Initial Setup

The best way to start on the right foot is to use the account setup wizard. It will walk you through the steps of setting up your service offering and branding, customer billing, etc.

To access the setup wizard:

  • Login to the Web portal. See Login for details.
  • Click Getting Started in the main menu.

Each time you login to the Web portal, the account setup wizard will automatically be launched to remind you to finish configuring your system settings. You will be redirected to the Welcome page or the last step where you left off if you already started the configuration process. You can jump to different sections as required. Once you complete all configuration steps, you will be redirected to your Home page and the setup wizard will no longer be launched automatically. You need to click Getting Started in the main menu to go to the account setup wizard where you can view and edit your system configuration settings.

Initial Account Setup Check List

If you are ready to start selling Evatel services, login to the Web portal and use the following checklist to complete the initial setup of your VAR account:

  1. Configure your VAR account profile
    1. Click Settings in the main menu.
    2. Configure all sections of the settings: general information, administrator account, technical support, appearance and branding, live chat. See Settings for details.
  2. Configure call restrictions to control calls to specific numbers and destinations
    1. Click Call Restrictions in the main menu.
    2. There are no call restrictions initially on the system. You can define and add call restrictions to block or authorize calls to specific destinations. Restrictions apply to all accounts but exceptions can be set selectively for specific accounts (companies or users).
  3. Customize the subscription packages offered to customers
    1. Click Packages in the main menu.
    2. Configure which service packages, options, devices and setup fees will be offered to customers on the public signup portal and on the account creation and management pages. See Packages for details.

After completing the basic configuration of your account, you will be ready to sell and distribute advanced telephony with built-in virtual assistant services. You can now:

  • create customer accounts manually (see Customers for details); 
  • create and publish your Signup Web Portal to have customers subscribe to your services online;
  • integrate login links on your reseller Web sites to enable your customer to access their accounts.

The Web Portal Overview provides information on the Web Portal interface and functionalities.