[[adding_editing_customers|Select the Customer under which you wish to add the account.]]

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From here you can search for an account or use the Account Generator to generate a new account.

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====== Editing Existing Accounts ======

===== Account Info =====


After selecting an Account, the //Account Info// page gives an overview of the account.

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The //Account ID// is the Username (and if a DID is assigned as this value the DID) of the account.

Combined with the //Service Password// & domain (sip.comvergence.com.au), is all a customer needs to log into their service and start using it.

The //User Agent// field shows the device name of the phone / PBX that is currently logged into that account. 

The //Credit Limit// is the maximum cost of all calls the account can make in a month before being blocked.

=== Web Self Care ===

Web Self Care provides a Portal for customers to log in and administer their accounts, including forwarding & caller ID settings.

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[[https://pb.bbvoice.com.au:8445/index.html|Customers can log in and manage their accounts via this link.]]
=== Life Cycle ===
Life Cycle allows you to configure an account to be active or inactive before & after certain dates.

For example a customer wanting a temporary number you could configure to expire 90 days after issue, or a customer whose service is to become active on a certain date you can preconfigure to become active on a certain date.

You can also configure accounts to expire a certain number of days after last top-up, or last use.

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==== Service Configuration ====

Service Configuration sets the parameters for voice accounts. These settings can often be configured on the //Customer// which will then be inherited by the accounts.

=== Voice Calls ===


**Accept Caller Identity**
  * Favor forwarder – Use the redirector-provided ID for caller identification. 
  * Caller only – Use the caller-provided ID for caller identification. 
  * None – Do not accept caller-provided ID for caller identification.
**Supply Caller Identity**
  * Yes – accept the remote network and maintain caller ID on outgoing headers (even for private calls).
  * No – do not accept the remote network and strip any private caller’s ID.


**Music On Hold**

Defines the music on hold to be used with the IP Centrex environment.
  * Select Enabled to activate this feature for the customer.
  * Select Disabled to make this feature unavailable to the customer.
**File**

Defines the music on hold to be used with the IP Centrex environment.
  * Select the music from the list.
  * Select Upload New Music to upload your own music. The Upload New Music dialog box appears.
  * In the Upload New Music dialog box, select a file on your local file system using the Browse button. 
  * To rename the music, enter the desired name in the Music Name field; otherwise the local file name will be used. 
  * Then click Upload.
  * The uploaded music will replace the previous entry in the list, and is usually enabled within 10 minutes.


[[https://www.portaone.com/resources/help/mr60/reseller/Supported_File_Formats.htm|For a list of supported audio file formats, see Audio File Formats Supported by Music on Hold Feature.
Call Parking]]

**Limit simultaneous calls**

Engage real-time checks of the number of concurrent calls made by this customer’s accounts. When the specified number of concurrent calls has already been established (calls are in a “connected” state) and the account tries to place another call, that call will be rejected.


**Max number of simultaneous calls**

Allow only a specific number of concurrent calls (regardless of their type, such as incoming or outgoing) for this customer’s accounts.

**Max number of incoming calls**

Allow only a specific number of concurrent incoming calls for this customer’s accounts.

**Max number of outgoing calls**

Allow only a specific number of concurrent outgoing calls for this customer’s accounts.

**Max number of forwarded calls**

Allow only a specific number of concurrent forwarded calls for this customer’s accounts.


==== Dialing Rules ====

Dialing Rules define the number format used by customers dialing out and the caller ID format for numbers coming in.

Complex dialing rules can be configured by generally one of two setups are used:

**No Dialing Rules** (E164)

All calls are made in E164 format (etc 61399130000). International calls do not require 0011 prefix.

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**Localised Dialing Rules ** (0NSN)

Calls can be made made in //03 9913 0000// format, or 9913 0000 format if the number is in the same area code.

You will need to select the appropriate dialing rules for the state in which the customer resides in this case.

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==== Outgoing Calls ====

**Override Identity**

  * Never - Do not override edintity at all - Allows customers to present any 61xxxxxxxxx formatted number. (Not recommended).
  * If Different from Account ID and Aliases - This will overwrite the caller ID if it is not a caller ID that matches the Account ID or the Aliases listed on that account.
  * If different from All Customer Accounts - This allows customers to present any caller ID under thier account, but no others.
  * Always - Always overwrite caller ID.

**Call Barring**
  * Defined by Account Product
  * Enabled (Need to specify Countries)
  * Disabled (No limitations on Countries dialable)

==== Incoming Calls ====

**Unified Messaging** (Voicemail)
Enabled / Disabled & Maximum Mailbox Size (In MB)

If voicemail is enabled customers can access it by dialing *99 from a handset.

**Call Waiting**

This activates the Call Waiting functionality.

**Default Answer Mode**

Specifies the method of processing incoming calls to this account if call screening has been disabled, or if none of the call screening rules apply.

  * Forward Only - Do not ring on Registered Endpoint IP, follow forward rules.
  * Voicemail - Go to Voicemail
  * Reject - Do not accept call
  * Ring Only - Ring on Registered Endpoint IP

**Call Forwarding**

Assigns Forwarding Mode (Only used if Default Answer Mode includes Forward)
  * No Forwarding – Disables call forwarding entirely.
  * Follow-Me – Enables standard follow-me forwarding.
  * Advanced Forwarding – Activates advanced call forwarding mode.
  * Forward to SIP URI – End users can enter a forwarding destination as a CLD@IP or CLD@domain. PortaSIP® will round-robin through DNS SRV records if they are configured for the specified domain.
  * Simple Forwarding – A simplified type of forwarding where you specify a single phone number to which calls will be sent.


====== Generating new Accounts ======
  * From the Customer page, select **Accounts** and then **Account Generator**
  * Fill in the //Number of Accounts// you wish to generate (Minimum 1)
  * Select the //Product// you wish the account to use
  * Select account //Type// (Debit or Credit) (If selecting Credit set Balance Control to Subordinate to use Customers credit limit, or Individual Credit Limit if configuring a credit limit per account under the customer)
  * Under //Generation Method// select the //DID Inventory// box
  * From the //Pricing Batch// dropdown box select the DID Pricing (Generally free)
  * Click //Starting DID// and search for a suitable DID (You may have to set //Allocated To// to "Unallocated" to view all numbers) (If configuring a range of DIDs it's generally best practice to have the numbers sequential, so if generating 10 Accounts, you would want to select the first of 10 sequential DIDs) You can also search based on the SZU of the location by entering the SZU in the Area field. [[https://www.acma.gov.au/Industry/Telco/Numbering/Managing-numbers/managing-numbers-numbering-i-acma|For more info on which SZU the customers fall under see this ACMA Page]]. (Newly added numbers may not have the SZU populated straight away)
  * Select //Auto Generated// for the //Service Password//
  * Enter a name for the batch (ie Customer Example Batch 1) under the //Batch// header
  * Click **Generate** and the job will be sent to the procesing queue
  * Within a minute you should receive an email with the Account IDs, usernames & passwords, and the accounts should be visible under the Accounts under that customer.

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Newly generated accounts may need to be Activated, to do so, select the Account, and click **Activate**

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The account is now ready for use.