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Create a Domain

Written by Marissa Orsini

Updated at April 17th, 2024

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Table of Contents

Create Customer Domain

Scope

Intended Audience: White Label Partners or higher

The following article will show you how to create a domain for a new customer

 

Requirements

White Label access to the Manager Portal or higher

 

 

Create Customer Domain

  1. Log into the Manager Portal
  2. Click on Domains
  3. Click Add Domain
  4. At the popup window enter the following information on the Basic tab:
    • Name: Must be unique, all alphanumeric characters, any letters in lower case, no spaces or special characters, minimum of 4 characters. This cannot be changed once created.
      Note: The domain name will be used as the client's username in the form ext@domain. example: 100@niftywidgets
    • Description: Company name typed normally. 
    • Email Sender: Email address from which notifications will come such as notify@domain.com
    • Record: Whether or not you want to have domain-wide call recording enabled.
    • Residential: No
    • Status: Active
    • Single Sign-On: If single sign-on was configured, select Enabled
      See Retrieve SSO Client ID
  5. Click Next
  6. The Defaults tab outlines user defaults that apply when a new user is created. These settings can be changed individually later and do not reflect domain limitations. 
    • Dial Permission: Select the appropriate option (Recommended is US and Canada)
    • Timezone: Select the client's timezone, this will be used for call routing and call history
    • Area Code: Area code of the client. This will be prepended if 7-digit dialing is used
    • Caller Name: Use the client's Caller ID Name
      NOTE: This only impacts calls within the PBX. To set CNAM for a client, contact the Telco Services department.
    • Caller ID: This will be the 10-digit Caller ID number that will be displayed by default
    • Randomize MOH: This will enable randomized music on hold for the whole domain. NOTE: You will still need to upload MOH once the domain is created.
    • Enable Voicemail: Checked. If disabled, unanswered calls will be dropped unless the user's Answering Rules are modified
    • Voicemail Transcription: This will enable voicemail transcription when users are created by default. It is recommended to leave this disabled.
    • Message: This is the default voicemail message generated using text-to-speech. It can be changed or left as a default
    • Voice: This is the voice that will be used with the text-to-speech greeting. It can be changed or left as default.
  7. Click Next
  8. The Limitations tab limits how many applications of each type can be created. Office Managers can create the following items so they should be disabled or limited if you plan to bill for these:
    • Departments
    • Auto Attendants
    • Call Queues
    • Sites
  9. It is recommended to set Max Users, Max Conference Bridges, & Max Fax Numbers to the number of each you are billing for (if 0, select disabled)
  10. Click Next
  11. In the Emergency Tab, enter the Emergency Caller ID. This will be used to register the service address for emergency service
    1. Please ensure that the emergency number is in 11 digit format to correspond with the portal/domain.
  12. Click Add

 

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