This article is an overview of Elevate Provisioning Wizard which allows Account Owner to set up newly created accounts: create locations, manage users and assign phone numbers, order devices.
- Launch Provisioning Wizard
- Quote selection
- Manage locations
- Manage phone numbers
- Manage users
- Order devices
Log into CONTROL PANEL> navigate to Voice Services > click on Provisioning Wizard
Or navigate to Partner Portal > Quoting Tool > click Action near the quote> select action Provision quote.
This action is only available for quotes, created for existing accounts.
NOTE: Provisioning Wizard also launches automatically after the Elevate module installation.
If there are quotes, associated with this account, then you will see the Quote selection step. Select existing quote or click No quote to setup account from scratch.
Selecting existing quote allows you to:
- Copy Pricing information from the quote
- Copy Locations from the quote
- Pre-fill Shopping cart with the order from the quote
If there are no quotes, related to the account, then you will see the Introduction step.
Customize pricing for the customer.
To create new location click Add location.
To edit existing location click on location's name.
On this step you can add new numbers or launch Number Porting wizard to port your existing numbers from your carrier.
This steps allows you to manage users:
- Create new users
- Enable Hosted PBX
- Assign location
- Assign phone numbers
- Assign extensions
Note: For each location you need to create separate order even if shipping address is the same.
This step provides details on:
- number of locations created
- number of Elevate users created