Accounts Application Overview

Description: The primary purpose of the Accounts App is to allow users to create and manage user accounts within the Ooma Enterprise system.  

Location of the Accounts App 

After logging in to the Admin Panel, click on the "Apps" icon located in the Top Horizontal Menu Bar.

Upon clicking the "Apps" icon, you will be directed to a new page containing a list of apps integrated into the Admin Panel. To access the Accounts App, locate its name in the list and click on it.

Account Hierarchy 

The Ooma Enterprise system arranges accounts into a tree structure, where parent accounts can access their sub-accounts. To gain a deeper understanding of this topic, you can read this article. 

Accounts Application Interface Overview  

The Accounts application interface consists of three main elements: 

• Table of Existing Accounts 
• Search field 
• "Add New Account" button

If the table already contains a list of child accounts, and you want to know how to log in to one of them, read this article. You can also masquerade yourself into a child account from the parent account, by highlighting the account in the list. 

But it is more likely that when you access the Accounts App for the first time, the Table of Existing Accounts will be empty. To begin working, it is advised to select the "Add New Account" option in order to create a new child account.  

This functionality may not be available to all administrators.