Branches

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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.

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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

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.

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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.

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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.

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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.