Account Settings

View and edit an account’s general settings, call handling defaults, integrations, pricing, and conduits.

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Switching Between Accounts

If you’re an account admin assigned to multiple accounts, or a partner admin, switch to the account you want to view or edit from the dropdown at the top of the screen.

1. Click the current account name at the top of the screen to open the dropdown menu.

2. Scroll through the list and click the account you want to manage.

Or type the account name or account number in the search field, then click the account when it appears.

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Accessing Account Settings

Go to the Admin Portal and sign in. Click the Account tab to expand it, then select Settings. You can also view and edit an account’s settings from System Admin > Accounts. See System Admin - Accounts for details. Partner Admins see every account under their administration. Account Admins see only the account(s) assigned to them.

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General Settings

The General tab has these settings:

• Enforce Two-Factor Authentication for organization: Check this box to require two-factor authentication.
• Disable Account: Check this box to disable the account.
• Residential Account: Check this box if the account is residential.
• Name: The account name. It’s also the default caller ID.
• Billing ID: The account’s billing ID.
• Time Zone: The account’s time zone.
• Bill Start Date: The date billing starts.
• Select Music on Hold: The account’s music on hold.
• Register SMS Brand: Register an SMS brand if applicable. See SMS Brand Registration for the steps.

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Music on hold

Choose the music on hold from the Select Music on Hold dropdown, or click Create a new music on hold to add a new one. To add a new media file:

1. Click Create a new music on hold, then click Add a Mediafile.

2. Record or upload the file:
   • Playback: Plays the media file.
   • Press and Hold To Record: Click and hold to record a message.
   • Upload File: Adds an existing audio file.
   • Cancel Changes: Reverts to the previous settings.
   • Enter a name: Type a name in the Mediafilename field before saving.
   • Save Changes: Saves the recorded or uploaded file. It then appears in the dropdown.

3. Enter a name for the music on hold in the Enter name field, pick the file in Select Media Files, and click Create.

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Settings

The Settings tab of the Edit Account screen has these options:

• Enable password prompt for retrieving voicemails: Require a password to retrieve voicemails.
• Enable same ring for internal and external calling: Use the same ring tone for internal and external calls.
• Maximum incoming rings: The maximum number of rings. This is the account default; you can also change it per Extension.
• Parking lot timeout: How long, in seconds, a parked call stays in a park slot before ringing back to the user who parked it. For example, set this to 600 to give your team 10 minutes to retrieve the call before it returns. Increase this value if parked calls are ringing back before staff can pick them up.
• Call waiting: The call waiting option. This is the account default; you can also change it per extension.
• Parking lot count: The number of parking lots.

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Integrations

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Salesforce

You can turn on and edit the Salesforce integration after the account is created. On the Integrations tab of the Edit Account screen:

• CRM Integrations: Select Salesforce to turn on the integration.
• Salesforce Base URL: Enter the Domain of your Salesforce instance.
• CTI Task Generation: When to generate tasks:
  • Always: A task for every call.
  • Never: No tasks.
  • User: Users choose whether to generate a task for each call.

These settings apply only while the Salesforce integration is on.

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Call Outcomes

When Call Outcomes are on, users who hang up a call in the Omnia softphone are asked to pick an outcome from the options set on the account. Omnia reports can then use those outcomes to analyze call results.

• Enable Call Outcomes: Click the VOXO icon to turn Call Outcomes on or off.
• Specify Call Outcomes:
  • Select existing outcomes from the dropdown menu.
  • To add an outcome, type its description in the field and select it.
  • To remove an outcome, click the x next to it.

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Webhooks

Webhooks let Omnia send real-time data to another application whenever specific events happen, like a call ending or a new voicemail. To add a webhook:

1. Select the webhook Type:
   • CALLRECORDING
   • ENDCALL
   • NEWVOICEMAIL
   • SALESFORCECRM
   • STARTCALL
2. Enter the webhook URL.

To add more webhooks, click Add Web Hook again and repeat. To remove a webhook, click the trash can button next to it.

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Pricing

On the Pricing tab, fill in the prices for the voice products. Some may already be set; you can view or edit them:

• Unlimited Extension
• Toll Free Minutes
• SIP Trunk
• Fax Service
• International Minutes
• Live Transcription Service

For custom products:

• Product: Select a product, such as Managed Services or Internet.
• Price: Enter the price.
• Quantity: Enter the quantity.
• Description: Enter a description for the custom product.

Click Add a product to add more custom products. Check Verify product pricing to confirm all product pricing is accurate before you save.

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Conduits

Conduits let extensions dial extensions in other accounts by entering a prefix and the extension number. Users across those accounts can dial each other extension-to-extension as if they were all in the same account.

1. Go to the Conduits tab.
2. Enter the Conduit Prefix. Conduits only work when dialing 6 digits or less.
3. In the Available list, search for and select the conduits to assign. Only accounts with conduit prefixes are listed.
4. Use the arrow buttons to move them to the Assigned list.

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Save and Update

After making all your edits, click Save, then click Update to confirm. A message confirms the account was updated.