Account Setup & Services Overview

Invitation to Setup a New Account

If you have received an e-mail inviting you to subscribe to Evatel, click on the link provided to go directly to the New Account Setup page. The registration form will already have some information about your new account such as your name, e-mail address, subscription key, etc. Fill in the New Account Setupform to complete your registration and get your User IDand PIN.

New Account Setup from the Web Site

To register for an Evatel account, open your Internet browser and go to the Web Portal site of your local ESP(example: http://Evatel2.openface.ca/mobility/). The Web Portal home page will be displayed. On the main page, click on Sign-up nowto start setting up your new account.You only need an e-mail address to open an Evatel account and get your User IDand PIN. As a second step, you can subscribe to specific service packages and provide the additional information that each service requires.

Fill in the New Account Setup Form

Enter your Subscription Key(ESK) if you have been given one. If you don't have a Subscription Key, leave this field blank and continue. You will be assigned a guest ESK to subscribe to a default set of services. Under the "Personal Information" section, you will be asked to provide the following information:

• My First Name: Your first name is used to add your name to the users' directory.
• My Last Name: Your family name is used to add your name to the users' directory.
• I Speak: Select your preferred communication language.
• My Email Address: Your e-mail address will be used to send you information about your Evatel account (User ID, PIN, local Evatel access number, and other notifications). The e-mail will also be used by Evatel to send you faxes and voice messages if you subscribe to Smart Number.
• My Mobile Phone: Your personal mobile phone number (optional). Note that by default, Evatel will automatically identify you when you call from this number.
• My Time Zone: Your region's time zone.
• Confirmation Code: Enter the security code shown in the picture.

Once you have completed your Registration Form, review the Evatel Service Use Contract then press Acceptto get your User IDand PIN.

Possible Account Setup Errors

Here are some possible errors during the account setup phase:

• E-Mail address already exists: If the e-mail address you entered already exists, Evatel will let you know about it and inform you that a user with the same e-mail address already exists. It assumes that you are that user and offers you the option to either login to the account using a valid PIN, or request the PIN by e-mail.
• Telephone number already used by someone else: If the telephone number (mobile) you entered is already used by another user as an Auto-ID or Auto-PIN number, you will be shown a warning message and asked to enter a different telephone number. This is necessary to avoid user authentication conflicts.

Successful Account Setup Confirmation

Your successful registration is confirmed once Evatel displays an Account Created page with your new User ID.

The User IDand PINwill be used to identify you when you access your account on the Web or by phone. Your PINor "Personal Identification Number" is used as a password to prevent intruders from accessing your account by phone or Web. It has a similar role and importance as your bank account PIN. The system will ask you for your PINto confirm your identity each time you attempt to access your account.

Select your Service Packages

Now that your account has been created, you will be asked to select the service packages you want to subscribe to. Each package may contain one or many services that will need to be setup.

Select the Service Packagesyou want to subscribe to, then click Next.

Setup your Services

You may configure the services included in your selected package now or do it later from your account setup page.

Once you complete your registration, you may be asked to specify the method of payment for your Evatel services. Here are the possible answers:

• I want to pay by credit card
• I have a company account
• I want a Free Trial

Depending on the Evatel Subscription Key (ESK) you used to subscribe, it is possible that your account charges get billed to your organization.

Once you have successfully completed your registration, you will receive an e-mail with your new credentials: Your User IDand PIN. Go to your Web Portal site and login to complete your account configuration. Your Evatel account will be activated once validated (valid ESK and/or Payment Method).

• Smart Fax Overview & Account Setup
• Smart Number Overview & Account Setup
• Speech Contacts Overview & Account Setup
• Speech Outlook Overview & Account Setup
• Speech Contacts Account Setup

To complete the setup of your Evatel account, you need to configure your user profile on Web Portal and by phone as follows:

Personalize your Evatel Account on Web Portal

1. Go to your Web Portal site and loginwith your User IDand PIN. Once authenticated, you will get access to your account;
2. SelectMy Account from the Web Portal Toolbar then clickEdit to personalize your user profile (language, timezone, e-mail signature, etc.). Click Submitwhen finished.
3. Select My Phone Sessionsfrom the Web Portal Toolbar to set your preferences for Evatel phone sessions: actions to take after login, audio to play while downloading messages, dialog mode, etc.  Click Submitwhen finished.

Record your User Name by Phone

1. Call Evatel at the telephone number given to youwhen you subscribed. The virtual assistant telephone number can be found in the Phone Sessionspage.
2. Loginwith your User IDand PIN.Once authenticated, Evatel will greet you and ask you to record your name;
3. Say your name and press (#) when finished.Evatel will repeat the name it recorded and ask for confirmation.

Your recorded name will be used to greet you when you call in and to inform your callers that they are being transferred to you.