Sub Accounts - Wiki

Sub Accounts

From Wiki

Revision as of 20:33, 7 April 2015 by Neocypher (Talk | contribs)
Jump to: navigation, search

Having a Sub Account allows you to register more than one device to make or receive calls simultaneously, you can also use it as an internal extension for your office or even your house. Many of the features within make use of sub accounts. With this guide we are going to learn how to create and use this feature properly.


How to Create a Sub Account

You can create as many Sub Accounts as required and there's no extra charge for doing this. First you need to enter your Customer Portal and select "Create Sub Account" under the Sub Account Menu.


Basic Options

These are the basic options you need to configure in order to properly create a Sub Account.

Protocol: Here you can select either SIP or IAX2 protocol. This will depend on the device you want to use with this Sub Account. SIP is the recommended protocol. Please note with IAX2 you will not be able to see the registration status on the Customer Portal: Home Page.

Authentication type: This is an option that you don't have with your main account. You can choose between User/Password Authentication or IP Authentication. Again this setting will depend on the device you're using.

-- User/Password Authentication: This is the recommended setting and most devices only support this option.

-- IP Authentication: Recommended for advanced users. Mostly this is used for PBX or Asterisk based servers. When you select this option you can set the IP of your device/server.

Note: When you use IP Authentication the registration status will not be displayed in your Customer Portal: Home Page.

Username: This is the username of the sub account. You can use alphanumeric characters for the username (make sure your device supports the use of alphanumeric characters in the user field). The format of the username will be as follow: {Main Account}_{username}.

For example, let say that your account is 100000 and you set the username as home the username that you're going to use in your device will be 100000_home.

Password/IP Address: Here you can set the password to use for this sub account. The minimum is 6 characters, although it's strongly suggested that you use more characters and also use alphanumeric characters to create a strong password.

If you're using IP Authentication here you can set the IP address of your device/server. Format e.g.


Device type: Make sure to select the correct type of device you're going to use with this sub account to properly receive incoming calls.

CallerID Number: Here you can set the callerID number if you're using an ATA device, IP Phone or Softphone. Make sure to enter a proper callerID number to ensure proper termination, we also do not recommend the use of toll free numbers. Use only numbers in this field and the callerID number has to be 10 digits long.

Canada Routing: This defines the route the system will use when you place a call to Canada with your Sub Account.

International Route: You can select the route that is going to be used for International Calls from this sub account.

Allow International Calls: With this setting you can enable or disable the International Calls from the sub account.

Allow *225 for Balance: When Enabled, calls placed to *225 will provide the Current Balance of the account. When Disabled calls placed to *225 will be rejected.

Music on Hold: This setting allows you to select whether or not the person calling your DID number or extension will hear Music while the call is on hold.
The following options for music are available:

You can test the categories by dialing the following codes:

*** 89 Away in the Tropics
*** 90 Coffee and Sunrise
*** 91 Coffee Shop Acoustic
*** 92 Easy Listening
*** 93 Guitar Alchemy
*** 94 Happy Endings
*** 95 Light and Casual
*** 96 Orchestral Moods
*** 97 Piano Mix
*** 98 Rock Me Easy
*** 99 Spa Sounds

Account name or description: This setting can help you to easily identify each sub account.

Advanced Options

These options allow you to set the allowed codecs, DTMF modes and NAT for each subaccount. These settings are recommended for advanced users only.

Subacc adv opt.jpg

Allowed Codecs: This setting allows you to select the codecs that you're going to use, you can choose to allow one or more codecs at the time.

DTMF Mode: This allows you to select the DTMF mode that is going to be used with this sub account. If you set this to AUTO the RFC2833 (AVT) is going to be used and automatically switch to INBAND if the other end doesn't support RFC2833.

Note: Its recommended that you select the same DTMF mode in your device. 

NAT (Network Address Translation): This setting should be set to Yes if you're behind a NAT, if not set to No. If you're unsure what this setting means, is highly recommended that you leave it to Yes.

Optional Settings

Although these are optional settings, you can use these settings to assign an internal extension number, voicemail and Ring Time for your sub account.

Sub acc optional.jpg

Internal Extension Number: You set an internal extension number in order to call between Sub Accounts under the same Main Account. The extension number you enter in this field will have a leading 10, you can enter from 1 to 10 digits. For example if you set 55 the extension number will be 1055.

Note: Make sure that the sub accounts are registered to the same server in order to make an internal call. The call to an internal extension is FREE.

Sub Account as an External SIP URI

To use a sub account as an external SIP URI, you only need to enable it as an Internal Extension first. For example, let's say your Internal Extension is set to 2 (102 with the leading 10), you can be reached directly via SIP from another network with a URI that is going to look like this: (Replace by the server you are registered to, and the 2 by your internal extension).

Internal Extension VoiceMail: Here you can select which voicemail is going to be associated with this sub account. Please set this to be able to access a particular Voice Mailbox using *97 from the device registered with this sub account's credentials, even if you are not using Extensions.

Note: If you associate a voicemail with this subaccount, you are going to receive a Message Waiting Indicator when you have new messages in your mailbox. 
      This will lead to different results depending on your type of adapter, soft phone or IP phone. 
      For example, when using a Linksys ATA adapter, it's usually a stutter tone with periodic ring, IP phones usually use a stutter dial tone 
      when you pick up the line and are equipped with a blinking light, soft phones usually show a Voicemail Icon in the dial display.

Internal Extension Ringing Time: This is the amount of time the phone will stay ringing when you call this internal extension directly. 5 sec = 1 ring.

Reseller Configuration

Also if you're using the Reseller Interface, you can associate each sub account with one of your customers.


Reseller Client: Here you can select the customer that you want to associate with this subaccount. You need first to create the account of your customer using the Reseller section in your Customer Portal.

Reseller client package: Here you can select the package that you want to assign to your customer. You need first to create a package in the Reseller section.

next billing date: Here you can set the next billing date. Usually the system sets this automatically, but if you manually change the package associated to this subaccount, you can change the next billing date manually.

Charge setup fees now: Once you check this option, the monthly fee for the package is going to be charged. You can use this option when you have applied a change in the package of the customer.

Sub Account Reports

You can see the amount of minutes, number of calls and even the amount spent for each sub account. This information is useful even if you're not using the Reseller Interface. You can access this from your Customer Portal>>Sub Accounts>>Sub Accounts Reports menu.

Subacc report.jpg

Report Range: You can display a report with a range of 92 days only (3 months).

Minutes: The number of minutes used by this sub account in the given range. Expressed using decimal time.

Calls: The number of calls made for this sub account in the given range.

Amount Spent: This is the amount spent for this sub account in the given range.

Use of the subaccount

Once you have created one subaccount, you can use it with most of the features available within your Customer Portal, for example with the Digital Receptionist (IVR), as an agent to receive calls from Calling Queues, Routed directly to your DID numbers, as an external SIP URI to receive incoming calls from another networks, etc.

Personal tools
Actions Wiki Blog
Guides (English)
Guides (Français)
Guías (Español)