Home » Categories » Guides

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


i. manage/view billing accounts

ii. view pricing plans

iii. manage/view contracts


i. add/edit/delete users

ii. view calls in progress

iii. assign User role


i. place calls


Attachments (1) Attachments
Related Articles RSS Feed
Guide to Audio/Video Setup
Added on Sat, Mar 9, 2013
Best Practices for a Great Audio Experience
Added on Fri, May 3, 2013
Guide to Wireless Networking and VRI
Added on Tue, Apr 10, 2012
Steps to Onboarding New Customers
Added on Mon, Jan 12, 2015
Select your microphone and speakers from your browser
Added on Wed, Apr 5, 2017
Guide to Desktop Notifications for Incoming Calls
Added on Fri, Jun 1, 2012
Logitech Webcam Recommended Settings
Added on Fri, Feb 7, 2014