Versature's Client Portal, two staff members view a dashboard monitor

Empowering You: We’ve Got the Self-Help You Need!

Using an online application for the first time can sometimes feel intimidating. You’re not quite sure how to do the tasks you would like to, or what your options even are! You’d much rather feel empowered and self-sufficient when you start using an online application, but then who wouldn’t?

Within Versature’s SONAR portal, you’ll find two invaluable resources to help you find the answers you need: the Self-Help feature and the Task-List for new users.

The new-and-improved Self-Help feature is an incredibly useful resource. Once logged into the SONAR portal, you’ll find the pink Self Help button on the left-hand side of the screen.

When you click on that button, you’ll see a pre-populated list of the most frequent issues our clients run into. Don’t see what you’re looking for? Type it into the search field at the top!

We know sometimes you don’t have time to read through seemingly-endless how-to manuals, so we’ve simplified the process for you. Simply search or click on the topic you need help with and we’ll walk you through the process step-by-step.

Need to quickly record a voicemail greeting but don’t know how? We’ve got you covered!

Don’t know how to reset your Versature pin? No problem!

Wish you knew how to create answering rules? Easy peasy!

Your screen will grey out while the steps you need to get the job done will be highlighted along with a helpful bubble explaining what to do. It also conveniently shows you what step you’re on and how many you’ve got left.

At Versature, we strive to help our customers hit the ground running which is why we’ve recently introduced a new Self-Help Task-List for all new users. This checklist contains the most common changes new users make in SONAR.

New users are encouraged to go through each task on the list in order to feel more comfortable using the portal and to configure their basic settings. Similar to the Self-Help button, the Task-List will walk the user through each step of a specific task and will remain on the bottom of your screen until you’ve checked off all the tasks on that list, helping you familiarize yourself with some basic functions of the portal.

To all our new and existing users, we hope you find these to be helpful resources. As always, if you need additional assistance our Support Team is always a 611 call away!

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Our easy to use self-service portal SONAR is just one of the reasons why clients love Versature. Book your own guided tour of SONAR today!
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About Natasja Mackwood

Natasja is the Customer Success Manager at Versature. Every day she puts herself in the shoes of the customer to understand any challenges from their point of view. With a solid background in education, Natasja identifies any knowledge gaps and seeks to fill it. In many cases, she anticipates a customer need before we even hear from our clients, as a result, her proactive approach to customer success provides our customers with the highest level of service. Natasja has incredible attention to detail, in fact, here at Versature we have what we call the Natasja test. If it doesn’t pass the Natasja quality test, it goes back to the drawing board. When not helping our clients get the best value from their phone service with Versature, Natasja plays competitive ultimate frisbee and is an award winning photographer.