AO - Account Guided Setup

Owned by David Klein
Last updated: Jan 04, 2024
3 min read

Description

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.

How To

Description: In this step we can import phone numbers and then create the location.

  1. Click the +Location button.

  2. A popup will appear with 2 options.

  3. Click the Import button to add the main phone numbers for this new location to the account.

    1. AO - How To Add Phone Numbers

    2. 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.

  4. Once you have imported some numbers click the Create button to create the location.

    1. AO - How To Create a Location

  5. Once the location is created you will see the location show up on the right.

Description: In this step we can import Numbers, Devices, and Users via the CSV Importer or import them individually.

  1. Either click the CSV Importer button or the individual buttons.

    1. CSV Importer: AO - How to CSV Import Numbers, Devices, Users

    2. Numbers: AO - How To Add Phone Numbers

    3. Devices: AO - How To Create A Device

    4. Users: AO - How To Add Users

  2. Once all of the information has been imported click the Completed button at the bottom.

Description: In this step we are configuring what happens when someone calls your main number.

AO - How to Add Callflow

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

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