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Excerpt

This page contains instructions on how to add and customize an Organization account.

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Overview Overview

When creating an organization account, one can choose to associate a charging plan to it or not.  To To be able to associate a charging plan with the newly created account, you need to make sure sure charging is enabled from the  from the Unified Communications → Settings  Zero Priority  Charging  Settings Zero Priority Charging preferences page. Otherwise, you won't be able to achieve that.

Associating a charging plan with the newly created account is not mandatory. However, you should know that, in the absence of a charging plan, the extensions belonging to the service provider account will not be able to place any calls.  If If there is no charging plan available in the system or if you want to to create a new charging plan, you may create one, following the steps described here.

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To add a new organization account:

  1. Click the the Add Organization icon icon available in the the Tools area area.  
  2. Fill in the Organization form.
    • Create using templates:  The available templates may be used as a starting point for the new organization new organization account. A template contains predefined settings to create the organization.  For For more information on organization on organization templates, see the the Organization Templates section section.  If If you do not want to create the account based on a template, you need to make sure the '––' option is selected.
    • Login:  Please refer to the the Appendix to to see what characters can the username contain.
    • Password auto generation:  This password is generated automatically.
    • Password:  A valid password must have at least 5 characters.  Please Please refer to the the Appendix to to see what characters can the password contain.
    • Country:  The country selected by default is listed in the the Customize the Interface page page.
    • Region:  The regions are listed in alphabetical order. The one selected by default is the first one in the list.
    • Timezone:  The time zone selected by default is the one you have previously set up in the Unified Communications → Settings → Timezone pagethe Unified Communications → Settings → Timezone page.
    • Interface language:  Choose a language for the interface. If you choose the Default optionDefault option, the language that will be used for the organization the organization account interface is the one specified by the administrator in the the Customize the Interface page page.
    • Notes:  Insert comments on the organization account.
  3. Customize charging and outgoing call filtering.  
    • Charging plan:  Choose one of the available charging plans that will apply to the new organization new organization account. To create an organization account with a charging plan, make sure the option is enabled from the the Unified Communications → Settings Communications → Settings → Zero Priority → Charging section → Charging section and follow the steps described described here.
    • Outgoing routing group: Choose Choose one of the outgoing routing rule groups previously defined by the service provider for its organizations. The purpose of this group rule is to restrict the outgoing calls placed by users on the new organization new organization account.
    • Charging identifier:  The information entered in this field may be used by other applications which connect to VoipNow for charging.  This This option is available only to the administrator, who can set up this feature for all account levels. The organization The organization and user level accounts inherit this option from the parent account.
  4. To configure permissions and limits, select the Choose roles and phone numbers checkbox and click OK. To return to the previous page without submitting these changes, click Cancel.  

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Note
titleEdit an organization account

To edit an organization account, follow the same steps as above.

4psarelated
NameRelated Topics

Set up organization roles

Manage operations on on an organization account

Manage interface options for an organization account

  

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