To access your phone settings, visit the following URL.

Nextiva NextOS Business Phone Portal
Your username will be "atc-firstinitiallastname", ie. atc-jsmith
If you don't remember your password, use the Forgot Password link to reset it

Here is a quick tip sheet (credits to Carly McDavid)

Transferring Calls to Party 

1. Someone calls ATC
2. Press the Transfer Button (Next to the Number 4)
3. Dial extension or phone number
4. Press Send
5. Announce call
6. If party does not want to take the call press the cancel key to return to original sender.
7. Press transfer button and parties are now connected.
8. If the party wants the call to go directly to Voicemail they must reject the call on their phone. 

Transferring Calls to Party WITHOUT Speaking to them First 

1. Someone calls ATC
2. Press the BlindX softkey.
3. Dial extension or phone number
4. Press Send key to complete transfer

Additional Polycom phone video guides

• https://www.nextiva.com/downloads/guides/Phones/Polycom/How-to-Use-Polycom-VVX-Phones-v1.0.pdf
• https://www.nextiva.com/downloads/guides/Phones/Polycom/Polycom-VVX-Quick-Reference-Guide-v1.0.pdf
• https://www.youtube.com/watch?v=OtbOfUTGNbg
• https://www.youtube.com/watch?v=X4nQjxz3e28
• https://www.youtube.com/watch?v=hqXNeObh4Xg