Accounts (Add New)

This guide provides step-by-step instructions on how to add new accounts within the Omnia Admin Portal.

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Accessing System Admin - Accounts

1. Navigate toSystem Admin - Accounts:

• Go to the Admin Portal and sign in.
• Click the System Admin tab to expand it, then select Accounts.

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Creating a New Account

2. Add New:

• To add a new account, click the Add New button.
• Only Partner Admins can create new accounts.

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General

3. General Settings:

• After clicking the Add New button, you will be taken to the General Settings tab.
• Fill in the required fields:
  • Enforce Two-Factor Authentication for organization: Check this box if you want to enforce two-factor authentication.
  • Residential Account: Check this box if the account is residential.
  • Enter name: Type the account name. This name will be used as the default caller ID.
  • Enter billing id: Type the billing ID.
  • Select time zone: Choose the appropriate time zone from the dropdown menu.
  • Bill Start Date: Click on the calendar icon to select the bill start date.
  • Billing Information (May not be required): Enter the billing details, which may include:
    • First Name
    • Last Name
    • Email
    • Phone Number
    • Address: Use the search bar to find and enter the address.
  • Register SMS Brand: Check this box if you need to register an SMS brand.

4. SMS Brand Registration:

If you checked the Register SMS Brand box, fill in the additional fields required for SMS brand registration:

• Organization Type: Select the organization type from the dropdown menu (e.g., Government, Non-Profit, Private Profit, Public Profit).
• Brand Vertical: Select the brand vertical from the dropdown menu (e.g., Agriculture, Communication, Construction).
• Company Name
• EIN
• Street
• City
• State
• Postal Code
• Country
• Email
• Phone
• Website

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Pricing

5. Pricing Settings: Navigate to the Pricing tab. Fill in the pricing details for the voice products:

• 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.

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Conduits

6. Adding 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.

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Create Account

7. Create Account:

• After filling in the necessary details, click the Create button.
• A warning message will appear: “Confirm Basic Account Creation?” Click Yes to confirm or No to cancel.