Creating a New Account

Description: To employ accounts in future work, you must first create them.

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.

During the given course of actions, a new account will be created and nested within its respective parent account, which is the one you are Masquerading. 

Resolution:

Step 1: To create a new account, click on the "Add New Account" button. Step 2: Enter a name for the new account and click on the "Create Account" button.

The new account name must be unique. It is not possible to create two accounts with the same name in the system. 

Step 3: Next, you will be directed to a page that displays the parameters of the newly created account. Please ensure that all mandatory fields are filled out. 

The account parameters are segregated into 9 tabs. You can navigate between them by either clicking on the corresponding section name or by scrolling with your mouse. Each of these parameter tabs will be elaborated upon in separate articles:

• Basics 
• Contacts 
• Caller ID 
• Notifications 
• Call Restrictions 
• App Exchange 
• Notes 
• Carrier Options 
• Desktop Modules