Account Codes settings can be configured for a variety of use cases. The default settings determine if codes are optional (used for tracking) or required (used for authorization), and the second group of settings determine what type of calls require them.
These settings are configured at the account level and can be modified for individual users as needed. See Account Codes Setup and Account Codes User Setup for details.
Default Settings
Require Account Codes for Internal Calls
If this setting is enabled, users are prompted to dial an account code on every outbound call that originates and terminates on this account.
- On (Required): The user dials an on-net phone number or extension and hears, "Please enter a valid account code."
- Off (Optional): The user dials an on-net phone number or If they want to tag the call, the user can dial the star code + account code once the call is answered.
Validate Account Codes When Dialed
If this setting is enabled, outbound calls are not connected unless the caller enters a valid code. However, an inbound call will continue even if an incorrect code is entered to the max retry limit.
- On (Validated): The account code is checked against the codes on the account. Outbound calls are not connected unless the caller enters a valid code. Inbound calls, however, will continue even if the user enters invalid codes up to the max retry limit.
- Off (Not Validated): The user can enter any code they want as long as it’s the right length.
- If the code is valid, the user hears a splash tone to indicate the account code was accepted. The call continues and the code is added to the Call History record.
- If the code is too long or too short, the caller hears, "Account codes must be X Please re-enter your X-digit account code."
Allow Call to Proceed After Max Retries
The max retry limit is set in Account Codes Settings. Once the caller reaches this limit on an outbound call, they hear:
- On (Allow): “You have reached the maximum number of No account code will be assigned to this call.” And the call continues without an account code.
- Off: "You have reached the maximum number of attempts to enter a valid account Goodbye." The call is disconnected.
Call Types
Choose which specific call types require an account code. These optional settings are typically used to ensure that only authorized personnel can place certain types of calls that may incur additional charges.
If one or more call types are enabled, only those call types require an account code. However, if no call types are enabled, all calls require an account code.
- International. Require a code to authorize calls to country codes that are different than the caller's. Since the US and Canada have the same country code, calls between the countries are not considered international.
- Directory Require a code to authorize calls to directory assistance (411 and 0).
- Premium Require a code to authorize calls to 1-900 numbers.
Validation Setting
To prevent users from placing these call types without a valid code, ensure the "Validate account codes when dialed" setting is enabled; otherwise, the call will go through even if the number dialed doesn't match a code on the account.
Use Cases
| Settings | Results |
Account Codes is not yet live.
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Account codes are optional.
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Account codes are required.
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Track internal calls only.
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Track all outbound calls.
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Require authorization for all outbound calls.
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Require authorization for international calls.
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Require authorization for calls to 1-900
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