Portal, billing and account

Signing in, logins, invoices, payment, HIPAA, extra numbers, and leaving.

8 articles

Navigating the portal
The pages on the sidebar and where the common tasks live.
Portal logins and what each can see
The login types, feature groups, limiting a login to certain calls, and recordings access.
Understanding your invoice
The two seat lines, add-ons, usage, and taxes.
Paying, updating your card, and statements
The Billing page, pay links, the card-update link, and statements.
Billing cycle, reminders, and terms
The 1st of the month, automated or check terms, and what happens when a payment is late.
HIPAA and the BAA
Accepting the agreement, what it covers, and the channels it never covers.
Extra numbers, caller ID, and international calls
What a number costs, the caller ID name, calling out on a second number, and calling abroad.
Leaving, downsizing, or closing a location
Dropping seats, taking your numbers with you, and closing an account.

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