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New Customer Account Information Request Form

 

New Customer Account Information Request

To create a new customer account, please provide us with the following information:

 

1. Company name, address, phone, fax, and other contact information

2. A copy of Company logo

3.A list of users profiles to be included on the attached (see below) spreadsheet. The list should include:

-First and last name

-Email address (must be unique)

-Phone number (to contact user for technical support purposes only)

-City and State for each User

-Permission level (0 = no, 1 = yes)

-User’s department and respective cost center 

The users will need to be designated by one of the following permission levels:

a.Manager (includes permissions for both Accounting and Operations)

i. edit customer account details

ii. assign all roles

b.Accounting

i. manage/view billing accounts

ii. view pricing plans

iii. manage/view contracts

c.Operations

i. add/edit/delete users

ii. view calls in progress

iii. assign User role

d.User

i. place calls

 

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