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BrightPBX

Adding a customer

  1. Open the Account Manager app, and choose Add New Account

    The Account Manager app with the Add New Account button highlighted

  2. Fill out the customer’s information. Optionally, you may add a separate administrator to the account by clicking the + Administrator link at the bottom

    The new account form showing the customer information fields and the + Administrator link

  3. Leave all the Trunk Limits at 0 for unlimited. Check the box Allow customers to make per-minute calls.

    The Trunk Limits step with the Allow customers to make per-minute calls checkbox highlighted

  4. Optionally, you may choose to disable calling to certain areas. If not, click Next

    The call restrictions step listing destinations that can be disabled

  5. Provide the customer with a balance to allow them to make calls. We recommend setting this to a low but manageable value like $20 to start.

    The credit step with the opening balance amount entered

  6. Optionally, you may restrict access to certain apps for this account. If you are not providing access to the end-user for this account, then you can just click Next here

    The app restriction step showing the list of apps that can be enabled per account

  7. Click Create Account to create your new account. It will appear on the left side panel of the Account Manager

    The final step with the Create Account button, and the new account listed in the left panel

  8. If you will be adding users and DIDs, make sure to masquerade the account first.