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This guide provides step-by-step instructions on how to view and edit account settings within the Omnia Admin Portal.

This document applies to the following user roles within Omnia:Account Administrator: Have limited editing privileges. Partner Administrator: Have full rights to edit all account details.

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Switching Between Accounts

  1. Locate the Account Dropdown:
  • If you are an account admin assigned to multiple accounts or a partner admin, you can quickly find and switch between accounts to view and edit the account settings by typing keywords or account numbers.
  • At the top of the screen, locate the dropdown menu showing the current account name.
  1. Open the Dropdown Menu:
  • Click on the current account name to open the dropdown menu.
  1. Select the Desired Account:
  • Scroll through the list of available accounts.
  • Click on the account name you wish to manage.
  1. Type Keywords or Account Number:
  • Start typing the name or account number in the search field.
  1. Select the Desired Account:
  • Once the desired account appears in the dropdown list, click on it to select.

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Accessing Account Settings

  1. Navigate to Settings: Go to the Admin Portal and sign in. Click the Account tab to expand it, then select Settings. You can also access, view, and edit the settings for an account by navigating to System Admin then Accounts. For detailed instructions, see the System Admin - Accounts document.
Note:
  • Partner Admins will see all accounts that fall under their administration.
  • Account Admins will only see the specific account(s) assigned to them.

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General Settings

  1. General Settings:
  • In the General tab, you can view and update the following information:
    • Enforce Two-Factor Authentication for organization: Check this box to enforce two-factor authentication if not already enabled.
    • Disable Account: Check this box to disable the account.
    • Residential Account: Check this box if the account is residential.
    • Name: View or update the name of the account. This name will be used as the default caller ID.
    • Billing ID: View or enter the billing ID.
    • Time Zone: Select or update the appropriate time zone.
    • Bill Start Date: Set or update the bill start date.
    • Select Music on Hold: Choose or update the music on hold.
    • Register SMS Brand: Register an SMS brand if applicable. See the following document for step-by-step instructions on how to register: SMS Brand Registration.
  1. Select Music on Hold:
  • Choose the desired music on hold from the dropdown menu. Some options may already be enabled and can be viewed or edited as needed.
  • You can also add a new media file by clicking Create a new music on hold.
  1. To add a new media file:
  • Click Create a new music on hold.
  • Click Add a Mediafile.
  • Use the controls to record or upload the media file. This will open additional options.
  1. Additional Options:
  • Playback: Click to play the media file.
  • Press and Hold To Record: Click and hold to record a message.
  • Upload File: Click to add an existing audio file.
  • Cancel Changes: Click to revert to previous settings.
  • Enter a name: Type the name in the Mediafilename field before saving.
  • Save Changes: Click to save the recorded or uploaded file. This media file will now be available to choose from and select in the dropdown.
  1. Add New Music on Hold:
  • Enter the name of the new file in the Enter name field.
  • In the Select Media Files field, pick the file from the dropdown menu.
  • Click Create to save the new music on hold.

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Settings

  1. Edit Account Settings:
  • Navigate to the Settings tab within the Edit Account screen.
  • You can update the following options:
    • Enable password prompt for retrieving voicemails: Check this box to require a password prompt.
    • Enable same ring for internal and external calling: Check this box to use the same ring tone for both.
    • Maximum incoming rings: Select the maximum number of rings from the dropdown menu. This is the default for the account, but it can also be edited for an Extension.
    • Parking lot timeout: Set the parking lot timeout duration.
    • Call waiting: Choose the call waiting option from the dropdown menu. This is the default for the account, but it can also be edited for an extension.
    • Parking lot count: Select the number of parking lots.

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Integrations

  1. Salesforce Integration:
Admins can enable and edit the Salesforce integration settings after account creation.
  • Navigate to the Integrations tab within the Edit Account screen.
  • CRM Integrations: Select the Salesforce option to enable the integration.
  • Salesforce Base URL: Enter the Domain for the Salesforce instance.
  • CTI Task Generation: Specify when to generate tasks using the dropdown menu:
    • Always: Tasks are generated for every call.
    • Never: Tasks are never generated.
    • User: Users can choose whether to generate tasks for each call.
These settings only apply if the Salesforce integration is turned on.
  1. Call Outcomes:
  • Enable Call Outcomes: Check the VOXO icon to enable or disable Call Outcomes.
  • Specify Call Outcomes:
    • Select existing outcomes from the dropdown menu.
    • To enter new outcomes, type the description in the field and select it.
    • To remove an outcome, click the x button next to the outcome.
  1. Call Outcomes Explanation:
  • If Call Outcomes are enabled, when a user hangs up a call using the Omnia softphone, they will be prompted to select an outcome from the available options set up on the account.
  • These selected outcomes can be used in various reports within Omnia to analyze call results and performance.
  1. Webhooks:
Webhooks allow Omnia to send real-time data to another application whenever specific events happen (like a call ending or a new voicemail). They enable automatic updates and integrations with other systems without the need for manual intervention. Add a Webhook:
  • Select the webhook Type from the dropdown menu. Options include:
    • CALLRECORDING
    • ENDCALL
    • NEWVOICEMAIL
    • SALESFORCECRM
    • STARTCALL
  • Enter the URL for the webhook.
  • To add additional webhooks, click Add Web Hook again and repeat the process if needed.
  • To remove a webhook, click the trash can button next to the webhook entry.

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Pricing

  1. Pricing: Navigate to the Pricing tab. Fill in the pricing details for the voice products. Some options may already be enabled and can be viewed or edited as needed:
  • Unlimited Extension
  • Toll Free Minutes
  • SIP Trunk
  • Fax Service
  • International Minutes
  • Live Transcription Service For custom products, select the product from the dropdown menu, and enter the price and quantity:
  • Product: Select from options such as Managed Services or Internet.
  • Price: Enter the price.
  • Quantity: Enter the quantity.
  • Description: Enter a description for the custom product.
  • Click Add a product to include additional custom products. Check the Verify product pricing box to ensure all product pricing is accurate before saving.

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Conduits

  1. Conduits:
  • Navigate to the Conduits tab.
  • Enter the Conduit Prefix. Note that conduits only work when dialing 6 digits or less.
  • Select the conduits to assign:
    • Use the Available list to search and select conduits. Only accounts with conduit prefixes are listed.
    • Move selected conduits to the Assigned list using the arrow buttons.
Conduits allow extensions to dial extensions in other accounts by using a prefix and the extension number. This feature enables users from multiple accounts to communicate via extension-to-extension dialing as if they were all part of the same account, facilitating easy internal communication across different departments or locations.

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Save and Update

  1. Save and Update:
  • After making all edits, click Save.
  • A confirmation dialog will appear. Click Update to confirm.
  • A success message will confirm that the account has been updated.