Omnia Admin: Account Settings | Scribe

    Omnia Admin: Account Settings

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      **This document applies to the following user roles within Omnia**: - **Account Administrator:** Have limited editing privileges. - **Partner Administrator:** Have full rights to edit all account details.

      Switching Between Accounts

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      **Locate the Account Dropdown:** - If you are an account admin assigned to multiple accounts or a partner admin, you can quickly find and switch between accounts to view and edit the account settings by typing keywords or account numbers. - At the top of the screen, locate the dropdown menu showing the current account name.
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      **Open the Dropdown Menu:** - Click on the current account name to open the dropdown menu.
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      **Select the Desired Account:** - Scroll through the list of available accounts. - Click on the account name you wish to manage.
      **Select the Desired Account:** - Scroll through the list of available accounts. - Click on the account name you wish to manage.
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      **Type Keywords or Account Number:** - Start typing the name or account number in the search field.
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      **Select the Desired Account:** - Once the desired account appears in the dropdown list, click on it to select.
      **Select the Desired Account:** - Once the desired account appears in the dropdown list, click on it to select.

      Accessing Account Settings

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      **Navigate to Settings:** - Go to the [**Admin Portal**](https://app.voxo.co/dashboard) and sign in. - Click the **Account** tab to expand it, then select **Settings**. - You can also access, view, and edit the settings for an account by navigating to **System Admin** then **Accounts**. For detailed instructions, see the [**System Admin - Accounts**](https://scribehow.com/shared/Omnia_Admin_System_Admin__Accounts__nJCmA5ccQ6W9mOfgMYQ-ng) document. **Note**: - Partner Admins will see all accounts that fall under their administration. - Account Admins will only see the specific account(s) assigned to them.
      **Navigate to Settings:** - Go to the [**Admin Portal**](https://app.voxo.co/dashboard) and sign in. - Click the **Account** tab to expand it, then select **Settings**. - You can also access, view, and edit the settings for an account by navigating to **System Admin** then **Accounts**. For detailed instructions, see the [**System Admin - Accounts**](https://scribehow.com/shared/Omnia_Admin_System_Admin__Accounts__nJCmA5ccQ6W9mOfgMYQ-ng) document. **Note**: - Partner Admins will see all accounts that fall under their administration. - Account Admins will only see the specific account(s) assigned to them.

      General Settings

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      **General Settings:** - In the **General** tab, you can view and update the following information: - **Enforce Two-Factor Authentication for organization**: Check this box to enforce two-factor authentication if not already enabled. - **Disable Account**: Check this box to disable the account. - **Residential Account**: Check this box if the account is residential. - **Name**: View or update the name of the account. This name will be used as the default caller ID. - **Billing ID**: View or enter the billing ID. - **Time Zone**: Select or update the appropriate time zone. - **Bill Start Date**: Set or update the bill start date. - **Select Music on Hold**: Choose or update the [**music on hold**](https://scribehow.com/shared/Omnia_Admin_Music_On_Hold__Xm10itWOQ5yINYODN6QQcQ?referrer=documents). - **Register SMS Brand**: Register an SMS brand if applicable. See the following document for step-by-step instructions on how to register: [**SMS Brand Registration**](https://scribehow.com/shared/Omnia_Admin_System_Admin__Accounts_Add_New__vbPAJ9Y1RcSPbxPGUfnc6w#7fb70ff4).
      **General Settings:** - In the **General** tab, you can view and update the following information: - **Enforce Two-Factor Authentication for organization**: Check this box to enforce two-factor authentication if not already enabled. - **Disable Account**: Check this box to disable the account. - **Residential Account**: Check this box if the account is residential. - **Name**: View or update the name of the account. This name will be used as the default caller ID. - **Billing ID**: View or enter the billing ID. - **Time Zone**: Select or update the appropriate time zone. - **Bill Start Date**: Set or update the bill start date. - **Select Music on Hold**: Choose or update the [**music on hold**](https://scribehow.com/shared/Omnia_Admin_Music_On_Hold__Xm10itWOQ5yINYODN6QQcQ?referrer=documents). - **Register SMS Brand**: Register an SMS brand if applicable. See the following document for step-by-step instructions on how to register: [**SMS Brand Registration**](https://scribehow.com/shared/Omnia_Admin_System_Admin__Accounts_Add_New__vbPAJ9Y1RcSPbxPGUfnc6w#7fb70ff4).
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      **Select Music on Hold:** - Choose the desired music on hold from the dropdown menu. Some options may already be enabled and can be viewed or edited as needed. - You can also add a new media file by clicking **Create a new music on hold**.
      **Select Music on Hold:** - Choose the desired music on hold from the dropdown menu. Some options may already be enabled and can be viewed or edited as needed. - You can also add a new media file by clicking **Create a new music on hold**.
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      T**o add a new media file**: - Click **Create a new music on hold**. - Click **Add a Mediafile**. - Use the controls to record or upload the media file. This will open additional options.
      T**o add a new media file**: - Click **Create a new music on hold**. - Click **Add a Mediafile**. - Use the controls to record or upload the media file. This will open additional options.
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      **Additional Options**: - **Playback**: Click to play the media file. - **Press and Hold To Record:** Click and hold to record a message. - **Upload File**: Click to add an existing audio file. - **Cancel Changes**: Click to revert to previous settings. - **Enter a name**: Type the name in the **Mediafile** **name** field before saving. - **Save Changes**: Click to save the recorded or uploaded file. This media file will now be available to choose from and select in the dropdown.
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      **Add New Music on Hold**: - Enter the name of the new file in the **Enter name** field. - In the **Select Media Files** field, pick the file from the dropdown menu. - Click **Create** to save the new music on hold.
      **Add New Music on Hold**: - Enter the name of the new file in the **Enter name** field. - In the **Select Media Files** field, pick the file from the dropdown menu. - Click **Create** to save the new music on hold.

      Settings

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      **Edit Account Settings**: - Navigate to the **Settings** tab within the **Edit Account** screen. - You can update the following options: - **Enable password prompt for retrieving voicemails**: Check this box to require a password prompt. - **Enable same ring for internal and external calling**: Check this box to use the same ring tone for both. - **Maximum incoming rings**: Select the maximum number of rings from the dropdown menu. This is the default for the account, but it can also be edited for an [**Extension**](https://scribehow.com/shared/Omnia_Admin_Extensions__-L9BuyfORwK9dnYrMhXwQg#2818d1bd). - **Parking lot timeout**: Set the parking lot timeout duration. - **Call waiting**: Choose the call waiting option from the dropdown menu. This is the default for the account, but it can also be edited for an extension. - **Parking lot count**: Select the number of parking lots.
      **Edit Account Settings**: - Navigate to the **Settings** tab within the **Edit Account** screen. - You can update the following options: - **Enable password prompt for retrieving voicemails**: Check this box to require a password prompt. - **Enable same ring for internal and external calling**: Check this box to use the same ring tone for both. - **Maximum incoming rings**: Select the maximum number of rings from the dropdown menu. This is the default for the account, but it can also be edited for an [**Extension**](https://scribehow.com/shared/Omnia_Admin_Extensions__-L9BuyfORwK9dnYrMhXwQg#2818d1bd). - **Parking lot timeout**: Set the parking lot timeout duration. - **Call waiting**: Choose the call waiting option from the dropdown menu. This is the default for the account, but it can also be edited for an extension. - **Parking lot count**: Select the number of parking lots.

      Integrations

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      **Salesforce Integration**: Admins can enable and edit the Salesforce integration settings after account creation. - Navigate to the **Integrations** tab within the **Edit Account** screen. - **CRM Integrations**: Select the **Salesforce** option to enable the integration. - **Salesforce Base URL**: Enter the **Domain** for the Salesforce instance. - **CTI Task Generation**: Specify when to generate tasks using the dropdown menu: - **Always**: Tasks are generated for every call. - **Never**: Tasks are never generated. - **User**: Users can choose whether to generate tasks for each call. These settings only apply if the Salesforce integration is turned on.
      **Salesforce Integration**: Admins can enable and edit the Salesforce integration settings after account creation. - Navigate to the **Integrations** tab within the **Edit Account** screen. - **CRM Integrations**: Select the **Salesforce** option to enable the integration. - **Salesforce Base URL**: Enter the **Domain** for the Salesforce instance. - **CTI Task Generation**: Specify when to generate tasks using the dropdown menu: - **Always**: Tasks are generated for every call. - **Never**: Tasks are never generated. - **User**: Users can choose whether to generate tasks for each call. These settings only apply if the Salesforce integration is turned on.
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      **Call Outcomes**: - **Enable Call Outcomes**: Check the VOXO icon to enable or disable Call Outcomes. - **Specify Call Outcomes**: - Select existing outcomes from the dropdown menu. - To enter new outcomes, type the description in the field and select it. - To remove an outcome, click the **x** button next to the outcome.
      **Call Outcomes**: - **Enable Call Outcomes**: Check the VOXO icon to enable or disable Call Outcomes. - **Specify Call Outcomes**: - Select existing outcomes from the dropdown menu. - To enter new outcomes, type the description in the field and select it. - To remove an outcome, click the **x** button next to the outcome.