Branches represent different physical or organizational locations within your company. Managing branches allows you to effectively organize by assigning a branch to extensions, phone numbers, virtual receptionists, call groups, and call queues. This guide provides step-by-step instructions for accessing, adding, editing, deleting, and searching branches in the Omnia Admin Portal.
Alert: This document applies to the following user roles within Omnia:
- Account Administrator
- Partner Administrator
Accessing Branches
1. Navigate to Branches:
-
Go to the Admin Portal and sign in.
-
Click the Account tab to expand it, then select Branches.
Adding a New Branch
2. Add a New Branch:
- Click Add New.
3. Enter Branch Details:
- Name: Provide a name for the branch by clicking the Name field and entering the branch name.
4. Save the Branch:
- Click Create to create the new branch.
- Click Yes to confirm.
Editing Branches
5. Edit Branch Details:
- Click on the branch you want to edit or click the Edit button next to it.
- Make your edits.
- Click Save.
- Click Yes to confirm and save your changes.
Deleting a Branch
6. Delete a Branch:
- Click the Delete button next to the Branch.
- Warning Message: If the branch is assigned, a message will appear stating, "Any entities assigned to this branch will be reassigned to your Default Branch. Continue?"
- Confirm Deletion: Click Yes to proceed.
Search, Sort, and Export
7. Search for a Branch:
- Use the Search Bar to quickly find specific items by typing the name or a keyword in the search field.
- The system will filter the list based on your search input, displaying the relevant results.
8. Sort Branches:
- Click the sort icons next to the column headers to arrange items in ascending or descending order.
9. Export Branch Details:
- Click the Export button next to the search field.
- The system will download a list of the items in CSV format.
