AO - Dashboard
- David Klein
Description
The dashboard allows you to see your inventory, add additional account users, and setup your entire account by using the Account Guided Setup section.
Inventory
This section shows you the maximum amount of items you and your sales rep agreed upon if you end up exceeding your inventory that items ring will turn red and your onboarding representative will work with you to resolve that.
The following items include.
Users: Basic, Common, Premium, Virtual
Number: Local, Toll-Free
Addons: Softphones, Fax Boxes
Account Guided Setup
This 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.
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