The Basics Tab

Modified on Fri, 26 May 2023 at 05:51 PM

Description: The main information about your account is stored here.

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.

Next, click on the pencil icon located in the rightmost column of the row for the newly created account in the Table of Existing Accounts

This will open a new window where you should open the Basics Tab that is discussed in this article.

The parameters given in this tab are divided into two sections: 

  • Account information fields 
  • Action buttons

Account information fields   

Some fields in the account information section are automatically pre-filled when you create an account. Certain fields can be edited by you, while for others, you will need to reach out to your Account Manager or the Ooma Enterprise support team to make any modifications. 

The following list provides a description of the fields and parameters outlined in this section: 

  • Account Status: this parameter indicates the current state of the account, which can be one of two values: Active or Disabled. 
  • Account ID: a distinctive alphanumeric combination that allows us to identify a particular account within our system. 
  • Account Type: a locked parameter that specifies the type of account, based on the creator's status in the system. Only super admins are authorized to update this information. 
  • Account Name: this field allows you to modify the account name, which should be unique across the entire system. It is mandatory to fill out this field; leaving it blank is not permitted. 
  • Account Realm: serves the purpose of identifying the unique provisioning realm for the phones, enabling them to point back to the designated account. By using the Sign-in/Sign-out feature on the phones, you can avoid the need to assign a specific phone to a specific extension. It is mandatory to fill out this field; leaving it blank is not permitted. 
  • Timezone: you can use this field to select the time zone of the account's location. Additionally, you have the option of using the time zone map instead of scrolling through the drop-down list to find your desired time zone. 
  • Language: you can use this field to select a language from a drop-down list of supported languages in the System. It is mandatory to fill out this field; leaving it blank is not permitted. 
  • Notes: this parameter appears only if the Notes field sited on the Notes Tab is filled out. 

Action Buttons   

There are two action buttons in the Basics Tab

  • The "Disable Account" button: clicking on this button will deactivate your account temporarily, and this can also happen automatically if your account misses a payment. Upon clicking this button, a confirmation pop-up message will appear, asking you to confirm the requested action. 

When an account is disabled, its status will be updated to "Disabled", and the button labeled "Disable Account" will be replaced by the button labeled "Enable Account."

If you click on this button, a new pop-up message will appear, requesting confirmation of the action you intend to take. 

Please note that in the Table of Existing Accounts on the main page of the Accounts App, disabled accounts are not clearly marked as such. 

  • The "Delete Account" button: clicking on this button will delete your account and all associated information permanently. This action cannot be undone. 

After clicking on this button, a pop-up message will appear asking you to confirm the requested action by typing the word "DELETE". This additional step is a security measure designed to prevent unintended button clicks. Once you have entered the requested word, the "Delete This Account" button will become active.

Accounts that have been deleted will no longer be displayed in the Table of Existing Accounts on the main page of the Accounts App

Once you have inputted data into the fields, do not forget to click on the "SAVE" button to apply the changes.  

The Accounts App will display an  of an exclamation mark within a green circle next to any fields that have been modified.

The Accounts App will notify you that leaving the page will result in the loss of any unsaved changes.

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