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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.

This document applies to the following user roles within Omnia:Account Administrator Partner Administrator

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Accessing Branches

  1. Navigate to Branches: Go to the Admin Portal and sign in. Click the Account tab to expand it, then select Branches.

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Adding a New Branch

  1. Add a New Branch:
  • Click Add New.
  1. Enter Branch Details:
  • Name: Provide a name for the branch by clicking the Name field and entering the branch name.
  1. Save the Branch:
  • Click Create to create the new branch.
  • Click Yes to confirm.

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Editing Branches

  1. 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.

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Deleting a Branch

  1. 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.

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Search, Sort, and Export

  1. 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.
  1. Sort Branches:
  • Click the sort icons next to the column headers to arrange items in ascending or descending order.
  1. Export Branch Details:
  • Click the Export button next to the search field.
  • The system will download a list of the items in CSV format.