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Description
The account guided setup section located on the Dashboard page is the primary way to setup an accountThis section is where you can build out your entire account one step at a time. We recommend you use this tool to setup the account and use the other pages like users to correct mistakes.
Locations contain your users, phone numbers, and devices based on the address they reside in. E911 is assigned to each location so that in the case of an emergency 911 responders know where to go. So if you have a main office where most of your employees work and some remote workers, you will want to create individual locations for those remote workers or branch offices.
LOA’s are the documents that we will create and will be used to acquire your phone numbers from your current carrier. It is important that all the information is correct so we can port your numbers to our carrier.
How To
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 Image AddedDescription: In this step we can import phone numbers and then create the location. Click the +Location button. A popup will appear with 2 options. Click the Import button to add the main phone numbers for this new location to the account. AO - How To Add Phone Numbers These phone numbers are what people will dial to call the company and NOT the phone numbers to call individuals directly. You can import all your phone numbers if you want to.
Once you have imported some numbers click the Create button to create the location. AO - How To Create a Location
Once the location is created you will see the location show up on the right.
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| title | 2. Import Users, Devices, Numbers |
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 Image AddedDescription: In this step we can import Numbers, Devices, and Users via the CSV Importer or import them individually. Either click the CSV Importer button or the individual buttons. CSV Importer: AO - How to CSV Import Numbers, Devices, Users Numbers: AO - How To Add Phone Numbers Devices: AO - How To Create A Device Users: AO - How To Add Users
Once all of the information has been imported click the Completed button at the bottom.
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| title | 3. Configure Callflow |
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Description: In this step we are configuring what happens when someone calls your main number. AO - How to Add Callflow |
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Description: In this step we are creating the E911 form. E911 is required for all locations so in the case of an emergency 911 can lookup the location. AO - How To Create an E911 Request Form |
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Description: LOA’s are forms used to port your phone numbers from your old carrier over to Audian’s phone number carrier.
AO - How To Create an LOA Form |
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| title | 6. Submit for Review |
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 Image AddedDescription: In this step you will submit all of your information and lock your account from making additional changes. We will review the information before sending DocuSign email requests for the LOA’s and E911 forms. Press the Account Review Submission button. Wait for Audian to review the information.
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