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Branches are the physical or organizational locations in your company. Assign a branch to extensions, phone numbers, virtual receptionists, call groups, and call queues to keep them organized. This page covers how to find, add, edit, delete, and search branches in the Omnia Admin Portal.
This page is for these Omnia roles: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

  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.

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.

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.

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.