Account Role

Choose an account role from the list.

The account role defines what a specific account is designated for (e.g. whether the account represents a phone line or a top-up voucher) and executes account ID validation. Thus, for a phone line, one can only pick a valid phone number as an account ID.

Main Product

Choose a basic product for this account from the list. The product defines which services are provided to customers.

NOTE: An account can only be assigned a product having the same role.

Account ID

The primary identifier for the account. The maximum allowed ID length is 64 characters.

Blocked

This specifies whether the account is blocked or unblocked. If this is checked, the account is unusable.

Periodic Fee

This tab is available only if the main product contains a subscription with prepay plans configured.

Define the prepay plan for the customer from among the ones available on the list.

Type

The account type may be Debit, Credit or Voucher. Debit is usually associated with prepaid cards. Credit is an account that will be invoiced for incurred costs. Voucher accounts are “refill coupons” for other types of accounts.

Balance Control

In most cases a customer makes a unified payment for all accounts and controls the credit limit at the customer level. Here you select whether to display the balance of individual accounts on a web interface:

• Subordinate – No individual account balance and credit limit. Select this if balance management is done for a whole company (a customer). Consider the following example: a company has several phone lines (accounts). The users make calls, thus the balance of the whole company increases. At the end of the billing period the company receives a consolidated invoice for the activities of all the accounts and sends a single payment which is then applied for all accounts. The payment is made and the balance of the company decreases.

• Individual Credit Limit – Individual account balance and credit limit remain. Select this if you still want to operate with the balance of individual accounts.

Credit Limit

Only available when the account type is set to Credit and Balance Control to Individual Credit Limit. Defines the credit allowance in the account’s currency.

Opening Balance

Only available when the account type is set to Debit. Defines the opening balance for this account.

Inactive

(for debit accounts only)

Select this check box to create an inactive account. Later on you can activate it.

Service Password

The password used to authenticate any calls made using this account.

NOTE: The Service Password field is not present for accounts with IPv4 role. However, a service password is still auto generated and assigned to such accounts due to security reasons.   

Email

The email address for the account owner. When defined, it is used for sending notifications to the account owner.

Customer Site

The customer site this account belongs to. When defined, the account inherits all the site settings.

Add-on Products

An additional product by which you can increase or limit the services provided to your customers.