following pages should be reviewed before any user is created or policies designed on an account, and referred to while users and policies are being created:

  • User Permissions - the permissions that can be assigned to a user.
  • Security - other user security aspects provided by the service: the use of two-factor authentication and password etiquette.
  • Policy Security Settings - the security surrounding a policy. This controls who can manage, edit, view or not view a policy.

Step By Step

The following steps describe the basic building blocks of how an administrator would start to build a company account:


Policies are saved sets of linear instructions that route calls to destinations through a predefined set of actions. There are two types of policies:

  • Call Policies: Run when a call is initiated, this type of policy defines how the call is setup, routed and connected. Policies must be created to receive calls from the outside world, amend call flows for outbound calls or even apply rules over how users communicate with each other.
  • Non-Call Policies: These can be initiated after a call has been completed to update external data sources, kick off new calls, etc.

The service works without configuring any policies, however, this only allows for internal calls and would not be utilising one of the most flexible parts of the service.


Settings allows you to configure information for each of the key objects in the system. Not all objects have settings, but this will be clearly displayed.

  • Account - understand settings for an organisation
  • User - understand settings for users


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