The Account Settings section consists of 5 tabs. Account, Service, Domestic, International, and Profile.
Account Tab
The Account tab shows the default setup information from when the customer was first provisioned. Items such as the customer’s address and email contact information.
You can update this information at anytime for your customer.
General Info
General Info shows your customer’s Company Name and Default Timezone.
Select the drop-down box to edit the Timezone.
Site Address
This information identifies the primary location used by the Tax Automation system to calculate the customer’s taxes.
You can change the address for your customer. If you do update the address, click on the Validate button. A green check will appear in the County field, indicating the address has been successfully validated.
Billing Address and Shipping Address
This area shows the customer’s billing and shipping address. This information can be updated.
Billing and Shipping Addresses can be different.
If paying by credit card, the Billing Address must match the customer’s credit card billing address.
Email Contact Information
Email addresses are displayed for the standard system contact types (Administrative, Billing, and Technical).
Your customer will receive automated emails from CAM sent to the emails noted in this section. For example, the email noted in the Billing Email field will be emailed the invoice notifications.
You can update these emails at any time.
Invoice Download Link
The Invoice Download Link allows your customer to download their invoice directly from the email they received.
You have two options for when your customers click on the link.
You can force them to log in to the portal (CAM) to obtain their invoice.
You can also have no login requirements, and it will take them right to the invoice page, where the invoice can be downloaded. If you do select this option, you will need to set an expiration for the link.
Service Tab
In the Service tab, you can turn on and off services and or features for your customer.
Click here to watch a video on how to setup settings under the Service Tab.
General Info
The General Info section shows the following information:
Company Name – The company name of the customer.
Voice Platform – The platform that your customer is built on.
PBX Context – You will use the PBX context for provisioning phones. Another time that you might be asked for your customer’s PBX Context is when you are calling the CoreDial Support team. You can provide them with your customer’s PBX Context, and they will be able to look up your customer in their database.
CPNI PIN – You will use this field to validate the customer contact that you are speaking with over the phone. You can ask your customer for their CPNI PIN. Enter the pin in the CPNI PIN box and click the Validate Pin button. The system will let you know if the pin is correct or not.
Available Services
This section shows what services are turned on for your customer.
Options Include:
Voice
Video
Contact Center
Business SMS
Paths
Shows the prepaid and on-demand call and fax paths for your customer.
Prepaid paths should match the average number of concurrent calls that will occur at any given time.
This is set on the customer’s proposal/order. If you ever need to change the prepaid path amount, a change order will be needed.
On-demand paths provide a buffer by adding extra call capacity when needed.
On-demand fax paths are for T.38 Faxing only. Do not use this field for Hosted Fax.
Rates
In this section, you have the flexibility to change your customer’s rates that they are charged at.
Options Include:
U.S & Canada Per-minute Rate
Incoming Toll-Free Per-minute Rate
Conference Bridge Per-minute Rate
Hosted Fax per-Page Rate
Voice to Text per Voicemail Rate
Contact Center SMS Per-page Rate
Rates: International, Domestic, Conference Bridge, and Voice-to-Text
Provisioning Server Info
This information is used for provisioning phones for your customers.
Provisioning Host
Provisioning User
Provisioning Password
Caller ID Settings
Call ID (CNAM): Enter the default outbound caller ID name that your customers want shown when they make an outbound call.
PBX Features
This section allows you to turn on and off features for your customer.
See the information below for details on each option.
Field
Details
Directed Call Pickup
To enable directed call pickup, click the Yes option button. If enabled, all users of the Hosted PBX will be able to dial *8 plus an extension number to answer a call ringing another user’s phone. Enabled directed call does not work with a Ring Group or Queue Call.
Intercom
To enable intercom use, click the Yes option button. If enabled, all users will be able to activate the intercom feature by dialing *1 + another user’s extension. Currently supported on Polycom and Yealink phones.
7-Digit Dialing
To enable 7-digit dialing, click the Yes option button. If enabled, instead of requiring the user to dial 10 digits for local calls, the caller can now dial the number without the area code in the local calling area. To complete the call, callers will have to press “send” or “dial” following the 7 digits.
Prefix
To specify an automatic area code for 7-digit dialing, enter the area code in the Prefix box. If 7-digit dialing is enabled, the local calling area’s area code must be entered here.
Directory By First Name
To enable directory listing by first name, click the Yes option button. The default is No, which will order directory entries alphabetically by Last Name.
Read Extension Numbers in Directory
If set to Yes, the Auto Attendant will read the extension number the call will be transferred to. If set to No, the call will be transferred without reading any extension information.
Call Parking Timeout
To set the timeout before calls are parked, type the number of seconds in the Call Parking Timeout box. Once this timeout is reached, the call will ring back to the user’s extension who placed the call in the parking lot.
Use Alternate UDP Port
Located on a customer’s Account Settings -> PBX Features -> User Alternate UDP Port (default: No = use Port 5060 UDP). When changed to Yes, phones will be provisioned to use Port 5076 UDP. The purpose of this setting is to allow partners to side-step SIP Application Layer Gateways (ALG, sometimes called SIP Helpers). SIP ALGs typically list traffic on Port 5060 UDP and try to modify SIP signaling by changing IP addresses to the outside IP address on the network device (firewall/home router). This is an attempt to ‘help’ with NAT (Network Address Translation) traversal. This setting can cause problems when the service provider already has mechanisms in place to address far-end NAT traversal.
Premium Features
This section shows what premium features are turned on for your customer.
Apps
This section shows what Apps are turned on or off for your customer. You can make changes if need be. Be aware that some of these Apps could be an additional cost to you as the partner.
Service Settings and Administrative Info
These sections shows some basic setup information for your customer.
Domestic Tab
In the Account Settings, under the Domestic tab, the partner can manage certain domestic dialing features for the customer.
Allowed High-Cost Rural NPAs
Available and Selected NPAs will be available. The NPAs that are in the selected box will allow customers to make calls to the selected NPAs.
Note that these NPAs can be enabled for customers who need to use them but are disabled by default as a fraud prevention measure. Calling to these NPAs is rare, and enabling these could potentially increase your fraud risk.
High Cost Rural NPA Time Frames
Partners can set a time frame on when their customers can make high-cost rural NPA phone calls, as seen below.
International Tab
In Account Settings, under the International tab, the partner can turn on certain international features for the customer.
International Settings
Click here to watch a video on how to setup International Settings.
To turn on International calling for your customer, click on the Yes radio button.
A pin will be displayed for your customer to enter before making an international phone call.
You can have a time limit set for the pin. For example, if you set the Remember Pin For field for 1 hour, the customer would only have to enter the pin once for that 1-hour time frame. Once an hour has passed, you will be asked to enter the pin again.
International Time Frames
Partners may set a time frame that controls when their customers can make international calls.
International Forwards
Partners may add international numbers to the whitelist to allow them to be forwarded to from the Telephone Number Screen, as seen below.
Note: The formatting for the whitelist should include the US exit code 011, followed by 44, the area code, then the rest of the 10-digit phone number.
An example of this would be 011442074999000.
Routing an International Forward
Once an international number is whitelisted, the number may now be used for forwarding. With an L4 Phone Number, perform the following:
Edit the phone number you are enabling the international forward for.
Scroll down to Call Routing.
On the Route To option, select Outside Number and enter the number exactly as it was entered in the International Forward:
Click Save to confirm the routing change.
Profile Tab
The Profile tab in account settings will allow you to view and change your customer’s profile settings.
Account Info
In this section, you are able to view the following information:
Company Name
Sales Rep
Agent/Partner
Account #
External Account #
Customer Since
Contract Start
Contract Length
Contract End
Tax Exempt
Account Status
In this section, you can see if your customer is Active. You can also Suspend or Cancel your customer in the account status section.
When you Suspend a customer, your customer will experience the following:
Inbound callers will be presented with congestion (fast busy).
Outbound callers will be presented with an error message.
Outbound calls to E911 will continue to be processed as configured.
Endpoints, SIP Trunks, and Fax Lines will remain registered.
The Customer invoicing will continue on their assigned anniversary date.
Dunning notices will continue to be processed normally (if applicable).
When you Cancel a customer, the customer will experience the following:
Inbound and Outbound calling will be completely disabled.
E911 calls will no longer be processed as the account will be canceled.
Endpoints, SIP Trunks, and Fax Lines will no longer be able to register.
Invoicing will be suspended, and no future invoices will be created.
Dunning notices will no longer be processed.
In addition, the phone numbers for this account will be de-provisioned. Please select what to do with the phone numbers from this account:
Remove phone numbers from my account. If the customer has ported away, select this option.
Return phone number to my inventory. If the customer cancelled, but you own the phone numbers, select this option.
Once a customer has been canceled, their details can be viewed in the customer tab by filtering the customer status.
Tax Jurisdictions
NOTE: This section is not displayed on the Tax Automation platform. Tax Automation Service Providers should disregard the Tax Jurisdictions selection boxes.
Select the customer’s jurisdiction(s) in the Available Tax Jurisdictions box.
Click Add and the selections will move to the Selected Tax Jurisdictions box.
Use the Remove button to remove any unwanted selections from the Selected Tax Jurisdictions box.
Advanced Tax Settings
You are able to make the following choices for your customer.
This section is typically already completed when the customer is first created.
Customer Type is usually always a Business, but you are able to change the selection.
Note: If you see the Incorporated box checked for your customer, please leave it checked unless you have been told by your accountant or know that this customer is not an incorporated address. Our system will automatically check the incorporated box for you during the customer creation process based on the customers address.
Tax Exemptions
In this section, you can set your customer to tax-exempt.
It is highly recommended that you receive a copy of the tax exemption form from your customer in order to know which taxes they are exempt from.
You want to use the Special Exemptions section to tell the system what taxes the customer is exempt from.
Please do not use General Exemptions section. Use Special Exemptions instead.
In the Special Exemptions section, select the Tax Level and then select what Tax Type the customer will be exempt from.
Click Save at the bottom of the page.
Tax Exempt Documents
In this section, you are able to upload your customer’s tax exemption form.
Click the Select File button and then set an Expiration Date.
Click the Upload button.
Proposal and Invoice Options
This section will allow you to change how you want your customer’s Invoices to be displayed to them.
Payment Options
This section shows your customer’s billing options and setup.
You are able to change your customer’s Payment Gateway and Payment Method at any time.
If you are not able to select a credit card payment method in the above screenshot, make sure you have the default payment gateway selected.
If your customer wants to make automatic payments by credit card, select the Payment Gateway option and change the Payment Method to Credit Card.
Add a customer’s credit card information by selecting Add new Payment Profile.
Click Save once you entered the the credit card information.
Note: Your customers bank account information is not stored in the portal. It is stored with the payment gateway provider.
