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  1. Click the Add Service Provider icon available in the Tools area.
  2. Fill in the Service Provider form, paying close attention to the required fields:
    • Create using templates: Choose one of the templates available as a starting point for the new service provider account. If you do not want to create the account based on a template, select the '––' optionto save time. A template contains predefined settings that will be used to create the service provider. For more information on service provider templates, please visit Service Providers Templates section. If you do not want to use templates, select '––'.
    • Service Provider name: Enter the name of the service provider for whom you want to create this account.
    • Contact name: Enter a contact person for this service provider account.
    • Username: Refer to the Appendix to see what characters can the username containthe characters allowed for usernames.
    • Password auto generation: This password is generated automatically.
    • Password: A valid password must have at least 5 characters. Refer to the Appendix to see what characters can the password containthe characters allowed for passwords.
    • Email: Enter an e-mail address associated with this service provider account.
    • Country: The country selected by default is specified in the Customize the Interface page.
    • Region: The regions of a country 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 CommunicationsSettingsTimezone page.
    • Interface language: Choose a language for the interface. If you choose the Default option, the language that will be used for the organization account interface is the one specified by the administrator in the Customize the Interface page.
    • Notes: Enter additional information about the account.
  3. Customize charging and outgoing call filtering:
    • Charging plan: Choose one of the available charging plans that will apply to the new service provider account. To create a service provider account with a charging plan, make sure the option is enabled from the Unified Communications → Settings → Zero Priority → Charging section and follow the steps described here.
    • Charging identifier: An alphanumeric (plus -,_,*) 6 to 32 characters long value, used for identifying the parent account. The administrator can set up a charging identifier on each account. When the administrator adds a new account, they will see the charging identifier auto-filled with the value of the parent account. If the parent account does not have any charging identifier, this field will remain blank.
  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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