Background

Example: ABC Dental – San Diego (an individual office or client)

Example: ABC Dental Corporate (grouping all ABC Dental locations across the U.S.)

1. From the main menu on the left, go to “Accounts” → “Enterprises”

2. Select the appropriate Reseller from the dropdown menu in the upper-right corner, if applicable.

3. Click the purple “+ Add Enterprise” button in the upper right to open the creation form.

4. Fill out the following fields:

1. Enterprise Label (required): the name of the grouping
2. Description (optional): Add context.
   
3. Notes (optional): For any additional details or categorization.
   

Note: Enterprises are for internal use only. They do not impact billing, user access, or customer-facing settings. Use them to group accounts by region, client organization, service type, or any other structure that improves workflow.

1. From the left-hand menu, go to “Accounts” → “Enterprises.”

2. Select the enterprise you want to manage from the list shown.

1. If you have access to multiple resellers, you can select the reseller from the dropdown menu in the upper right to narrow down the search
   
2. Or, use the search bar to find the exact enterprise you want to manage
   

3. Click on the Enterprise Name in the list to open its details. From here, you can update:

1. Enterprise Name (Label)
2. Description
3. Notes
   
   
   
   
   
   

5. Click “Update” to apply any changes.

1. Navigate to “Accounts” → “Accounts” from the left-hand pop-out menu.

2. Click the “+ Add Account” button at the top right.

3. Complete the account creation form:

1. Enterprise: Select the organizational group under which this account will be managed.
   
2. Customer Name: Enter the name of the customer or organization for whom the account is being created.
   
3. Service Type: Choose the appropriate category that best describes the type of service being provided:
   
1. Business – for commercial or corporate use
   
2. Government – for public sector or government institutions
   
3. Residential – for individual or household use
   
4. Industry: Select the industry that best represents the customer’s area of operation (e.g., healthcare, education, finance).
   
5. Local Dialing Country: Choose the country from which the account primarily places or receives calls. This ensures proper local dialing behavior.
   
6. Timezone: Select the appropriate timezone for the customer’s location. This impacts features such as routing schedules and voicemail timestamps.
   

  

4. Click “Add” to finish creating the account.

5. You’ll be redirected to a page where you can further customize the Account (refer to Step 3 in the Management section below).

1. General: This tab includes foundational information about the account and allows you to:
   
1. Assign or update the:
   
1. Reseller the account belongs to
   
2. Enterprise grouping (optional)
   
3. Customer Name (used throughout the portal)
   
2. Define the Service Type:
   
1. Business – for standard commercial use
   
2. Government – for public sector entities
   
3. Residential – for individual/home users
   
3. Specify the Industry the customer operates in (e.g., healthcare, legal, retail)
   
4. Set the Local Dialing Country to ensure correct phone number formatting and dialing behavior
5. Choose the appropriate Timezone for the customer's operations
6. Set the default phone numbers:
1. Default Outbound Caller ID (used when users make calls unless overridden)
2. Default Emergency Callback Number (used for emergency services identification)

1. Data Policies
   
1. Configure how long various types of communication data are stored before automatic deletion:
   
1. Retention Periods for:
   
1. Digital Faxes
   
2. Call Recordings
   
3. Voicemails
   
4. SMS/MMS Messages
   
2. Toggle advanced AI features:
   
1. Sentiment Analysis: Uses AI to detect the emotional tone of recorded calls (positive, neutral, or negative)
   
2. Call Summarization: Generates automatic summaries of recorded calls to quickly understand what was discussed 
   

   Note: these features only work for recorded calls
3. These tools support compliance, storage management, and customer service analytics.
   
2. Fraud Prevention
   
1. Enhance account security and prevent misuse with the following settings:
   
1. Authorization PIN: A unique code required for certain administrative actions (can be regenerated if needed)
   
2. International Dialing PIN: Prevents unauthorized international calls by requiring PIN entry
   
3. Forwarded Call Concurrency Limit: Limit the number of simultaneous calls that can be forwarded (helps detect or stop call forwarding abuse)
   
4. Extension Outbound Call Limit: Controls how many outbound calls a single extension can place at the same time (helps prevent system overuse or fraud)
   
2. These settings are essential for protecting customers from toll fraud, abuse, and unexpected charges.
   
3. Details
   
1. Provides internal identifiers and a summary of administrative assignments:
   
1. Assigned Admins: Displays a list of users with administrative privileges for the account.
   
2. You can click a user’s name to view and edit their role or permissions. This will redirect you to the Users section for further management.
   
2. Container ID and Tenant Number:
   
1. These are internal system values used for backend operations such as account linking, container-level management, or API-based integration. Most users won’t need to edit or reference these, but they are helpful for technical support and diagnostics.
   

Important Reminder: Be sure to click “Update [Tab Name] Settings”  at the bottom of each section before navigating away, or your changes will not be saved.