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Cheryl Wankmueller
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ACCOUNT INFORMATION AND E911

The home page is the default landing location that displays key information about the account based on the permissions that were set up for the user that logged in. Certain information can be hidden depending on the permissions allowed to that admin or user. In addition, you can see what E911 method is currently set, and update the E911 method.  You are also able to change the E911 address(es).

Partner Landing Page

If you log in to Clarity as a Partner, your default landing page will display a list of all of your clients (Active, Pending, and Cancelled) under your ResellerID. You can filter all, active, or inactive accounts in the display from the drop down menu.

To choose an account, click on the hyperlink of the name of the account, you will be directed to that account. The five most recent accounts you have accessed will show up under the Customer Search page.

You may also choose to pin an account if you access it regularly.

If you login to Clarity as an Account Admin, your default landing page will be the account summary page.

If you login as a user, your default landing page will be your extension landing page, with pertinent information regarding your extension.  From your extension you can navigate to your voicemails, faxes and SMS using the dynamic links.

 

Account Overview

Underneath the account information tile is the Overview tile. This tile displays a summary the quantities of key features and capabilities active for the account. The information covers:

  • Maximum Allowed Call Paths
  • Number of:
    • Extensions
    • Configured Devices
    • DIDs (Direct Inbound Dial telephone numbers)
    • Clarity platform registered users
    • VCC softphone devices
    • SMS enabled telephone numbers
    • Fax extensions
    • Pointers
    • Audio Conference lines
    • Call Centers
    • Ring Groups

Navigating Around an Account

When signing into the Clarity Platform, administrators are automatically routed to the Home page for their account. At the top of Home, you will find the account address and account technical information. This information is usually input when the account is created and does not need to be edited on a regular basis. In addition to account information, the E911 data is also displayed. It is important to regularly review the E911 information to ensure that it is current and correct.

To navigate to different phone numbers and/or extensions on the account, click on Extension Manager on the left-hand menu, and scroll or page through the list of phone numbers and extensions.  To select a phone number or an extension – click on the phone number or extension link, and say Yes, and you will be directed to that phone number or extension.

You may also navigate to another phone number or extension, by selecting “Switch Extension” on the menu on the left.  Start typing the name on the extension, or the extension number to start the search.  Once you find the extension or phone number you need to go to, click on Yes, and you will be directed into that phone number or extension.

ACCOUNT ACTIVATION

Activating a Pending Account

Accounts in Pending only get 15 minutes of test time a day. To activate a Pending account, log in to Clarity.  Only Cloudli Partners and Cloudli employees can activate accounts.

Navigate to Administration >Activate Customers. Find the client you need to activate and on the left-hand side of the pane, click the blue arrow icon to activate.

Note: You will not be able to activate a pending account unless payment has been set up on the account.

Creating a Reseller User

To create a user (such as an employee) to be able to access and maintain client accounts, login to the portal with your reseller login.

From the Partner Landing Page, navigate to Administration>Users.

Click on the blue +Add A User to create a new user and Save.

Permissions

All new users set up need to have permissions granted, otherwise when they login they will not be able to see or do anything.

UPDATING E911

When someone dials 911, this routes call-to-service and then to the correct 911. All NADP (North America Dialing Plan) phone numbers must have E911 set up to be in compliance with United States law. If E911 is not set up properly, outbound dialing is BLOCKED until the E911 setup is completed.

Note:  Please seek the advice of the support team if you are not sure which method is appropriate for the account.

There are 3 types of E911 methods that an account can be configured for. They are E911 by:

  • Device: Best used when an account has multiple devices residing at different locations, and/or the account uses many different outbound CallerID’s. (This section will only appear if the account is set to E911 by Device).
  • Single DID: Best used when all devices on an account have the same physical address and show one number on the outbound.
  • CallerID/SipTrunk: Best used when an account needs to show multiple CallerIDs.  The reasons for this vary.

Update E911 Method From The Home Page

To update E911 Method from the Home Page:

  1. In the account section, click the Update button.
  2. A new pop-up window will appear. Choose the appropriate E911 method from the drop-down menu.
  3. Click Save.

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