Edit Account Menu

The edit account menu is the single most popular menu in the software and is where all of your customers settings can be set. In this section of the documentation we will go through the Edit Account menu each section at a time.

Section 1 - The "Information Box"

The information box at the top of every account has the following information:

Account Activated: Allows you to activate or deactivate an account at will. Unticking this box will suspend an account immediately.
Account Number: All accounts in the system are issued with a 16 digit unique account number. The account number is designed to be a container for everything in the persons account. E.g. You may have 100 usernames under 1 account. Accounts are billed on post-payment in turn each username on an account is checked and billed when an account is billed.
Creation Date: The date the account was created.
Account Owner: Currently this setting is locked to "Admin" however if an agent or reseller signs up an account and you are viewing it you will see the resellers / agents name in this section.
Agent Number: The agent number field should be left un-touched, this is filled in if an agent signs up an account and is used to identify the accounts an agent is elligible for recieving commission on.

Section 2 - "Customer Information"

The customer information section of the edit menu is where customer details are stored. Changing anything in this section means that you are changing core customer details. The old details are not backed up and are gone once replaced.

Section 3 - The "Extras" Section

This section describes any "extras" other then call costs which will be charged to the users account. The format is "Description" which describes the Extra and will show up on the users bill. The "Cost" is the cost in "Dollars and Cents" of the extra and the "Charge Period" is the interval in which this extra should be charged to the users account.

A good example of an extra is a "Montly Fee" for an account. In the extra's field to add a monthly fee simply add "Monthly Fee" to the description and the amount of the monthly fee to the "Cost". (e.g $19.95) and then make sure the Charge Period is set to Monthly.

Section 4 - "Customer Account Settings"

These are the technical settings for the customers account. These should already be set for you in most cases as long as your settings were set correctly in the setting menu. The Items here are described below:

Customer Number: This is the unique customer number provided to each customer when they signup. This number is generated from your "Base Number" in the settings. You shouldn't need to touch this as it will automatically increment as you add customers. This number is also the customers internal phone number. E.g. If you dial the number from another customers account the customers phone will ring.
Customer Payment Type: This determines the type of payment the user is making for their calls. "Pre-Paid" means the system will check the customers current prepaid balance in the system before allowing a call to be made. "PostPaid" means the system will allow the user to make any call at any time and assumes you will generate an invoice for the customer at a later date.
Default Protocol: (Best left at SIP and IAX). This setting allows the user to connect with either the SIP protocol, the IAX (Asterisk) protocol or Both SIP and IAX.
Billing Package: The billing package is the package you want the user to be on for billing. The billing package determines the cost of calls and can be set in the Billing section of the software. For more information on this please read the call tarrifs section of help.
Customer Route: The customer route section tells vspPanel where to send this customers calls. In most cases you will be using just 1 provider and you will be sending the calls out of that route, however for more complex routes please see the routes section of the manual.

Section 5 - Additional Notes

The additional notes section of this menu is simply a note-taking tool, the notes on an account can be added and read by any system user user (admin or superuser). We suggest keeping notes on customers with special circumstances or account changes.

Section 6 - "Network Numbers"

Network numbers are the customers username(s). These are the logins that the customer has under this account. The username and password here is what the customer would put into their SIP phone or Asterisk PBX to connect to your servers. Each account can have an unlimited number of "Network Numbers" on it, and each network number may have different settings for protocol, voicemail and route.

When adding a network number the system will automatically choose the next available number in the system, this avoids any "double" numbering and keeps the system working smoothly.

Section 7 - Incoming Numbers

Incoming numbers are also known as "DID's" or "DDI's" these are numbers that your provider has given to you. These numbers are direct from the PSTN. In this section you can add an incoming number to a users account. Please note that incoming numbers will only show up on the drop down list if you have added them in the providers menu under incoming numbers.

When you assign an incoming number you must also assign it to a username (network number) on the account. When someone calls the incoming number the phone or PBX connected to that number in this menu will be the one which receives the call.

Section 8 - Pre-paid Credit Remaining

The "pre-paid credit remaining" section only appears if an account is set to "Pre-Paid", if this is the case then you will be able to see and edit how much credit the customer has by changing the numbers in this box. The numbers in this box are in Dollars and Cents (or pounds and pence) and accept a decimal point.

In this section there is also an option called "Play Insufficient Credit Message" This is usually left ticked, however you have a wholesale or business customer you can un-tick this option. If this option is ticked then when your customer runs out of credit a voice message will play to tell them they are out of credit. (Wholesalers / Businesses may prefer to simply be hungup on).

Section 9 - Customer PrePaid Payment History

This section shows the payment history of a customer. All payments and attempted payments via a supported payment gateway (such as paypal) will show in this section. This is purely an informative section and allows you to view any payments the system has recorded for the user. This is also a good fraud protection tool for people continually recharging with different account details.

Section 9 - Activation Information

This section of the edit menu shows you the activation history for any product ordered for this account. When an order for an item occurs for this account it will be added to this menu along with the "New Accounts" menu. When that order is fulfilled the status of the order will change from "Pending" to "Processed". This allows you to keep track of items being ordered for an account such as incoming numbers or additional services.

Section 10 - Registration Status

The registration status section of vspPanel shows the customers registered status on the server(s) you have. A Green message means the user is connected via "x" protocol to server "x" (both x's will be filled in by vspPanel) and a red message of "Not Registered" means the user is not connected to your server(s)