Account Details

Modified on Tue, 24 Dec, 2024 at 9:37 PM

Account > Settings > Account Details

Account Details defines preferences and defaults for your entire account. From here, you can apply specific settings to all your devices/extensions at once (these can be overridden for individual users as needed), set dialing behaviors, uploading hold music, creating call screening behaviors, and more.

The page is divided into sections for primary functions, including:

Account Info
Account Status
Products
Calling Plans
Cymbus Info (Legacy app only)
Secure Calling
Delete Account

Some settings are only displayed if that feature is enabled on your partition.

Account Info

Here, you can make basic changes to the account's name, type, time zone, and more.

Field	Description
Account name	The name assigned to the account within the system.
Account number	The number assigned to the account within the system.
Extension length	The number of digits required for each extension. This was set when the account was created and cannot be modified.
Regulatory type	This is used for reporting purposes only and is entirely optional. No functionality is tied to this setting. Choose one: Commercial Government Residential
Branding domain	Choose the partition domain that will be used to brand the end user portal and emails (password management, forwarded voicemails and faxes, and emergency notifications) sent to users from this account. Branded emails include the company name, logo, and colors. See Voice Portal Branding Options for more information.
Route plan	Defines how call traffic from the account is routed through the system. Please consult Support before making changes to this field.
Monthly billing date	The day of the month that marks the start of the monthly billing cycle. Calling plan minutes refresh at midnight UTC on the account's monthly billing date. If the billing date is set to the 5th, the previous cycle will end on the 4th at 23:59:59 and the new cycle will start on the 5th at 00:00:00.
Time zone	The time zone associated with the account.
Language (New)	The default language for the account: English, French (Canadian), or Spanish. This language setting applies to the web portal, audio prompts, and system-generated emails. The language setting can be customized for individual users, voicemail boxes, and SIP trunks.
Custom field	A blank field to enter whatever further information you deem necessary.
Welcome email default	Choose whether to Send or Block the Welcome email by default when new users are created. See Block the Welcome Email for more information about this feature.

Account Status

The account status identifies whether the account is Active, Disabled, or Suspended. To deactivate or reactivate the account, open the menu and select a new status.

See also: Suspend an Account

Account Status

Products

The product(s) associated with the account are listed here, along with options to add products or switch the account from one product to another. Not all products can be on the same account, so the options you see here depend on a variety of factors.

Products

Switch Type-1

Business Cloud (BCC)	Cloud PBX	SIP Trunking	Business Lines
Add SIP Trunk Switch to Home Phone	Add Business Lines Add SIP Trunk Switch to BCC Switch to Home Phone	Add Cloud PBX Add Business Lines Add Business Cloud * Switch to BCC Switch to Home Phone	Add Cloud PBX Add SIP Trunk Switch to BCC Switch to Home Phone
* Business Cloud Communications is compatible only with new SIP Trunks created after January 21, 2024.

See also: Switch Account to Business Cloud

Calling Plans

Defines how call traffic from the account is routed through the system. Please consult Support before making changes to this field.

Calling Plans

Cymbus Info (Legacy App Only)

For BCC accounts only, enter the name that will be appended to the username for each Cymbus Legacy app user on the account.

See also: Set the Account Group Name

Cymbus Info

Secure Calling

Secure Calling utilizes transport layer security (TLS) to establish a secure, encrypted connection between SIP devices and network to safeguard customers against unwarranted monitoring or tampering while on-net. This feature can be enabled for the account here or set as an account default setting.

See also: Secure Calling

Secure Calling

Delete Account

The account can be permanently deleted if all phone numbers have been removed first. See Delete an Account for details.

Delete Account