System Setup

HELP

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Sign in to OneSuite Business

After new account sign-up

After creating a new account, you can sign in to your account in various ways based on the available sign-in options.

To properly use the apps, an admin must give you access to at least one extension.

Note: The same login cannot be used on multiple devices; everyone using the mobile app must be added as a new user with their own login credentials.

Choose the platform you'd like to sign into below.

Web admin portal

Each OneSuite Business account new signup with receive an email with the administrator’s web portal login information. The admin can set up the phone system, manage phone number and users etc.

Web user portal

Each OneSuite Business extension user can access the web user portal to set up user profile and voicemail settings. The login credentials can be requested by your account administrator, and it is the same as your mobile app credentials.

Mobile app

This is the OneSuite Business extension user’s softphone client or second phone line on mobile phone. The login credentials can be requested by your account administrator. This is also your web user portal login credentials.

Auto Attendant

Setup Auto Attendant call routing

When you sign in to the admin portal for the first time, OneSuite Business will guide you through the process:
Select PBX Mode (how you’d like to route incoming calls) from the following options:

a. Dial by extension. (caller can dial any extension)
>> Do you want the system to create extensions for you automatically, starting from 101. Select Yes or No.
b. Ring an extension> select extension
c. Ring all extensions

Set up company greeting

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Set up auto attendant menu prompts

Assign number to ring all or simultaneous ring?

Select Manage phone numbers from dashboard or side vertical menu
Click on the phone number you’d like to manage

Action: Select “Ring All Extensions” from the dropdown menu > click UPDATE

What is company directory and how to enable this?

One of the features of OneSuite Business auto attendant is that callers can connect to a user based on the user's name, rather than needing to know the user's extension. By default, a directory uses last names (e.g. "Welcome to the company directory. Please dial the first three digits of the last name of the person you wish to reach.")

Enabling the listing of an extension user in the directory can be done in the admin level, and at the extension user level.

Manage Extension > select extension > check “Announce in Audio Directory” and List in Directory

Phone Numbers

Transfer an existing local phone number to OneSuite Business

This can be done during new account signup and also add new numbers after the account has been established. A recent phone bill displaying the phone number to prove ownership is required for upload.

Login to the administrator portal
Select Manage phone numbers from dashboard or side vertical menu
Select (+) from bottom right corner to add new number
Select number type: Local, Local with SMS, or Toll-Free
Check “Port my existing number”> select country> type in phone number
Proceed with payment
Go to Number management from the Dashboard or the side vertical menu
Click on Number Portability request and fill out the form
Upload most recent phone bill> Submit

Please note: The name on the LOA must match the name on your phone bill for a successful porting.

The process should take 7-10 business days to complete (pending no rejection)

Transfer an existing mobile phone number to OneSuite Business

Please follow the same steps as porting local phone numbers. In addition, please have the following information readily available:

* Account PIN. Security PIN for your current wireless account
* Last four digits of SSN. Current account holder's last four digits of their social security number (for wireless personal accounts only).
* Tax ID number. Required for business accounts (for wireless business account only).

Transfer an existing toll-free number to OneSuite Business

This can be done during new account signup and also add new numbers after the account has been established. A recent phone bill displaying the phone number to prove ownership is required for upload.

Also required: Employer Identification Number (EIN), also known as the Federal Employer Identification Number (FEIN) or the Federal Tax Identification Number, is a unique nine-digit number assigned by the Internal Revenue Service (IRS) to business entities operating in the United States for the purposes of identification.
Login to the administrator portal

Select Manage phone numbers from dashboard or side vertical menu

Select (+) from bottom right corner to add new number
Select number type: Local, Local with SMS, or Toll-Free
Check “Port my existing number”> select country> type in phone number
Proceed with payment
Go to Number management from the Dashboard or the side vertical menu
Click on Number Portability request and fill out the form
Upload recent phone bill> Submit

Please note: The name on the Resporg must match the name on your phone bill for a successful porting.

The process should take 3-5 business days to complete (pending no rejection)

Assigning phone number

Select Manage phone numbers from dashboard or side vertical menu
> Click on the phone number you’d like to manage and select an option from dropdown menu:

Action	Description
Auto Attendant	Caller will hear the auto attendant greeting and menu options
Ring All Extensions	Incoming call will ring all the extensions (mobile app users) simultaneously until someone picks up.
Forward to Extension	> Select extension

Manage caller ID

Select Extension > locate the Caller ID field > select the phone number from your account’s number inventory

Please note the caller ID default setting is the Account’s main number.

Delete phone numbers

This feature is currently not available in the admin portal. Please contact customer service for help.

Phone number port out process and fees

OneSuite Business charges a $10 port-out processing fee.