Creating Sub Accounts

To create a sub-account beneath your own, in the Accounts screen for your own account (available from the Home drop down menu), select what type of account you wish to create from the left-hand menu - the type of account you are able to create depends on what level your own account is:

It is important to select the correct level as this cannot be changed at a later date.

The type of account you can create will depend on what level your administrator account is set up as. The following applies:

• Reseller - Can add Sub-Reseller and Customer accounts and assign Service Numbers, Service Manager and feature related permissions.

• Sub-Reseller - Can add Customer accounts and assign Service Numbers, Service Manager and feature related permissions.

• Customer – will not be able to create accounts beneath them; they can create call routing Service Plans using Service Manager (capability available depends on the permissions granted by the parent account) against the numbers which have been assigned to their account.

Populate the 'Details' tab and to initially create the sub-account:

• Account Name

• Account Number (for your reference only)

• Portal URL - name required for the sub account's unique portal web address

When a sub-account is initially created and saved as described above, additional options become available to configure in the Accounts screen.

The following shows the Accounts screen when a Reseller account has been created - configurable options are available through the left-hand menu. The example shown is of the configurable options in the Settings menu:

The left-hand menus are:

• Settings: Set the default settings for the sub-account such as:

  • Account name, account status, portal URL etc.

  • Service Manager access (including Dynamic Call Agent), FTP and CLI permissions

  • Call Recording permissions

  • Conferencing permissions

  • Routing - permitted destinations to which the customer can deliver calls to

• Users: Add/Edit users for the selected sub-account

• Numbers: Provides access to the service numbers allocated to the sub-account

  • Allows parent account administrator to add numbers from the Service Providers pool to the selected sub-account

• Reports: Allocate custom reports to the selected sub-account

• Email: Allows the configuration of custom email settings for Voicemail, Call Recording, Fax2Email, Missed Call Alerts and Scheduled Reports for the selected sub-account

• Site Branding: Allows colour scheme, font and branding to be applied to the selected account, including an image/company logo. Logo specifications are:

  • GIF, JPG, PNG format

  • Maximum Width = 180px

  • Maximum Height = 80px

  • Maximum Size = 2mb

• Service Manager Permissions: Select which Service Manager permissions you wish to grant or revoke from the account.

• FTP Settings: Enable and configure FTP settings for the selected account (menu only available once FTP access has been granted through the Service Manager access option in the Settings Menu).

• Add Sub Reseller/Customer: Create a new sub account underneath the account you have navigated to:

  • Reseller - Can add Sub-Reseller and Customer accounts and assign Service Numbers, Service Manager and feature related permissions.

  • Sub-Reseller - Can add Customer accounts and assign Service Numbers, Service Manager and feature related permissions.

  • Customer – will not be able to create accounts beneath them; they can create call routing Service Plans using Service Manager (capability available depends on the permissions granted by the parent account) against the numbers which have been assigned to their account.

For the details on the configuration options for each menu, refer to Managing Account Permissions.