**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.

**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.

**Open the Dropdown Menu:**

- Click on the current account name to open the dropdown menu.

**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.

**Type Keywords or Account Number:**

- Start typing the name or account number in the search field.

**Select the Desired Account:**

- Once the desired account appears in the dropdown list, click on it to select.

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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.

**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 Tab:**

- 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.
  - **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).

Enforce Two-Factor Authentication for organization

**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.
- You can also add a new media file by clicking **Create a new music on hold**.
- For detailed instructions on how to add and manage Music on Hold, see the following document: [Music On Hold](https://scribehow.com/shared/Omnia_Admin_Music_On_Hold__Xm10itWOQ5yINYODN6QQcQ?referrer=documents).

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.

**Create a new music on hold**:

- 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.

**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.

**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.

**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.
  - **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.

For detailed instructions on editing these settings for extensions, see the [**Extensions**](https://scribehow.com/shared/Omnia_Admin_Extensions__-L9BuyfORwK9dnYrMhXwQg) document.

Enable password prompt for retrieving voicemails

Enable same ring for internal and external calling

**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.

**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.

Voxo

This guide provides step-by-step instructions on how to view and edit account settings within the Omnia Admin Portal.

Omnia Admin: Account Settings

Switching Between Accounts

Accessing Account Settings

General Settings

Settings

Integrations