Omnia Admin: System Admin - Accounts (Add New) | Scribe

    Omnia Admin: System Admin - Accounts (Add New)

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      **This document applies to the following user roles within Omnia**: - **Partner Administrator**

      Accessing System Admin - Accounts

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      **Navigate to** **System Admin - Accounts:** - Go to the [**Admin Portal**](https://app.voxo.co/dashboard) and sign in. - Click the **System Admin** tab to expand it, then select **Accounts**.
      **Navigate to** **System Admin - Accounts:** - Go to the [**Admin Portal**](https://app.voxo.co/dashboard) and sign in. - Click the **System Admin** tab to expand it, then select **Accounts**.

      Creating a New Account

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      **Add New**: - To add a new account, click the **Add New** button. - Only Partner Admins can create new accounts.

      General

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      **General Settings**: - After clicking the **Add New** button, you will be taken to the **General Settings** tab. - Fill in the required fields: - **Enforce Two-Factor Authentication for organization**: Check this box if you want to enforce two-factor authentication. - **Residential Account**: Check this box if the account is residential. - **Enter name**: Type the account name. This name will be used as the default caller ID. - **Enter billing id**: Type the billing ID. - **Select time zone**: Choose the appropriate time zone from the dropdown menu. - **Bill Start Date**: Click on the calendar icon to select the bill start date. - **Billing Information (May not be required)**: Enter the billing details, which may include: - **First Name** - **Last Name** - **Email** - **Phone Number** - **Address**: Use the search bar to find and enter the address. - **Register SMS Brand**: Check this box if you need to register an SMS brand.
      **General Settings**: - After clicking the **Add New** button, you will be taken to the **General Settings** tab. - Fill in the required fields: - **Enforce Two-Factor Authentication for organization**: Check this box if you want to enforce two-factor authentication. - **Residential Account**: Check this box if the account is residential. - **Enter name**: Type the account name. This name will be used as the default caller ID. - **Enter billing id**: Type the billing ID. - **Select time zone**: Choose the appropriate time zone from the dropdown menu. - **Bill Start Date**: Click on the calendar icon to select the bill start date. - **Billing Information (May not be required)**: Enter the billing details, which may include: - **First Name** - **Last Name** - **Email** - **Phone Number** - **Address**: Use the search bar to find and enter the address. - **Register SMS Brand**: Check this box if you need to register an SMS brand.
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      **SMS Brand Registration**: If you checked the **Register SMS Brand** box, fill in the additional fields required for SMS brand registration: - **Organization Type**: Select the organization type from the dropdown menu (e.g., Government, Non-Profit, Private Profit, Public Profit). - **Brand Vertical**: Select the brand vertical from the dropdown menu (e.g., Agriculture, Communication, Construction). - **Company Name** - **EIN** - **Street** - **City** - **State** - **Postal Code** - **Country** - **Email** - **Phone** - **Website**
      **SMS Brand Registration**: If you checked the **Register SMS Brand** box, fill in the additional fields required for SMS brand registration: - **Organization Type**: Select the organization type from the dropdown menu (e.g., Government, Non-Profit, Private Profit, Public Profit). - **Brand Vertical**: Select the brand vertical from the dropdown menu (e.g., Agriculture, Communication, Construction). - **Company Name** - **EIN** - **Street** - **City** - **State** - **Postal Code** - **Country** - **Email** - **Phone** - **Website**

      Pricing

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      **Pricing Settings:** - Navigate to the **Pricing** tab. - Fill in the pricing details for the voice products: - **Unlimited Extension** - **Toll Free Minutes** - **SIP Trunk** - **Fax Service** - **International Minutes** - **Live Transcription Service** - For custom products, select the product from the dropdown menu, and enter the price and quantity: - **Product**: Select from options such as Managed Services or Internet. - **Price**: Enter the price. - **Quantity**: Enter the quantity. - **Description**: Enter a description for the custom product. - Click **Add a product** to include additional custom products. - Check the **Verify product pricing** box to ensure all product pricing is accurate before saving.
      **Pricing Settings:** - Navigate to the **Pricing** tab. - Fill in the pricing details for the voice products: - **Unlimited Extension** - **Toll Free Minutes** - **SIP Trunk** - **Fax Service** - **International Minutes** - **Live Transcription Service** - For custom products, select the product from the dropdown menu, and enter the price and quantity: - **Product**: Select from options such as Managed Services or Internet. - **Price**: Enter the price. - **Quantity**: Enter the quantity. - **Description**: Enter a description for the custom product. - Click **Add a product** to include additional custom products. - Check the **Verify product pricing** box to ensure all product pricing is accurate before saving.

      Conduits

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      **Adding Conduits**: - Navigate to the **Conduits** tab. - Enter the **Conduit Prefix**. Note that conduits only work when dialing 6 digits or less. - Select the conduits to assign: - Use the **Available** list to search and select conduits. Only accounts with conduit prefixes are listed. - Move selected conduits to the **Assigned** list using the arrow buttons. **Conduits** allow extensions to dial extensions in other accounts by using a prefix and the extension number. This feature enables users from multiple accounts to communicate via extension-to-extension dialing as if they were all part of the same account, facilitating easy internal communication across different departments or locations.
      **Adding Conduits**: - Navigate to the **Conduits** tab. - Enter the **Conduit Prefix**. Note that conduits only work when dialing 6 digits or less. - Select the conduits to assign: - Use the **Available** list to search and select conduits. Only accounts with conduit prefixes are listed. - Move selected conduits to the **Assigned** list using the arrow buttons. **Conduits** allow extensions to dial extensions in other accounts by using a prefix and the extension number. This feature enables users from multiple accounts to communicate via extension-to-extension dialing as if they were all part of the same account, facilitating easy internal communication across different departments or locations.

      Create Account

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      **Create Account**: - After filling in the necessary details, click the **Create** button. - A warning message will appear: "Confirm Basic Account Creation?" Click **Yes** to confirm or **No** to cancel.
      **Create Account**: - After filling in the necessary details, click the **Create** button. - A warning message will appear: "Confirm Basic Account Creation?" Click **Yes** to confirm or **No** to cancel.
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      For detailed instructions on editing account settings after creating an account, please refer to the [**Account Settings**](https://scribehow.com/shared/Omnia_Admin_Account_Settings__gaYuDNCBQbCCA_1-ZWU0GQ) document.
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      **Related Documents**: 1. [**Omnia Admin Portal User Guide**](https://scribehow.com/page/Omnia_Admin_Portal_User_Guide__wR-8tvX-TumKH7hgN-nEHw?referrer=documents)**:** Essential steps for navigating and using the Omnia Admin platform. 2. [**Omnia Admin Reports User Guide**](https://scribehow.com/page/Omnia_Admin_Reports_User_Guide__SBv2WAWDROSz4ohbF5e4KA?referrer=documents)**:** This guide helps you navigate and use the reporting features in Omnia. 3. [**Omnia Portal User Guide**](https://scribehow.com/page/Omnia_Portal_User_Guide__krO6wF6TQ86D0Kl4o1JLGg?referrer=documents)**:** Essential steps for navigating and using the Omnia User platform. 4. [**VOXO Mobile Application User Guide**](https://scribehow.com/page/VOXO_Mobile_Application_User_Guide__4pqc5ST2TY2R6f5pgzQvZw?referrer=documents)**:** Key steps for navigating and using the VOXO Mobile app.