> ## Documentation Index
> Fetch the complete documentation index at: https://docs.voxo.co/llms.txt
> Use this file to discover all available pages before exploring further.

# Account Settings

> This guide provides step-by-step instructions on how to view and edit account settings within the Omnia Admin Portal.

## This guide provides step-by-step instructions on how to view and edit account settings within the Omnia Admin Portal.

<Warning>
  This document applies to the following user roles within Omnia:

  Account Administrator: Have limited editing privileges.
  Partner Administrator: Have full rights to edit all account details.
</Warning>

### Switching Between Accounts

1. **Locate the Account Dropdown:**

* If you are an account admin assigned to multiple accounts or a partner admin, you can quickly find and switch between accounts to view and edit the account settings by typing keywords or account numbers.
* At the top of the screen, locate the dropdown menu showing the current account name.

![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-06-24/b9485920-ca49-4422-91f0-bc51d5e5a664/File.jpeg?tl_px=27,0\&br_px=887,480\&force_format=jpeg\&q=100\&width=860\&wat_scale=76\&wat=1\&wat_opacity=1\&wat_gravity=northwest\&wat_url=https://colony-recorder.s3.amazonaws.com/images/watermarks/F43F5E_standard.png\&wat_pad=402,8)

2. **Open the Dropdown Menu:**

* Click on the current account name to open the dropdown menu.

![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-06-24/cb78fab4-b738-4e51-a40a-b63ee815841b/File.jpeg?tl_px=31,0\&br_px=890,480\&force_format=jpeg\&q=100\&width=860\&wat_scale=76\&wat=1\&wat_opacity=1\&wat_gravity=northwest\&wat_url=https://colony-recorder.s3.amazonaws.com/images/watermarks/F43F5E_standard.png\&wat_pad=402,7)

3. **Select the Desired Account:**

* Scroll through the list of available accounts.
* Click on the account name you wish to manage.

![](https://colony-recorder.s3.amazonaws.com/files/2024-06-24/ad01f8f3-c09a-44ae-817a-9537f985b753/File.webp)

4. **Type Keywords or Account Number:**

* Start typing the name or account number in the search field.

![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-06-24/1db1d60b-77d2-4710-93d7-dd221684a6de/File.jpeg?tl_px=13,0\&br_px=872,480\&force_format=jpeg\&q=100\&width=860\&wat_scale=76\&wat=1\&wat_opacity=1\&wat_gravity=northwest\&wat_url=https://colony-recorder.s3.amazonaws.com/images/watermarks/F43F5E_standard.png\&wat_pad=402,41)

5. **Select the Desired Account:**

* Once the desired account appears in the dropdown list, click on it to select.

![](https://colony-recorder.s3.amazonaws.com/files/2024-06-24/7a9c1e52-4720-4e82-9f8e-ec928d05e71e/File.webp)

### Accessing Account Settings

6. **Navigate to Settings:**
   Go to the [Admin Portal](https://app.voxo.co/dashboard) and sign in.
   Click the **Account** tab to expand it, then select **Settings**.
   You can also access, view, and edit the settings for an account by navigating to **System Admin** then **Accounts**. For detailed instructions, see the [System Admin - Accounts](https://scribehow.com/shared/Omnia_Admin_System_Admin__Accounts__nJCmA5ccQ6W9mOfgMYQ-ng) document.

**Note**:

* Partner Admins will see all accounts that fall under their administration.
* Account Admins will only see the specific account(s) assigned to them.

![](https://colony-recorder.s3.amazonaws.com/files/2024-06-24/26be893b-5b99-4fa2-b233-f57eb2a46a81/stack_animation.webp)

### General Settings

7. **General Settings:**

* In the **General** tab, you can view and update the following information:
  * **Enforce Two-Factor Authentication for organization**: Check this box to enforce two-factor authentication if not already enabled.
  * **Disable Account**: Check this box to disable the account.
  * **Residential Account**: Check this box if the account is residential.
  * **Name**: View or update the name of the account. This name will be used as the default caller ID.
  * **Billing ID**: View or enter the billing ID.
  * **Time Zone**: Select or update the appropriate time zone.
  * **Bill Start Date**: Set or update the bill start date.
  * **Select Music on Hold**: Choose or update the [music on hold](https://scribehow.com/shared/Omnia_Admin_Music_On_Hold__Xm10itWOQ5yINYODN6QQcQ?referrer=documents).
  * **Register SMS Brand**: Register an SMS brand if applicable. See the following document for step-by-step instructions on how to register: [SMS Brand Registration](https://scribehow.com/shared/Omnia_Admin_System_Admin__Accounts_Add_New__vbPAJ9Y1RcSPbxPGUfnc6w#7fb70ff4).

![](https://colony-recorder.s3.amazonaws.com/files/2024-06-24/edc9bc95-edf2-478e-b5ca-4dc805851e2b/stack_animation.webp)

8. **Select Music on Hold:**

* Choose the desired music on hold from the dropdown menu. Some options may already be enabled and can be viewed or edited as needed.
* You can also add a new media file by clicking **Create a new music on hold**.

![](https://colony-recorder.s3.amazonaws.com/files/2024-06-24/be559e94-bba1-4660-8b88-a122703303f0/stack_animation.webp)

9. T**o add a new media file**:

* Click **Create a new music on hold**.
* Click **Add a Mediafile**.
* Use the controls to record or upload the media file. This will open additional options.

![](https://colony-recorder.s3.amazonaws.com/files/2024-06-24/3eba28d1-4297-4992-9c5c-65ac4d28e4d3/stack_animation.webp)

10. **Additional Options**:

* **Playback**: Click to play the media file.
* **Press and Hold To Record:** Click and hold to record a message.
* **Upload File**: Click to add an existing audio file.
* **Cancel Changes**: Click to revert to previous settings.
* **Enter a name**: Type the name in the **Mediafilename** field before saving.
* **Save Changes**: Click to save the recorded or uploaded file. This media file will now be available to choose from and select in the dropdown.

![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-06-24/9b021922-a511-4398-88e2-e3f6470b4502/user_cropped_screenshot.jpeg?tl_px=0,0\&br_px=688,310\&force_format=jpeg\&q=100\&wat_scale=61\&wat=1\&wat_opacity=1\&wat_gravity=northwest\&wat_url=https://colony-recorder.s3.amazonaws.com/images/watermarks/F43F5E_standard.png\&wat_pad=123,173)

11. **Add New Music on Hold**:

* Enter the name of the new file in the **Enter name** field.
* In the **Select Media Files** field, pick the file from the dropdown menu.
* Click **Create** to save the new music on hold.

![](https://colony-recorder.s3.amazonaws.com/files/2024-06-24/cb941e50-af07-4c0e-94bc-a36be906301b/stack_animation.webp)

### Settings

12. **Edit Account Settings**:

* Navigate to the **Settings** tab within the **Edit Account** screen.
* You can update the following options:
  * **Enable password prompt for retrieving voicemails**: Check this box to require a password prompt.
  * **Enable same ring for internal and external calling**: Check this box to use the same ring tone for both.
  * **Maximum incoming rings**: Select the maximum number of rings from the dropdown menu. This is the default for the account, but it can also be edited for an [Extension](https://scribehow.com/shared/Omnia_Admin_Extensions__-L9BuyfORwK9dnYrMhXwQg#2818d1bd).
  * **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**: Choose the call waiting option from the dropdown menu. This is the default for the account, but it can also be edited for an extension.
  * **Parking lot count**: Select the number of parking lots.

![](https://colony-recorder.s3.amazonaws.com/files/2024-06-24/7c42fb60-a166-4a03-be0a-1b9f3c17974f/stack_animation.webp)

### Integrations

13. **Salesforce Integration**:

Admins can enable and edit the Salesforce integration settings after account creation.

* Navigate to the **Integrations** tab within the **Edit Account** screen.
* **CRM Integrations**: Select the **Salesforce** option to enable the integration.
* **Salesforce Base URL**: Enter the **Domain** for the Salesforce instance.
* **CTI Task Generation**: Specify when to generate tasks using the dropdown menu:
  * **Always**: Tasks are generated for every call.
  * **Never**: Tasks are never generated.
  * **User**: Users can choose whether to generate tasks for each call.

These settings only apply if the Salesforce integration is turned on.

![](https://colony-recorder.s3.amazonaws.com/files/2024-06-24/fefd1814-1c8b-4395-a013-de8b90e1caca/stack_animation.webp)

14. **Call Outcomes**:

* **Enable Call Outcomes**: Check the VOXO icon to enable or disable Call Outcomes.
* **Specify Call Outcomes**:
  * Select existing outcomes from the dropdown menu.
  * To enter new outcomes, type the description in the field and select it.
  * To remove an outcome, click the **x** button next to the outcome.

![](https://colony-recorder.s3.amazonaws.com/files/2024-06-24/360a9dbc-2818-4755-8fe2-0640230df08f/stack_animation.webp)

15. **Call Outcomes Explanation**:

* If Call Outcomes are enabled, when a user hangs up a call using the Omnia softphone, they will be prompted to select an outcome from the available options set up on the account.
* These selected outcomes can be used in various reports within Omnia to analyze call results and performance.

![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-06-24/d129e916-7507-4b7b-b0c6-bddf9411219c/screenshot.jpeg?tl_px=0,0\&br_px=336,252\&force_format=jpeg\&q=100\&width=459)

16. **Webhooks:**

Webhooks allow Omnia to send real-time data to another application whenever specific events happen (like a call ending or a new voicemail). They enable automatic updates and integrations with other systems without the need for manual intervention.

**Add a Webhook**:

* Select the webhook **Type** from the dropdown menu. Options include:
  * **CALLRECORDING**
  * **ENDCALL**
  * **NEWVOICEMAIL**
  * **SALESFORCECRM**
  * **STARTCALL**
* Enter the **URL** for the webhook.
* To add additional webhooks, click **Add Web Hook** again and repeat the process if needed.
* To remove a webhook, click the **trash can button** next to the webhook entry.

![](https://colony-recorder.s3.amazonaws.com/files/2024-06-24/7e70e073-5d0c-448a-899a-6db90c886d53/stack_animation.webp)

### Pricing

17. **Pricing:**
    Navigate to the **Pricing** tab.
    Fill in the pricing details for the voice products. Some options may already be enabled and can be viewed or edited as needed:

* **Unlimited Extension**

* **Toll Free Minutes**

* **SIP Trunk**

* **Fax Service**

* **International Minutes**

* **Live Transcription Service**
  For custom products, select the product from the dropdown menu, and enter the price and quantity:

* **Product**: Select from options 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 include additional custom products.
  Check the **Verify product pricing** box to ensure all product pricing is accurate before saving.

![](https://colony-recorder.s3.amazonaws.com/files/2024-06-24/78d61383-b54e-40a4-a641-e96ccf42aa50/File.webp)

### Conduits

18. **Conduits**:

* Navigate to the **Conduits** tab.
* Enter the **Conduit Prefix**. Note that conduits only work when dialing 6 digits or less.
* Select the conduits to assign:
  * Use the **Available** list to search and select conduits. Only accounts with conduit prefixes are listed.
  * Move selected conduits to the **Assigned** list using the arrow buttons.

Conduits allow extensions to dial extensions in other accounts by using a prefix and the extension number. This feature enables users from multiple accounts to communicate via extension-to-extension dialing as if they were all part of the same account, facilitating easy internal communication across different departments or locations.

![](https://colony-recorder.s3.amazonaws.com/files/2024-06-24/1e7f632b-8fe9-4008-88b5-0e80f90a9c2a/File.webp)

### Save and Update

19. **Save and Update**:

* After making all edits, click **Save**.
* A confirmation dialog will appear. Click **Update** to confirm.
* A success message will confirm that the account has been updated.

![](https://colony-recorder.s3.amazonaws.com/files/2024-06-24/51c6dd80-31e4-4cfe-930f-6e9f12e4b4b9/stack_animation.webp)