Account

On this panel, you can change account details. To save your changes, click Save.

Status shows if this account can use a service and to what extent. Depending on status, the account has full, restricted or no access to a service.

The account can have its own status and inherit additional statuses from the customer. Note that only one status is displayed for an account.

The status icon shows the account’s status. No icon means the account is active and the services are available.

Other statuses are:

• Not yet active – this status indicates that the account’s activation date has not yet occurred, and services are unavailable. The account will be automatically activated on a future predefined date.
• Inactive – by default, debit accounts (such as prepaid cards or vouchers) created via the Account generator are inactive to prevent misuse. They remain unusable until manually activated (e.g., by the distributor after a prepaid card is sold).
• Expired – the account has reached its expiration date and is no longer active. No services, including emergency calls, are available. You can manually activate expired accounts by setting a new expiration date.
• Closed – the account is permanently terminated. Their read-only record remains in the database for audit purposes, but no further operations or service usage are possible.
• Credit exceeded – this status applies to credit accounts that have an individual credit limit. It is assigned when the account’s balance reaches or exceeds that limit, and services become unavailable. Once the user makes a payment or the credit limit is increased, the status is cleared automatically, and all services become available again.
• Zero balance – this status applies to debit accounts. It is assigned when the account’s balance reaches zero, and services become unavailable. Once the user makes a payment and the balance becomes positive, the status is cleared automatically, and all services become available again.
• Overdraft – this status applies to debit accounts. It is assigned when the account’s balance falls below zero, and services become unavailable. Once the user makes a payment and the balance becomes positive, the status is cleared automatically, and all services become available again.
• Suspended – this status is automatically assigned to debit accounts when they have insufficient funds to cover subscription charges (if the corresponding option is enabled in the customer class). Services for suspended accounts are unavailable, but users still have access to their self-care portal. Once the account balance is sufficient to cover the subscription charges, the account is automatically reactivated.
• Screened – this status indicates that suspicious activity has been detected (i.e., the account placed a call from a “high-risk” location). When an account is in the Screened status, all off-net outgoing calls are redirected to a screening IVR, where the user must provide additional credentials to verify that an authorized user is making this call. On-net calls remain available. Refer to the Geo-IP fraud prevention chapter for more details.
• Quarantined – this status indicates that suspicious activity has been detected (i.e., the account placed a call from a “high-risk” location). An account can be placed in this status either directly from Active or after Screened (if this account was unable to supply valid credentials and continues generating many call attempts from a “high-risk” location). To reduce potential fraud and protect network resources, all off-net outgoing calls are automatically blocked. On-net calls remain available. Refer to the Geo-IP fraud prevention chapter for more details.
• Blocked – the account has been manually blocked by the admin. All services are unavailable, and the user cannot access the account self-care portal. Subscription fees still apply (if issuing credits for days without service is disabled). This action is typically used when an account’s activity needs to be stopped immediately, e.g., when there's a suspicion that the account has been compromised. The account remains blocked until the admin removes the block.

Customer-inherited statuses:

• Customer credit exceeded – this status is only applicable to subordinate credit accounts. The postpaid customer has reached or exceeded their credit limit, and account services are unavailable. Once the customer makes a payment or their credit limit is increased, the status is cleared automatically, and normal service usage resumes.
• Customer has ‎no available funds – this status is only applicable to subordinate credit accounts. The prepaid customer’s funds have reached zero, and account services are unavailable. Once the customer adds funds and their balance becomes positive, the status is cleared automatically, and services become available again.
• Customer blocked – the admin has manually blocked the customer. Account services and self-care access are unavailable until the block is removed.
• Service limited – the customer status has become Service limited due to non-payment. This status is used to trigger a provisioning event to an external system (e.g., PCRF), so that it can apply the necessary service restrictions (e.g., disable roaming internet) for non-payment. The Service limited status is removed automatically once the overdue balance is fully paid.
• Service limitation delayed – the customer’s service limitation has been manually lifted until a defined date. Services remain fully available until that date.
• Customer suspended – the customer is suspended for overdue invoices, and account services are unavailable (except for emergency calls). The status clears automatically once the overdue balance is paid.
• Suspension delayed – the customer’s suspension has been manually lifted until a specified date. Services remain available during this period.
• Customer provisionally terminated – the customer is provisionally terminated, and services are unavailable for all their accounts. If the customer is reactivated, the account becomes active again.

Dual-Version-related statuses:

• Exported – the account has been migrated to the “target” system using the Dual Version PortaSwitch solution. The read-only record remains in this (“source”) system only for audit purposes.

The status change is triggered by a certain condition, e.g., an account has reached its expiration date or an account inherits its status from the customer. An account’s status changes automatically, yet you can assign some statuses manually.

To change an account status, click Change status. The Account change status window opens where you can:

• View the current status.

• Change the status to blocked and/or terminated.

• Restore the account from being blocked.

Click Change when you’re done.

You can port a number to PortaBilling from another telecom. Consequently, users can change their telephone provider yet keep their original phone number. Click Port in to create a Port in number request.

The Port in button is only available when the NumberPorting option is enabled on the Configuration server.

An account ID is a user’s identification of the user in PortaBilling. You can change an account ID once the account is saved. Use an alphanumeric string for an account ID, maximum 64 characters. Note that the account ID format depends on the account role.

Click Sign in to sign in to the account self-care web interface on behalf of the end user

This field is read only. It shows which customer owns this account.

Click Show to open the customer’s details.

Hover over Details to see the account type (debit, credit, beneficiary, or voucher), balance control (subordinate or individual credit limit), and the number of aliases this account has.

An account role defines what a specific account is designated for (e.g., whether the account represents a phone line or a top-up voucher) and executes account ID validation. Thus, for a phone line, one can only pick a valid phone number as an account ID and assign the product with the same role.

You can select one of the following account roles:

• Universal – you can use these accounts for any purpose. For an account ID you can select a valid phone number, email address, IP address, MAC address, etc. This account role is used with each business model.

• Phone line is intended for making and receiving calls. You can only select a valid phone number as an account ID (a DID number). This account role is used with Hosted IP PBX, SIP Trunking, Residential VoIP and Universal business models.

• Auto attendant is intended for use with auto attendant. Auto attendant functionality is enabled by default. You can only select a valid phone number as an account ID (a DID number). This account role is used with Hosted IP PBX and Residential VoIP business models.

• PINless is intended for PINless dialing service. You can only select a valid phone number as an account ID (a DID number). This account role is used with PINless and Prepaid card holder business models.

• IPv4 address – this account role is associated with a customer’s SIP proxy or gateway IP. This account role is used with SIP trunking business model.

• User@domain is intended for accessing the Internet. This account role is used with an Internet access business model.

• Mobile is intended for mobile service provisioning. You can only select a valid phone number as an account ID (a DID number). This account role is used with a Mobile business model.

The account role field is read-only for Beneficiary accounts and accounts with Voucher and Prepaid card account roles.

A product is the combination of services you provide to users for a price. Select the product this account will use.

Click Show to open the product’s details. Note that your changes to the product apply to all accounts this product is assigned to.

This field is read only for Beneficiary accounts as they inherit the product configuration from their sponsor.

This is the account’s current balance (only for debit accounts).

To adjust an account’s balance, click Balance adjustment  and follow the steps in the Balance adjustment wizard that opens. The balance adjustment option is not available for Beneficiary accounts as they inherit the balance from their sponsor account.

The General info panel includes tabs where you can define the account’s personal and additional information, create aliases, and configure auto-provisioning.

On the xDRs panel, you can find a specific xDR and view the xDR summary for this account.

The Service configuration panel leads to a group of tabs that allow you to manage service settings, such as dialing rules, for the account. 

On the Call screening panel, you define call screening rules to control how to process incoming calls that match the specified conditions.

On the Fraud protection panel, you can choose which fraud protection tools to use for this account.

On the Subscription panel, you can view subscription plans currently applied to this account and assign/remove subscription plans for this account.

On the Bundles panel, you can view the details of a bundle currently applied to this account and assign/remove individual bundles for this account.

On the Add-on products panel, you can assign add-on products to the account.

On the Commitments panel, you can manage the assigned commitment.

The Finances panel leads you to a group of tabs where you can review the opening balance for an account, monitor account e-payments, and create a Beneficiary account.